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New Tools, New Workflows
Melissa BelvadiUniversity of Prince Edward Island
APLA 2009 Conference
Background
• Pre-summer 2008 – SIRSI, ASIN resolver, SerialsSolutions, Relais direct, generic web server
• Now – Evergreen, CUFTS/Godot, Relais linked to Godot, Drupal based web server
Modules
• Serials• Acquisitions• ILL – Borrowing• Original Cataloguing• Reserves
Serials
• Evergreen – no module, no holdings• Print and electronic united– Print down to 400 titles, elec over 35,000
• CUFTS/Godot
CUFTS – public view
Godot – Public View
CUFTS – Staff Editor
CUFTS – Staff Editor
Serials
• Prediction?• Claiming?• MFHD?• ILL Lending?• Did we leave anything in the catalogue?
PEI Print Serials in EG
Non-article serials in EG
Government E-Serials
Acquisitions
Doing without an ILS module
Excel = Programming Environment
Acq Workflow
• Collection materials only• No purchase orders• Almost all payments by credit card• Record created in catalogue at order time
Acq – Using Excel (2008)
Acq – Serials (2008)
Acq – 2009 Changes
Acq - Staff
Staff much happier than under Sirsi module
ILL Borrowing
ILL - Borrowing
ILL – Borrowing
Original Cataloguing
• PEI materials – special collection• No full time cataloguer• Very experienced copy cataloguer• Proposal to divide by liaison subjects
All librarians do reference, instruction, coll dev, why not cataloguing?
Original Cataloguing
• Subject librarians to assign call number, subject headings only
• Special collections librarian checks over work done by copy cataloguer
• Use Project Management software to manage workflow of each item– Redmine open source software– Intended originally for systems office projects
Original Cataloguing
• Regulates flow of book process among staff:– Starts with Spec Coll librarian – book = “issue”– Spec Coll librarian assigns to subject librarian– Subject librarian adds info, assigns to copy-cat– Copy cat puts info into actual catalogue record– Emails notify assignees at each stage– Wiki used to provide links to useful tools
Original Cataloguing Process
List of Items (Issues)
Sample Issue (Book)
Final record – public view
Wiki – Librarian Tools Page
Reserves
• Integrate e-reserves and print• Circ system for print checkout – brief cat recs• Evergreen “bookbags” for print• Drupal – library web site– Upload PDFs directly into Drupal– Proxy server to protect ©
Reserves – Patron View
http://rlproxy.upei.ca/login?url=http://library.upei.ca/reserves
Reserves – Patron View 2
Reserves – Patron View 3
Reserves – Patron View 4
Reserves – Patron View 5
Reserves – Patron View 6
Reserves – Staff - Print
• Add brief record to catalogue• Add record to bookbag for the course
Reserves - Bookbags
Reserves – Create New Bookbag
Search for record – add to bookbag:
Reserves – Add Bookbag to Web Page
• Create course page in web site• Edit rest of page normally to provide e-reserve
citations, links, etc.• Include link to bookbag
Reserves - Removing
• Removing courses• Removing items
Leverage drupal, catalogue features for easy adds, edits, removals
Reserves – Big Changes Ahead
New Evergreen module expected later this summerMaybe a new fedora/drupal model also possible
Future?
• Evergreen 2.0 Serials and Acq modules – will we bother?
• ILL Borrowing – Patron authentication, CUFTS holdings to Relais
• Original cataloguing – authority in EG, librarian buy-in, other options
• Reserves/e-reserves
Conclusions
• Vendor solutions vs. Home grown• Always changing, learning, improving– New staff bring new skills– New tools– New needs– New priorities for staff workload – tradeoffs
implicit in “old ways” reconsidered
Questions?