the offsite request button : how it works and when it appears
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The Offsite Request Button : How it works and when it appears. Zack Lane ReCAP Coordinator September 16, 2008 rev. April 26, 2011. ReCAP Columbia Univeristy. What is the request button ?. Request buttons can be found in CLIO - PowerPoint PPT PresentationTRANSCRIPT
Zack LaneReCAP Coordinator
September 16, 2008 rev. April 26, 2011
ReCAPColumbia Univeristy
ReCAPColumbia Univeristy
I am the request button
I am the request button
Request buttons can be found in CLIO It links patrons with valid UNIs to the online
“REQUEST IT from Offsite” webform Webform allows patrons to request physical
or electronic delivery of Offsite collections
In CLIO beta the request button is at the right of the holdings information:
In CLIO classic the request button is immediately below the holdings information:
ReCAPColumbia Univeristy
New request buttons appear on Friday Expect 2-hour time lag between CLIO
Location flip and appearance of button on Friday
Buttons are immediately active The appearance and disappearance of
buttons depends on master file updates and database maintenance
This presentation will elaborate on how the process works
ReCAPColumbia Univeristy
This schematic outlines how Columbia systems work to generate the request button
Only items with off-site CLIO Locations get a button
More detail to come…ReCAPColumbia Univeristy
File
Voyager
There are three streams of workflow that affect CLIO Location and the request button1. Mass retrospective: The largest volume of
material for ReCAP is processed by MRP2. New acquisitions: About 30,000 volumes per
year are processed by cataloging units. See Processing New Acquisitions for Offsite
3. Database maintenance: Residual maintenance affects the appearance and disappearance of the request button
ReCAPColumbia Univeristy
ReCAPColumbia Univeristy
CLIO changes for mass retrospective and new acquisitions follow similar paths
OPAC displays are slightly different1.Mass Retrospective:
2.New Acquisitions:
Managing collections at ReCAP requires coordination between two databases, one at each institution
In shorthand, they are Voyager (CUL) and LAS (ReCAP)
Voyager and LAS contain different but related data Voyager is an ILS, designed for library collection
management LAS is a proprietary system designed for high-
density library storage facilities
ReCAPColumbia Univeristy
Voyager (CUL) LAS (ReCAP)
Voyager and LAS do not have a dynamic link – they do not “talk” directly to each other
Files are sent or retrieved from one to the other
File exchange takes place daily, weekly or periodically
ReCAPColumbia Univeristy
FileVoyager (CUL) LAS (ReCAP)
ReCAPColumbia Univeristy
It is important to note that charges in Voyager are completely separate from the LAS database
Charges to a patron or status patron effect only the Columbia side of the request process
A current charge prohibits patrons and staff from re-requesting the same item
Charge to Patron Charge to Status Patron
ReCAPColumbia Univeristy
File
Voyager
Here is the schematic again with description of what each image represents
Weekly file of new accessions
Added to CUL’s master file of barcodes at ReCAP
Master barcode file matched to BibKeys in Voyager database
Result: CUL’s master BibKey file
Request button appears for every BibKey in the file
Every Friday CUL retrieves a file of the week’s accessions
It is a data set of offsite prefixed barcode numbers (see CPM-424 for complete list)
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Voyager GFA
File
ReCAPColumbia Univeristy
The file is used to flip CLIO Locations from on campus to offsite◦ glx flips to off,glx, bus flips to off,bus, etc◦ glx4off flips to off,glx, bus4off flips to off,bus, etc
CLIO Location changes; still no request button in OPAC
File
ReCAPColumbia Univeristy
The file of weekly accessions is added to CUL’s master barcode file
The master barcode file contains all barcode numbers Columbia has transferred to ReCAP
Master Barcode
FileFile
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The updated master barcode file is checked against all Voyager records
Any match adds a BibKey to the master BibKey file
Voyager
ReCAPColumbia Univeristy
The result is a file of BibKey numbers A BibKey is a unique number assigned to a
bibliographic record in Voyager
Master BibKeyFile
Voyager
Master BibKeyFile
The Master BibKey file adds request buttons to OPAC
Master BibKeyFile
ReCAPColumbia Univeristy
There is an approximate 2-hour time lag between the CLIO Location flip and generation of the request button
Voyager
ReCAPColumbia Univeristy
ReCAPColumbia Univeristy
Request buttons appear every Friday There is normally a 2-hour time lag between
location change and appearance of request button
Request buttons are immediately active
Thank you!
ReCAPColumbia Univeristy
Outline of ReCAP Accession : Simplified model of the process of accession at ReCAP
New Acquisitions for ReCAP : How new acquisitions are routed directly to ReCAP
LAS : Introduction to ReCAP Database (LAS)
Request buttons of the past. CUL has redesigned the request button several times to improve usability:
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
ReCAPColumbia Univeristy