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- Might Cornell be able to use its corporate Amazon account to order materials for Columbia?
- Might Columbia selectors be able to better streamline the ordering process by making better use of the POOF interface?
- Might the two institutions be able to share one ordering specialist for more difficult/challenging-to-obtain items?
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Acquisitions: Monograph Receiving
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- Meet and discuss findings with the other relevant working groups (Ordering, Copy Cataloging, Batch Processing).
- Explore points of "harmony" and "discord" revealed in Phase 1.
- Critical issues to explore:
- Shelf ready
- Cataloging upon receipt
- University accounting restrictions
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Acquisitions: Print Serials
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Because the requirements of print serials are so distinct and dependent on the organizational structures, we have found potential shared activities rather limited. It is hard to see how staff at the two organizations could effectively substitute for each other. However, making the organizational structures more similar (e.g., re-centralizing checkin at Columbia, discontinuing series and sets orders at Columbia) might lead to greater similarity in staff expectations and procedures. With the changes in Cornell's handling of binding tasks, Columbia may also want to reconsider where responsibility for binding and adding is located.
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Cornell's documentation (certainly in the area of print serials) is notably more robust than Columbia's, and sharing documentation and its upkeep would be very useful, although there are limits to what can be standardized between the two institutions.
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Automation & Technology: Batch Processing
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To investigate and learn what batch functionalities and record load features are built in to ALMA and see how easily existing record load workflows at Cornell and Columbia can be expected to migrate.
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Work with other 2CUL TSI groups in areas of functional overlap to coordinate phase II efforts.
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Cataloging & Metadata: Copy Cataloging
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Possible documentation sharing especially related to RDA training for copy catalogers
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Plan for the Columbia 2CUL copy cataloging group to visit Cornell in the fall of 2013
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Cataloging & Metadata: Database Maintenance
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Obviously maintenance is done very differently at both Columbia and Cornell, but ultimately it doesn't make a difference how each system does it as long as the work gets done. Except for a few specific maintenance processes which will need to be reviewed in later phases of this project, it may be best to keep each institution's "database maintenance culture" similar to how they were pre-2CUL, especially since both systems would require major overhauls of maintenance procedures, policies, and personnel in order to make them work the same. Unlike many of the processes being looked at for 2CUL, large changes in database maintenance procedures will affect many staff members in libraries across both campuses.
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Cataloging & Metadata: Non-MARC Metadata
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The working group has identified some areas of possible collaboration during Phase 2 of the 2CUL Technical Services Integration; note: the order of the following list does not necessarily reflect prioritization.
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If non-MARC metadata practices at the two 2CUL institutions extend to become fully-integrated, a joint functional-MWG should form. This functional-MWG would be a separate but parallel entity than the current forum-based MWGs; a separate steering group should guide the effort of the forum-based MWG.
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Cataloging & Metadata: Original Cataloging
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Below are some areas that we have identified for further exploration. Collaboration in some areas (e.g. training) can proceed more or less immediately, while others will need careful planning. We propose to continue to develop this list as we proceed with Phase 2.
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