Major Staff Assignment Changes:

In January, Tasha De La Luz joined Technical Services. Marge Colletta, the cataloging intern, worked 150 hours during this period.

Projects and Tasks:

1. Cataloging / Electronic Record Management:

Completed Projects:

• Global update of 655 for theses and dissertations
• Cataloging Intern trained
• Shelf Ready of CJK firm orders by one Chinese vendor explored and established
• Insert oclc numbers into SCP e-mono records (LION, MOMW)

• Explored working with OCLC to set up pilot to outsource original cataloging
• Integrating Resource format for database, websites and loose-leaf materials: codes in Cruzcat and Melvyl updated.
• Monograph original cataloger learning serials cataloging
• CJK copy cataloging training to LA III
• Global update of closed dates in personal name authority heading
• Modify load tables to accommodate changes in incoming data
• Insert oclc numbers into SCP e-mono records (EAI)

• Training on Classification Web / Catalogers Desktop / UC on the Funnel Project for OCLC/CONSER serials record maintenance
• Authority control issues
• OCLC Reclamation Projects
• Train copy catalogers on identifying the relationships between serial and monograph records
• Fix duplicate oclc numbers in Cruzcat

• Order procedure established
• Checkin procedure updated
• Claim procedure updated
• RT procedure updated
• oca notification procedure established
• Science Library reference serials record clean-up
• Checkin and location codes updated
• Cancellations close-outs
• Order claiming
• Training other section staff to perform Create Lists in Millennium

• Enhance understanding of serials staff on CDL consortial serials purchases
• Insert oclc numbers into SCP e-mono records (LION, MOMW, EAI)
• Upgrade 2,000 low level serials records to prepare for the OCLC Reclamation Project

• Review relationship between Collection Development and Serials Acquisitions
• Systematic review of vendor online availability reports and SFX Knowledgebase against local subscriptions to further activate electronic access
• Streamline the identification of online availability, pricing, license gathering/status check, and ordering of electronic serials into the serials ordering process for more effective management

• Process replacement requests. 200 replacements ordered. 119 sent  for bibliographers to review.
• Update endowment fund list
• April pipeline ordering- record number of slip orders-1128 in April
• Serial record training for Acquisitions staff
• Record deletion process updated
• Import invoices procedure updated
• Replacement notice procedure updated
• Cat date/location added to 76 records, 18 records merged
• Migrated to Connexion Client 2.10
• Migrated to Gobi 3-Gobi ordering procedure updated
• Monographs with open r-dates reconciliation- 213 records
• Review of item records for withdrawal- 390 records
• Section representative on Collection Move Team
• Endowment fund overspending review with Financial Services

• OCLC Connexion functionality and features to be applied to acquisitions operations.
• Acquisitions/cataloging pilot cross-training project: Mordechai processed foreign language approvals for Acquisitions & cataloged books at same time. Janet M. received and cataloged rushes purchased at Baytree, and downloaded and updated records.
• Procedure for terms of use, purchasing & downloading pdf files for computer games.
• Record deletion files review- 12,083 records
• Review of output vouchers process with Financial Services
• Review of required payment data record policy
• Items lost in process 2007
• Review, add and update vendor records. Review vendor of vendor=none 437 records.
• New LAIII staff training- download, update records, Ingram orders

• Staff/Collection move to new Library Addition and dealing with all its related issues
• Testing various WorldCat Local features, e.g. item statuses
• New locations added and display of old locations updated: med, medre, mgdsk, spkp, spphd
• Procedure for monthly statistics generation using III Create List revised for new ARL and ACRL requirements

• Participation in Google digitalization project
• WorldCat Local pilot project
• R2 review of technical services / collection development activities
• Participate in SCP budget cut exercise

• OCLC reclamation project  
• Pending implementations of ERMS, ENCORE