print archive pilot meeting 2012 01-09
DESCRIPTION
Slides from meeting of Print Archives Disclosure pilot project.TRANSCRIPT
Print Archives Disclosure PilotPrint Archives Disclosure Pilot
Today’s objectives:
• Review project timeline, upcoming milestones
• Update on status of LHR batch-load plans from pilot sites
• Update on resource-sharing scenarios and test plan
• Share OCLC position statement on print archive LHR
• Identify outstanding action items
Provide pilot participants with forum for sharing expertise, best-practices
AgendaAgenda
10:00 Review project timeline
10:10 Update: Batch-load plans + Group Discussion
10:30 Update: Resource sharing scenarios & test plan
10:45 OCLC position statement on Print Archive Local Holdings Records
10:50 Action Items
we’ve scheduled 90 minutes to allow for changes to agenda
NB This WebEx session will be recorded
Print Archives Disclosure Pilot - SummaryPrint Archives Disclosure Pilot - Summary
• Assess feasibility of disclosing institutional print archiving commitments using existing bibliographic infrastructure (583 Action Note in LHR)
• Per-title Local Holdings record creation in Connexion
• Batch processing in local system + load to WorldCat
• Load Local Holding Records for sample titles from multiple Print Archiving initiatives – e.g. WEST, CIC Print Archive
• 46 WEST titles (to date)
• 165 CRL archive titles (to date)
• Evaluate impact on Resource Sharing workflows
Project Timeline – upcoming milestonesProject Timeline – upcoming milestones
By …
• 31 January: all batch request forms submitted
• 17 February: test of resource-sharing scenarios completed
• 16 March: majority of batch loads complete
NB: OCLC typically requires 90 days to complete load process
• 30 March: draft of report summarizing findings complete
Flash Survey – December 2011Flash Survey – December 2011
Summary: Batch-load plans at pilot sitesSummary: Batch-load plans at pilot sites
Batch-load plans:
• 75% of pilot partners (6 institutions) will contribute print archive LHR via batch; most sites expect to start loading January/February 2012
• Remaining 25% either don’t have sufficient records to justify batch load or lack infrastructure to support batch export, processing
Most common pre-processing activities:• Update 852$a and $b• Auto-generate generic 583 and 561 statements• Add OCLC number to holdings record
Tools:• MarcEdit
For DiscussionFor Discussion
• Common experiences across local system cohorts? Expert tips and tricks?
• SIRSI – Indiana, Stanford
• Aleph – Minnesota, Oregon
• Millenium – CRL, UCSD
• Voyager – UCLA, SRLF
• (How) can we build a shared knowledge-base for other libraries participating in print archiving initiatives?
Resource sharing test scenarios IResource sharing test scenarios I
Recent Developments:
• Resource sharing subgroup augmented
• Resource sharing discussion list established
• Four test scenarios drafted (2-3 more needed)
• Several tools under construction:
• List of test records
• ILL transaction worksheet
• ILL transaction log
Resource sharing test scenarios IIResource sharing test scenarios II
Action Items:
• Finish drafting test scenarios
• Create test plan
• Engage appropriate staff at pilot institutions:
• Populate discussion list
• Get new symbols in working order
• Iron out logistics of test plan
• Test disclosure strategy impact on ILL operations
OCLC policy statement (October 2011)OCLC policy statement (October 2011)
Actions neededActions needed
Batch-load contributors:
• Submit batch order form via OCLC Online Service Center (select Batch Processing for Local Holdings Records) before 31 January
Indicate PRINT ARCHIVE PILOT in the special instructions area
Please include [email protected] among notification contacts for processing reports
Resource sharing group:
• Finalize resource sharing use cases, establish test plan
Everyone:
• Share questions, concerns with Coordinating Committee
Thanks for your attention.Thanks for your attention.
[email protected]@oclc.org
[email protected]@crl.edu