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PALS Cataloging, Acquisitions, & Serials

PALS Cataloging, Acquisitions, & Serials. November 21, 2013. SYSTEM UPDATE. System Update. Upgrades and Updates Bay Shore-Brightwaters SCLS Notifications. Itype Cleanup and Coding Reassessment. Material Limits Itype s. Limits now follow the patrons!. Itype Cleanup.

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PALS Cataloging, Acquisitions, & Serials

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  1. PALS Cataloging, Acquisitions, & Serials November 21, 2013

  2. SYSTEM UPDATE

  3. System Update • Upgrades and Updates • Bay Shore-Brightwaters • SCLS Notifications

  4. Itype Cleanup and Coding Reassessment

  5. Material Limits Itypes Limits now follow the patrons!

  6. Itype Cleanup • Do not use Itypes not profiled for your library. • Contact help@suffolknet.org if you are using Itypes for items that do not match the description.

  7. Coding Reassessments

  8. What Recoding Has Accomplished • Coding errors cleaned up • Loan Rule and Loan Rule Determiner Table updates and corrections • Expansion of ICode1 Use for Statistics • Call Number Index Improvements • Separation of Location from Loan Rule Determination • Elimination of Location Codes • Clarification and Unification of Itypes throughout the system • LI LINK will soon be reconfigured to apply loan eligibility more reliably • Material Limits Standardization

  9. The PALS Directors have voted to accept a proposal to use a more standardized set of Loan Rules system wide. This will mean a major overhaul of circulation policies county wide. Libraries will choose from among a number of circulation options for each collection. Each library will be guided through the process and updated individually. Transition is expected to take several months and will be organized by zones. Loan Rule Standardization

  10. Loan Rule Standardization Once the Itype Project and Coding Reassessments are completed: • A “Menu” of Loan Rules has been approved by the PALS Executive Board. • All PALS libraries will use loan rules from this pre-determined selection. • Many elements will be uniform, but choices for Circulation of items will continue.

  11. Loan Rule Standardization Library: _____________ Collection: ___________________ Loan Period: 7 Days 14 Days 21Days 28 Days Holdable? a. Yes b. No WISP Basic Loan Fine rate /Day: .05/day .10/day .50/day 1.00/day Collection Agency? Yes No All PALS PTypes Ptypes these items will circulate to: ____________

  12. Loan Rule Standardization Library: _____________ Collection: ___________________ Loan Period: 7 Days 14 Days 21Days 28 Days Holdable? a. Yes b. No WISP Civil Service Books Fine rate /Day: .05/day .10/day .50/day 1.00/day Collection Agency? Yes No Ptypes these items will circulate to: ____________ 153,156

  13. Loan Rule Standardization • The process will involve • Zone meeting with PALS Staff • Individual library consultations • “Live” dates by zone or parts of zones • This process can not be done until: • Material Limits reconfiguration is complete • Itype standardization project is complete • All libraries have been recoded

  14. Access to Non-ConsortialeContent

  15. ConsortialeContent Only • Multiple platforms for same item • Provider neutral • 856|z not helpful • Confusion which link to click • Patrons have negative, frustrating experience

  16. No Item URLs • Encore ES does not work with item URLs • Item URLs don’t display in browse list and require click through to bib display • Confusion with 856|z • Long lists to scroll through

  17. Alternatives for Access • Direct users to your library site to access individually owned content • Promote on social media and newsletters • Vendor-supplied marketing

  18. Encore: New Features and eContent integration

  19. Encore ES • Availability Summary • Personalized Browse • Date Range Facet • Batch Tagging

  20. Patron Record in Encore

  21. Integrated eContent

  22. Integrated eContent • 3M, OverDrive, and more to come

  23. Want to Know More? Encore Library Staff Guide: http://bit.ly/1fH7L4U (Uses CS Direct Password) Exploring Encore Workshops: Early 2014, Exact Dates TBA

  24. EDIFACT, CLS, TS360 and more!

  25. Edifact Ordering Benefits • Selection lists create suppressed records that become ‘on order’ when sent • Immediate confirmation from vendor of cancellations or BO • Vendor relates item to Order #

  26. Edifact Invoicing Benefits • Invoices are downloaded, matched to the order# • Exact item gets paid • Multiple items paid in one click • Easy to reconcile

  27. Coming Soon! TS 360 • Fast, customized search results based on prior searches or user profile • Inventory view and title searching within cart • Product release calendar • Live customer support • Simple batch entry upload and ordering process

  28. CLS Benefits • Items shipped ready to checkin and shelve • Profiles for each location & type of processing • Bibs searched and items att’d by Vendor • Full records available from Vendor

  29. Union Catalog Updates

  30. Encoding Levels Full Record but the ENC LEVL is 7

  31. Customized Library Service-CLS • In order to avoid original cataloging being overlayed you must make the ENC LEVL (blank) to indicate it is a full record. • Union Catalog will update the existing records in the database.

