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2014 NLS ConferenceMOC Design and Overview

Michael MartysAutomation Officermmartys@loc.gov

202-707-9313

Michael KatzmannChief of Materials

Development Divisionmkat@loc.gov202-707-0701

Paula BahmaniEducation and Training

Specialistphig@loc.gov202-707-9278

Patron and Subscription Data How does MOC get it - data flow

Library to CMLS CMLS to MOC

Can take up to 11 days for an update to make it to MOC

Delivery of new data triggers processing

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Patron Data Load Processing Processing determines who receives

cartridges Factors involved:

Patron CMLS standing Patron machine status

CMLS specified Library specified via MOC tools

Subscription information Delinquency determination

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Reasons why cartridge delivery would not happen No machine Delinquent Bad CMLS standing Change in subscriptions Suspension

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Reasons why cartridge delivery would not happen CMLS suspension

Could be due to something other than MOC

MOC suspension (library requested)

Resumption Up to two back issues are sent when

delivery resumes

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Trigger Magazine Why a trigger magazine is needed How a trigger magazine is chosen

What happens when a person has both monthly and weekly subscriptions

When is trigger re-chosen?

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Editions information Critical factor in processing

Magazine production code Pseudo issues When is it updated Why is it updated

Changes to schedule Special issues

What happens when a magazine delivery is early? Late?

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New Magazine Edition arrival What happens when a magazine

edition is delivered by a producer? Quality Assurance –

speed/thoroughness tradeoff

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New Magazine Edition arrival If BARD magazine edition load

successful – handed off to MOC MOC verifies

Magazine edition (based on file name) exists in Editions

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MOC - three actions trigger a cartridge delivery Trigger publication arrives Patron or subscription data

changes Which could cause trigger pub to

change Midnight processing – if trigger

publication is too late

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What happens at a Duplicator Two duplicators – PTB & NAC Daily processing:

Download Patron list (when necessary) Download Pick list Generate cartridges Upload production report Perform returned card processing Upload card images to MOC

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MOC returned card processing Automatic image processing by

MOC for good images Manual processing by duplicator

and NLS for problematic images Images sent to Library via email

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Tools - Training documentation FAQ’s MOC tools How do I’s

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Tools - Patron lookup tool What do the different statuses

mean CMLS status Subscription Status Player Status Temporary Suspension MOC status Sending Status

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Tools - Patron screen Next cartridge date – from trigger

publication Barcode – what does it mean Cartridge ID – what information it

contains Built in limits on lost and resend

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Tools - Possible Quota Adjustments Lost Resends Weekly return period Monthly return period

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Returned cartridge tool Processing status New suspend business process

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Delinquency report New report coming Intended to solve problems with

current report But not cause new problems

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Miscellaneous Lost cartridges – what if they are

returned

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Special cases Transfers

no way at present to tie records together

Changing CMLS ID

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Future MOC work Roles – privilege levels Presuspend indication New presuspend business process Ad hoc mag delivery for

subscribers Total ad hoc for any patron has some

limitations

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Questions and Answers And comments and suggestions

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If we have time BARD book delivery interruption Service announcements

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