Discovery Tool Evaluation: A Three-Pronged Approach - MENA-IUG

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YBP Gobi and Coutts OASIS
Integration at AUS
8th Annual MENA-IUG Conference
Doha, Qatar
Acquisitions Integration | American University of Sharjah | 19.11.2013
Background
• AUS issues RFP/RFQ every 2 years for new materials
contracts
• AUS issues blanket PO’s to YBP and Coutts each year
• Current division of funds is 60/40 YBP/Coutts
• Orders are placed on an ongoing basis against these
PO’s
• PO’s account for most of the materials budget
• Materials includes print and electronic books, media
items
Acquisitions Integration | American University of Sharjah | 19.11.2013
Background
• Both YBP and Coutts provide brief MARC records with
Orders
• Both supply Full MARC records with Items and Invoice
data
• Different Cataloging levels are available from each
vendor
• Vendors supply various reports – order status, invoicing,
etc
Acquisitions Integration | American University of Sharjah | 19.11.2013
III Products in Use at AUS
•
•
•
•
•
Acquisitions Module
Extended Approval Plan Interface
Electronic Ordering (Edifact) Ordering via FTS
Electronic Serials Invoicing
Load Profiling Workshop (very useful)
Acquisitions Integration | American University of Sharjah | 19.11.2013
Selection
Acquisitions Integration | American University of Sharjah | 19.11.2013
Selection Sources : Librarians
YBP Slips (email)
Choice Online
Catalogs, LJ, etc.
Selectors/
Librarians
GOBI Selection
Cart
acquisitions@
email list
Paper Request,
Manual Handling
Acquisitions Integration | American University of Sharjah | 19.11.2013
Gobi Notification Setup
• Most subjects/LC Class ranges get email slips
only
• Collection Librarian uses Gobi to assign areas
to individual Librarians
• Architecture and Design has an actual
approval plan
Acquisitions Integration | American University of Sharjah | 19.11.2013
Gobi Slips
Acquisitions Integration | American University of Sharjah | 19.11.2013
Choice Reviews Online
This information is from Choice Reviews Online, an ALA/ACRL publication, available by subscription at http://www.cro2.org/.
51-0321
QA76 2012-25349 CIP
Science & Technology \ Information & Computer Science
Collins, Karen. Playing with sound: a theory of interacting with sound and music in video games. MIT, 2013. 185p bibl index
afp; ISBN 9780262018678, $30.00; ISBN 9780262312295 e-book, contact publisher for price. Reviewed in 2013sep CHOICE.
Playing with Sound is a concise and densely researched study of game audio. It approaches sound from an active player-centric
view and positions it apart from passively consumed audio. Collins (Canada Research Chair in Interactive Audio, Univ. of Waterloo;
Game Sound, CH, Mar'09, 46-3749) highlights and explains the myriad opportunities for interactions presented through audio,
such as dialogue, sound effects, ambience, and music. While not a history of video games, the work examines audio throughout
gaming history and highlights its major contributions to interactive player experiences. The book closes with ruminations on the
future of game audio study and the potential applications and influences it may have. Those interested in the book should note
that the accompanying hyperlinks might be more useful in the e-book format. Overall, this is a significant step forward in game
audio and game studies. Summing Up: Highly recommended. All levels of undergraduate and graduate students in game design
and audio programs, researchers/faculty, and professionals/practitioners. -- A. Chen, Cogswell College
© American Library Association. Contact permissions@ala-choice.org for permission to reproduce or redistribute.
