Tuesday, April 29, 2014

Spring (Catalog) Cleaning

If you can find time, it feels great to do a little "spring cleaning" in your catalog system. 

Here are some steps for dealing with duplicate records.

First, create a private resource list called "Duplicates". 
This is handy for when you see duplicates as you're working on other things; you can add to the list and deal with them later.

Second, identify the duplicate titles in your collection.
Go to Catalog > Update Titles > Standard Numbers tab.
Catalog > Update Titles > Standard #s to find duplicate records

Select the numbers you want to see matches for and the report will gather a list of the records that have duplicated ISBN and other standard numbers.

View the report when it's complete (example below). You'll see the duplicate titles with links so you can view each of them. View and add each to your "Duplicates" resource list. (You'll see that some may not really be duplicates, such as a multi-volume set needing separate records for each volume).

Sample Report of Duplicates

Go to Resource Lists and view your "Duplicates" list. 
Select two or more titles that are the same and choose "I want to .... view duplicate titles". 

Select duplicate titles, then choose "I want to View these Duplicates"

On the next screen, look at each record and decide which is the best for you. *Consider reviews or digital resources added. Once you merge to the "best" one, all information from the other records will be gone!

Select the record you like the best and click "Merge".

Now you have only one record but the copies are still there (with their various call numbers if they were different). For example, I have some books in our Middle School section and also in our Teen section, so they have different call numbers, but now they have the same record. 


Want more Follett Destiny tips?
Relate for better holding
Curriculum Tags to Prep a Book Order
Customize your Top Ten

Tuesday, April 22, 2014

"Relate" for Better Holding

Follett Workshop take-away #3
(see also #1: Customize your top ten and #2: Curriculum tags)

The Problem:
A patron holds a title that has copies in different titles or editions. When she places the hold, the other copies don't queue up for her. She waits and waits for Harry Potter and the Sorcerer's Stone; meanwhile, her friend sails into the library and checks out Harry Potter and the Philosopher's Stone

So not fair!

The Solution:
Use the "Relate Titles" function.

Management tip! Create a private list for yourself called "Relatable Titles" and add to it as you notice popular titles that would do well linked together.

To connect books with various editions or titles: 
1) Go to Catalog > Update Titles > Relate Titles tab.
2) Create a group name (such as TFIOS or Harry).
(Choose your group name carefully because it's not possible to edit the name later).
3) Add copies to the group by choosing the "edit" button and then searching or scanning in barcodes.

Now, when your patron holds the American version of Harry, she'll be in line for the British version, too.


Note: This is not for picky customers. Only relate titles that seem interchangeable to your readers.  

Also note: If you are bothered by duplicate records, that's a different issue with a different fix.

I like my versions of John Green books, for example, to stay separate because we see the different covers. So I use "Relate Titles" for our editions of Paper Towns, and An Abundance of Katherines, for example.

How will YOU use "Relate Titles"?

Sunday, April 13, 2014

Titlewave Take-away: Curriculum Tags

Learned a ton at this year's Follett Workshops, held at the Marymount International School in Rome.

Here's take-away #2 (see #1 here)

2)  Use Curriculum Tags to search for books

The problem
Teachers ask for books according to curriculum-area topics or pedagogical need. They may be asking for books in your library or for books to buy for their classroom. In either case, it can be tricky to find what they are hoping for.

The solution: Use "curriculum Tags" in Titlewave.

Your Follett rep can set up a teachers' account that links to your library's Titlewave account. Show teachers how to create lists, and the lists can be shared with you. Once shared, the list will match with what you already have (using Titlewise analysis). If you want to buy some, you can add them easily to your own list. 

Regardless of who buys what, you've given yourself and your teachers a powerful way to FIND the resources they need using the educational terms they use.

To search using tags: Go to Titlewave > Log in > Choose "Curriculum" on the left sidebar > Scroll and click the "Explore Tags" button.

Tags are bundled as below:
(tags such as Action & Adventure, Drama, Parody)
Literacy, Foundational, Comprehension Skills 
(Idioms, Flashback, Consonant & Vowel Blends)
Subject and Themes 
(Canada, Careers, Censorship, Care/Kindness)
Teaching Support 
(Bilingualism, Supports Gifted, Supports Struggling Reader)
Text Features and Resources 
(Includes Maps, Reproducibles, Includes Text-Based Questions)
Text Structure 
(Cause & Effect, Problem/Solution)
Text Type 
(Narrative, Persuasive, Argumentative)

Another bonus of "Curriculum Tags": 
Books purchased through Titlewave keep their tags as part of their MARC record, so when you import the records of these books into your system, the tags will be searchable in your catalog automatically.

Let's look at a favorite tag: "Teacher Resources Available to Download"

There are tons of results for this, so here's how to build a Tag Search String:

Choose the initial tag > choose "Tag Explorer" > choose another Tag

Your results will narrow with each tag you choose:

2,500 titles...need to narrow. Choose "Tag Explorer"...
Added a tag "Juvenile Fiction" and we're down to 944...
Choose Tag Explorer to narrow again

Added "Fantasy Fiction" so now I have 14 results for J Fiction, Fantasy,
with downloadable resources.

Ok, that's fun and all, but check this out: 
Now that I have a list of fantasy titles with downloadable resources, guess what I can do? Yup - I can see which books are already in my catalog (using Titlewise analysis) and GRAB these resources from Titlewave and add them to my records using the "Digital Resources" tab in the Easy Editor or MARC.

The digital resources might be discussion guides, or worksheets, or video clips, or any kind of material that supports the text.

Whoop! Who doesn't love to see a link when browsing for books? 

How will YOU use Curriculum Tags?

Destiny Take-away: Customize your top ten

Just spent a fab long weekend in Rome learning about the latest features and behind-the-scenes tricks of Follett's Destiny catalog. 

Here's the first of several take-aways I'll be posting. 

1) Customize your Top Ten list in Destiny Quest

The Problem: 
The Top Ten list in Destiny shows things like power cords, or the same titles over and over, or odd titles that don't seem to reflect your users.

The solution: 
Customize what shows on your Top Ten list.

Go to Back Office > Site Configuration > Top Ten titles.

Choose a call number range (BIO - BIO or a Dewey range or F - F) and then add a label. This will limit the titles counted in the Top Ten and give the list a heading!

You can also limit by patron type to show only student checkouts and by material type to show only books, or DVDs, or whatever you want. This would be a fun way to highlight parts of your collection that need a boost. 

Top Ten periodicals? Top Ten faculty checkouts? How do YOU imagine using this feature? Would love to hear your ideas.