Yale University Library

Service Quality Improvement Council

 

March 21, 2001

Agenda

  1. Discussion of "no call number" records in ORBIS

Minutes

Present: Sue Crockford-Peters, Suzanne Eggleston, Holly Grossetta Nardini, Emily Horning, Fred Martz, Danuta Nitecki, Andy Shimp, Alan Solomon, Paul Stuehrenberg, Joan Swanekamp

Absent: Sandy Peterson, Rich Richie, David Stern

I. Announcements, questions, future agenda items.

Danuta Nitecki announced that after nearly two years as charter chair of the SQIC, Paul Stuehrenberg will pass leadership of the Council to Alan Solomon. Paul was applauded for his work and asked to be on call to advise the new chair. Alan was welcomed to the Council.

II. Discussion of "no call number" records in ORBIS.

The Council continued its review of issues relating to the immediate problem of how to handle "no call number" records for items belonging to the 1) American Oriental Society, 2) Babylonian Collection, 3) Boswell Collection, and the 4) Linguistics Seminar Room. Specifically, how should we treat ORBIS messages to accurately direct users to service points?

Fred Martz reported the following:

  • The library should address all three ways in which notes for "no call number" records are being generated. These include:
    1. Batch jobs run against existing records in ORBIS
      It is feasible to rerun a program using the same "no call number" selection criteria and input new customized notes to replace the old ones. He stated that modifying and testing the program would be relatively easy to do. However, this program cannot be run periodically - it is too big a project. It could be run a few times before data are migrated to ORBIS 2. It may be possible to catch all inaccurate "no call number" records using this method.
    2. Retrospective conversion tapes from OCLC as part of the data load process.
      The text of the message currently loaded into the software can be changed.
    3. Added copies that OCLC staff create.
      OCLC will have to be instructed to load different messages, or stop loading messages altogether, thus eliminating the possibility of errors. We can then run the program described in point #1 to catch any existing records with inaccurate messages.
  • If a message is to be applied to the location entry, a new program will have to be designed with the new selection criteria. The program will seek out locations first and isolate records to be changed, and then check for any pre-existing notes. Fred advised that this option may lead to complications.
  • From an operational point of view, the preferred option would be to wait until the new system is in place (the ORBIS II system will allow for 255 characters whereas the current system will only allow for 40 characters in the location field). Fred suggested the possibility of removing all notes in place now and waiting to solve the problem of providing service information until the completion of the migration process. Another solution proposed was to add the revised service information now and remove post-migration.

    Joan cautioned against embedding phone and room numbers, and other ephemeral data in the catalog record. Should this information be set as a regular Marc field, bibliographic integrity will be difficult to maintain. She noted that if it is decided to input revised messages now, corrupted information may remain in the system since the program will search for a particular combination of words in the message (anything not fitting that combination will not be cleared).

Proposed solutions to the immediate issue of handling "no call number" records for items in the four collections were:

1. Do nothing and wait for the new Library Management System
2. Revise or delete the current messages.

Fred noted that from the LSO perspective, revising or deleting the messages is equal in terms of labor required. It was remarked that there are many records currently in the system with no messages - stripping the messages would impact readers no more than the no-message records already in place. It would not constitute an error, but a lack of information. Service staff will have to be trained in how to respond to queries regarding the four collections. Service information on the Web would also assist users in accessing material in these collections. Paul added that having no message is consistent with the principle of not adding new information for retrospective conversion.

Fred pointed out that since there will be numerous requests to add messages when the new system is in place, records for items in the four collections will have to wait their turn to be addressed. If it is a matter of fitting the service information in the location field, a simple table change is all that will be required. Fred added that the ability to move service information to a more appropriate, manageable spot (should it be decided to take the option of loading revised message text now) will depend on the vendor chosen by the library and the customization options available.

The SQI Council decided on the following:

  • A vote was taken on whether to delete or to add revised message text. Results: 4 to revise, 6 to delete.
    LSO will run a program to delete messages in place now for "no call number" records belonging to the four collections. Once run, Fred assured that it will not have to be run again.
  • Joan will request that OCLC stop inserting messages to added copies for items belonging to the four collections.
  • Parallel efforts to publicize access and service policies of the four collections will be made (Web pages and signage)

The meeting adjourned at 3:55 p.m.

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