Alma offers many potential workflows, incorporating local and third-party tools and data. This presentation will look at how one library streamlined their workflows with GOBI technical services in Alma

Seago, Kate

English

University of Kentucky

University of KentuckyUKnowledgeLibrary Presentations University of Kentucky Libraries5-12-2017Monograph Ordering in AlmaKate SeagoUniversity of Kentucky, kseago@email.uky.eduRight click to open a feedback form in a new tab to let us know how this document benefits you.Follow this and additional works at: https://uknowledge.uky.edu/libraries_presentPart of the Collection Development and Management CommonsThis Presentation is brought to you for free and open access by the University of Kentucky Libraries at UKnowledge. It has been accepted for inclusionin Library Presentations by an authorized administrator of UKnowledge. For more information, please contact UKnowledge@lsv.uky.edu.Repository CitationSeago, Kate, "Monograph Ordering in Alma" (2017). Library Presentations. 170.https://uknowledge.uky.edu/libraries_present/170Monograph Ordering in AlmaByKate SeagoLandscape at UKY• Fiscal year is July 1 to June 30• Monograph Budget FY16– $864,695 GOBI/YBP Share– $467,735• Shelf ready, PromptCat, EOD, EDI• Monograph unit consists of Library Specialist, 2 Library Technicians, and student support• Manages from point of order to receiving, invoicing and copy catalogingUniversity of Kentucky 2015• Undergraduate approval plan – P & E• Graduate approval plan – P & E• DDA plan• Firm order via GOBI using file loading• EDI invoicing• Standing ordersChanges for 2016• Migrate from Voyager to Alma – January 20 Go Live Date• Finish a process of centralizing acquisitions functions with Medical Center• Migration to the OCLC WorldShareplatform in Spring 2016Spring 2016 Post Migration• Learning ins and outs of system• Workflow of when to receive items • Preferred to receive invoice after trying other options• Dealing with funds running out of moneyPutting the Pieces Back• Re-establish file loading• Started EDI and delayed it• Re configured file loading after OCLC platform change• Muddled through to end of fiscal yearNew Fiscal Year FY17• New fund structure • Established invoice connection with SAP• More familiar with Alma functionality• Burp in August with OCLC WorldSharewith our undergraduate planFINALIZE MEDICAL CENTER • Reviewed the Medical Center account• Walked through all the approval plans, standing orders, firm orders, etc• Agreed to merged accounts GOBI API SETUP• Get API Key• Review GOBI documentation• Setup lists of reporting codes, libraries, and locations and send to YBP/GOBI• Change ALMA invoice review rules• Retrain selectors and staffORDERING – SELECTOR ROLEFile Version• Select items in GOBI• Provide fund, location, format • For ebooks, choose option• Notes for Acquisitions• Send to selection cartGOBI API• Select items in GOBI• Provide fund, library, location, reporting code• For ebooks, choose options• Notes for Acquisitions• Send to selection cartORDERING - ACQUISITIONSFile loading – 24 to 48 hours• Pre order search selections• Move items to export cart• Final review and send• File goes to server• Load file into Alma• Review and approveFil  bk t AlGOBI API - Instanteous• Pre order search selections• Move items to order cart• Final review and send• Item goes to Alma• See order number in GOBI• Check In review for items with issuesGOBI API EXPERIENCE• Staff and selectors enjoy the immediacy.• No more lost files• Harder for selectors even with templates. Reporting codes below the fold• Improve the GOBI API ability to detect and choose what is a matching recordFEBRUARY GLITCH• Alma release resulted on all items going to our default location• First, thought locations were errors• Tested records• Reported problem to Ex Libris• Work around – default API to reviewNEXT STEPS• Work with selectors on templates• EDI Invoicing with YBP/GOBI• Understanding community zone for ebooks and when physical records overlay CZ recordsCONTACT INFORMATIONKate SeagoDirector of Acquisitions2-21A Young LibraryUniversity of Kentucky 401 Hilltop Ave.Lexington, KY 40506-0456Tel: 859-218-1851 Email: kseago@uky.edu

Monograph Ordering in Alma

https://uknowledge.uky.edu/cgi/viewcontent.cgi?article=1169&amp;context=libraries_present

Monograph Ordering in Alma

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