Standards Development for Course Reserves in Voyager

Importance of thought out standards

Enables library staff to efficiently & effectively implement course reserves

Allows teaching faculty & students to concentrate on use of resources

Provides for quick resolution of atypical cases

Simply makes life easier…

Mark Lindner

Objectives / Motivations

• Successfully develop standards that allow for– control of data entry– control of display issues– successful implementation of Course

Reserves

• Help anyone who needs to think about these issues

• Serve as a Resource

Issues to be covered

• Impact of Voyager design issues, such as:– Field sizes– Necessary data versus optional data

• Choices, such as:– Sources for reference standards– Types of materials & shelving locations– Impact on call number type

Call No. Display

Areas to be covered

• List Headers– List Names

• Searching – Default vs. Others• Multiple Reserve Rooms

• Linked courses and display in WebVoyage

• Display issues

• Item Titles

• Authors

Handouts

• Reserve Documentation History – list of all Course Reserve documents

• Course Reserve standards (2 pp.) – currently approved standards

• Official Department Listing for Course Reserves Header Lists – abbrev. Dept list along with notes on its creation

• Reserve Documentation Creation Standards – standards for actual Course Reserve process documents

• Adding a New E-Item (2 pp.) – example of a process document, also shows our template

• Adding Multiple Copies of Photocopies / Box Items (2 pp.) – another example, shows “On-the-fly” record creation from the Item record.

List Headers (only seen in the Circulation client)

• List Names & Reserve List Searching• Deletion of Headers• >100 E-Items• E-Item Numbers• Items on multiple lists – Add by…/Copy• E-Items on multiple lists (past, present,

future)• Multiple Reserve Rooms

List Headers (only seen in the Circulation client)

• List Names & Reserve List Searching

Searches from Reserve List Header

List Name

List Dates

List Headers (only seen in the Circulation client)

• List Names & Reserve List Searching

Last name, First initial Department code Course number R

e.g.: Brunsdale, M KNR 254 R

NOTE: R designates [R]eserves; MRC Reserves will not contain a letter.

List Headers (only seen in the Circulation client)

• List Names & Reserve List Searching

Searches from Linked Courses

Instructor Course Name

Dept. Name Course No.

Dept. Code Section No.

List Headers (only seen in the Circulation client)

• List Names

• Deletion of Headers

Caution

Caution

See Problem # 22973

List Headers (only seen in the Circulation client)

• List Names• Deletion of Headers

• >100 E-Items

See Problem # 75304*

List Headers (only seen in the Circulation client)

• List Names• Deletion of Headers• >100 E-Items

• E-Item Numbers

Problem # 55664 & 22973

– Record,

record,

record

List Headers (only seen in the Circulation client)

• List Names• Deletion of Headers• >100 E-Items• E-Item Numbers – Record, record, record

• Items on multiple lists – Add by…/Copy– Items will have the same status on all lists

• On Reserve or Off Reserve

List Headers (only seen in the Circulation client)

• List Names• Deletion of Headers• >100 E-Items• E-Item Numbers – Record, record, record• Items on multiple lists – Add by…/Copy

• E-Items on multiple lists (past, present, future)

List Headers (only seen in the Circulation client)

• List Names• Deletion of Headers• >100 E-Items• E-Item Numbers – Record, record, record• Items on multiple lists – Add by…/Copy• E-Items on multiple lists (past, present, future)

• Multiple Reserve Rooms

Link Reserve List to Courses

• Department

• Instructor Names

• Course

• Section

• Searching in WebVoyage

Link Reserve List to Courses

• Department

– Standards: & for ‘and’ or ‘&’Dept for ‘Department’ or ‘Department of’, School of for ‘School of…’

– Dept Names from ISU phone book (with slight modifications)

– Dept Code from 2002-2003 Undergraduate Catalog– Dept # from 2002-2003 Undergraduate Catalog– Can be added sequentially (don’t link)

Link Reserve List to Courses

• Department

• Instructor Names

– Last name– First name Middle initial, if supplied. We will NOT use

titles such as “prof” or “professor”– (use what the University has on file for names. e.g.:

we will use Anthony Amorose, not Tony Amorose)– http://www.ilstu.edu/home/search/ – Can be added sequentially (don’t link)

Link Reserve List to Courses

• Department• Instructor Names

• Course

– Course name will come from the registration directory (use ALL CAPS).

