1. Cycle 7 implementation
Spring2012/Fall 2013

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

3. Find the resources… SOAR wiki First Class SOAR Conference
First Class SOAR Conference
CPS Libraries home

4. 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.)

6. Process – automated schools
Provide your data by May 2nd.
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.

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

8. 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.

9. 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.

11. Process – non-automated schools
Send your MARC record vendor disks/files to the DLIS by May 2nd.
Complete your retrospective conversion by August 1st.

12. 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.

13. 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.
Contact Christie ASAP to schedule for Spring 2012
More information on the SOAR wiki at:

14. Go LIVE!
August 2012

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

16. 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:
See TechXL for purchasing.

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

18. Questions?