Cycle 8 implementation Fall 2012/Winter 2013

Meet the staff Christie Thomas Library Automation Consultant Joe Horning TLC On-site support

Find the resources… SOAR wiki – SOAR Google group – CPS Libraries home –

If you haven’t already… Submit a signed participation agreement to the attention of Christie Thomas – Fax: – GSR: 38 Complete the School Profile Survey (Both forms are available at the CPS SOAR wiki.)

Process – automated schools Provide your data by November 21st. Check your CPS regularly! – If the vendor has questions throughout the process, we will contact you via . – If you are unable to respond to the within a week, DLIS will make a decision regarding your data.

Before you export your data… Delete all items marked lost or missing Update brief records with an ISBN

Export your data Exporting your data takes just a few minutes. Steps for most automation systems are on the wiki at: Be sure to submit a titles and items count for your export. Any changes made in the catalogs for automated schools will not be reflected in the new catalog.

Submit your barcode samples Instructions are on the wiki at: Submit samples for each barcode type, e.g. 4-digit, 5- digit, 10-digit. Samples should have a barcode scan in the first column, and a typed entry in the second.

Process – non-automated schools Send your MARC record vendor disks/files to the DLIS by Nov 21st. Complete your retrospective conversion by January 11th.

Data entry Order barcode labels if you have items that do not have barcodes on them. Enter your data using MARC Set Go! – Schedule a ReCAP date with Christie, or one-on- one training with Joe. It takes about a minute per book.

ReCAP What you get: one day, from 8:30 – 3:30 of a team of consultants assisting with data entry Team can enter ~1000 items in one day Librarian and Library must be released for the day, and the librarian must participate. Librarian must finish remaining collection prior to ILS training in January. Contact Christie ASAP to schedule for Fall 2012 More information on the SOAR wiki at:

Go LIVE! January 2013

Training Two full days of training required for the school Librarian(s) only One day in January (14 OR 18) – Getting started One day in mid-Spring – Advanced system usage

Equipment--Workstation SOAR requires one dedicated workstation in the library for circulation use. It must be in place in the library by your training dates. CPS workstations specifications can be found at: rkStandards.pdf rkStandards.pdf See TechXL for purchasing.

Equipment—barcode scanners SOAR requires at least one barcode scanner. Barcode scanner order forms are available on the DLIS wiki: atedLibrarySystem atedLibrarySystem Your existing barcode scanner may work!

Questions?