Standards Development for Course Reserves in Voyager Importance of thought out standards Enables library staff to efficiently & effectively implement course reserves Allows teaching faculty & students to concentrate on use of resources Provides for quick resolution of atypical cases Simply makes life easier… Mark Lindner

Objectives / Motivations Successfully develop standards that allow for –control of data entry –control of display issues –successful implementation of Course Reserves Help anyone who needs to think about these issues Serve as a Resource

Issues to be covered Impact of Voyager design issues, such as: –Field sizes –Necessary data versus optional data Choices, such as: –Sources for reference standards –Types of materials & shelving locations –Impact on call number type

Call No. Display

Areas to be covered List Headers –List Names Searching – Default vs. Others Multiple Reserve Rooms Linked courses and display in WebVoyage Display issues Item Titles Authors

Handouts Reserve Documentation History – list of all Course Reserve documents Course Reserve standards (2 pp.) – currently approved standards Official Department Listing for Course Reserves Header Lists – abbrev. Dept list along with notes on its creation Reserve Documentation Creation Standards – standards for actual Course Reserve process documents Adding a New E-Item (2 pp.) – example of a process document, also shows our template Adding Multiple Copies of Photocopies / Box Items (2 pp.) – another example, shows “On-the-fly” record creation from the Item record.

List Headers (only seen in the Circulation client) List Names & Reserve List Searching Deletion of Headers >100 E-Items E-Item Numbers Items on multiple lists – Add by…/Copy E-Items on multiple lists (past, present, future) Multiple Reserve Rooms

List Headers (only seen in the Circulation client) List Names & Reserve List Searching Searches from Reserve List Header List Name List Dates

List Headers (only seen in the Circulation client) List Names & Reserve List Searching Last name, First initial Department code Course number R e.g.: Brunsdale, M KNR 254 R NOTE: R designates [R]eserves; MRC Reserves will not contain a letter.

List Headers (only seen in the Circulation client) List Names & Reserve List Searching Searches from Linked Courses InstructorCourse Name Dept. NameCourse No. Dept. CodeSection No.

List Headers (only seen in the Circulation client) List Names Deletion of Headers Caution See Problem # 22973

List Headers (only seen in the Circulation client) List Names Deletion of Headers >100 E-Items See Problem # 75304*

List Headers (only seen in the Circulation client) List Names Deletion of Headers >100 E-Items E-Item Numbers Problem # & – Record, record, record

List Headers (only seen in the Circulation client) List Names Deletion of Headers >100 E-Items E-Item Numbers – Record, record, record Items on multiple lists – Add by…/Copy –Items will have the same status on all lists On Reserve or Off Reserve

List Headers (only seen in the Circulation client) List Names Deletion of Headers >100 E-Items E-Item Numbers – Record, record, record Items on multiple lists – Add by…/Copy E-Items on multiple lists (past, present, future)

List Headers (only seen in the Circulation client) List Names Deletion of Headers >100 E-Items E-Item Numbers – Record, record, record Items on multiple lists – Add by…/Copy E-Items on multiple lists (past, present, future) Multiple Reserve Rooms

Link Reserve List to Courses Department Instructor Names Course Section Searching in WebVoyage

Link Reserve List to Courses Department –Standards: & for ‘and’ or ‘&’ Dept for ‘Department’ or ‘Department of’, School of for ‘School of…’ –Dept Names from ISU phone book (with slight modifications) –Dept Code from Undergraduate Catalog –Dept # from Undergraduate Catalog –Can be added sequentially (don’t link)

Link Reserve List to Courses Department Instructor Names –Last name –First name Middle initial, if supplied. We will NOT use titles such as “prof” or “professor” –(use what the University has on file for names. e.g.: we will use Anthony Amorose, not Tony Amorose) – –Can be added sequentially (don’t link)

Link Reserve List to Courses Department Instructor Names Course –Course name will come from the registration directory (use ALL CAPS). –Course number from registration directory also. –Can be added sequentially (don’t link)

Link Reserve List to Courses Department Instructor Names Course Section –Number of students in a section will be 0. –Section #s?? From registration directory, if supplied

Link Reserve List to Courses Department Instructor Names Course Section Searching in WebVoyage –Only one of the data fields has to be filled out.