– Course number from registration directory also.

– Can be added sequentially (don’t link)

Link Reserve List to Courses

• Department• Instructor Names• Course

• Section– Number of students in a section will be 0.– Section #s??

• From registration directory, if supplied

Link Reserve List to Courses

• Department• Instructor Names• Course• Section

• Searching in WebVoyage– Only one of the data fields has to be filled out.

Display issues…

pp. 71-72

Items

• Added in various ways

• Templates

• Authors – Single Author

• Authors – More than one Author

• Titles

Default Template

Circbib.cfg

• [Templates]• Template1=E-Item• Template2=Box Item• Template3=Photocopy• Template4=Personal Copy

• [Photocopy]• DateOn=No• DateDefault=• FormatOn=No• FormatDefault=pm• LangOn=No• LangDefault=• PlaceOn=No• PlaceDefault=

• F3=Author• F3Marc=1001|a• F3Default=• F3Required=No

• F4=Corporate Author• F4Marc=1102|a• F4Default=• F4Required=No

• F5=Title• F5Marc=2451?a• F5Default=• F5Required=Yes

Our Template

Items

• Templates

• Authors – Single Author– use only initials for author's forenames with no spaces

between initials– e.g.: Abrams, NA.

Becker, CD.

Lamb, CW Jr.

Items

• Templates• Authors – Single Author

• Authors – More than one Author– Use "et al." after the first author's name (For

Catalogers: Is an additional clue that these are reserve records.)

e.g.: Kinsolving, C; et al.

Items

• Templates• Authors – Single Author• Authors – More than one Author

• Titles– Initial English language articles (A, An, The) will NOT

be used.– If a title starts with a number, we will use that number– If a title starts with a Roman Numeral (X, I, V, etc.) we

will file by that letter

Items

• Templates• Authors – Single Author• Authors – More than one Author

• Titles– Use chapter or article title

• If no chapter title, use book title & put chapter number in parentheses.

• Introduction, and other such title headings – follow by a space & name of book in parentheses,

e.g. Introduction (From memory to written records).

Items

• Templates• Authors – Single Author• Authors – More than one Author

• Titles– Include punctuation in the main title (commas,

hyphens, apostrophes, etc.)

NOTE: Drop opening quotes; they do not sort properly.

– Capitalize first letter of the main title only, unless there are proper nouns in the main title.

Items

• Templates• Authors – Single Author• Authors – More than one Author

• Titles– Edition information follows title, separated by a semi-

colon,

e.g. Business management; 2nd. (2nd, 3rd, Rev., etc.)– Titles end with a period (.).

E-Items

• Templates (same as Items)

E-Items

• Templates (same as Items)

• Filenames– Professor’s initials (first & last), dept code, first 3

letters of author’s last name,

e.g. DGPSYMCC.PDF. – Similar file names will have a sequential number

appended to the end,

e.g. DGPSYMCC2.PDF.

E-Items

• Templates (same)• Filenames

• Link CaptionCan use standard html formatting, e.g. <b> </b>

What you need / Resources

Endeavor Voyager Circulation User’s Guide Data Dictionary

Univ. Resources Undergrad / Grad CatalogUniversity Phone BookRegistration DirectoriesIntranet Resources (i.e., Univ Web sites)

Personal Willingness to thinkObservational skillsExperimental attitude (while you can)

If I only knew then…

• Record E-Item ID#s from beginning

• Item types – Item type as Call No. is obscured when we have multiple copies

• Adjunct departments – ADJ 999

Standards Development for Course Reserves in Voyager

Importance of thought out standards

Enables library staff to efficiently & effectively implement course reserves

Allows teaching faculty & students to concentrate on use of resources

Provides for quick resolution of atypical cases

Mark Lindner

Please feel free to contact me

Mark R. Lindner

Campus Box 8900

Milner Library

Illinois State University

Normal, IL 61790-8900

(309) 438-5440

mrlindn@exchange1.mlb.ilstu.edu