1. Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge Lesley Gray Union Catalogue Project Administrator Cambridge University Library

2. Circulation, Clusters & Cambridge September 2003 Libraries in the University of Cambridge University Library & Dependent Libraries –University Library, Squire Law Library, Medical Library, Scientific Periodicals Library, Betty & Gordon Moore Library for the Mathematical Sciences Department & Faculty Libraries - 47 libraries College libraries - 30 colleges Affiliated institutions - 6 institutions (CTF is consortium of 8 libraries)

3. Circulation, Clusters & Cambridge September 2003 Voyager in Cambridge DatabasesBib records Item records Patron records University Library & Dependent Libraries cambrdgdb manuscrpdb resourcedb 3085802 24377 2028486 3117501 0 41153 0 Department & Faculty Libraries depfacAEdb depfacFMdb depfacOZdb 414246 356061 350875 432298 276260 234049 7136 7207 7215 College libraries & affiliated institutions collANdb collPWdb otherdb 473799 444016 155049 222361 166153 92669 949 3154 675 UNIVERSAL CATALOG(UE)

4. Circulation, Clusters & Cambridge September 2003 Voyager in Cambridge Databases # libraries contributing bib records # Circulating libraries cambrdgdb 54 depfacAEdb depfacFMdb depfacOZdb 17 13 14 777777 collANdb collPWdb otherdb 15 11 6 (1 is consortium of 8 libraries) 2 4 1 (consortium of 8 libraries)

5. Circulation, Clusters & Cambridge September 2003 Circulation in Cambridge Each library operates independently of other libraries in the system sets its own policies and regulations, patron groups, calendars, loan regulations, blocks, preferred addresses for notices (email &/or print (addresses)), produces own notices, reports No system-wide circulation policies No reciprocal borrowing, routing of items Serve student/staff/research population of the University

6. Circulation, Clusters & Cambridge September 2003 Patrons A patron does NOT have automatic system-wide borrowing privileges but may register with any one or many librar(y)ies. Each of the libraries will register the patron in to a locally defined patron group. Patron will have different privileges in each library Patron blocks apply only in the library in which they originate - not across the system The choice of patron address for notices may differ from library to library University Card with a single barcode used in libraries across the University Some issue their own cards - used in issuing library only

7. Circulation, Clusters & Cambridge September 2003 PATRON FUNCTIONS Library A Patron Loan regs Policies Blocks transactions Library B Patron Loan regs Policies Blocks transactions Library C Patron Loan regs Policies Blocks transactions UNIVERSAL CATALOGUE LIBRARY A LIBRARY BLIBRARY C PATRON FUNCTIONS

8. Circulation, Clusters & Cambridge September 2003 Difficulties in implementing Voyager Circulation in Cambridge Patron using one barcode in all libraries Multiple patron records with the same barcode in a single database (and across multiple databases)  Easy identification of local patrons at circ desks  Patron functionality in OPAC  Self-check [Copying UL patron records] Patron functionality in Universal Catalogue Why not use Universal Borrowing? Stub records UB requests Patron blocks

9. Circulation, Clusters & Cambridge September 2003 Patrons Circulation Policy Group Matrix Patron Groups Circulation in the 2001.1 database Items

10. Circulation, Clusters & Cambridge September 2003 2001.2 Voyager database A circulation cluster contains patrons, items and the rules under which they function. Circulation Policy Group Matrix CLUSTER Patrons Groups Patrons Items Single cluster per database OPAC Circ Desk Default pickup location

11. Circulation, Clusters & Cambridge September 2003

12. Circulation, Clusters & Cambridge September 2003 2001.2 Multiple clusters Each cluster has its own associated patron groups and patrons OPAC Circ Desk Calendars Default pickup location Transactions Circulation Policy Group Matrix Patrons Groups CLUSTER-1CLUSTER-2 Patrons Groups Patrons Items

13. Circulation, Clusters & Cambridge September 2003 A circulation cluster contains patrons, items and the rules under which they function. Each cluster within the database has its own patron file and items.

