CCM Tools: How-to

Brief descriptions of workflows for common CCM tasks

If you have any information which you would like to share with other CCM users, please contact help.copac@jisc.ac.uk

How do I...?

How do I identify stock for potential purchase?

If you want to: use CCM to identify stock for purchase to support potential new subject areas.

Prepare by: agreeing subject terms to search for

Use CCM to: identify which libraries have the strongest holdings in these areas. Run a search limited to only the top three libraries.

Follow-up by: putting this information into Excel to produce: bar charts to easily see holdings strength; lists (sorted by publication date) of titles which you might consider for purchase.

See a case study of how this was done by the University of York and their optimal workflow guide.

How do I identify last copies among stock marked for withdrawal?

If you want to: use CCM to help ensure that items marked for withdrawal are not the only print copy within a certain radius or group of libraries.

Prepare by: using the LMS to generate lists of potential items for withdrawal, using locally defined criteria.

Use CCM to: upload these lists of standard numbers. Look at the visualisations to quickly identify how many items met the withdrawal criteria, and which are the last copies. Export this data into Excel.

Follow-up by: refining the Excel data, and importing it into your LMS. Export the bibliographic data for items for withdrawal for your LMS, and use this for weeding.

See a case study of how this was done by the University of Sheffield and their optimal workflow guide.

How do I identify nationally/internationally significant collections?

If you want to: use CCM to profile collections to identify those of potentially national/international significance, and prioritise resource allocation accordingly.

Prepare by: defining your criteria for significance. Identify the scope of your collections, and use the LMS to export the standard numbers of items within each collection.

Use CCM to: upload these lists of standard numbers, and de-duplicate by ISBN. Export the graph data from the visualisations

Follow-up by: importing this data into Excel and analyse it with reference to your criteria for significance

See a case study of how this was done by the University of Leeds and another by Cardiff Metropolitan University, as well as Leeds' optimal workflow guide.

How do I assess an item for preservation or digitisation?

If you want to: use CCM to help decide an item's priority for preservation or digitisation.

Prepare by: identifying local criteria for withdrawal, preservation, and digitisation. Implement a mechanism which makes it easy for staff to include CCM in their assessment workflow.

Use CCM to: search for the item, by standard number, local record number, or author/title. Look at the visualisations to assess the rarity in the UK.

Follow-up by: searching other catalogues and interfaces to give you the world-wide context. Assess the results with your criteria for withdrawal, preservation, and digitisation.

See a case study of how this was done by the University of Leeds.

How do I define what should be in Special Collections?

If you want to: use CCM to help demonstrate which of your collections should be Special Collections

Prepare by: deciding the criteria for Special Collections material. Use LMS data to define the scale of the current and proposed collection.

Use CCM to: upload a batch search for these items. Use the visualisations to quickly assess rarity, then export the graph and map data for local manipulation.

Follow-up by: assessing the impact of your proposed criteria, and making a case for budget, preservation, and digitisation.

See a case study of how this was done by the University of Edinburgh.