Display issues… pp

Items Added in various ways Templates Authors – Single Author Authors – More than one Author Titles

Default Template

Circbib.cfg [Templates] Template1=E-Item Template2=Box Item Template3=Photocopy Template4=Personal Copy [Photocopy] DateOn=No DateDefault= FormatOn=No FormatDefault=pm LangOn=No LangDefault= PlaceOn=No PlaceDefault= F3=Author F3Marc=1001|a F3Default= F3Required=No F4=Corporate Author F4Marc=1102|a F4Default= F4Required=No F5=Title F5Marc=2451?a F5Default= F5Required=Yes

Our Template

Items Templates Authors – Single Author –use only initials for author's forenames with no spaces between initials –e.g.:Abrams, NA. Becker, CD. Lamb, CW Jr.

Items Templates Authors – Single Author Authors – More than one Author –Use "et al." after the first author's name (For Catalogers: Is an additional clue that these are reserve records.) e.g.: Kinsolving, C; et al.

Items Templates Authors – Single Author Authors – More than one Author Titles –Initial English language articles (A, An, The) will NOT be used. –If a title starts with a number, we will use that number –If a title starts with a Roman Numeral (X, I, V, etc.) we will file by that letter

Items Templates Authors – Single Author Authors – More than one Author Titles –Use chapter or article title If no chapter title, use book title & put chapter number in parentheses. Introduction, and other such title headings – follow by a space & name of book in parentheses, e.g. Introduction (From memory to written records).

Items Templates Authors – Single Author Authors – More than one Author Titles –Include punctuation in the main title (commas, hyphens, apostrophes, etc.) NOTE: Drop opening quotes; they do not sort properly. –Capitalize first letter of the main title only, unless there are proper nouns in the main title.

Items Templates Authors – Single Author Authors – More than one Author Titles –Edition information follows title, separated by a semi- colon, e.g. Business management; 2 nd. (2 nd, 3 rd, Rev., etc.) –Titles end with a period (.).

E-Items Templates (same as Items)

E-Items Templates (same as Items) Filenames –Professor’s initials (first & last), dept code, first 3 letters of author’s last name, e.g. DGPSYMCC.PDF. –Similar file names will have a sequential number appended to the end, e.g. DGPSYMCC2.PDF.

E-Items Templates (same) Filenames Link Caption Can use standard html formatting, e.g.

Field character limits Linking Courses –Department Dept. Name: 40 var characters Dept. Code: 10 var characters –Instructor Last Name: 50 var characters First Name: 40 var characters Title: 10 var characters –Course Course Name: 40 var characters Course No: 10 var characters –Section [Not listed in Data Dictionary] Section No: 10 var characters Total Students: 5 numeric characters

Reference standards Dept CodeUndergrad Catalog (current) Dept NamesUniversity phone book (modified) Instructor NamesUniversity (Web & People Search) Course No.Registration Directory (current) Course NameRegistration Directory (current)

Where various info comes from Templates (Items & E-Items) –Location – constructed –Call No. Type – can they be limited? –Temp. Location – constructed –Item Type – constructed –Media Type – constructed

What you need / Resources EndeavorVoyager Circulation User’s Guide Data Dictionary Univ. ResourcesUndergrad / Grad Catalog University Phone Book Registration Directories Intranet Resources (i.e., Univ Web sites) PersonalWillingness to think Observational skills Experimental attitude (while you can)

If I only knew then… Record E-Item ID#s from beginning Item types – Item type as Call No. is obscured when we have multiple copies Adjunct departments – ADJ 999

Standards Development for Course Reserves in Voyager Importance of thought out standards Enables library staff to efficiently & effectively implement course reserves Allows teaching faculty & students to concentrate on use of resources Provides for quick resolution of atypical cases Mark Lindner

Please feel free to contact me Mark R. Lindner Campus Box 8900 Milner Library Illinois State University Normal, IL (309)