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Maureen James Jill Jascha Donna Rose Linda Wen Lixia Zhao

Streamlining Technical Services Workflow

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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

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Page 1: Streamlining Technical Services Workflow

Maureen JamesJill Jascha

Donna RoseLinda WenLixia Zhao

Page 2: Streamlining Technical Services Workflow

Why? Timeline Data Integrity Team Pitfalls Success

Page 3: Streamlining Technical Services Workflow

Formerly Promptcat WCP – merger of Promptcat and Cataloging

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

Page 4: Streamlining Technical Services Workflow

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.

Page 5: Streamlining Technical Services Workflow

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

Page 6: Streamlining Technical Services Workflow

Acquisitions Assistant logs into InterAcq Midwest website. Express entry.

Pending List Confirm Transactions Download and save MARC brief bib

records

Page 7: Streamlining Technical Services Workflow

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

Page 8: Streamlining Technical Services Workflow
Page 9: Streamlining Technical Services Workflow
Page 10: Streamlining Technical Services Workflow

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

Page 11: Streamlining Technical Services Workflow

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

records

Page 12: Streamlining Technical Services Workflow
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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|

Page 17: Streamlining Technical Services Workflow

Acq. orders books at Midwest

Retrieve/Save MARC

Brief Bibs & Order Records loaded via locally created profile

ILS (Millennium)

Page 18: Streamlining Technical Services Workflow

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

Page 19: Streamlining Technical Services Workflow

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]