Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge Lesley Gray Union...

Circulation, Clusters & Cambridge

September 2003

Circulation,Clusters

& Cambridge

Lesley Gray

Union Catalogue Project AdministratorCambridge University Library


September 2003

Libraries in the University of Cambridge

• University Library & Dependent Libraries– University Library, Squire Law Library, Medical Library,

Scientific Periodicals Library, Betty & Gordon Moore Library for the Mathematical Sciences

• Department & Faculty Libraries- 47 libraries

• College libraries - 30 colleges

• Affiliated institutions- 6 institutions (CTF is consortium of 8 libraries)


September 2003

Voyager in Cambridge

Databases Bib

records

Item records

Patron records

University Library & Dependent Libraries

cambrdgdb

manuscrpdb

resourcedb

3085802

24377

2028486

3117501

0

0

41153

0

0

Department & Faculty Libraries

depfacAEdb

depfacFMdb

depfacOZdb

414246

356061

350875

432298

276260

234049

7136

7207

7215

College libraries & affiliated institutions

collANdb

collPWdb

otherdb

473799

444016

155049

222361

166153

92669

949

3154

675

UNIVERSAL CATALOG(UE)


September 2003

Voyager in Cambridge

Databases

# libraries contributing bib records

# Circulating libraries

cambrdgdb 5 4

depfacAEdb

depfacFMdb

depfacOZdb

17

13

14

7

7

7

collANdb

collPWdb

otherdb

15

11

6 (1 is consortium of 8 libraries)

2

4

1(consortium of 8 libraries)


September 2003

Circulation in Cambridge

Each library• operates independently of other libraries in the system• sets its own policies and regulations, patron groups,

calendars, loan regulations, blocks, preferred addresses for notices (email &/or print (addresses)), produces own notices, reports

• No system-wide circulation policies • No reciprocal borrowing, routing of items• Serve student/staff/research population of the University


September 2003

Patrons

A patron does NOT have automatic system-wide borrowing privileges but may register with any one or many librar(y)ies.

Each of the libraries will register the patron in to a locally defined patron group. Patron will have different privileges in each library

Patron blocks apply only in the library in which they originate - not across the system

The choice of patron address for notices may differ from library to library

University Card with a single barcode used in libraries across the University

Some issue their own cards - used in issuing library only


September 2003

PATRON FUNCTIONS

Library A•Patron•Loan regs•Policies•Blocks•transactions

Library B•Patron•Loan regs•Policies•Blocks•transactions

Library C•Patron•Loan regs•Policies•Blocks•transactions

UNIVERSAL CATALOGUE

LIBRARY A LIBRARY B LIBRARY C

PATRON FUNCTIONS PATRON FUNCTIONS


September 2003

Difficulties in implementing Voyager Circulation in Cambridge

• Patron using one barcode in all librariesMultiple patron records with the same barcode in

a single database (and across multiple databases)

Easy identification of local patrons at circ desks Patron functionality in OPAC Self-check

• [Copying UL patron records]• Patron functionality in Universal Catalogue

Why not use Universal Borrowing?• Stub records • UB requests• Patron blocks


September 2003

Patrons

Circulation Policy Group


Matrix Matrix

Patron Groups

Circulation in the 2001.1 database

Items


September 2003

2001.2 Voyager database

A circulation cluster contains patrons, items and the rules under which they function.


Matrix

CLUSTER

Patrons Groups

Patrons

Items

•Single cluster per database

•OPAC Circ Desk

•Default pickup location


September 2003


September 2003

2001.2 Multiple clusters

• Each cluster has its own associated patron groups and patrons

• OPAC Circ Desk• Calendars• Default pickup location• Transactions



Matrix Matrix

Patrons Groups

CLUSTER-1 CLUSTER-2

Patrons Groups

PatronsPatrons

Items Items


September 2003

A circulation cluster contains patrons, items and the rules under which they function.

Each cluster within the database has its own patron file and items.


September 2003

INTERCLUSTER - Within a cluster • Traditional Voyager functionality

• INTRACLUSTER - Between clusters in a single database• UB-like configuration to map patron records from one

cluster to another• Home & stub patron records records

Circulation transactions


September 2003


CLUSTER-1 CLUSTER-2

Patron

Patrons

Items

Patron

“stub”

Items

Patron mapping

– automatic or manual selection of local patron group


September 2003

Circulation transactions

• INTERCLUSTER - Within a cluster • Traditional Voyager functionality

• INTRACLUSTER - Between clusters in a single database• UB-like configuration to map patron records from one

cluster to another• Home & stub patron records records

• INTRA-DATABASE - Between clusters in different databases• Universal Borrowing is required


September 2003

Stub patron records• Verification – checks home patron record and updates

information in the stub patron record if not the same as the home record

• Fields in patron record not editable

Stub edit CHILD records

Child patron records • Expiry dates, addresses, patron groups, statistics category fields can be amended in stub patron records• Verification: fields in child records are not updated preserving local data.(modifying operator)

UB developments


September 2003

Multiple databases with multiple clusters

+

Universal Borrowing

+

Universal Catalog(ue)UL



September 2003

Implementation

1. Upgrade databases to Voyager 2001.2 GR [24th March 2003]

• single cluster per database

2. Clustering [Sat 12th April 2003]

• creating of multiple clusters and moving of policy groups, patrons, and items in to clusters Databases Clusters

cambrdgdb 4

depfacAEdb

depfacFMdb

depfacOZdb

7

7

7

collANdb

collPWdb

Otherdb

2

4

1


September 2003


September 2003

Clustering (2)

• Creating of relationships between patron records in home and remote clusters

• University Library Cluster = home patron records for all with Univcard

» Other clusters = stub patron records


September 2003


In production in Cambridge for 4 months!

•Ability to copy UL patron record•All Patrons can log in to the OPAC •All patrons can use self-check•Default Pickup locations


September 2003


Manual patron mapping

•copying of University Library base record

Patron Empowerment

•All patrons can log on to WebVoyage

•Patron records from all databases aggregated in to a single display

•Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions


September 2003

Patron Empowerment

Patron logs in Webvoyage

finds home record

finds other linked records

Aggregates patron information from all clusters

Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions


September 2003


Manual patron mapping

•copying of University Library base record

Patron Empowerment

•All patrons can log on to WebVoyage

•Patron records from all databases aggregated in to a single display

•Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions

Patron blocks•Apply only in the cluster where they are imposed


September 2003


September 2003

Problems:

• Software bugs

• Patron records

• Tools


OPAC renewals (UB)

SYSADMIN display, etc

+ CIRC etc


September 2003

RECLUSTER forces relationships (home-stub) between existing patron records in the system

Local data problems:• Patron record data: not “clean”; duplicate

active barcodes etc • Multiple barcodes in patron records (legacy

data)

• Verification of stub/child records

UNEXPECTED!

Patron records


September 2003

the “lack” of tools to maintain Stub/child records

• UB - stub records purged from the system if no active transactions

• Cambridge clusters - keep “child” records in the system

Tools


September 2003

CAMBRIDGE UNIVERSITY LIBRARY

Lesley GrayUnion Catalogue Project Administrator

[email protected]://www.lib.cam.ac.uk

Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge Lesley Gray Union...

Documents

Transcript of Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge Lesley Gray Union...