Cycle 8 implementation

Fall 2012/Winter 2013

Meet the staff

• Christie Thomas• Library Automation

Consultant• clthomas1@cps.k12.il.us

• Joe Horning• TLC On-site support• jrhorning@cps.k12.il.us

Find the resources…• SOAR wiki– http://cpssoar.wikispaces.com/

• SOAR Google group– https://groups.google.com/forum/#!forum/cpssoar

• CPS Libraries home– http://library.cps.k12.il.us/

If you haven’t already…• Submit a signed participation agreement to

the attention of Christie Thomas– Fax: 773.553.6211– GSR: 38

• Complete the School Profile Survey(Both forms are available at the CPS SOAR wiki.)

Process – automated schools• Provide your data by November 21st.• Check your CPS email regularly!– If the vendor has questions throughout the

process, we will contact you via email.– If you are unable to respond to the email within a

week, DLIS will make a decision regarding your data.

Before you export your data…• Delete all items marked lost or missing• Update brief records with an ISBN

Export your data• Exporting your data takes just a few minutes.• Steps for most automation systems are on the

wiki at: http://cpssoar.wikispaces.com/Data+migration• Be sure to submit a titles and items count for

your export.• Any changes made in the catalogs for automated

schools will not be reflected in the new catalog.

Submit your barcode samples• Instructions are on the wiki at:

http://cpssoar.wikispaces.com/Data+migration• Submit samples for each barcode type, e.g. 4-digit, 5-

digit, 10-digit. • Samples should have a barcode scan in the first

column, and a typed entry in the second.

Process – non-automated schools• Send your MARC record vendor disks/files to

the DLIS by Nov 21st.• Complete your retrospective conversion by

January 11th.

Data entry• Order barcode labels if you have items that do

not have barcodes on them.• Enter your data using MARC Set Go!– Schedule a ReCAP date with Christie, or one-on-

one training with Joe.

• It takes about a minute per book.

ReCAP• What you get: one day, from 8:30 – 3:30 of a team of consultants

assisting with data entry• Team can enter ~1000 items in one day• Librarian and Library must be released for the day, and the librarian

must participate.• Librarian must finish remaining collection prior to ILS training in

January.• Contact Christie ASAP to schedule for Fall 2012• More information on the SOAR wiki at:

http://cpssoar.wikispaces.com/RECAP

Go LIVE!

January 2013

Training• Two full days of training required for the

school Librarian(s) only• One day in January (14 OR 18) – Getting

started• One day in mid-Spring – Advanced system

usage

Equipment--Workstation• SOAR requires one dedicated workstation in the

library for circulation use.• It must be in place in the library by your training

dates.• CPS workstations specifications can be found at:

http://ots.cps.k12.il.us/policy/downloads/NetworkStandards.pdf

• See TechXL for purchasing.

Equipment—barcode scanners• SOAR requires at least one barcode scanner.• Barcode scanner order forms are available on

the DLIS wiki: http://cpslibraries.wikispaces.com/SOARIntegratedLibrarySystem

• Your existing barcode scanner may work!

Questions?