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Ingest Wizard

INGEST xml transformations?. Load “attributes” to inform workflow. Ingest Wizard. Online Vendors Aleph Amazon ATC Aux Amateurs Banner Casalini Coutts ebrary EBSCO Garcia Cambeiro Harrassowitz Hein Karno Leila Lexicon LTI Marcive MIPP

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Ingest Wizard

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  1. INGEST xml transformations? Load “attributes” to inform workflow Ingest Wizard Online Vendors Aleph Amazon ATC Aux Amateurs Banner Casalini Coutts ebrary EBSCO Garcia Cambeiro Harrassowitz Hein Karno Leila Lexicon LTI Marcive MIPP Knovel, Safari, Springer, Ebrary, AlexanderStreet, Gale, Oxford, etc. Music Library Services Co OCLC ProQuest Puvill Retta Rittenhouse Books, Inc. Serials Solutions Springer Swets Touzon UMI, Knovel, Safari, Springer Wuheiba YBP YBP UK Library Services Ingest Method Auto/streaming transmission Manual/Batch FTP On-demand/Batch FTP EDI KFS Doc-Types REQ Ingest Profiles Overlay Append/Amend Replace Create New (transform) Duplicates Check Fund/Encum Check PO Record Type Firm, Fixed Orders Approval Plans Blanket Orders Continuing Orders Slip plans/approvals Prepaid/Deposit orders Gift/Exchange orders Bib Overlay Vendor/Order Acknowledgements Vendor Communications Invoices (EDI) Other ILL/Interlibrary loan record ingests Other TBD Provisional Records Holding Records Gov Docs Books in Print Authority records OCLC- selection records Error reporting POA Bib Invoice Data/Doc Formats Marc MarcXML Onix DC MODS RDA ….many library PDF Word Licenses Authority E-resources Licenses Holdings

  2. Overall Acquisitions Workflow (high level for discussion per User Stories/Specs) Edits- before Ordering Rules/permissions? After Order Placement Rules/permissions? Transmission Format/standard? Permissions? Logs? Routing? Manual Request. Amendment to P/O * KFS POA Approvals? Stops? Staff Request Approvals? Stops? Describe Deliver Manage * * * * KFS PO KFS RCV, RCVB, RCVC, RCVL KFS REQ KFS INVR, PREQ,EIRT Automated Ingest Routing? Approvals? Stops? Ingest mapping. Load reports? Duplicates check? Opt. fund check? Approvals? Stops? Routing? Logs? Manual Pick Up Claims *Ingest Bib Overlay Match Authority Records (mult points dep Order Type) Licensing Checklist (see workflows) MAINTENANCE DOCUMENTS & TABLES USER ROLES, WORKFLOW RULES • See drafted workflows for each process and document-type: • Requisition, Purchase Order, Purchase Order Amendment, Line Item vs. Bulk-Receiving, Claiming/Claims, Invoicing, Payment; • Ingest, Transmission, Bib Overlay, Authority records links • Licensing (see checklist workflows, else future MER)

  3. Titles without ISBNs Titles with series titles (4xx) Titles with patron or course reserve requests Titles with special processing notes Oversize titles Certain LC Class titles Multi-part titles Mixed media titles Titles to be sent to Cataloging Titles with exceptions to fund/location Titles for BUO item status due to fund/location Titles with LC Class tied to Location Retrieve vendor’s file Typical acquisitions process when using vendor –supplied records Run against library database to find duplicates & list titles with specific conditions Duplicate detection based on ISBN Load into library system to create bib, item, PO, and invoice documents (as applies) Review list of duplicates

  4. If any duplicates , cancel order, delete item, suppress bib (adjust invoice if already present) Vendor ships to library address (determines who gets) Returns as needed Materials arrive and unpacked with paper invoice Manual record edits/actions for filter conditions as needed Bib overlay as needed with invoice load Process invoice (loaded now if not already) and when approved, titles are received Titles sent to Shelf Prep or Cataloging

  5. Export invoice data to custom database Adjustments with custom program Export voucher file Bursar’s Office picks up file and pays invoices

  6. Workflow Worksheet Order Type? Method of Ingest or Initiation? Prepaid Order? Gift/Exchange? On deposit? Standing Order? Manual Request/External Source Transmission Format/standard? Permissions? Logs? Staff Manual Requisition * Automated Ingest: Firm/Fixed Order Amendment to P/O Staff Manual Ingest: Firm/Fixed Order * * * Scheduled Batch Ingest: Continuing Orders Claims Licensing Checklist (see workflows) Scheduled Batch Ingest: Blanket Orders Scheduled Batch Ingest: Approval Orders Batch Ingest: Electronic/Licensed material orders *Ingest Bib Overlay Match Authority Records (mult points dep Order Type) Manual Staff Pick Up Ingest mapping. Load reports? Logs? Duplicates check? Opt. fund check? Routing? Error Routing? Bib Overlay?

  7. Initial/Simple: Bib Editor KFS transactional Docstore OLE Relational OLE Changes to bib record in editor; modified record returned to docstore Line Item on OLE-REQ or OLE-PO API calls BibEditor; passes related bib record from docstore

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