Acquisitions/Serials/Cataloging Workday: April, 2009
Thursday, April 23 and Friday, April 24, 2009
Metropolitan State University, St. Paul
Thursday, April 23 (Acquisitions/Serials and Cataloging Workday)
Thursday offers sessions of interest to both catalogers and acquisitions/serials library personnel.
9:00 - 10:00 Welcome
9:15 - 10:00
Acquisitions: Overview of Acquisitions/Serials on v.19. Presenter: Dee Nolan Cataloging: Tools and Needs for Automated Workflow: What we Can and Can't Do. Presenter: Cataloging Steering Committee
10:00 - 10:10 Break
10:10 - 11:00
Acquisitions: Standing Orders. Panelists: Diane Christensen, Michelle Ehlert, Dee Nolan Serials: Using Aleph to Export Local Data Records to OCLC. Presenter: Mary Ann Greenwald Reports: Aleph Reports for Statistics and Collection Development. Presenters: Rosalie Bunge, Adam Marsnik
11:00 - 11:10 Break
11:00 - 12:15 Speed Dating with Acquisitions/Serials and Cataloging!
12:15 - 1:00 Lunch
1:00 - 1:50
Acquisitions: Setting Up and Maintaining Budgets in Aleph. Presenter: Dee Nolan, Joe Holtermann Serials: Serials Claiming and Prediction Patterns. Presenters: Roberta Spangenberg, Tammy Bobrowsky Aleph Functionality: Analytic Linkages for Serials and 'Bound-withs' + WFF: Fixed Field Indexes and How To Use Them. Presenter: Bobby Bothmann
1:50 - 2:00 Break
2:00 - 3:00
Acquisitions/Serials and Cataloging Wrap up Session: Tips & Tricks/Review. Panelists: Tammy Bobrowsky, Dee Nolan, Cataloging Person
Friday, April 24 (Cataloging Workday)
9:00 - 9:10 Welcome
9:15 - 10:00
Reports/Record Clean-Up Track: Using Basic Aleph Reports. Presenters: Adam Marsnik, Mary Ann Greenwald Cataloging Track: Basic resources for cataloging. Presenters: Robin Horowitz, Lori Pesik Aleph Functionality Track: Why is my <Video> showing up as a <Print Book>?: Decoding the mysteries of tab_type_config. Presenters: Sarah Quimby, Jane Young
10:00 - 10:10 Break
10:10 - 11:00
Cataloging Workflows: Are others working in ways that would benefit my library? Presenters: Diane Narum Cataloging Electronic Continuing Resources (Part 1). Presenter: Bobby Bothmann Using Aleph to Export Local Data Records to OCLC. Presenter: Mary Ann Greenwald
11:00 - 11:10 Break
11:10 - 12:15
Authority Headings Maintenance: Presenters: Jessica Schomberg, Ginny Heinrich Cataloging Electronic Continuing Resources (Part 2): Presenter: Bobby Bothmann Automatic Creation of Holdings and Item Records: Presenters: Adam Marsnik, Mary Ann Greenwald
12:15 - 1:00 Lunch
1:00 - 1:50
Aleph Reports for Database Management: Presenter: Bobby Bothmann Cataloging Workflows: Are others working in ways that would benefit my library? Presenters: Diane Narum Global Changes: Opportunities and Pitfalls or “Don’t touch that button!” Presenters: Deb Domek, Mary Ann Greenwald
Dee Nolan will provide an overview of the v19 Acquisitions/Serials Module. Bring your recent ALEPH v19 questions! Presenter: Dee Nolan, MnPALS
The panel will discuss workflow and review processes for handling standing orders. Please come with questions, as Dee Nolan will be present to answer ALEPH-related queries as well.
Panelists: Diane Christensen, Michelle Ehlert, Dee Nolan
Aleph Reports for Statistics and Collection Development
This session focuses on which Aleph reports to run in order to compile statistical data for library assessment, to manage library budgets, and to complete surveys such as the ALS and ACRL. The session will focus on how to run the reports, interpret the data, and use budget hierarchies, material types, and object codes to get the most out of your acquisitions reports.
The panel will provide an overview of using budgets in ALEPH. Included will be setting up new budgets, maintaining existing budgets, roll-overs and your questions.
Panelists: Dee Nolan, Joe Holtermann
Serials Claiming and Prediction Patterns
The panel will provide an overview of workflow processes in serial claiming and of the creation of prediction patterns. Come prepared to share how (or if) your library performs serial claiming and your process for creating and maintaining prediction patterns.
Presenters: Roberta Spangenberg & Tammy Bobrowsky
Speed Dating with Acquisitions/Serials and Cataloging!
