2014 NLS Conference MOC Design and Overview

1. 2014 NLS ConferenceMOC Design and Overview Michael Katzmann Chief of Materials Development Division mkat@loc.gov 202-707-0701 Paula Bahmani Education and Training Specialist phig@loc.gov 202-707-9278 Michael Martys Automation Officer mmartys@loc.gov 202-707-9313

2. Patron and Subscription Data • How does MOC get it - data flow • Library to CMLS • CMLS to MOC • Can take up to 11 days for an update to make it to MOC • Delivery of new data triggers processing

3. Patron Data Load Processing • Processing determines who receives cartridges • Factors involved: • Patron CMLS standing • Patron machine status • CMLS specified • Library specified via MOC tools • Subscription information • Delinquency determination

4. Reasons why cartridge delivery would not happen • No machine • Delinquent • Bad CMLS standing • Change in subscriptions • Suspension

5. Reasons why cartridge delivery would not happen • CMLS suspension • Could be due to something other than MOC • MOC suspension (library requested) • Resumption • Up to two back issues are sent when delivery resumes

6. Trigger Magazine • Why a trigger magazine is needed • How a trigger magazine is chosen • What happens when a person has both monthly and weekly subscriptions • When is trigger re-chosen?

7. Editions information • Critical factor in processing • Magazine production code • Pseudo issues • When is it updated • Why is it updated • Changes to schedule • Special issues • What happens when a magazine delivery is early? Late?

8. New Magazine Edition arrival • What happens when a magazine edition is delivered by a producer? • Quality Assurance – speed/thoroughness tradeoff

9. New Magazine Edition arrival • If BARD magazine edition load successful – handed off to MOC • MOC verifies • Magazine edition (based on file name) exists in Editions

10. MOC - three actions trigger a cartridge delivery • Trigger publication arrives • Patron or subscription data changes • Which could cause trigger pub to change • Midnight processing – if trigger publication is too late

11. What happens at a Duplicator • Two duplicators – PTB & NAC • Daily processing: • Download Patron list (when necessary) • Download Pick list • Generate cartridges • Upload production report • Perform returned card processing • Upload card images to MOC

12. MOC returned card processing • Automatic image processing by MOC for good images • Manual processing by duplicator and NLS for problematic images • Images sent to Library via email

13. Tools - Training documentation • FAQ’s • MOC tools • How do I’s

14. Tools - Patron lookup tool • What do the different statuses mean • CMLS status • Subscription Status • Player Status • Temporary Suspension • MOC status • Sending Status

15. Tools - Patron screen • Next cartridge date – from trigger publication • Barcode – what does it mean • Cartridge ID – what information it contains • Built in limits on lost and resend

16. Tools - Possible Quota Adjustments • Lost • Resends • Weekly return period • Monthly return period

17. Returned cartridge tool • Processing status • New suspend business process

18. Delinquency report • New report coming • Intended to solve problems with current report • But not cause new problems

19. Miscellaneous • Lost cartridges – what if they are returned

20. Special cases • Transfers • no way at present to tie records together • Changing CMLS ID

21. Future MOC work • Roles – privilege levels • Presuspend indication • New presuspend business process • Ad hoc mag delivery for subscribers • Total ad hoc for any patron has some limitations

22. Questions and Answers • And comments and suggestions

23. If we have time • BARD book delivery interruption • Service announcements