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ReCAP Request Mechanisms: How they work and who uses them

ReCAP Request Mechanisms: How they work and who uses them. Zack Lane ReCAP Coordinator July 2013. ReCAP Columbia University . Background. Library patrons may request most O ffsite collections in CLIO However Some library patrons do not have full privileges

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ReCAP Request Mechanisms: How they work and who uses them

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  1. ReCAP Request Mechanisms: How they work and who uses them Zack Lane ReCAP Coordinator July 2013 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 alternate mechanisms for request ReCAP Columbia University

  3. patron CLIO Non-Restricted ReCAP staff Restricted Request Mechanisms • ReCAP request mechanisms are designed for multiple levels of access • This presentation will elaborate on their details • Below is an general schematic illustrating request pathways ReCAP Columbia University

  4. Contents • Several topics will be described: • 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 • 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 Non-CLIO ReCAP Columbia University

  10. Definition of Terms Delivery Location • Delivery options are controlled by a combination of request mechanism and CLIO location • Mediated Request has more delivery options than CLIO • 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 Comparison of options for: • Patrons (via CLIO or staff) • CLIO • Mediated • Staff (via ReCAP Request Forms website): • Mediated • ILL • Restricted access • Non-CLIO ReCAP Columbia University

  12. Requesting via CLIO • Patrons may only place requests for items with an active request link in CLIO • Any valid UNI will allow physical delivery request in CLIO, printing UNIs included • A UNI may not have a [uni]@columbia.edu email address for notification • Patron must have active borrowing privileges to request EDD or 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 can be found online here 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 include an Ariel option for delivery • Only difference between the two options is the default delivery location 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 mediation • 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

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