Streamlining Technical Services Workflow

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Transcript Streamlining Technical Services Workflow

Maureen James Jill Jascha Donna Rose Linda Wen Lixia Zhao

     Why?

Timeline Data Integrity Team Pitfalls Success

     Formerly Promptcat WCP – merger of Promptcat and Cataloging Partners program What does it do Reason why we chose Vendors - third party Midwest and Coutts

Library Information Vendor Name: MIDWEST LIBR SERV Library Name: UNIV OF ARKANSAS, LITTLE ROCK OCLC Symbol: AKU Contact Name: DONNA ROSE Contact Email: [email protected]

Shared Local Catalog Options Local System Vendor Local System Vendor: III -- MIDWEST VERSION Account Identifications Account Number: 86170 100% delivery: No     Record Delivery Options Delivery Via: PSWEB Notification Email(s): [email protected]

[email protected]

[email protected]

[email protected]

Set Holdings: Delayed Receive a copy of the matched record if your holdings are set in WorldCat: Yes PDRs: Yes PDR to include the OCLC number: Yes Split files by firm and approval: Yes Split files by account number: Yes Catalog Cards: No Label Options Do you want to create a label file:No Data Mapping Options Material Vendor Data to Include in MARC Records Data Element NET PRICE FUND CODE Tag 960 960 Indicator1 Indicator 2 Subfield S U Copy Call Number Options Call number to get copied to another field: No Summary for Collection ID: 86170 Collection Description: Firm orders from Midwest Holding Library Code: AKUL Class Scheme: LC Encoding Level Options Encoding Level(s): Full (Blank, 1, 4, I, L) CIP (8) Cataloging Source(s): • libraries, minimal-level upgrades and member-input based on LC) • LC (Library of Congress -- includes LC copy cataloging, PCC UKM (British Library) • Other (member and national libraries, but not LC, NLM, or UKM) Notes to Include in MARC records Tag Ind 1 Ind 2 Subfield Content 961 z Midwest firm not slip orders.

Source: http://www.oclc.org/catalogingpartners/wccp_partners.htm

    Acquisitions Assistant logs into InterAcq Midwest website. Express entry. Pending List Confirm Transactions Download and save MARC brief bib records

      Log in Millennium and select Data Exchange Select the Locally-created load profile Upload the saved Midwest brief bib records Prep (.lfts – .lmarc) Millennium loads brief bib and generates order records Send order record numbers back to Midwest

Public Display of the Title with a Brief bib and order Record

   Midwest sends invoice information to OCLC OCLC notifies library Library loads full bib, invoice and item records

      ◦ ◦ /^999||o|0|20| | |0|n|G|0|#com="dflt"@dflt=“bib, order, item“ |||0|0| | |0|n|G|0|@ldx="935“ 960 is for fixed length fields and 961 is for variable length fields ◦ 960||u|0|0|o| |12|n|N|1|fund 961||f|0|0|o|s|0|n|N|1|selector 980/981 - placeholders for invoice info /^980||b|0|0|o| |0|n|N|1|list price |||0|0| | |0|n|G|0|@link="o:1:#1" /^949|09919|ab|0|0|i|c|0|y|N|2|

Acq. orders books at Midwest Retrieve/Save MARC ILS ( Millennium) Brief Bibs & Order Records loaded via locally created profile

 ILS ( Millen nium) Sends Order Innovative loads full Bibs, Items & Invoices Cat Dept. Completes the process. Invoices paid.

OCLC finds the matched records; Places holding symbol for the title ordered

Midwest

Contact Information:

Maureen James, Head of Collection Development [email protected]

Jill Jascha, Head of Acquisitions [email protected] Donna Rose, Head of Cataloging [email protected]

Linda Wen, Head of Information Technology [email protected]

Lixia Zhao, Cataloging Librarian [email protected]