One-Step Shopping, One-Stop Shipping: ITSO CUL Scott Wicks

Overview Why ITSO CUL? What does ITSO CUL do? How does ITSO CUL work?

In the beginning… An idea—whispers in the dark A broader perspective The reality check The green light

ITSO CUL Goals Processing goals –facilitate paperless selection –recycle information and effort in support of acquisitions process –exploit existing tools Cost savings goal –staff resources –extra benefit

ITSO CUL – What it is NOT NOT an original idea NOT a comprehensive solution NOT ILS platform specific NOT written with proprietary software NOT finished

ITSO CUL

The Selector View – Index

The Selector View – Title

The Selector View – Preferences

The Selector View – Voyager?

The Selector View – Voyager JanFebMarAprMayJunJulySepOctNovDec Phase 1 Phase 2 Phase 3

Easy Acquisitions Made Easy using Endeavor’s Voyager Cron job to pull the day’s orders Incorporate local data into MARC record –fund code –price –notes Assign vendor Load records

Voyager’s Bulkimport Loads the Records Easy acquisitions are loaded –searching is done by Voyager (Import conditional) Less easy acquisitions are set aside

The Less Easy Leftovers No Loads and Don’t Loads get FTPed to networked folder No Loads and Don’t Loads get FTPed to networked folder Staff review non-loaded records Staff run series report Staff review pending purchase orders

Behind the Scenes—The Selector View Source records –LC and vendors Sorting to selectors –keywords –LC class –keywords

Table of LC Class to Broad Subject Bucket

Behind the Scenes – Acquisitions Processing Table of Vendor Assign rules Table of Vendor Bulkimport rules

Vendor Assign Rules

Summary of Benefits recycling the bibliographic data used in the review process to support ordering and cataloging reduced sorting of paper review slips to selectors no more duplication between vendor review slips

Summary of Benefits more control over encumbrances and fund codes decreased paper shuffle between Acquisitions and Collection Development units quicker turnaround from selection to order

Outstanding issues Dia`#critics Keyword sorting More folders Batch processing Deduping algorithms

Thank you Scott Wicks

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