Hi Lydia
Hope these answers from Exeter make sense - happy if you want to contact me directly:
*Who does what when it comes to list creating and upkeep (Academics? Academic Liaison? Library?)?
Library does the most of the list creation and upkeep - we have a handful of academics doing their lists themselves - 40 or so out of 5,000.
* What expectations/time scale are in place to have lists ready for a certain date, to then purchasing and guaranteeing stock to be bought? Do you have deadlines for each semester?
We now have a reading list mandate which is in our TQA manual - http://as.exeter.ac.uk/academic-policy-standards/tqa-manual/lts/30-readinglistspolicy/ - and give two dates start of Aug / end of Nov - if academics send by then we say we'll have your list up for start of term. We were overwhelmed this year in the Summer and didn't achieve this but we will meet the term 2 deadline.
* Once a list has been created, and you have put into motion the purchasing of material for it (however you do this), do you then consider the list to be 'complete' and publish it even though some items may still be waiting to be purchased?
We have three stages of list (in our very technical excel spreadsheet held on SharePoint) not started /ongoing / completed (all colour coded too). A list Is not marked complete until all purchased items are in or are considered removed from the list. However we do publish and put lists into our VLE with LTI at uncompleted stages e.g. when the first three weeks were ready this year because of our workload pressures. We also did all term one lists and put them up before we start doing term 2 and many lists cover both.
* If an item is subsequently added to a list by an academic, would you expect the list to go back into review, or would you only ask them to do this if items need purchasing?
We don’t use reviews at all. But a list is 'owned' as it were by the Information Assistant doing the list and it is handed back to them or assigned to another when editing or additions are needed. They do all the ordering of e-resources as part of the process so can do any purchasing and add to the list as one job.
* If a list is live, but has items being purchased, how do you manage student expectations? Do you put a note in the student note for each item, or a message at the top of the list which is removed once everything is purchased? Or do you wait until everything is in stock before republishing the list?
We mark each item with a student note saying on order for odd items (e.g. asking for something from our Kortext service, very very rare print orders) and a library note to say what's happening for library staff, but as our staff creating the list do the ordering there is an order record available in the catalogue which we bookmark immediately as part of list creation as we use persistent catalogue links it remains when the book become available.
* Do you use the metadata refresh to match ISBNs with LCNs, or do you have a different method? There is already an idea at Talis suggesting it would help if the metadata report would be able to list the successes and failures as that would speed up the checking process. It appears to have been 'planned' since 2016. Does anyone know of a good way to check for books fixed by the metadata refresh other than running reports before and after and then having to sort them yourself?
We currently don’t use this as we have lists that bookmark from two catalogues (one automatic one manually) due to having a partnership with Falmouth University - so we couldn't run the job as it would overwrite all the manual records. This has now changed as we now harvest these catalogue records into our Exeter catalogue and at the end of this academic year we intend to introduce this job.
Hope this helps
Sue
Susan Abbott BA MSc MCLIP
Digital Library Manager
Forum Library, University of Exeter, Stocker Road, Exeter,Devon, EX4 4PT.
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Date: Wed, 2 Dec 2020 15:36:53 +0000
From: Lydia Fairfield-Read <[log in to unmask]>
Subject: Question about meeting expectations
Hello,
I hope you are all well.
At Derby we are looking at ways of improving and streamlining our processes, including moving to Reading List-Driven Acquisition, and I was wondering how other institutions manage expectations for both students and Academic staff.
Any comments (either by using 'Reply All' or a direct reply to me) would be very gratefully received.
* Who does what when it comes to list creating and upkeep (Academics? Academic Liaison? Library?)?
* What expectations/time scale are in place to have lists ready for a certain date, to then purchasing and guaranteeing stock to be bought? Do you have deadlines for each semester?
* Once a list has been created, and you have put into motion the purchasing of material for it (however you do this), do you then consider the list to be 'complete' and publish it even though some items may still be waiting to be purchased?
* If an item is subsequently added to a list by an academic, would you expect the list to go back into review, or would you only ask them to do this if items need purchasing?
* If a list is live, but has items being purchased, how do you manage student expectations? Do you put a note in the student note for each item, or a message at the top of the list which is removed once everything is purchased? Or do you wait until everything is in stock before republishing the list?
* Do you use the metadata refresh to match ISBNs with LCNs, or do you have a different method? There is already an idea at Talis suggesting it would help if the metadata report would be able to list the successes and failures as that would speed up the checking process. It appears to have been 'planned' since 2016. Does anyone know of a good way to check for books fixed by the metadata refresh other than running reports before and after and then having to sort them yourself?
Many thanks for your help,
Lydia
___________________________________________________________________
Lydia Fairfield-Read
Content and Discovery Co-ordinator (Online Reading Lists & Copyright)|The Library|UNIVERSITY OF DERBY
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