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CPS SOAR Implementation Guidelines

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rafi
18 diapositives · 302 Views · Aug 16, 2014

Learn about the implementation process for CPS SOAR, including data submission, data entry, equipment requirements, and training sessions for librarians. Ensure a smooth transition to the new system.

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CPS SOAR Implementation Guidelines
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  1. Cycle 7 implementation Spring2012/Fall 2013

  2. Meet the staff • Christie Thomas • Library Automation Consultant • clthomas1@cps.k12.il.us • Joe Horning • TLC On-site support • jrhorning@cps.k12.il.us

  3. Find the resources… • SOAR wiki • http://cpssoar.wikispaces.com/ • First Class SOAR Conference • CPS Libraries home • http://library.cps.k12.il.us/

  4. If you haven’t already… • Submit a signed participation agreement to the attention of Christie Thomas • Fax: 773.553.6211 • GSR: 38 • Complete the School Profile Survey (Both forms are available at the CPS SOAR wiki.)

  5. Process – automated schools • Provide your data by May 2nd. • Check your CPS email regularly! • If the vendor has questions throughout the process, we will contact you via email. • If you are unable to respond to the email within a week, DLIS will make a decision regarding your data.

  6. Before you export your data… • Delete all items marked lost or missing • Update brief records with an ISBN

  7. Export your data • Exporting your data takes just a few minutes. • Steps for most automation systems are on the wiki at: http://cpssoar.wikispaces.com/Data+migration • Be sure to submit a titles and items count for your export. • Any changes made in the catalogs for automated schools will not be reflected in the new catalog.

  8. Submit your barcode samples • Instructions are on the wiki at: http://cpssoar.wikispaces.com/Data+migration • Submit samples for each barcode type, e.g. 4-digit, 5-digit, 10-digit. • Samples should have a barcode scan in the first column, and a typed entry in the second.

  9. Process – non-automated schools • Send your MARC record vendor disks/files to the DLIS by May 2nd. • Complete your retrospective conversion by August 1st.

  10. Data entry • Order barcode labels if you have items that do not have barcodes on them. • Enter your data using MARC Set Go! • Schedule a ReCAP date with Christie, or one-on-one training with Joe. • It takes about a minute per book.

  11. ReCAP • What you get: one day, from 8:30 – 3:30 of a team of consultants assisting with data entry • Team can enter ~1000 items in one day • Librarian and Library must be released for the day, and the librarian must participate. • Contact Christie ASAP to schedule for Spring 2012 • More information on the SOAR wiki at: http://cpssoar.wikispaces.com/RECAP

  12. Go LIVE! August 2012

  13. Training • Two full days of training required for the school Librarian(s) only • One day in January (Dates TBD) – Getting started • One day in mid-Spring – Advanced system usage

  14. Equipment--Workstation • SOAR requires one dedicated workstation in the library for circulation use. • It must be in place in the library by your training dates. • CPS workstations specifications can be found at: http://ots.cps.k12.il.us/policy/downloads/NetworkStandards.pdf • See TechXL for purchasing.

  15. Equipment—barcode scanners • SOAR requires at least one barcode scanner. • Barcode scanner order forms are available on the DLIS wiki:http://cpslibraries.wikispaces.com/SOARIntegratedLibrarySystem • Your existing barcode scanner may work!

  16. Questions?