Blackwells Collection Manager: The tool that replaces bookreq for ordering your books

1
Blackwells Collection ManagerThe tool that
replaces bookreq for ordering your books
2
Before requesting items in Blackwell Collection
Manager you should

• Check the Library's online catalog (Felix) to be
  sure we do not already own the title. Check by
  title and author.
• You can obtain additional bibliographic
  information at Amazon.com or other Internet book
  vendors
• You can also check book reviews at Amazon.com and
  other Internet book vendors
• Check book and publisher information at Books in
  Print

3
OK, so you have got the information you need and
the Woodward Library does not already own the
title.
4
Go into Blackwells Collection Manager. The URL
is http//cm.blackwell.com
5
How to log in

• Each department will have one departmental login.
  Initially, the login information is given to just
  the faculty liaison but if the department decides
  to open access to request books to all department
  members, that is fine.
• Bear in mind though, any item requested under a
  departmental login will be assumed by the
  applicable subject librarian to be a valid
  request and could be approved for purchase for
  the library.

6
The login screen
7
Logging into Blackwells Collection Manager

• Library code is JAPS (Blackwell defined). This
  field is case insensitive.
• Case sensitive user id (lowercase) and
• Case sensitive password (lowercase).
• This information will be given to the faculty
  liaison. Once the information is filled in, you
  will be greeted with.

8
First Searching
9
Searching for titles
10
Either click on Searching from menu or Search
at top of page
11
(No Transcript)
12
Searching

• If you have a title, an author, a publisher, an
  ISBN number, an LCCN number, or a series title it
  is pretty straightforward to search Blackwells
  database. If the title is in Blackwells database
  (not everything is, but more later on that), you
  will be greeted with possible matches. The search
  screen looks like

13
If you have an ISBN number, LCCN number, a title,
author, publisher, or series title, it is pretty
straightforward to search Blackwells database.
If Blackwell has the title in its database, you
will get a list of possible items meeting your
search.
14
Qualifications for search fields

• Firm Order titles should NOT be excluded since a
  title you might be ordering might already be
  on-order and the library does not want
  duplicate orders.
• Forthcoming titles is pretty clear. Titles that
  are not published right now but are being
  published down the road. It is your decision to
  include or exclude those.
• Exclude US titles? Why would you want to do that?
  A title published in the US would be a quicker
  item to get.
• Exclude UK titles? Why bother? When you get
  titles that match your search, choose the US
  version if available else the library can get UK
  titles.

15
Example

• Title Exploring Hypermedia
• Author Philip Barker
• ISBN 0-7494-0946-0

16
Searched Felix and the Woodward Library does not
own this item so..

• Go into Blackwell Collection Manager

17
(No Transcript)
18
(No Transcript)
19
Let us explore this record

• 1 Barker, Philip. Exploring hypermedia.
  (Educational and training technology (Kogan
  Page).) Kogan Page. 0749409460. L9-270376. 1993.
  UK. Paper. GBP14.95 Detail Email Request
  Library notes
• Clicking on Detail gives us.

20

• Title Detail
• Title Exploring hypermedia.Author Barker,
  Philip.Series Educational and training
  technology (Kogan Page).Imprint Kogan Page
  (L0160), 1993Volumes 001 Pages 210p 22cm. -
  Index.Format PaperLC Class LB Educ-Theory
  practiceOriginal List GBP14.95Current List
  GBP14.95ISBN 0749409460 Request
• Blackwell Information
• Subjects
• Non Subject Parameters
• BLACKWELL INFORMATION TopTitle Source UKTitle
  Status Processed on 18-November-1993Title
  Treatment Approval, Standing order, Firm
  orderAccession Number L9-270376Publisher/Distri
  butor Kogan Page (L0160)SUBJECTS
  TopEducational technology - general
  (36641502)LB 1025-1050.79 Teaching
  (97441515)NON-SUBJECT PARAMETERS TopLevel of
  Audience (01) University/research lib
  (08)Readership Level (03) Specialist reader
  (01)Approval Status (04) Treated on approval
  (01)Type of Book (05) General (01)Type of
  Edition (06) General edition (11)Language of
  Book (07) English (01)Type of Publisher (09)
  Trade publisher (02)Printing History (10) New
  (01)Format of Publication (11) Paper bound book
  (01)Time Characteristics (12) 1970 to date
  (24)Treatment of Subject (14) Genl or no spec
  treatment (27)Country of Origin (16) England
  (16000)Country of Source (17) England (16000)

