Thursday, 27 December 2007
Journals to do list
First job is to reset the system. The report at the moment says that we have 96 journal issues that haven't been received (it also doesn't look like any of my predecessors used the claims reporting claims report has hardly ever been reset). What I have to do is to check that we have indeed claimed these 96 issues and then send the report to print (or trick it into thinking it's printed - I don't actually want reams of paper!). Sending the report to print clears it so that - next week when I come and look again there will only be issues that should have been received in this week.
Second job is to claim any issues that haven't been received and mark any really old ones as not received on the system - this will give us a clean slate, there's no way I'll have time to claim for much retrospectively but hopefully once the process is in place I should stay on top of them.
Third job is to get the predictions working right and set/ tweak the claims parameters - this'll take a couple of weeks to a month and alot more reading of the manual!
Clear as mud...

Well, just checked the suppliers site to see if they provide details of their claims policies. The result: Nada. From experience though, most of the suppliers do not guarantee to provide back issues if the publication date is more than 90 days ago. I think I should therefore get 3 claims in before the 90 days is up so from the point of view of claims parameters I'm looking at 2 weeks past due date for the first claim, 6 weeks for the second claim, and 10 weeks for the 3rd claim... I can tweak that later if it doesn't work.
On the plus side, the supplier's site mentions that they provide Tables of Contents - I can't see any sign of this on my account so I've emailed them to activate this part of my account (not the first time functionality has been missing!). Tables of Contents could be really useful when I get to the point where I'm feeding current awareness to the library webpage...
First, to find out what I need to know...
A certain level of human (i.e. ME!) intervention will be needed. This is dull work but I will have to set aside regular time every week to do it if I'm going to get the journal collection anywhere near where I want it to be...
So what do I need to know?
Well I know that our system can produce reports of overdue copies once a week but I need to know how to do this and what parameters to set for the reports. This will need me to find out a bit about our suppliers claims policies - when do they act on a claim? - how long to leave it before claiming - when should I claim by?
I'll also need to review the prediction set on the system (these are set for most titles but my feeling is they are probably innacurate and will lead to spurious claims...).
So, there's a couple of sources I need to check-out - first is to read up on our journal supplier's policies. Second is to work out how to mesh our system into those policies to form a claiming procedure that works....