streamlining technical services workflow
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 PresentationTRANSCRIPT
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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]