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The
Evolution
For years, libraries have selected, ordered,
received and processed books. Early electronic databases offered by book
vendors were basically intended to provide information to support the ordering
process. They were DOS-based and provided access to a database that could be
used as a source of information on the order/delivery process and they enabled
electronic ordering.
The second generation of these systems is
Web-based and designed to support interactive communication between the
selectors, acquisitions staff and the vendor. When the database of all titles
is searched, any action taken on a title for a specific library is displayed
for that library. Passwords enable the appropriate staff involved in the
process to take action related to the selection/order/delivery status of a book
for their library.
Tables of contents for books along with book
summaries are being added to the files by all vendors or are in the planning
stages. This information adds to the richness of vendor databases as selection
tools.
Approval plans were an early and efficient form
of outsourcing the selection function. The ability of these new systems to
interface with local library automation systems means that they can streamline
the paperflow, reduce rekeying, and load records one time basically offering a
library sophisticated electronic support for collection development,
acquisitions and processing.
This supports the trend of fewer professional
staff in technical services. When libraries implemented automation in technical
services in the last ten years, many serials librarians' positions were
combined with acquisitions and some cataloging functions have shifted to
acquisitions when a primary MARC records were identified at the point of
ordering a title.
As vendor's Web-based systems interface with
local library systems, they integrate data needed in both library and vendor
processes, enabling libraries to streamline their operations and achieve
efficiencies. Increased communication and possible consolidation is evident
between cataloging and acquisitions and collection management with these
developing Web-based systems.
Four vendor's systems are described in detail
here: Academic Book Center, Blackwell's, Midwest Library Service, and Yankee
Book Peddler. Baker and Taylor will offer their Title Source on the Web and on
tape by the end of 1997. This profile driven acquisition system provides full
tables-of-contents, annotations, scanned book jackets and selecting list on 2.2
million records. They are evaluating what system overlay to put on top of their
extensive database.
The
Options
Academic Book Center -
Book Bag (www.acbc.com)
The Book Bag was introduced this year and
replaces their prior telnet system called the Firm Order Book Connection.
Bookbag provides a Web interface which allows the user to search the database
of 1.3 million records and place a firm order or review their approval plan
selections. Standing orders file is under development and will be added by the
end of 1997.
The Book Bag provides libraries with the ability
to decentralize book ordering and still maintain control as selectors can order
books directly with the appropriate password. Each search of the entire
database provides any local title history indicating the status of a title,
what action has been taken and why. Results of searches can be displayed sorted
by title, author, or series.
Taking advantage of Web commerce technology, The
The Book Bag allows users to add titles to a shopping basket which can be
reviewed before checkout. Collection development is supported by emails which
capture the bibliographic information and can be sent to other staff,
generating discussion on titles under consideration.
Collection management staff can perform
approval review online interactively, seeing new books which match their
profile and will be automatically shipped or books on which they will receive a
slip. They can either eliminate them from the order or activate the order
online, thereby controlling what is shipped.
In addition to online ordering, The Book Bag
offers the ability to download mini MARC records which contain the price,
volume and series notation and are expanded to include library specific
purchase order numbers, fund codes and internal notes. This information is then
printed and delivered with the book to facilitate processing. To minimize
keystrokes, library staff add their local information to files attached to bib
records in the The Book Bag database which are then downloaded. This is the
alternative to libraries creating order records which are uploaded to the
vendor's file.
Academic Book Center also partners with OCLC
PromptCat and can generate the cataloging record from the invoice. Libraries
will have the records in their catalog by the time they receive the book. One
of the challenges is how to match the mini MARC with the full MARC record which
must be resolved by the library's integrated library system. Ideally standards
could provide the basis for an interactive exchange of data during the day
rather than using offline exchanges.
Blackwell's -
Collection Manager (cm.blackwell.com)
Collection Manager was designed last year as a
Web-based tool that enables customers to look at their approval profile online
in the context of Blackwell's database of 800,000 academic titles since 1989.
Developed with the input of thirty libraries and introduced in the summer of
1997, Collection Manager was modeled on the workflow issues involved in the
decision process for book ordering and processing.
Staff in collection management can search by
subject (LC ,NLM or Blackwell's) and view a list of books that match their
profile and see what action has been taken on each title. Blackwell's assigns
each book in the database up to five subjects and non-subject parameters, such
as level of audience, readership level, language.