21
Let us explore this record

• 1 Barker, Philip. Exploring hypermedia.
  (Educational and training technology (Kogan
  Page).) Kogan Page. 0749409460. L9-270376. 1993.
  UK. Paper. GBP14.95 Detail Email Request
  Library notes
• Clicking on email allows one to email the
  record to someone. Perhaps asking their opinion?

22
Let us explore this record

• 1 Barker, Philip. Exploring hypermedia.
  (Educational and training technology (Kogan
  Page).) Kogan Page. 0749409460. L9-270376. 1993.
  UK. Paper. GBP14.95 Detail Email Request
  Library notes
• Clicking on Request gives us.

23
(No Transcript)
24
Request

• Customer code already filled in with JAPS
• Quantity defaults to 1 copy (library policy
  dictates one copy unless compelling reason is
  given to order additional copies)
• Fund leave blank Acquisitions will fill in with
  appropriate fund
• Location defaults to austin
• Department fill with Faculty member last name if
  department needs to know who, in the department,
  requested the item. Else, leave blank later
• Internal Notes, Notes to Blackwell Overlay
  Number Used by Blackwell. Leave empty.
• When ready, click on the REQUEST button in upper
  left corner.

25
Record has been updated to show your request
action.
26
If the department needs to keep track of who in
the department requested the item, the
department field should be used. Simply fill in
the faculty members last name. Excel reports can
be provided that show this information.
27
Additional information sometimes listed on a
title on Blackwells Collection Manager

• Stauber, John C. (John Clyde) Toxic sludge is
  good for you lies, damn lies and the public
  relations industry
• Order Date 22 February 2005 Status Invoiced
  Code JAPS Fund dsocwb.2004 Loc austin PO
  L105128 Ordered 1 Invoiced 1
• This item was ordered on February 22, 2005. The
  item has been received by the Woodward Library
  and it has been paid for.

28
Additional information sometimes listed on a
title on Blackwells Collection Manager

• Bruyn, Severyn Ten Haut. A civil republic
  beyond capitalism and nationalism Detail
  Editions TOC Email Request Library notes
  Order Date 28 April 2005 Status Invoiced
  Code JAPS PO BUSINESS BOOKS Invoiced 1
• There is a TOC or Table of Contents available on
  this record. Simply click on the link and get

29
In addition to the Table of Contents there is
Book Jacket information.
30
What if your item is NOT listed in Blackwell
Collection Manager?

• No problem, you can add information on titles to
  Blackwells Collection Manager!

31
Example

• Title The causes of anti-Semitism a critique of
  the Bible
• Author Arthur Blech
• Publisher Select Books

32
Searched Felix and the Woodward Library does not
own this item so..

• Go into Blackwell Collection Manager

33
(No Transcript)
34
Before going on to add the title, be sure you
have been searching the correct information
(title, author, isbn, etc). If you are not
certain, try several different searches. Double
checking may find that Blackwell has the item in
their database already.
35
Item not listed in Blackwells Collection
Manager. To add a title simply click on the Add
Title to Database link
36
Simply fill in the information and when done,
click on Add Title
37
You can go to Amazon.com or another Internet book
vendor to find the pricing
38
(No Transcript)
39
(No Transcript)
40
Once you create the unverified record,
remember to Request it.
41
Blackwell will investigate the item and update
the record if necessary. If the librarian agrees
with request and orders the item, Blackwell will
try to get the item and if item is not available,
Blackwell will alert the library as to its
unavailability so that other sources may be used
to purchase the item.
42
Another tool available for finding titles in
Blackwells Collection Manager Profiles
Browse for titles by library profile
43
(No Transcript)
44
Profiles

