1 / 24

ReCAP Request Mechanisms: How they work and who uses them

ReCAP Request Mechanisms: How they work and who uses them. Zack Lane ReCAP Coordinator February 2012. ReCAP Columbia University . Background. Library patrons may request most O ffsite collections in CLIO However Some library patrons do not have full privileges

anisa
Download Presentation

ReCAP Request Mechanisms: How they work and who uses them

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ReCAP Request Mechanisms: How they work and who uses them Zack Lane ReCAP Coordinator February 2012 ReCAP Columbia University

  2. Background • Library patrons may request most Offsite collections in CLIO • However • Some library patrons do not have full privileges • Special collections require curatorial oversight • Staff have access to several request mechanisms designed for quick and convenient access to all Offsite collections ReCAP Columbia University

  3. patron CLIO Non-Restricted ReCAP staff Restricted Request Mechanisms • ReCAP request mechanisms are designed for multiple levels of access • This document will elaborate on these request mechanisms • Below is an overall schematic of these mechanisms ReCAP Columbia University

  4. Contents • This slide show will cover several topics • Overview request mechanisms • Schematic • User types • Definition of terms • Detailed information on each mechanism • To access the mechanisms use CLIO or access the ReCAP Request Form website • For more information see the Request Mechanism website ReCAP Columbia University

  5. Request Mechanisms • Patrons place requests in CLIO. Patrons may also have mediated requests placed by staff. • Staff have several methods of placing requests. Access to the ReCAP Request Forms website is controlled by UNI. ReCAP Columbia University

  6. Request Mechanisms: Schematic patron 1. CLIO Non-Restricted ReCAP staff 2. Restricted 3. • Request Mechanisms • CLIO • Mediated and ILL • Restricted Access • Non-CLIO 4. ReCAP Columbia University

  7. patron CLIO staff ReCAP User Types • Patrons place requests in CLIO. Patrons may also have mediated requests placed by staff. • Staff have several methods of placing requests. Access to the ReCAP Request Forms website is controlled by UNI. ReCAP Columbia University

  8. CLIO staff Definition of Terms • CLIO vs. Non-CLIO • Most CUL collections at ReCAP can be found and requested in CLIO • Some collections can be found but not requested in CLIO • Some collections are not in CLIO at all • Requests for collections not in CLIO are called Non-CLIO Requests Non-CLIO ReCAP Columbia University

  9. CLIO staff Restricted Definition of Terms • Restricted vs. Non-CLIO Collections • Some collections can be found but not requested in CLIO: RBML collections, Avery Drawings & Archives (BIBL# 5494198) • Some collections are not in CLIO at all: Business Library’s Corporate reports, orphan barcodes ReCAP Columbia University

  10. Definition of Terms • Delivery Location: • Delivery options are controlled by both request mechanism and CLIO location • Staff using the Mediated Request have more delivery options than patrons in CLIO • Special staff locations include ILL, Milstein Reserves and processing units • Some collections have few (or a single) authorized delivery locations ReCAP Columbia University

  11. Detailed Information • Patron Options (via CLIO or staff) • CLIO • Mediated • Staff Options (via ReCAP Request Forms website): • Mediated • ILL • Restricted access • Non-CLIO ReCAP Columbia University

  12. CLIO Request Mechanism • Patrons may only place requests for items with a request button in CLIO • Some Offsite collections may not be requested in CLIO • Any valid UNI will allow request in CLIO, printing UNIs included • A UNI may not have a [uni]@columbia.edu email address for notification • Patron must have borrowing privileges to charge a ReCAP item at Circulation • Some items are In-library use only (non-circulating) ReCAP Columbia University

  13. CLIO Request Mechanism patron 1. CLIO Non-Restricted ReCAP Restricted • Request Mechanisms • CLIO ReCAP Columbia University

  14. Staff Requests • Staff place requests using one of four methods: • Mediated Request • ILL Request (Morningside/HSL) • Restricted Access Request • Non-CLIO Request ReCAP Columbia University

  15. Mediated Request • Staff are encouraged to use Mediated Request for patron and staff requests • Mediated Request offers extra delivery options, including processing departments • Input a Voyager Bib ID to access the request form • Instructions are posted on the ReCAP website. Look under heading “Training Documents” for Mediated Requests ReCAP Columbia University

  16. ILL Request • Used by Morningside, HSL and ReCAP ILL staff • CUL staff route requests to ReCAP’s ILL/BD staff • ILL Requests are identical to Mediate Requests, plus Ariel option for delivery ReCAP Columbia University

  17. Mediated and ILL Request Mechanisms CLIO Non-Restricted ReCAP staff 2. Restricted • Request Mechanism • 2. Mediated and ILL ReCAP Columbia University

  18. Restricted Access Request • Only authorized staff may place requests • Restricted Access requests are placed for special collections requiring curatorial oversight • Access is controlled by UNI • Contact ReCAP Coordinator to gain access ReCAP Columbia University

  19. Restricted Access Request Mechanism CLIO Non-Restricted ReCAP staff Restricted 3. • Request Mechanism • 3. Restricted Access ReCAP Columbia University

  20. Non-CLIO Request • Non-CLIO requests are for items accessioned at ReCAP but not in CLIO • All staff can access this request form • Typically these items were moved in bulk for future processing, e.g. Business Library’s Corporate reports • Requests are still subject to delivery limitations ReCAP Columbia University

  21. Non-CLIO Request Mechanism CLIO Non-Restricted ReCAP staff Restricted • Request Mechanism • 4. Non-CLIO 4. ReCAP Columbia University

  22. Putting It All Together: Schematic patron 1. CLIO Non-Restricted ReCAP staff 2. Restricted 3. • Modes of Request • CLIO • Mediated and ILL • Restricted Access • Non-CLIO 4. ReCAP Columbia University

  23. Summary • There are several request mechanisms for ReCAP material • Patrons request ReCAP material through CLIO or staff mediate • Staff must choose the appropriate request mechanism • Contact recap@libraries.cul.columbia.edu with questions or problems ReCAP Columbia University

  24. More Information Available • For more information about access to ReCAP collections please see Off-site Library Shelving Facility (ReCAP) site on LWeb. • Training documents and data can be found on both the Staff ReCAP website and the ReCAP Data Center • Tailored data sets and analysis will be provided to staff via the ReCAP Coordinator ReCAP Columbia University

More Related