Streamlining Technical Services Workflow

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Maureen James Jill Jascha Donna Rose Linda Wen Lixia Zhao

description

Streamlining Technical Services Workflow. Maureen James Jill Jascha Donna Rose Linda Wen Lixia Zhao. Background. Why? Timeline Data Integrity Team Pitfalls Success. WCP - OCLC WorldCat Cataloging Partners service. Formerly Promptcat - PowerPoint PPT Presentation

Transcript of Streamlining Technical Services Workflow

Page 1: Streamlining Technical Services Workflow

Maureen JamesJill Jascha

Donna RoseLinda WenLixia Zhao

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Why? Timeline Data Integrity Team Pitfalls Success

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Formerly Promptcat WCP – merger of Promptcat and Cataloging

Partners program What does it do Reason why we chose Vendors - third party Midwest and Coutts

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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 Set Holding Delay Days: 45 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

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): • LC (Library of Congress -- includes LC copy cataloging,

PCC libraries, minimal-level upgrades and member-input based on LC)

• UKM (British Library)• Other (member and national libraries, but not LC, NLM, or

UKM)

Notes to Include in MARC records

Data Element

Tag Indicator1 Indicator 2

Subfield

NET PRICE 960 S

FUND CODE

960 U

Tag Ind 1

Ind 2

Subfield

Content

961 z Midwest firm not slip orders.

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

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Acquisitions Assistant logs into InterAcq Midwest website. Express entry.

Pending List Confirm Transactions Download and save MARC brief bib

records

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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

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

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

records

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/^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|

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Acq. orders books at Midwest

Retrieve/Save MARC

Brief Bibs & Order Records loaded via locally created profile

ILS (Millennium)

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ILS (Millennium) Sends Order

Transit

s ord

ered tit

les

to O

CLC

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

Innovative loads full Bibs, Items & Invoices

Cat Dept. Completes the process. Invoices paid.

Delivers full bib,

invoice & items, and

reports

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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 [email protected]