[OPEN-ILS-DEV] acq timeline

[Dan Scott]

Next in a continuing series of problem scenarios...

Receiving monographs

Actor: Roche, mail & printing support
Actor: Chantal, technician

Each morning, if the Library receives one or more shipments from a
vendor, Roche places the received books on a cart. An invoice comes
with each shipment, and Roche places that invoice on the cart along
with the books, then delivers the book cart to the technical services
area.

For each shipment, Chantal compares the invoice (using it as a packing
list) with the books on the cart, checking off each book as she finds
it.

For each book, Chantal:
1. Retrieves the order record (based on order ID recorded on invoice,
and/or title, author, etc.). This changes the location of the item
from ON ORDER to IN PROCESS so that patrons will know what state the
book is in if they do a search.

2. Checks the vendor on the order record to ensure it corresponds with
the invoice.

3. Checks the NOTE fields in the order record for any special
instructions (typically RUSH or "Requested by patron X", in which case
she would place a hold on that patron's behalf).

4. Adds a barcode to the order record (at this point, the order is
said to have been "loaded".)

5. Catalogues the item by retrieving a good MARC record through Z39.50
copy cataloging, then cleans up the MARC record with the following
steps:

   a. Check the publication date and ISBN

   b. Convert 856 |3 subfields to |z. **Aside: this could probably be
avoided if we changed the display policy in our current library
system.**

   c. Add spaces to call number.

6. Changes the location from IN PROCESS to the real home location.

7. Prints label and completes physical processing.

8. Places the book onto the book cart for shelving.

-- 
Dan Scott
Laurentian University