Pick a station. Discuss amongst yourselves. Ding! Move on to another. Join us for our first annual Speed Dating with Acquisitions/Serials and Cataloging! This event will consist of several stations where a moderator will initiate discussions with participants on how specific acquisitions/serials or cataloging workflow tasks are performed at their library. Participants will be able to participate in four 15 minute sessions. Questions and ideas that arise out of these small group discussions will be written down by the moderator and shared at the Tips & Tricks/Review session at the end of the day. This will be a chance for participants to share, on a more intimate level, workflow practices, problems and ideas.
Speed Dating Stations and Moderators:
How do we handle electronic resources in the catalog? - Adam Marsnik
Canceling Serials in ALEPH - Dee Nolan
EDI Orders with Blackwell -- Heather Biedermann
Serial subscription status in the OPAC - Lori Pesik
Notifying Requesters of Cataloged items - Tammy Bobrowsky
Aleph Reports for Database Management
The MnPALS Indexing Task Force has been able to have a variety of indexes refined, re-defined, reviewed, and implemented in Aleph. These include the resource type (tab_type_config) and fixed fields in the bibliographic and holding records (WFF). The purpose of this session is to show some uses and means of mixing and matching the array of indexes at our disposal for clean-up, statistics, and other uses with existing reports.
Analytic Linkages for Serials and 'Bound-withs' + WFF: Fixed Field Indexes and How To Use Them
This session will be divided into two parts. Part one will discuss the mechanics of linking bibliographic records in Aleph. Linked records, using the Aleph LKR field, may be used for analytic monograph descriptions of theme issues in a serial, or for a monographic resource 'bound with' another unrelated or separate resource. Part two will explain the fixed field index (WFF), how it was built, and how to use it to refine your results for any type of common command language (CCL) search.
What resources can help you create accurate, up-to-standard bibliographic records? We'll show you what you should have on your bookshelf as well as great online resources and helpful features in OCLC Connexion. This class is designed for beginning catalogers and for anyone who wants a refresher on this topic.
This session, covering two time blocks, will present the fundamentals of AACR2, MARC 21, and CONSER rules for the cataloging of electronic continuing resources. The session will address both the electronic journal and the electronic integrating resource.
Presenter: Bobby Bothmann
Cataloging Workflows: Are others working in ways that would benefit my library?
Workflows Session/Roundtable This session with be conducted roundtable style for interactive participation. Sometimes asking seemingly simple questions can be a light bulb moment when we discover that we are “doing it that way because that’s the way we’ve always done it.”
Some example questions below: In times of ever shrinking staff we’ll ask: who does what? What have libraries/catalogers stopped doing? Have workflows been automated to save staff time and labor? What shortcuts have libraries discovered in cataloging or processing of materials? What priorities have libraries established? Have libraries changed policies - stopped taking gifts books, not adding free websites to the catalog, no longer checking for duplicate call numbers? These and any other questions participants would like to ask will be discussed during this session. Discussion will begin with questions collected prior to Cataloger’s Workday. Send Cataloging Workflow Questions to Diane Narum.
Moderator: Diane Narum
Global Changes: Opportunities and Pitfalls or “Don’t touch that button!”
Need to add some captivating access points to your catalog, clean up spelling mistakes, change/add text in a field, and more? Then this is the session that will help you think about how to do that. We will give you an overview of what global change is, specifically, what you can and cannot do, how to think through the process, and what types of mistakes could easily be made and how to avoid them.
Presenters: Deb Domek and Mary Ann Greenwald.
Tools and Needs for Automated Workflow: What We Can and Can't Do
Advances in technology in technical services allow libraries to automate certain parts of the technical services workflow, including the creation of order records, import of cataloged records from OCLC or a vendor, global changes, and a variety of other data management tasks. This discussion forum will review some of these services, identify the ones we can do now in our Aleph environment, others that we cannot do, and some that could be done with some work from Consortium members.
Presenters: Cataloging Steering Committee
Using Aleph to Export Local Data Records to OCLC
Discover how you can get your serial local holdings on WorldCat. Once your holding records have the correct data fields, they can be downloaded from Aleph as machine-readable records and sent to OCLC.
Presenters: Dee Nolan and Mary Ann Greenwald.
Using Basic Aleph Reports
Find out how to set up and run existing Aleph reports to help you access your collection and catalog. Discover how these reports can be used to help you cleanup your catalog, identify items for weeding, or to prepare for accreditation visits.
Why is my <Video> showing up as a <Print Book>?: Decoding the mysteries of tab_type_config.
Are your material formats displaying incorrectly in the OPAC? This class will show you how to code the LDR, 006 and 007 fields of the bibliographic record so that MnPALS will display the correct format.