The database displays how many libraries
received the book and received slips only. Selectors can identify lists of
books that match a profile. Each title in the list is linked to an explanation
of the approval action taken.
A Reference Shelf links to approval resources
such as a core publishers list, coverage and cost studies and a North American
authors list. The table-of-contents and book jacket copy will be available
soon.
Librarians can create separate accounts for each
individual allowing them to specify how they wish to have their search results
displayed on the screen. Libraries relying on slip plans have the advantage of
more than one selector being able to review multidisciplinary titles at the
same time, rather than being limited to one copy of a slip. They also have
access to more information than can be printed on a 3 x 5 slip of paper, such
as tables-of-contents.
Blackwell's plans to introduce acquisitions
features early in 1998. Librarians will be able to annotate records they have
reviewed, selected or rejected. Collection Manager will create an order review
file with MARC records, which can be downloaded, into the library's automated
system. Enhancements planned for next year include interactive profiling,
cooperative collection development for consortia and management reports that
will enable an institution to perform various "what if"
scenarios.
Midwest Library Services - InterACQ (www.midwestls.com)
InterACQ was introduced in 1995 as Web-based
service for online access for Midwest's University Press Approval Plan
customers. Access was provided to the customer's profile(s) and the approval
plan database. When the database was expanded to include selected science,
technology, and health science titles, access was extended to firm order
customers. By the end of 1997, the database will contain 75,000 titles within
36 months of their publication date.
Midwest's approval program is a university press
publisher-based plan. InterACQ incorporates multi-level password access,
allowing one administrator and multiple users access to the database. Although
any registered library user can recommend actions, such as profile changes,
overrides to profiled selections, and ordering books online, only the local
administrator is allowed to approve the recommendations, commit to profile
changes, and consummate orders online.
Broad searches are conducted by title, author,
LC Class, LCCN, ISBN, or series. Further refinement of the search process is
accomplished with the use of "filters" such as language, level, price, and
publisher, etc. Numerous actions are designated for approval titles, such as:
included, excluded, notify by form, too new in the database to be
determined.
Forthcoming titles are pre-profiled to determine
probably action, but the final decision regarding each title is made following
a comprehensive book-in-hand analysis. The library may define exclusion
parameters based on book type, LC Class, series, publishers, etc. Midwest's
business is primarily firm-order based. InterACQ permits online ordering
directly from the database or by manual input for titles not listed. Since the
beginning of 1997, publisher-based summaries are included with most titles
entered into the database. US MARC formatted records can be downloaded for use
in the library's local system. InterACQ correspondence is designed for system
communications, confirmation of transactions, and not for use as a general
email service for internal customer service support.
Yankee Book Peddler - GOBI (www.ybp.com)
GOBI stands for Global Online Bibliographic
Information and is the successor to Folio, YBP's first generation system which
enabled libraries to search their database, place orders and see where a book
was in the order/ delivery process. Today's system offers libraries
acquisitions, collection development and cataloging support with access to
query, selection, order and report functions.
GOBI enables Boolean searching of over 1.7
million titles in the English language and provides data on shipments, orders,
etc. going back two years. Primary and secondary search criteria are designed
to accommodate both the novice and experienced searcher.
Firm orders can be search and placed online.
Collection development staff can review slips online sorted by title or LC
class code, for books which were selected on approval plans and tag them to be
ordered or block them from being shipped. The Web environment makes it easy to
send emails to YBP staff from any screen.
Popular report options include: items selected
but not yet ordered, recently shipped items, approval plan activity report
sorted by fund code. Reports can be created, viewed online and printed or (if
too long) attached to emails. For collection development purposes, records
display global title histories showing how many customers received the book
compared to customers who received only notification slips for that title.
GOBILink, used in conjunction with GOBI, can
create bibliographic and order records in a local library system from orders
entered into GOBI, eliminating the need to re-key item-by-item. Libraries can
download data which will trigger encumbrance, order, receipt and payment
transactions in the local library system.
For cataloging support, GOBILink can facilitate
the overlay of order-level records with cataloging records directly from YBP or
through OCLC PromptCat. GOBI ordering screens provide space for libraries to
communicate local data to be included in the cataloging fields. YBP is
beta-testing shelf-ready materials for libraries with call numbers provided by
OCLC via PromptCat.
Available since January 1996, GOBI continues to
evolve and a list of enhancement ideas appear on the Website. A picture of a
GOBI (bird) and imaginative description also appears on the Website, adding a
sense of humor to the electronic environment.
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