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Library Data Flow and Magazine Processing Overview

Explore how MOC receives data flow from Library to CMLS, triggers cartridge delivery, factors affecting delivery, magazine edition info, processing at duplicators, tools for efficient processing, and future enhancements.

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Library Data Flow and Magazine Processing Overview

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  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

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