• Because the Woodward Library has an approval book
  plan from Blackwell, there are profiles already
  created for the various subject areas. You can
  use these profiles to find books that Blackwell
  thinks might be good matches for the Woodward
  Library. The profiles also list books already
  being sent to the Woodward Library on Approval.
  There are two symbols in the profiling

The Blue B means book is sent or will be sent on
approval. The Yellow F means the book is not
being sent but the information is provided on
this form in case library would like to order
it.
45
Here is an expanded list of the subjects. The
symbol expands the subject area into sub-areas.
You can explore these areas to get ideas on
additional books to order
46

• The yellow Fs are forms. The librarians
  will be forwarding lists of titles from these
  forms to the faculty liaisons through a tool
  called e-Notes on a regular basis. These are
  items that might be good to own. You can view
  these records as possible items to order. Simply
  request these items using the functionality you
  have just learned.

47
New topicReviewing requests
48
Under the Acquisitions menuis Request Review
requests previously created
Review Requests.
49
(No Transcript)
50
For example Select from the requested by drop
down menu History and clicking on the List
Title button gets you
51
Titles requested by login of History
52
Using the Review request functionality provides
another method to determine who requested items
for those departments that want the information.
Simply put in the faculty members last name in
Department field and check what kind of requests
open requests, completed requests, open approved
requests, completed approved requests or rejected
requests. For example, Faculty member last name
of Able1 gives
53
(No Transcript)
54
New topicConfiguring your preferences
55
Preferences can be saved for Current session
only or Permanently
56
The Approval action lists what subgroups of
Approval plan books and forms will be viewed when
searching. You want all boxes checked.
57
Scrolling down and get your preferences for how
and what you see when you get multiple results
when searching for titles
58
Scrolling down some more and find the area to
define default field information. It is here that
location austin, Customer code JAPS is
located and made defaults.
59
Finally, when you are finished with using
Blackwells Collection Manager, be sure and Sign
off
60
New topicReports Menu
61
e-Notes subscriptions

• Blackwell can alert you to new titles publisher
  or to be published.
• Currently, you should be getting alerts on a
  regular schedule sent via an email alert.
• To add new reports or to modify reports go to the
  Reports menu

62
(No Transcript)
63
Change a subscription Click on the report to be
modified/deletedMake any changes required
64
Delete a subscription Click on the report to be
modified/deleted Select the Delete button
65
Create a subscription Click on the Electronic
notification link under the Create new
subscription
66
Fill in the appropriate information

• Report name
• Filename
• Format (probably prefer it to be HTML)
• Frequency (report comes out on Tuesdays)
• Send report to Collection Manager
• For email delivery only, put in email addresses
  as needed, separate by semicolons
• To make sure you only get reports when there is
  new information, check the Suppress my
  report/email if no new titles are announced
  (optional) box.
• Format of citation option brief should have
  enough information
• Approval actions to be included? Pick the yellow
  F Forms.
• US and/or UK Editions?
• Select an appropriate subject area. If you want
  to narrow down to subtopics, click on the Select
  subjects hyperlink

67
Example Subject to be alerted about is Economics
I would select the Yellow F next to Business
Forms, then click on Select Subjects
68
Example Subject to be alerted about is Economics
Find the appropriate subsets you want to be
alerted about, the sign means there are
further subdivisions under that topic
69
Example I have checked several Economic
subtopics and even some sub-subtopics
70
When ready to save, be sure and scroll down to
the bottom of the page and select Save
71
Finally, be sure to scroll down and select the
Subscribe button
72
Now you know the basics on how to use Blackwells
Collection Manager for your book ordering
requests.