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Merging library catalogs: The plan that worked for the Medical University of Ohio and the University

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Title: Merging library catalogs: The plan that worked for the Medical University of Ohio and the University


1
Merging library catalogsThe plan that worked
for the Medical University of Ohio and the
University of Toledo
  • Laura E. Kinner, Director of Technical
    Services
  • Christine Rigda, Coordinator of Library
    Systems
  • Eastern
    Great Lakes-IUG September 28, 2007

  • University of Akron, Akron, Ohio

2
Merging library catalogs
  • TIMELINE
  • Library integration workgroup 3/2006
  • Library merger team 7/2006
  • III Implementation Team call 12/2006
  • Contract III began 1/2007
  • Deadline for Merger March 1, 2007

3
Merging library catalogs
  • Library merger Team (sub group)
  • Director of Technical Services
  • Coordinator of Library Systems/
  • Systems Librarian
  • Head, Bibliographic Control
  • (Medical Library)
  • Coordinator of Access Services
    (Medical Library)

4
Merging library catalogs
  • Preliminary planning and preparing
  • Getting started manual
  • Data profiling profile acceptance
  • System Settings
  • Fixed length codes
  • Branch codes

5
Merging library catalogs
  • Planning and preparing
  • Spreadsheets are your friends!
  • Chocolate is a food group!
  • ffcodesmerger.xls
  • Compare fixed field codes for each type of system
    record
  • Add new Branch Codes
  • locationcodepre.xls

6
Merging library catalogs
  • Fixed Length Codes Itypes
  • Mulford Library 10 local codes
  • Carlson Library 75 local codes
  • Completely revamped Carlsons itypes
  • Old codes Transition codes Permanent Codes
  • itypestransition.xls
  • Tied in with Loan Rule Determiner Table/OhioLINK
    Requesting
  • Copy of LRDT1.xls

7
Merging library catalogs
  • Fixed Length Codes Ptypes
  • Coordinated Mulford ptypes to follow Carlson
    ptypes (FT, PT, etc.)
  • PTYPESALL.xls
  • Loan Rule Determiner Table
  • OhioLINK mapping
  • Use pcode2, pcode3 to further define

8
Merging library catalogs
  • Updating the main database
  • Bibliographic records (39,000)
  • Item records (165,000)
  • Linked (100 )
  • Bib record with more than 999 items attached (1)
  • Patron records (3,000)
  • Authority Records (60,000)
  • NLM
  • LC

9
Merging library catalogs
  • Updating the Main Database
  • Check-in records
  • Attach MUO holdings
  • Print (5800) already in UTOL
  • Input brief bibs
  • Print E(3,000) not in UTOL
  • Order records
  • Printed MUO records filed in notebook
  • Created New records for Serials and Monographs as
    paid for in new FY

10
Merging library catalogs
  • III Issues
  • Call number output (bib or item)
  • Shared or separate bibs
  • Record priority overlay
  • Overlay of brief serial bibs

11
Merging Library Catalogs
  • Re-organization
  • University Libraries October 2006
  • Technical Services January 2007
  • Coordinators January 2007
  • Coordinator of Cataloging Services
  • Coordinator of Library Systems
  • Coordinator of Collection Development
  • Coordinator of Serials/Electronic Resources

12
Merging Library Catalogs
  • Ongoing
  • Staffing/Workflow
  • Character-based ?Millennium
  • Distance (from collection, systems support)
  • Merging of electronic resources
  • Web Access Management vs EZproxy
  • Troubleshooting connection issues

13
Merging Library Catalogs
  • Ongoing
  • Acquisitions procedure
  • New fund codes
  • Separate budgets
  • Circulation Loan periods
  • Patron Loads
  • Interlibrary loan module
  • ILL Request Forms
  • olinks

14
Merging Library Catalogs
  • Conclusions
  • Pre-plan
  • Develop your team
  • Other III products
  • (Scoping, unlimited web opac licenses)
  • Load table training
  • Communication with everyone!
  • Keep a paper trail (old?new codes)

15
Merging Library Catalogs
  • Questions??
  • Thank you
  • Laura.Kinner_at_utoledo.edu
  • Christine.Rigda_at_utoledo.edu
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