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4. Timeline and Benchmarks:
Date(s) | Activity | Benchmarks/Goals | Assigned to: |
April - May 2022 | Pull data and run tests on process | Government Info | |
April - ongoing | Finalize process; shift material; add information to Airtable base | Government Info | |
June - July 2022 | Examine data; identify potential existing batch routines that can be modified; rework workflows to match Government Information specifications. | Cataloging (Kurt, Melanie, Liz) | |
August 2022 | Batch routines are tested, changes or modifications to documentation are recorded | Cataloging (Kurt, Melanie) | |
September 2022- ongoing | Batch cataloging or holdings update for identified items is in progress | Cataloging (Kurt, Liz, Melanie) | |
TBD | Identify material for individual cataloging (boundwiths, etc.) and catalog or develop alternate process | Cataloging (Kurt); Government Info |
5. Statistics and Tracking
Actions for items will be recorded in their appropriate Airtable base. For batch cataloging, all items with full records (bib and item) in Sierra and holdings updated in OCLC will be recorded as “Fully Cataloged” in the Cataloging Status column.
For CMS members, numbers will be reported for batch routines and added items
All items in merge process (Merge Overlay and Merge New) will be recorded in the “GovDocs-Batch_Modified” column in the monthly stats. If records are brought in with more than one item or 949, record the record and first item as “1” in the Batch Modified column, and all subsequent volumes counted as “Sierra-Items Added”
All items in the Set Holdings workflow will be recorded in the “OCLC Holdings Updated” column.
For Government Information members, numbers will be reported using traditional metrics, including:
GovDoc-CopyCat-Physical
Sierra-Edits
Sierra-Items Added
Processing-Physical Item
6. Communication Expectations/Reporting:
CMS and Government Info will report cataloging numbers in the Stats Airtable base monthly. Items will also be updated in respective Airtable bases to make running reports simple. Meetings will be called as needed.
7. Workflows/Procedures
Workflows for each batch process are as follows:
Set Holdings
Merge Overlay
Merge New