14. Circulation, Clusters & Cambridge September 2003 INTERCLUSTER - Within a cluster Traditional Voyager functionality INTRACLUSTER - Between clusters in a single database UB-like configuration to map patron records from one cluster to another Home & stub patron records records Circulation transactions

15. Circulation, Clusters & Cambridge September 2003 Circulation Policy Group CLUSTER-1CLUSTER-2 Patron Patrons Items Patron “stub” Items Patron mapping – automatic or manual selection of local patron group

16. Circulation, Clusters & Cambridge September 2003 Circulation transactions INTERCLUSTER - Within a cluster Traditional Voyager functionality INTRACLUSTER - Between clusters in a single database UB-like configuration to map patron records from one cluster to another Home & stub patron records records INTRA-DATABASE - Between clusters in different databases Universal Borrowing is required

17. Circulation, Clusters & Cambridge September 2003 Stub patron records Verification – checks home patron record and updates information in the stub patron record if not the same as the home record Fields in patron record not editable Stub  edit  CHILD records Child patron records Expiry dates, addresses, patron groups, statistics category fields can be amended in stub patron records Verification: fields in child records are not updated preserving local data.(modifying operator) UB developments

18. Circulation, Clusters & Cambridge September 2003 Multiple databases with multiple clusters + Universal Borrowing + Universal Catalog(ue) UL Circulation, Clusters & Cambridge

19. September 2003 Implementation 1. Upgrade databases to Voyager 2001.2 GR [24th March 2003] single cluster per database 2. Clustering [Sat 12th April 2003] creating of multiple clusters and moving of policy groups, patrons, and items in to clusters DatabasesClusters cambrdgdb4 depfacAEdb depfacFMdb depfacOZdb 777777 collANdb collPWdb Otherdb 241241

20. Circulation, Clusters & Cambridge September 2003

21. Circulation, Clusters & Cambridge September 2003 Clustering (2) Creating of relationships between patron records in home and remote clusters University Library Cluster = home patron records for all with Univcard »Other clusters = stub patron records

22. Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge In production in Cambridge for 4 months! Ability to copy UL patron record All Patrons can log in to the OPAC All patrons can use self-check Default Pickup locations

23. Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge Manual patron mapping copying of University Library base record Patron Empowerment All patrons can log on to WebVoyage Patron records from all databases aggregated in to a single display Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions

24. Circulation, Clusters & Cambridge September 2003 Patron Empowerment Patron logs in Webvoyage finds home record finds other linked records  Aggregates patron information from all clusters  Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions

25. Circulation, Clusters & Cambridge September 2003 Circulation, Clusters & Cambridge Manual patron mapping copying of University Library base record Patron Empowerment All patrons can log on to WebVoyage Patron records from all databases aggregated in to a single display Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions Patron blocks Apply only in the cluster where they are imposed

26. Circulation, Clusters & Cambridge September 2003

27. Circulation, Clusters & Cambridge September 2003 Problems: Software bugs Patron records Tools Circulation, Clusters & Cambridge OPAC renewals (UB) SYSADMIN display, etc + CIRC etc

28. Circulation, Clusters & Cambridge September 2003 RECLUSTER forces relationships (home-stub) between existing patron records in the system Local data problems: Patron record data: not “clean”; duplicate active barcodes etc Multiple barcodes in patron records (legacy data) Verification of stub/child records UNEXPECTED! Patron records

29. Circulation, Clusters & Cambridge September 2003 the “lack” of tools to maintain Stub/child records UB - stub records purged from the system if no active transactions Cambridge clusters - keep “child” records in the system Tools

30. Circulation, Clusters & Cambridge September 2003 CAMBRIDGE UNIVERSITY LIBRARY Lesley Gray Union Catalogue Project Administrator lm10013@cam.ac.uk http://www.lib.cam.ac.uk