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Processing New Acquisitions for ReCAP. 9/9/2008 rev. 6/21/2010 Zack Lane ReCAP Coordinator Related Documentation: CPM-165 : Precat and Offsite Preliminary Record Processing CPM-177 : Workflow for newly-cataloged items for ReCAP CPM-178 : Processing New Material for Offsite

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processing new acquisitions for recap

Processing New Acquisitions for ReCAP

9/9/2008 rev. 6/21/2010

Zack Lane

ReCAP Coordinator

Related Documentation:

CPM-165 : Precat and Offsite Preliminary Record Processing

CPM-177: Workflow for newly-cataloged items for ReCAP

CPM-178: Processing New Material for Offsite

CPM-179: Processing New ave/fax Material for Offsite

CPM-403: Charging Item Records

CPM-679: Mixed Media Processing: Monographs

SCARM-620: Adding Volumes to Offsite Sets and Serials

Power Point: “Requests From OFFSITE Button: How and when it appears in CLIO

new acquisitions for recap
New Acquisitions for ReCAP
  • CUL routes approximately 30,000 new acquisitions directly to ReCAP per year
  • Selectors decide which titles
  • Physical items move through several CUL units before accession at ReCAP
  • CPM-177 is an overview of this process
  • Note: No holds or recalls can be placed on material while OPAC Location display reads “For Offsite” (CLIO location xxx4off)
  • The following schematic outlines the pathways…
schematic
Schematic

Bridgeport

MAS

SAS

MPS / OSMC / SCMC

BSP

ReCAP

Path1 (Binding)

Path 2 (Labeling)

selection
Selection
  • Selectors indicate which new acquisitions to process for ReCAP
  • Selectors write location “xxx4off” on T2 Rider slip
  • Volumes are given orange flag by MAS
  • Orange flag distinguishes new acquisitions destined for ReCAP
selection1
Selection
  • Selectors indicate which new acquisitions to process for ReCAP
  • Selectors write location “xxx4off” on T2 Rider slip
  • Volumes are given orange flag by MAS
  • Orange flag distinguishes new acquisitions destined for ReCAP
new acquisitions routed to cataloging units
New Acquisitions Routed to Cataloging Units

New acquisitions arrive from three primary sources:

  • Books on approval (YBP, Casalini, etc.)
  • Firm and standing orders (title-by-title purchases)
  • Gifts or other direct accessions

MAS

SAS

MPS / OSMC / SCMC

processing in mps osmc scmc
Processing in MPS/OSMC/SCMC
  • After selector decision items are routed to cataloging units (MPS, OSMC and SCMC)
  • Items with standard records are given an offsite barcode (see CPM-424), CLIO location xxx4off, charged to a status patron, and routed to BSP
  • Avery Library items without standard records go the Avery Backlog with a temporary location
  • Other items without standard records are processed directly for RECAP with a preliminary record and MFHD note for future, batch processing against OCLC
processing documentation
Processing Documentation

The following CPM and SCARM documents detail practice for processing new acquisitions for ReCAP:

  • CPM-165 : Precat and Offsite Preliminary Record Processing
  • CPM-178: Processing New Material for Offsite
  • CPM-179: Processing New ave/fax Material for Offsite
  • CPM-679: Mixed Media Processing: Monographs
  • SCARM-620: Adding Volumes to Offsite Sets and Serials
cataloging units route to bsp
Cataloging Units Route to BSP

MPS / OSMC / SCMC

BSP

Path1 (Binding)

Path 2 (Labeling)

  • All items routed to BSP have CLIO location xxx4off and are charged to status patron
  • Cataloging units insert B Rider slip into all items for binding
  • Items follow one of two paths in BSP:
    • Binding (charged to CATBIND001)
    • Labeling (charged to OFFLABL001)
opac display
OPAC Display
  • Cataloging units code transition location xxx4off
  • OPAC displays location: “For Offsite”
  • Items are charged to one of two status patrons according to CPM-403: CATBIND001 or OFFLABL001
  • OPAC displays status: “In binding preparation. Try BorrowDirect of ILL” or “In Shelf Preparation. Try Borrow Direct of ILL”
path 1 binding
Path 1: Binding

Bridgeport

BSP

ReCAP

Path1 (Binding)

path 1 binding1
Path 1: Binding
  • On arrival, BSP charges item to status patron BSPBIND001
  • BSP completes binding slip and routes items to Bridgeport National Bindery, Inc.
  • After return to CUL, items are staged in Shipping & Receiving for pick up
  • Bohren’s courier picks up new acquisitions daily
  • Items will be available for request in CLIO two to four weeks from time of Bohren’s pick up
path 1 opac display
Path 1: OPAC Display
  • CLIO location xxx4off has not changed
  • BSP charges items to At Bindery status patron: BSPBIND001
  • OPAC displays status: “At Bindery. Try Borrow Direct or ILL.”
path 2 labeling
Path 2: Labeling

BSP

ReCAP

Path 2 (Labeling)

path 2 labeling1
Path 2: Labeling
  • On arrival BSP does not charge items
  • New acquisitions for ReCAP do not receive a spine label
  • BSP adds ownership stamps and security tape
  • Items are staged in Shipping & Receiving for pick up
  • Bohren’s courier picks up new acquisitions daily
  • Items will be available for request in CLIO two to four weeks from time of Bohren’s pick up
path 2 opac display
Path 2: OPAC Display
  • CLIO location xxx4off has not changed
  • BSP does not charge item
  • Item remains charged to OFFLABL001
  • OPAC display changes only after accession at ReCAP
routing to recap1
Routing to ReCAP
  • New acquisitions are staged in Shipping & Receiving (S&R)
  • Items are staged on yellow, wooden carts according to customer code
  • S&R wraps wooden carts with plastic wrap
  • Bohren’s courier picks up new acquisitions daily
  • Items arrive at ReCAP charged to status patron
  • Items will be available for request in CLIO two to four weeks from time of Bohren’s pick up
other issues
Other Issues
  • Discharge of items is performed by CUL staff every Friday. For more information see Reconciliation Reports
  • Some items become lost during the process. For more information see BILO (BIND/LABL/INTR Overdue) Report
  • BSP counts the number of items routed to S&R on wooden carts
  • Circulation data is available to track the total charges to CLIO locations with format xxx4off
after accession at recap
After Accession at ReCAP
  • After accession at ReCAP, CLIO location changes to off,xxx
  • “GET FROM OFFSITE” button appears
  • “RECAP LOAD” text appears in MFHD History
  • Items must be discharged before patron request
  • Discharge is performed every Friday
  • For more information: GET FROM OFFSITE Button: How and when it appears in CLIO