Acquisitions Integration | American University of Sharjah | 19.11.2013
Selection Sources : Patron Requests
Patron Requests
(faculty, students)
Website form
Email to
Collection Librarian
Selection
Librarians
Email to
Acquisitions@ List
Acquisitions Integration | American University of Sharjah | 19.11.2013
Workflow Overviews
Ordering : YBP Workflow Overview
Gobi Export Cart
1
2
3
4
Submit
YBP FTP Server
/select
De-dupe
Check/Update Details
Catalog check
Move to
Gobi: Load Librarian
Selections or Enter
Email/Paper Orders
Retrieve
order file
Millennium Acq
“Import Invoices”->
“Data Exchange”
Load Bib & Orders
w/pcat profile
Check for on-hold records
YBP FTP Server
/dropoff
Orders sent
As Edifact,
processed
immediatel
y
Millennium Acq
“Send”->”Send
orders via FTP”
YBP sends Orders
YBP FTP Server
/
Millennium Acq
“Import Invoices”->
“Data Exchange”
Retrieve Full
Bibs w/items
when received
Acquisitions Integration | American University of Sharjah | 19.11.2013
Receive, Invoice
,Load Bibs & Items
w/bta profile
Ordering : Coutts Workflow Overview
Oasis Enter Orders
Manually or via
Z39.50
Submit
Coutts FTP Server
/pick-up
Coutts FTP Server
/drop-off
Retrieve
order file
Save to PC,
Get Local File
Orders sent
As Edifact
Millennium Acq
“Import Invoices”->
“Data Exchange”
Load Bib & Orders
w/pcat profile
Check for on-hold record
Millennium Acq
“Send”->”Send
orders via FTP”
YBP Places Orders
Coutts FTP Server
/pick-up
Millennium Acq
“Import Invoices”->
“Data Exchange”
Retrieve Full
Bibs w/items
when received
Acquisitions Integration | American University of Sharjah | 19.11.2013
Load Bibs & Items
w/bta profile, Receive,
Invoice
Moving Records from YBP to Coutts
Gobi Export Cart
1
2
3
Submit
YBP FTP Server
/select
Millennium Acq
“Import Invoices”->
“Data Exchange”
Change Vendor
code to Coutts
De-dupe
Check Details
Move to
Gobi: Load Librarian
Selections or Enter
Email/Paper Orders
Retrieve
order file
Coutts FTP Server
/drop-off
Orders sent
As Edifact
Load Bib & Orders
w/pcat profile
Check for on-hold records
Millennium Acq
“Send”->”Send
orders via FTP”
YBP Places Orders
Coutts FTP Server
/pick-up
Millennium Acq
“Import Invoices”->
“Data Exchange”
Retrieve Full
Bibs w/items
when received
Acquisitions Integration | American University of Sharjah | 19.11.2013
Load Bibs & Items
w/bta profile, Receive,
Invoice
YBP Approval Plan Workflow
YBP FTP Server
/select
Retrieve
order file
Includes
orders,in
voice,
items
Millennium Acq
“Import Invoices”->
“Data Exchange”
Check if correct
# of items, etc
Millennium Acq
“Import Invoices”->
“Import Invoices”
Import as Approval form invoice
Add vendor details, select option
For bib and orders, process,
Do approvals, etc.
Millennium Acq
“Import Invoices”->
“Data Exchange”
Load full bibs and items
w/bta load profile
Acquisitions Integration | American University of Sharjah | 19.11.2013
Ordering
YBP Selecting Orders
YBP Moving Orders to Export Cart
YBP / Coutts – Checking Holdings
• YBP & Coutts offer OpenURL or custom links
to search your WebPAC to see if you own it
• Coutts only outputs an ISBN for OpenURL
setup
• Coutts does offer Z39.50, so if you’re clever
enough you can overcome this – AUS script
Acquisitions Integration | American University of Sharjah | 19.11.2013
Coutts – Checking Holdings
Acquisitions Integration | American University of Sharjah | 19.11.2013
Holdings Check Script
http://calgary.aus.edu/search/getOpen
URL.pl?isbn=1900724146
Script on local
server
Coutts’ Z39.50
Server
Acquisitions Integration | American University of Sharjah | 19.11.2013
Vendor Record Setup for EDI
Acquisitions Integration | American University of Sharjah | 19.11.2013
Send Process for EDI
Acquisitions Integration | American University of Sharjah | 19.11.2013
Loading Records
Load Profiles
• Order Records are sent as 960/961’s, sent back as
Edifact
• Bib/Order records normally load as new
• Item Records are sent as 949’s