  32. CLS-continued Full Records- Make ENC LEVL=FULL (Blank)

  33. RDA Updates • Union Catalog staff have updated all records (bibs/authority) in the database where the authority records have been changed due to RDA. • Weekly Lists http://classificationweb.net/approved-subjects/1309.html • Closed Dates in Authority Records http://www.oclc.org/rss/authority-records.en.html

  34. Corporate and Personal Names • Dept. of Health becomes Departmentof Health • Borghi, Luigi,|d b. ca. 1745.|tSolos,|mviolin, continuo,|nop.1|kSelections;|o arr. becomes Borghi, Luigi,|dapproximately1745-|tSolos,|mviolin, continuo,|nop.1|kSelections;|oarranged

  35. Personal Name Changes Adam, $c of Buckfield, $d ca.1220-ca.1294 becomes: Adam, $c of Buckfield, $d approximately 1220- approximately 1294 Bateman, John, $d fl. 1720-1723 becomes: Bateman, John, $d active 1720-1723 Ashley, Thomas, $d 17th cent. becomes: Ashley, Thomas, $d active 17th century Smith, Paul, $d 1953 Sept. 16- becomes: Smith, Paul, $d 1953 September16-

  36. Personal Names-continued Collins, Samuel, $d d. 1657 becomes: Collins, Samuel, $d -1657 Gallaway, William, $d b.1659 or 60 becomes: Gallaway, William, $d 1659 or 1660- Cotter, Richard, $c pianist becomes: Cotter, Richard $c (Pianist) Perry, Robert, $c violoncellist becomes: Perry, Robert $c (Cellist) Laberius, D. $q (Decimus), $d ca. 107-43 B.C. becomes: Laberius, D. $q (Decimus), $d approximately 107 B.C.-43 B.C.

  37. Corporate Names Ohio. $b Dept. of Health becomes: Ohio. $b Department of Health Family Law Conference (Oregon. Judicial Dept.) becomes: Family Law Conference (Oregon. Judicial Department) Caldas (Colombia : Dept.) becomes: Caldas (Colombia : Department)

  38. Bible Headings Bible. $p O.T.$xCriticism, interpretation, etc. becomes: Bible. $p Old Testament $x Criticism, interpretation, etc. Bible. $p N.T.$p Gospels. $l English. $f 1995 becomes: Bible. $p Gospels. $l English. $f 1995 Koran. $l Chinese becomes: Qu’ran. $l Chinese

  39. Subject Headings 650 0 Concertos (Violoncello), Arranged becomes 650 0 Concertos (Cello), Arranged 650 0 Education|zGuatemala|zHuehuetenango (Dept.) becomes 650 0 Education|zGuatemala|zHuehuetenango (Department)

  40. Final notes • Do not change fields that are cataloged as RDA |d -1972 do not change back to |d d. 1972 • When cataloging new access points, (author/subject) check the catalog first and follow RDA guidelines for the new form. • Do not take out RDA fields/elements • “Hybrid” records will exist • Union Catalog will continue doing global updates

  41. RDA Toolkit

  42. RDA Toolkit http://www.rdatoolkit.org/

  43. Reminders and FAQ’s

  44. Editing a Record with another Library Attached • If another library has attached to a Bib record, it is assumed that they have picked the correct Bib for their item. • Edits to this Bib should enhance the record, only. Do not change elements describing the item. • When in doubt, copy the record and make edits to the copy to fit the description of your item.

  45. Cataloging Nexus 7 Tablets • We are not creating special Loan Rules for these items. • Contact the PALS Staff to discuss your options for setting up an Itype to circulate these. • Use ICode1 407 to get specific statistics for these items.

  46. General Discussion

  47. Next Meeting: February 20, 2014 10:00 am

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