Re: [ALCTS-acqnet] Faculty Notifications

From: Michael Persick <mpersick_at_haverford.edu>
Date: Fri, 14 Jul 2017 10:58:29 -0400
To: acqnet_at_lists.ala.org
Hello folks,

Here's what we did to generate automated notifications from the catalog to
a specific individual about specific books in Millennium.  (We aren't on
Sierra, but I assume it works the same way there.)

In the Millennium order record field for selector, we normally put the
person's initials (for both the librarian and the faculty recommender if
there is one).  But one selector wanted to be notified about everything he
ordered, so I would add a second selector field with his full email
address.  (It isn't necessary to have two selector fields, but we wanted to
retain the initials separately.)  It would have been a lot of extra typing
to add that second field each time we created an order, so I just went in
once a week, ran a list for his orders (i.e. his initials in the selector
field), and then rapid updated with the new, additional selector field with
his email address.

Then we set up our catalog to look, on a scheduled basis, for orders with
valid-looking email addresses (i.e. XXX_at_YYY.ZZZ) in the selector field that
have an order record CDATE filled in (i.e. the book has gone through
cataloging) within a certain date range.  I believe we did it weekly and
set the range to be something like between 14 and 8 days ago, with the
logic that it might take a few days from when the book was cataloged to
when it would truly be ready to borrow (i.e. through processing and
shelving).  If you do it once a week, then it should only find a given
record once while it is in that 14-8 day window.  You don't have to use
CDATE, of course--you can use any criteria to generate these results, such
as RDATE, CAT DATE in the bib, etc.

You're probably wondering what we did to set up the catalog to perform this
function, and this step was done by someone in our library systems office.
It is a standard Millennium feature, though, so there should be an
explanation of how to do it in Innovative's manual or available directly
from them.  I'm poking through the online manual now, and I find a page
under Millennium Acquisitions for "Using Email Reminders in Order Records,"
which says it uses a tickler program that runs a chron job.  That's
probably it.  If you can't find it, let me know and I will ask my
colleagues.  (Or, perhaps someone from Innovative lurks on this list and
will chime in!)

And so each week, this selector would get an email with a list of new
titles which had been generated automatically from this process.  The only
step I had to do throughout the whole process was to add the additional
selector field with his email address, and as I said I did this using
create lists and rapid update so it was fairly quick each week.

We also produce automated lists of new acquisitions via Millennium which
anyone can view, but they aren't personalized.  Here is the page where a
patron can create the search:

http://web.tricolib.brynmawr.edu/cgi-bin/newbooks/newbook_choose.pl

I hope this answer is helpful!

Mike

-----------------------------------------------------------------------
Mike Persick | Head of Acquisitions & Serials
Haverford College Library | 370 Lancaster Ave., Haverford, PA 19041
(610) 896-2971 | fax: (610) 896-1102 | mpersick_at_haverford.edu



On Thu, Jul 13, 2017 at 6:17 PM, Angela Masden <amasden_at_regent.edu> wrote:

> I would, as well.  Thanks!
>
>
>
> *Angela Masden*
>
> Acquisitions Specialist, Regent University Library
>
> 1000 Regent University Drive LIB 109, Virginia Beach, VA 23464
>
> Office: 757-352-4178 <(757)%20352-4178>    Fax: 757-352-4179
> <(757)%20352-4179>
>
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>
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> [image: http://www.regent.edu/images/general/Ru_logo_emailsig.jpg]
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> *From:* acqnet-request_at_lists.ala.org [mailto:acqnet-request_at_lists.ala.org]
> *On Behalf Of *"Mary A. Gilbertson"
> *Sent:* Thursday, July 13, 2017 5:29 PM
> *To:* acqnet_at_lists.ala.org
> *Subject:* RE: [ALCTS-acqnet] Faculty Notifications
>
>
>
> Mike,
>
>
>
> I would like to see your procedure.
>
>
>
> Thank you,
>
> Mary
>
>
>
>
>
> *Mary Gilbertson, Head of Monographs*
>
> *===================================================*
> [image: cid:image001.jpg_at_01CC5134.42D61F60]
>
>
>
> 365 N. McIlroy Ave., Fayetteville, AR 72701
>
> Phone: (479) 575-5417, Fax: (479) 575-5558
>
> E-mail: mag_at_uark.edu
>
>
>
>
>
>
>
> *From:* acqnet-request_at_lists.ala.org [mailto:acqnet-request_at_lists.ala.org
> <acqnet-request_at_lists.ala.org>] *On Behalf Of *Michael Persick
> *Sent:* Thursday, July 13, 2017 1:21 PM
> *To:* acqnet_at_lists.ala.org
> *Subject:* Re: [ALCTS-acqnet] Faculty Notifications
>
>
>
> Hi Mary,
>
> If you use Sierra/Millennium, there is a way to populate the order record
> with an email address and then set it up to send an automatic email to the
> person once the book is cataloged.  I'm not sure if another ILS would be
> able to do the same thing.  I have done this for one of my selectors, and
> I'd be happy to share the process with you.  (As would Innovative, I'm
> sure.)
>
> Mike Persick
>
>
> -----------------------------------------------------------------------
> Mike Persick | Head of Acquisitions & Serials
> Haverford College Library | 370 Lancaster Ave., Haverford, PA 19041
> (610) 896-2971 | fax: (610) 896-1102 | mpersick_at_haverford.edu
>
>
>
>
>
>
>
> On Thu, Jul 13, 2017 at 1:17 PM, Atwell, Mary <atwell_at_hood.edu> wrote:
>
> Hi Everyone,
>
>
>
> We are taking a second look at our acquisitions workflow after making some
> major changes over the past two years to streamline ordering.  Most of our
> orders are generated by faculty sending us Choice cards noted with their
> own recommendations for purchase.  We purchase books based upon those
> recommendations (based upon our parameters and fund availability).  Once
> the books are in and cataloged, we send back the Choice card with the call
> numbers on the back.
>
>
>
> We are no longer subscribing to physical Choice cards, and I’m not a huge
> fan of this method anyway as the faculty are notified as long as two months
> after they submit the cards (occasionally longer).  This method also
> doesn’t work when purchasing e-books.  Does anyone have alternative methods
> to recommend for faculty notification?  Does anyone notify faculty
> immediately upon ordering, with the caveat that the “on the shelf” date is
> approximately a month to 6 weeks?
>
>
>
> Thanks so much,
>
>
>
> Mary
>
>
>
> Mary Atwell
>
> Archivist and CDS Manager
>
> 401 Rosemont Ave., Frederick, MD  21701
>
> Phone 301-696-3873 <(301)%20696-3873>, 3933
>
> Email atwell_at_hood.edu
>
>
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> [image: cid:image001.jpg_at_01D2FBEA.B32C0010]
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Received on Fri Jul 14 2017 - 11:04:41 EDT