PALS Cataloging, Acquisitions, & Serials November 21,
2013
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SYSTEM UPDATE
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System Update Upgrades and Updates Bay Shore-Brightwaters SCLS
Notifications
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ITYPE CLEANUP AND CODING REASSESSMENT
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Material Limits Itypes Item A - DVDs 220DVD (Item A) 221J DVD
(Item A) 222NF DVD (Item A) 223Series DVD (Item A) 224Blu Ray (Item
A) 225J Blu Ray (Item A) 226DVD Misc (Item A) 227Rental DVD (Item
A) Item B - New DVDs 230New DVD (Item B) 231New J DVD (Item B)
232New NF DVD (Item B) 233New Series DVD (Item B) 234New Blu Ray
(Item B) 235New J Blu Ray (Item B) 236New DVD Misc (Item B) Item C
- Music CDs 245Music CD (Item C) 246New Music CD (Item C) 247J
Music CD (Item C) 248New J Music CD (Item C) 249 Music CD Boxed
Sets (Item C) Item D - Video Games 250Video Games (Item D) 251J
Video Games (Item D) 252CD ROM (Item D) Limits now follow the
patrons!
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Itype Cleanup 1Does Not Circulate51Books on CD114J New Book
2Default Circ56Study Guides115J New Book 13New Book - 7 Day57School
Assign117J Paperback 14New Book - 14 Day59ESOL119J Holiday 15New
Book - 21 Day62Travel Books123J Magazine 16New Book - 28 Day64Large
Print NF124J Entertainment VHS 17Paperback68Career Books125J
Non-Fiction VHS 19Holiday71Graphic Novels128J Book on Tape 20Civil
Service Manuals72New Large Print129J Book on CD 21Test Books /
JIC73New Audiobook on CD131J Kits 23Magazine76Book w / CD132J Book
w/Cassette 24Entertainment VHS77BOT NF136J Big Books 25Non-Fiction
VHS80Foreign Language137J Special Collection 28Book on Tape81Pool
Collection139J Large Print 30Vertical File82Language Audio143J
Games/Puzzles 31Kits87Playaway151J Book on CD 32Book w /
Cassette88Electronic Device157J Reading List
35Equipment89eReaders171J Graphic Novels 36Automotive Book90New
Playaway180LILINK Non-Requestable 37Special Collection91Playaway
View181LILINK Requestable Print 38Realia97Item on the fly182LILINK
Requestable Media 39Large Print98Museum Passes183LILINK Test 42iPOD
Video File99ILL Items187J Playaway 43Games/Puzzles100Digital
Content200Temporary - Local Holds Only 49Accomp Material102J
Default Circ202Temporary - Local Circ Only Do not use Itypes not
profiled for your library. Contact [email protected] if you are
using Itypes for items that do not match the
[email protected]
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Coding Reassessments
Slide 9
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
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Loan Rule Standardization 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.
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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.
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Loan Rule Standardization Library: _____________ Collection:
___________________ Loan Period: a.7 Days b.14 Days c.21 Days d.28
Days Holdable? a. Yes b. No Fine rate /Day: a..05/day b..10/day
c..50/day d.1.00/day Collection Agency? a.Yes b.No Ptypes these
items will circulate to: ____________ WISP Basic Loan All PALS
PTypes
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Loan Rule Standardization Civil Service Books 153,156 Library:
_____________ Collection: ___________________ Loan Period: a.7 Days
b.14 Days c.21 Days d.28 Days Holdable? a. Yes b. No Ptypes these
items will circulate to: ____________ WISP Fine rate /Day:
a..05/day b..10/day c..50/day d.1.00/day Collection Agency? a.Yes
b.No
Slide 14
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 Loan Rule
Standardization
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ACCESS TO NON- CONSORTIAL ECONTENT
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Consortial eContent Only Multiple platforms for same item
Provider neutral 856|z not helpful Confusion which link to click
Patrons have negative, frustrating experience
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No Item URLs Encore ES does not work with item URLs Item URLs
dont display in browse list and require click through to bib
display Confusion with 856|z Long lists to scroll through
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Alternatives for Access Direct users to your library site to
access individually owned content Promote on social media and
newsletters Vendor-supplied marketing
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ENCORE: NEW FEATURES AND ECONTENT INTEGRATION
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Encore ES Availability Summary Personalized Browse Date Range
Facet Batch Tagging
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Patron Record in Encore
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Integrated eContent
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3M, OverDrive, and more to come
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Want to Know More? Encore Library Staff Guide:
http://bit.ly/1fH7L4U (Uses CS Direct Password) Exploring Encore
Workshops: Early 2014, Exact Dates TBA
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EDIFACT, CLS, TS360 AND MORE!
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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 #
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Edifact Invoicing Benefits Invoices are downloaded, matched to
the order# Exact item gets paid Multiple items paid in one click
Easy to reconcile
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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
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CLS Benefits Items shipped ready to checkin and shelve Profiles
for each location & type of processing Bibs searched and items
attd by Vendor Full records available from Vendor
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UNION CATALOG UPDATES
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Encoding Levels Full Record but the ENC LEVL is 7
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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.
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CLS-continued Full Records- Make ENC LEVL=FULL (Blank)
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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
Slide 36
Corporate and Personal Names Dept. of Health becomes Department
of Health Borghi, Luigi,|d b. ca. 1745.|tSolos,|mviolin,
continuo,|nop.1|kSelections;|o arr. becomes Borghi, Luigi,|d
approximately 1745-|tSolos,|mviolin,
continuo,|nop.1|kSelections;|oarranged
Slide 37
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-
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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.
Slide 39
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)
Slide 40
Bible Headings Bible. $p O.T.$x Criticism, 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: Quran. $l
Chinese
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
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RDA TOOLKIT
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RDA Toolkit http://www.rdatoolkit.org/
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REMINDERS AND FAQS
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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.
Slide 47
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.