• Invoice Records are sent as 980/981’s
• Items and Invoices are on same records
• Bib/Item/Order records match on 935|a – order
number
Acquisitions Integration | American University of Sharjah | 19.11.2013
Load Profiles in ssh
Acquisitions Integration | American University of Sharjah | 19.11.2013
Load Profiles in Data Exchange
Acquisitions Integration | American University of Sharjah | 19.11.2013
Translation Tables
• Translation tables are useful to change
YBP/Coutts values to III values
• Improves ability to use same profile with both
YBP and Coutts
• Particularly handy if you display Orders that
are eligible for holds/reserves
• Vendor values are useful for multiple things
Acquisitions Integration | American University of Sharjah | 19.11.2013
Tables for Format, Location and Material
@stop_on_map=true
Cloth|b
PLB|b
Spiral|b
Cassette|h
DVD|v
Compact Disc|a
Online Access Only|e
e-book|e
ebook|e
eBook|e
book|b
CD-Rom|r
Maps|d
Kits|k
Paper|b
Reinforced|b
|b
@stop_on_map=true
VIDEO|media
STD|gen
SPC|specc
RES|resrv
REF|ref
MUSIC|music
CD|media
AUD|media
@stop_on_map=true
Cloth|a
PLB|a
Spiral|a
Cassette|g
DVD|v
Compact Disc|j
Online Access Only|n
ebook|n
e-book|n
eBook|n
CD-Rom|m
Maps|e
Kits|o
Paper|a
Reinforced|a
|a
Acquisitions Integration | American University of Sharjah | 19.11.2013
Order: Load Table and MARC
/^961||n|0|0|b| |30|n|N|1|%map=("m2bmap.mat")
|||0|0| | |0|n|G|0|@link="o:1:#1”
…
/^961||n|0|0|o| |11|n|N|1|%map=("m2bmap.frm")
LEADER 00385nam 2200145z 4500
DIRECTORY
008004100000 020001500041 024001200056 035001200068 100001600080
245002800096 260003100124 960003300155 961002200188 984002900210
TAGS
1
000 00385nam 2200145z 4500@
2
008 130526n
xx |
u||| ||und u@
3
020
|a0393333639@
4
024
|a2849533@
5
035
|a2849533@
6
100 1
|aSURI, MANIL@
7
245 1
|aAGE OF SHIVA:|bA NOVEL.@
8
260
|aNEW YORK|bW W NORTON|c2009@
9
960
|o1|s14.95|tPBK|uPBK|vybp|zUSD@
10 961
|fPD|m178399|nPaper@
11 984
|a20130526|b012626|cYBP-US@
Acquisitions Integration | American University of Sharjah | 19.11.2013
Mapping at YBP and Coutts
• Pay attention to your technical specifications
• Spec documents define what will be output
where
Acquisitions Integration | American University of Sharjah | 19.11.2013
YBP Record
Acquisitions Integration | American University of Sharjah | 19.11.2013
Order Records : YBP Specification
Acquisitions Integration | American University of Sharjah | 19.11.2013
Invoices: YBP Mapping
Acquisitions Integration | American University of Sharjah | 19.11.2013
Status Updates
Acquisitions Integration | American University of Sharjah | 19.11.2013
Order Status Updates
• Order status updates come with Edifact
Ordering Product
• Enables the ability to download a file with
updated order statuses and insert as note
• AUS is just implementing this function,
previously did manually
Acquisitions Integration | American University of Sharjah | 19.11.2013
Order Status Updates in Millennium
Acquisitions Integration | American University of Sharjah | 19.11.2013
Invoicing
Acquisitions Integration | American University of Sharjah | 19.11.2013
Invoicing
• Millennium can accept Electronic Invoices in
MARC Format - 980/981’s
• Also accepts EDIFACT monographic and serials
invoices
• Much faster than manual invoicing
• Invoices come with Full MARC records that
include item info as well
Acquisitions Integration | American University of Sharjah | 19.11.2013
Invoicing
Acquisitions Integration | American University of Sharjah | 19.11.2013
Making Invoices
• Making Invoices is possible but a little tricky
• MARCEdit is sometimes useful, but AUS uses a
Perl script
• Needs exported MARC file, plus export of Bib
and Order Numbers
Acquisitions Integration | American University of Sharjah | 19.11.2013
Thank you
Thomas Hodge thodge@aus.edu
Acquisitions Integration | American University of Sharjah | 19.11.2013
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