Panel discussion at semi-annual WMS Global Community + User Group Meeting 2017, in Dublin, Ohio. Panelists discussed best practices for working with OCLC\u27s Course Reserves module and for migrating Course Reserves from WorldCat Local to WorldCat Discovery

O\u27Shea, Denise I.

Powell, Jami

Ridenour, Laina

Schwartz, Nathan

English

Montclair State University Digital Commons

Montclair State UniversityMontclair State University Digital CommonsSprague Library Scholarship and Creative Works Sprague Library9-2017Course Reserves Best Practices RoundtableDenise I. O'SheaMontclair State University, oshead@montclair.eduJami PowellCentre CollegeLaina RidenourButler UniversityNathan SchwartzSoutheastern UniversityFollow this and additional works at: https://digitalcommons.montclair.edu/spraguelib-facpubsPart of the Library and Information Science CommonsThis Presentation is brought to you for free and open access by the Sprague Library at Montclair State University Digital Commons. It has beenaccepted for inclusion in Sprague Library Scholarship and Creative Works by an authorized administrator of Montclair State University DigitalCommons. For more information, please contact digitalcommons@montclair.edu.MSU Digital Commons CitationO'Shea, Denise I.; Powell, Jami; Ridenour, Laina; and Schwartz, Nathan, "Course Reserves Best Practices Roundtable" (2017).Sprague Library Scholarship and Creative Works. 38.https://digitalcommons.montclair.edu/spraguelib-facpubs/38Course Reserves Best Practices RoundtableWMS Global Community + User Group Meeting 2017Dublin, OhioToday’s PanelistsDenise O'SheaHead of Access Services & SystemsJami PowellLibrary Systems SpecialistLaina RidenourCollection Management AssociateNathan SchwartzSystems LibrarianMontclair State University, Harry A. Sprague Library● Located in Northern New Jersey, close to NYC● Over 20,000 students● Went live with WMS in 2014Best practices at MSU:● Submit reserves requests online and in-person● Use of the Public Notes field in WMS for searching and reporting● Share permalinks and course URLs with faculty for use within the LMS, email, websites, etc.● Avoid use of temporary items● Duplicate Courses whenever possibleCentre College, Grace Doherty Library● Small, residential, liberal arts college in central KY● 1,450 students● WMS library since May 2016Best practices at Centre College:● Create shelving locations that communicate directions and policy (“Ask at Circ Desk,” “3-Hour Closed Reserve”)● Make workflow as efficient and standardized as possible (that “standardized” part is still a work-in-progress for us)● We avoid creating “temporary items” for reserves whenever possible.● Focus on visibility and communication of reserves for students (book-buying decisions; real-time title availability) and faculty (LMS embedding; tracking reserved titles)“What are the book stacks?”Butler University, Irwin Library● Located in Indianapolis and home to Hinkle Fieldhouse (Hoosiers)● Just over 5000 students● WMS library since May 2014Best practices at Butler University:● Online submission through Formstack● Confirmation sent to faculty includes Permalink ● Prefer to use only library owned items and try to limit faculty owned items● For faculty owned items we add holdings to real records and delete when the item is removed. ● Make extensive use of the staff notes fields● Changed policies when we migrated to WMS ex: No more permanent reserves, Cut the options for loan periods to two, 4 hours and 24 hoursSoutheastern University, Steelman Library● Thriving college campus in sunny Central Florida● Over 5000 students including extension campuses● WMS Library since 2013Best practices at Southeastern University:● Running Worldcat Local Reserves● Waited for temp items to switch to Discovery● Full training for circ workers● Item Search→  How do you find which course it is on reserve for?Migration Local → Discovery Reserves● Delete any Discovery Reserves ( or don’t create anything)● Update Local Reserves● Migrate● Make updates to both after transition● Check temp items…(held titles with temp items) (personal copies attached to worldcat, look like owned)Local to Discovery Reserves MigrationThis is a form you can fill out to migrate your Course reserves from Local to Discovery.https://oclccsd.wufoo.com/forms/s11ksa90hrnv6g/When you migrate course reserves over to discovery the current courses will remain. To clarify the current courses, you have in Discovery will remain in Discovery after you migrate your Local course reserves.Your Course reserves will remain in WorldCat Local after the migration. We also like to point out that duplication may occur if there are existing courses in WorldCat Discovery.You can read more about this starting on page 9 of our Release Notes.http://www.oclc.org/content/dam/support/release-notes/discovery/discovery_release_2017-4-13.pdfHave a lovely day,Carly DiVitoOCLC • Senior Support Analyst, Management and Customer Operations6565 Kilgour Place, Dublin, Ohio USA 43017Local to Discovery Reserves MigrationDiscovery Reserves Migration FormMigration Completed after three days.Discussion / Q&AWrap-up

Course Reserves Best Practices Roundtable

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Course Reserves Best Practices Roundtable

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