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Circulation, Clusters & Cambridge Lesley Gray Union Catalogue Project Administrator

Circulation, Clusters & Cambridge Lesley Gray Union Catalogue Project Administrator Cambridge University Library. Libraries in the University of Cambridge University Library & Dependent Libraries

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Circulation, Clusters & Cambridge Lesley Gray Union Catalogue Project Administrator

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

  2. 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. Voyager in Cambridge

  4. Voyager in Cambridge

  5. 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. 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. LIBRARY A LIBRARY B LIBRARY C • Library A • Patron • Loan regs • Policies • Blocks • transactions • Library B • Patron • Loan regs • Policies • Blocks • transactions • Library C • Patron • Loan regs • Policies • Blocks • transactions PATRON FUNCTIONS PATRON FUNCTIONS PATRON FUNCTIONS UNIVERSAL CATALOGUE

  8. 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 in the 2001.1 database Circulation Policy Group Circulation Policy Group Matrix Matrix Patrons Items Patron Groups

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

  11. 2001.2 Multiple clusters • Each cluster has its own associated patron groups and patrons • OPAC Circ Desk • Calendars • Default pickup location • Transactions CLUSTER-1 CLUSTER-2 Circulation Policy Group Circulation Policy Group Matrix Matrix Items Items Patrons Patrons Patrons Groups Patrons Groups

  12. 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.

  13. 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

  14. CLUSTER-1 CLUSTER-2 Circulation Policy Group Patron “stub” Patron Patron mapping – automatic or manual selection of local patron group Patrons Items Items

  15. 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

  16. UB developments • 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)

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

  18. 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

  19. 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

  20. 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

  21. 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

  22. Patron Empowerment Patron logs in Webvoyage finds other linked records finds home record • Aggregates patron information from all clusters • Renew, place & cancel recalls, holds, stack requests in any libraries that permit these functions

  23. 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

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

  25. 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

  26. 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

  27. CAMBRIDGE UNIVERSITY LIBRARY Lesley Gray Union Catalogue Project Administrator lm10013@cam.ac.uk http://www.lib.cam.ac.uk

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