Serials Standards: Envisioning a Solution to the Online Serials
Serials Acquisitions Workflow East Central University Dana Belcher, Asst Library Director Ashley...
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Transcript of Serials Acquisitions Workflow East Central University Dana Belcher, Asst Library Director Ashley...
Serials Acquisitions Workflow
East Central UniversityDana Belcher, Asst Library Director
Ashley Romans, Cataloging/Government Documents LibrarianSIGALO - May 9, 2008
Ordering Periodicals
• Begins in June with annual EBSCO & Proquest renewals– Prices entered in Access w/10% increase– Use statistics entered in Access
• Three year price/use spreadsheet given to liaison librarians in August– Have to wait for all budget numbers to be released– Review of retentions– Prepare suggestions for faculty review
Ordering Periodicals, Cont’d
• Faculty review begins when they return in late August, about a 1.5 week window before renewal is due
• We require all periodical additions and/or deletions be submitted at this time – exceptions are made
• Standard forms are used for all additions, deletions, and changes
Ordering Serials
• Proformas for existing serials and Eserials are requested mid-spring (i.e., Gale reference materials, etc.)
• Review of print serials migrating to electronic mid-spring
• Electronic resource bids are gathered in January– try to have all renewals start in July– Budget requests due early February
Encumbering Funds
• Once the budget is released, and• Once the renewals are gone over with a fine
tooth comb, and• Once the Eresources, serials, and Eserials have
been decided on, then– Funds are encumbered for all titles expected
throughout the FY– Invoices received are paid
Receipt/Invoices
• All titles are coded by fund and vendor– For larger invoices, lists are run with order record
numbers, fund, title, price, and notes– Makes it easy for me to quickly run through a 112
page invoice, enter prices, and see any notes or other information listed
– Acquisitions assistant enters the invoice into the system and posts
• Smaller invoices are entered by acquisitions librarian
Processing of Periodicals• Items checked in by periodicals assistant and
processed by student help• Claims done by periodicals assistant• New titles are sent to periodicals librarian– Sent to cataloging (new title form comes into play) for
transfer of records into ILS– All other processing done by periodicals librarian
• Data added to Access• Checkin record/card created in ILS• Shelf labels and rolodex card created• Send to periodicals staff for checkin and filing
Processing Serials
• Serials - received by acquisitions assistant/ processed by cataloging
• Eserials – invoices received by acquisitions assistant– Acquisitions librarian requests new records loaded
by cataloging– URLs and other processing done by acquisitions
librarian
Processing Databases
• Invoices processed by acquisitions librarian• New records loaded by cataloging• URLs and other processing done by
acquisitions librarian• Webpages updated by acquisitions librarian
Bindery
• Prepared by periodicals assistant– Pulling– Updating ILS– Shipping
• Return– Added volumes processed by cataloging– ILS holdings updated by periodicals assistant• Checkin card• Holdings statements
Local Holdings Maintenance
• Presently done by periodicals librarian• In the process of training periodicals assistant• All current subscriptions are up-to-date• Retrospective records should be up-to-date by
end of FY09• All need to make this a part of their weekly
schedule!!!
Statistics
• We’ve started something new this year– All stats are kept in the ILS– Use suppressed bib records– One for each format (never knew there were so
many!!!)– Attached 12 monthly order records to each bib– Volume field is updated monthly
• Certain records owned by acquisitions, periodicals, and cataloging
• Cataloging librarian can run statistics spreadsheet at his/her convenience
Overview
• Takes a village to provide access to anything• All departments need to have clear, concise
standards, formats, etc.• Communication is the key• If it was easy, anyone could do it – that’s why
we’re librarians!