Streamlining Technical Services Workflow

1. Streamlining Technical Services Workflow Maureen James Jill Jascha Donna Rose Linda Wen Lixia Zhao

2. Background • Why? • Timeline • Data Integrity Team • Pitfalls • Success

3. WCP - OCLC WorldCat Cataloging Partners service • Formerly Promptcat • WCP – merger of Promptcat and Cataloging Partners program • What does it do • Reason why we chose • Vendors - third party Midwest and Coutts

4. Summary of WCP Profile for U of Arkansas at Little Rock • 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: 86170Collection Description: Firm orders from Midwest Holding Library Code: AKUL Class Scheme: LC Encoding Level OptionsEncoding 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 Library InformationVendor Name: MIDWEST LIBR SERV Library Name: UNIV OF ARKANSAS, LITTLE ROCK OCLC Symbol: AKU Contact Name: DONNA ROSE Contact Email:dkrose@ualr.eduShared Local Catalog OptionsLocal System VendorLocal System Vendor: III -- MIDWEST VERSION Account IdentificationsAccount Number: 86170 100% delivery: No Record Delivery OptionsDelivery 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 OptionsDo you want to create a label file:No

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

6. Ordering Books from Midwest • Acquisitions Assistant logs into InterAcq Midwest website. Express entry. • Pending List • Confirm Transactions • Download and save MARC brief bib records

7. Preparing Brief Bibs & Orders for Millennium • 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

10. Public Display of the Title with a Brief bib and order Record

11. Receiving Records from OCLC • Midwest sends invoice information to OCLC • OCLC notifies library • Library loads full bib, invoice and item records

16. Locally-created Load Profile • /^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|

17. Ordering Book and Preparing Records in Millennium Retrieve/Save MARC Acq. orders books at Midwest ILS (Millennium) Brief Bibs & Order Records loaded via locally created profile

18. Sends Order • ILS (Millennium) Transits ordered titles to OCLC Delivers full bib, invoice & items, and reports 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

19. 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