Notes from Phone Call on May 16, 2013 between Matt and Lisa
1. Discuss Unknown Terminology.
Defined terms such as T2 rider, and the term "rider" itself, as it is used at Columbia. T2 rider is inserted in all books originating in acquisitions and provides vendor, location, fund code, selector, price information, as well as acceptance condition.
Input (Cornell) - creating a record in Voyager.
Inputting (Cornell) - unit to which approvals, gifts and material from selector book-buying trips is routed. FastCat-ing takes place here.
Receiving (Cornell) - unit that preps approval material for review, receives firm orders, standing orders for multi-volume monographs, DVDs, and FastCats where appropriate. Serials check-in also occurs here as well as government documents ordering and processing.
We briefly discussed workflows and how the staff in Book in Hand (Columbia) also enter invoices (approvals, rare books, binding, CDs) in Voyager.
2. Short discussion on similarities & differences.
Discussed where Columbia and Cornell's workflows and practices diverge and meet.
3. Discuss next steps:
a. Continue to review supplied documentation
b. Describe reporting and decision making structures
c. Create inventory of policies, practices and workflows
4. Discussed visit to Cornell in early June.