Circulation Manager Guide

URL for Circulation Manager: http://openbookshelf.dp.la/admin/web/collection/OB

YouTube training video:   

Terminology

  • List - a list of books. The titles of the lists tend to match the lane. Some lists are auto-populated - when new books arrive in the Unglue.it OPDS feed,
  • Lane - the subsections you find on the Catalog ‘home’ page. These allow us to browse the lists. There are also sublanes, where you may see specific assignments for you.
  • Complaint - an issue with a book. Flag a complaint for something you cannot fix like bad cover. If the age or genre seems wrong, you can make changes in the ‘Classics

Using the Circulation Manager

Logging In

openbookshelf.dp.la/admin

If you’re having issues, contact Michelle

Home Page (“Catalog”)

When you enter the home page, you’ll see lanes

    • Open Bookshelf - this will be the live, active Open Bookshelf feed. If a book is on this list, it is available in the DPLA Exchange and it is available in our OPDS feed


  • Needs Review - [Collection Name] - new books that need someone to review them! Updated regularly depending on source
  • Further Review - books that merit a second opinion, or have an issue (like copyrighted cover art) that need fixing before they can be added to Open Bookshelf
  • Rejected - books that are confidently poor candidates for inclusion


Searching for a book

  1. Use the search bar to find a book by title or author
  2. Hover over the book image, and the title and author will appear

Editing a book

Click on a book to bring up its title page. Next, check the metadata and go through each tab with any edits.

    1. Details
      1. On a first pass, does everything look right? Will help you decide what to fix in other tabs
    2. Edit
      1. Does the book have a title and author? Is it missing other information, like a translator or editor? Is it part of a series that is named in the title but not the series field?
      2. Description - Does the description look strange, e.g. selling products? Is there HTML code (<p> tags are ok, but if a lot that changes the font or color, delete)? If missing a description, can you find one online?


  • SUBMIT any changes


    1. Classifications
      1. Is the audience correct?
      2. Is fiction/nonfiction correct?
      3. Are there any other genre tags you can confidently add? This will help librarians and readers find books
        1. Be sure to tag Classics as such


  • SAVE any changes


  1. Complaints
    1. Mark complaints, if any. If there are, add book to Further Review list (next step)
  2. Lists
    1. Select the appropriate list from the dropdown menu (Open Bookshelf, Further Review, or Rejected)
    2. Delete any other lists so that it is only on 1 list (e.g. Needs Review - Unglue.it)

Special Lists

  1. Further Review - move a book to this list AND a corresponding sublist
    1. Copyright - you’re unsure whether the book is truly public domain or Creative Commons licensed
    2. Cover - a book you would otherwise include but it has a bad cover, no cover, cover looks like it’s in copyright (e.g. a Penguin Classics cover)
    3. Content - not sure if this falls in the scope of our collection. May need more research, or a second opinion.
    4. Language - in a language you don’t speak and needs more research
    5. Bad file - you’ve opened the file and found it has dirty OCR, doesn’t open, isn’t EPUB, etc.
  2. Gutenberg Purgatory - A title you know we’d want to include, but it’s a cover-less book from Unglue.it and you don’t feel confident about the quality
  3. Amy Review - A book is doing something really weird (metadata not saving, no file attached). Also email Amy S. to detail the issue and CC Michelle


Things to know

  • Version control - the Circulation Manager knows if there are 3 copies of The Secret Garden. It will combine these into 1, which could show up in several lanes/lists. Be sure to remove the copy from all ‘Needs Review’ lists after you’ve assigned it.
    • Version control is based on these fields matching:
      • Title
      • Author
      • Language
      • Format
    • If you see two versions of the same book (perhaps the author’s name is spelled out in one version, and the other uses initials), send the best version to Open Bookshelf and the other to Rejected.