PRESENTED BY. Nicole Arbuckle VICE PRESIDENT, METADATA SERVICES

Transcription

1 PRESENTED BY Nicole Arbuckle VICE PRESIDENT, METADATA SERVICES

2 Backstage is an independent NACO contributor! 2

3 Overview General Project Cycles Reclassification Non MARC: TEI Encoding Cataloging 3

4 How much of your time is spent managing library projects? 4

5 Do you ever feel like this? 5

6 Project Management Model Process 1. Initiate 2. Plan 3. Execute 4. Monitor & Control 5. Close Management Areas Integration Scope Time Cost Quality Human Resources Communications Risk Procurement Stakeholder 6

7 60% Outsourcing In Libraries 50% 40% 30% 20% 10% 0% AC Obtaining New Bibs Physical Processing Backlogs All Materials No or Minimal Review of Vendor Records Sources: Primary Research Group, Inc., The Survey of Academic Library Cataloging Practices, and 2013 editions. 7

8 Post Production Pre Production Profiling Samples Production Implementation Quality control Samples Quality assurance Data mapping Final deliverable output 8

9 Production Quality New Batch Pre Production Post Production Delivery 9

10 Define Project Project Plan Stakeholder Approval Project Implementation Postproduction Pre Production Production Profiling Implementation Quality assurance Samples Quality control Samples Data mapping Final deliverable output Analyze Ingest Report to Close Deliverables Deliverables Stakeholders Project 10

11 RECLASSIFICATION You want me to change all the call numbers in which collection?! 11

12 Reclassification Legacy Classification system still used for certain collections Joining shared catalog that requires a certain classification Changing status, e.g. College to University Changing to industry standard for library type (academic, specialized, etc.) Allows for more efficient shelf ready processing for ongoing acquisitions processing for ongoing acquisitions 12

13 Reclassification Data In house options Student staff Other temporary staff Vendor options Automation Manual Physical items In house options Student staff Volunteers Vendor options Consultation and plan Full team management 13

14 Data Reclass Workflow 14

15 Data Reclass Workflow 15

16 Data Reclass Workflow 16

17 Data Reclass Workflow 17

18 Higher Level View Before Data Reclass Prepare full project plan Communication With staff about database restrictions With students regardin g future changes to item locations Collection weeding Procurement of services, if any Coordination of database export After Data Reclass Review of the new call numbers Ingestion of updated database New spine label generation Final plan for physical move Execution of physical move Problem children: books without new labels and labels without books Update library maps 18

19 Questions? 19

20 NON MARC: TEI ENCODING 20

21 TEI Encoding c.org 21

22 TEI Encoding Repository plan and scope Fundraising Material collection Permissions Develop TEI specifications Digitization of collection Transcription/OCR Initial metadata extraction for header? Encode collection Programming to transform TEI into searchable website 22

23 TEI Encoding Repository plan and scope Fundraising Material collection Permissions Develop TEI specifications Digitization of collection Transcription/OCR Initial metadata extraction for header? Encode collection Programming to transform TEI into searchable website 23

24 TEI Encoding Workflow 24

25 TEI Encoding Workflow 25

26 TEI Encoding Workflow 26

27 TEI Encoding Workflow 27

28 Questions? 28

29 CATALOGING 29

30 Cataloging Backlog Gift collections New acquisitions OH MY! 30

31 Cataloging Workflow 31

32 Cataloging Workflow 32

33 Cataloging Workflow 33

34 Cataloging Workflow 34

35 Ongoing Workflow Pre Production Production Quality New Batch Post Production Delivery 35

36 Dropship Workflow Several book vendors ship the library s new receipts to Backstage Dual approach to copy cataloging If a copy record has an LC call number and LCSH, the record is unedited If a copy record does not, a language specialist edits the record to full levellevel 36

37 Dropship Workflow Original cataloging for non matches Physical processing Spine labels Barcodes Security strips Property stamps 37

38 Dropship Workflow Book vendor data incorporated into 9XX fields MARC records are finalized and delivered Items are shipped to the library 38

39 On Site 39

40 On Site Cataloging Workflow 40

41 On Site Cataloging Workflow 41

42 On Site Cataloging Workflow 42

43 On Site Cataloging Workflow 43

44 Questions? 44

45 Contact Info Nicole Arbuckle, PMP Vice President, Metadata Services Backstage Library Works Provo, Utah & Bethlehem, Pennsylvania