ingest wizard
DESCRIPTION
INGEST xml transformations?. Load “attributes” to inform workflow. Ingest Wizard. Online Vendors Aleph Amazon ATC Aux Amateurs Banner Casalini Coutts ebrary EBSCO Garcia Cambeiro Harrassowitz Hein Karno Leila Lexicon LTI Marcive MIPP - PowerPoint PPT PresentationTRANSCRIPT
Ingest WizardIngest Method
Auto/streaming transmissionManual/Batch FTP
On-demand/Batch FTPEDI
Record TypeFirm, Fixed Orders
Approval Plans Blanket Orders
Continuing OrdersSlip plans/approvals
Prepaid/Deposit ordersGift/Exchange orders
Bib Overlay Vendor/Order Acknowledgements
Vendor CommunicationsInvoices (EDI)
Other ILL/Interlibrary loan record ingestsOther TBD
Provisional RecordsHolding Records
Gov DocsBooks in Print
Authority recordsOCLC- selection records
Error reporting
Ingest ProfilesOverlay
Append/AmendReplace
Create New(transform)
Duplicates CheckFund/Encum Check
Online VendorsAleph
AmazonATC
Aux AmateursBannerCasaliniCouttsebraryEBSCO
Garcia CambeiroHarrassowitz
HeinKarnoLeila
LexiconLTI
MarciveMIPP
Knovel, Safari, Springer, Ebrary, AlexanderStreet,
Gale, Oxford, etc.Music Library Services Co
OCLCProQuest
PuvillRetta
Rittenhouse Books, Inc.Serials Solutions
SpringerSwets
TouzonUMI, Knovel, Safari, Springer
WuheibaYBP
YBP UK Library Services
REQ
PO
POABib
Invoice
Authority
Holdings
Licenses
E-resources
KFS Doc-Types
INGEST
xml transformations?
Data/Doc Formats
MarcMarcXML
OnixDC
MODSRDA
….many libraryPDF
WordLicenses
Load “attributes” to inform workflow
Manual Request.
Staff Request
Automated Ingest
Manual Pick Up
Routing?
Routing?
Routing? Logs?
Licensing Checklist(see workflows)
Ingest mapping. Load reports? Duplicates check? Opt. fund check?
Approvals? Stops?
TransmissionFormat/standard?Permissions?Logs?
Edits- before OrderingRules/permissions?
After Order PlacementRules/permissions?
Amendment to P/O
KFS REQ KFS PO
KFS POAApprovals? Stops?
Approvals? Stops?
Overall Acquisitions Workflow(high level for discussion per User Stories/Specs)
See drafted workflows for each process and document-type: • Requisition, Purchase Order, Purchase Order Amendment, Line Item vs. Bulk-Receiving,
Claiming/Claims, Invoicing, Payment; • Ingest, Transmission, Bib Overlay, Authority records links• Licensing (see checklist workflows, else future MER)
Claims
KFS RCV, RCVB, RCVC, RCVL
KFS INVR, PREQ,EIRT
Approvals? Stops?
*Ingest Bib Overlay Match Authority Records(mult points dep Order Type)
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DescribeDeliverManage
*
MAINTENANCE DOCUMENTS & TABLESUSER ROLES, WORKFLOW RULES
Retrieve vendor’s file
Run against library database to find
duplicates & list titles with specific conditions
Load into library system to create bib, item, PO, and invoice documents
(as applies)
Review list of duplicates
a. Titles without ISBNsb. Titles with series titles
(4xx)c. Titles with patron or
course reserve requests
d. Titles with special processing notes
e. Oversize titlesf. Certain LC Class titlesg. Multi-part titlesh. Mixed media titlesi. Titles to be sent to
Cataloging j. Titles with exceptions
to fund/locationk. Titles for BUO item
status due to fund/location
l. Titles with LC Class tied to Location
Duplicate detection based
on ISBN
Typicalacquisitions
process when using vendor –
supplied records
Process invoice (loaded now if
not already) and when approved,
titles are received
Materials arrive and unpacked
with paper invoice
If any duplicates , cancel order, delete item, suppress bib (adjust invoice if already present)Vendor ships to
library address (determines who
gets)
Manual record edits/actions for filter conditions as
needed
Titles sent to Shelf Prep or Cataloging
Bib overlay
as needed
with invoice
load
Returns as
needed
Export invoice data to custom
database
Adjustments with custom program
Export voucher file
Bursar’s Office picks up file and
pays invoices
Manual Request/External
Source
Staff Manual Requisition
Automated Ingest: Firm/Fixed Order
Manual Staff Pick Up
Licensing Checklist(see workflows)
Ingest mapping. Load reports? Logs? Duplicates check? Opt. fund check?Routing? Error Routing? Bib Overlay?
TransmissionFormat/standard?Permissions?Logs?
Amendment to P/O
Workflow WorksheetOrder Type? Method of Ingest or Initiation?
Claims
*Ingest Bib Overlay Match Authority Records(mult points dep Order Type)
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Staff Manual Ingest: Firm/Fixed
Order
Scheduled Batch Ingest: Continuing
Orders
Scheduled Batch Ingest: Blanket
Orders
Scheduled Batch Ingest: Approval
Orders
Batch Ingest: Electronic/Licensed
material orders
Prepaid Order?Gift/Exchange?On deposit?Standing Order?
Initial/Simple: Bib EditorKFS transactional Docstore OLE Relational
OLE
Line Item on OLE-REQ or OLE-PO
API calls BibEditor; passes related bib record from docstore
Changes to bib record in editor; modified record returned to docstore