Streamlining Technical Services Workflow

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Maureen James
Jill Jascha
Donna Rose
Linda Wen
Lixia 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
Library Information
Data Mapping Options
Vendor Name: MIDWEST LIBR SERV
Library Name: UNIV OF ARKANSAS, LITTLE ROCK
OCLC Symbol: AKU
Contact Name: DONNA ROSE
Contact Email: dkrose@ualr.edu
Data
Element
Tag
Shared Local Catalog Options
NET PRICE
960
S
Local System Vendor
Local System Vendor: III -- MIDWEST VERSION
FUND
CODE
960
U
Material Vendor Data to Include in MARC Records
Indicator1
Indicator 2
Subfield
Account Identifications
Account Number: 86170
100% delivery: No
Record Delivery Options
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Delivery Via: PSWEB Notification Email(s):
mejames@ualr.edu
dkrose@ualr.edu
wxwen@ualr.edu
lxzhao@ualr.edu
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
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
Tag
961
Ind
1
Ind
2
Subfield
Content
z
Midwest firm not slip orders.
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
Public Display of the Title with a Brief bib and order Record
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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
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980/981 - placeholders for invoice info
◦ /^980||b|0|0|o| |0|n|N|1|list price
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|||0|0| | |0|n|G|0|@link="o:1:#1"
/^949|09919|ab|0|0|i|c|0|y|N|2|
Retrieve/Save
MARC
Acq. orders books
at Midwest
ILS
(Millennium)
Brief Bibs & Order
Records loaded via
locally created profile
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ILS
(Millen
nium)
Sends Order
Midwest
Innovative loads full
Bibs, Items & Invoices
Cat Dept. Completes
the process. Invoices
paid.
OCLC finds the matched
records; Places holding
symbol for the title
ordered
Contact Information:
Maureen James, Head of Collection Development
mejames@ualr.edu
Jill Jascha, Head of Acquisitions
jmjascha@ualr.edu
Donna Rose, Head of Cataloging
dkrose@ualr.edu
Linda Wen, Head of Information Technology
wxwen@ualr.edu
Lixia Zhao, Cataloging Librarian
lxzhao@ualr.edu
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