Fullerton Workshop by ExL Jan 9-11, 2017

Owned by David Walker
Last updated: Aug 17, 2017 by Mallory DeBartolo (Unlicensed)
1 min read

Video recordings

 Day   1

Ordering and Receiving
  •   Introduction, lifecycles and policies
  •   Ordering physical single title and standing orders
  •   Receiving one-time orders
  •   Temporary new books location

Technical services & Acquisitions staff

 

Part 1

Part 2

Part 3

Institutional e-acquisitions workflows
  •   Activating collections from the CZ
  •   Ebooks: activating and (optionally) loading records
  •   E-resource task list and management

Technical services & Acquisitions staff

 

Part 1

Part 2

Centralized e-acquisitions workflows

  •   Chancellor’s Office introduction

  •   Concepts and shared data (vendors, licenses)

  •   Individual institutional purchase workflows based on shared records

Technical services & Acquisitions staff

 

Part 1

Part 2

Day   2

Invoicing and tax

  •   Billing, payment, and synchronization

  •   Tax and use tax

Technical services & Acquisitions staff

 

Part 1

Part 2

Part 3

NZ concepts and cataloging policies

  •   Chancellor’s Office introduction

    •   Overall scope of policies

    •   Administration and communication

  •   Policies and Principles

Manual cataloging workflows

    •   Cataloging within the acquisitions framework

    •   Working from Connexion

Technical services & Acquisitions staff

 

Part 1

Part 2

Part 3

Follow-up questions

Import profiles

  •   Importing to NZ

  •   Match/Merge Choices

  •   Multi-match handling options

  •   Unlinking bibs from CZ

  •   EOD and inventory creation

  •   Gov docs and local portfolios deduped against NZ

Technical services & Acquisitions staff

 

Part 1

Part 2

Bulk data updates

  •   Inventory   / user / other update jobs, withdrawals

  •   Normalization rules syntax and usage

  •   Shared configuration (import profiles, norm rules, bulk NZ update responsibility)

Technical services & Acquisitions staff

 

Part 1

Part 2

Day   3

Resource Sharing

  •   Resource sharing task force introduction

  •   Concepts (configuration, rotas, workflows)

  •   Request lifecycles

  •   Miscellaneous resource sharing topics

Fulfillment staff

Part 1

Part 2

Part 3

Part 4

Walk-in borrowing

  •   Loan and return to remote patron

  •   Return in the wrong library

Fulfillment staff

Part 1

Part 2

Miscellaneous circulation topics

  •   Lost and missing workflows

  •   Fine and fee management

 Wrap-up;  Q&A; next steps

Fulfillment staff

Video