Update of Technical Services Activities, May-December 2007

Major Staff Assignment Changes:

In September, Peggy was transferred full-time to S&E Library. In October, Cheryl became part-time, working only 8 hours per week in Acquisitions. Kelly and Lisa, with some student help, performed serials checkin. Tungyi worked on CJK cataloging. Mordechai & Janet M. received cross-training in Acquisitions. Training of Kelly and Mike on Serials Orders started. Lai-Ying was appointed permanent head of Technical Services.

Projects and Tasks:

1. Cataloging / Electronic Record Management:

Completed Projects:

• Shelf List cabinets disposed of
• Brief Cruzcat records created for items waiting for original cataloging
• Shelf Ready pilot project of CJK items
• Outsourcing pilot project of CJK items
• Cataloging of 250+ Chinese videos
• Proposal to outsource original cataloging requiring expertise not available locally approved for 2008
• Global update of 590 to become a protected tag
• Cuttering guidelines compiled
• Intern in original cataloging of maps trained
• Reclassification of stacks monographic items from JX to JZ and KZ completed by volunteer
• Preservation note 583 for treated Chinese books were added
• Copy cataloging procedure for computer games updated

• LC new series policy: review “Class Sep” policy for books with distinctive titles within series and the series situation in Cruzcat
• Integrating Resource format for database, websites and loose-leaf materials: codes in Cruzcat and Melvyl updated. Consult library about their existence on webopac
• Monograph original cataloger learning serials cataloging

• Indexing of ISSN, ISBN, music, LC and other system linking numbers and other indexing issues
• Apply new OCLC Connexion functionality and features to cataloging operations
• Training on Classification Web / Catalogers Desktop / UC on the Funnel Project for OCLC/CONSER serials record maintenance
• Train cataloging intern
• Authority control issues
• OCLC Reclamation Projects
• Train copy catalogers on identifying the relationships between serial and monograph records

• Order procedure established
• Improve control of subscription titles within packages. New codes introduced in order records
• Improve control of cancellations. New code introduced in checkin records
• Annual cancellation projects
• Collection moves: current periodicals, Ref tables, S&E index & S&E Ref
• Location code recommendation for current unbound journals
• Special Collection holdings project

  Location code recommendation for current unbound journals

  Handled the redesign of the LexisNexis links
• Negotiated the waiver of Swets e-journals access fees
• Revised invoicing procedure
• Revised e-journal procedure
• Checkin person trained to claim non-receipt and to purchase fills

• Retrospective update of Identity, historical Format / platform data in order records
• Enhance understanding of serials staff on CDL consortial serials purchases
• Original cataloger learning to catalog serials
• Review performance of serials vendors

• 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
• Generate lists of titles purchased with endowment funds in to donors
• Procedures using Millennium Acquisitions for invoicing, record loading, ordering, receiving, cancellations, etc.
• Generate lists of titles purchased with endowment funds in to donors
• Items lost in process 2007

• 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.
• Procedure for purchasing & downloading pdf files and computer games.

• Statistics gathered about the extent of non-oclc records in Cruzcat
• UC/OCLC Local bib data Task Force report
• Progress Report: Using OCLC as single cataloging tool/data source
• Testing various WorldCat Local features, e.g. local holdings transfer and display, Z39.50 searching, serials and complex record displays
• New locations added and display of old locations updated
• Learning 2.0 program
• Deleted obsolete on-the-fly records
• Procedure for monthly statistics generation using III Create List
• LA3 Recruited
• Definitions of formats for collection statistics and for cataloging statistics

• Participation in Google digitalization project
• Launch of WorldCat Local pilot project
• Review other libraries and campus technical services annual reports to gather insight for section planning

• Review of Technical Services / Collection Development by R2
• Staff / Collection move
• Pending implementations of ERMS, ENCORE