1. Pasadena City College
LIB 104: Technical Services:
Acquisitions,
Serials and Processing
May 1, 2012
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
2. Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
3. Who am I?
Natalie (Zagami) Lopez, M.L.I.S.
Library Assistant I Library Services Specialist II
for Serials
California State Polytechnic University Pomona
(Academic Library)
Huntington Library, Library Assistant for Acquisitions
(Private Research Library)
Library Page, Huntington Library and County of Los
Angeles Public Library (COLAPL)
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
4. Who am I?
Archival intern:
The Huntington Library
Processed Henry Huntington’s “Pacific Electric
Collection”
National City Public Library
“Papers of former Mayor, Kile Morgan,” processed a
portion, created container list for portion of finding aid
Richard Nixon Library
Processed pre-Presidential Papers of Richard Nixon,
“Wilderness Years”
5. In my experience…
Private/Special Library: The Huntington Library
Reader Services
Technical Services
Presidential Library: The Nixon Library
Archives
Academic Library
Serials unit in Technical Services
Cross-trained in Electronic Resources Unit
Public Library
Library Page, Public Services
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
6. Who are you?
Students
Goals?
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
7. “What’s in a Name?”
Title?
Library Assistant
Library Technician
Library Services Specialist
Library Aide
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
8. Cal Poly Pomona University Library
Academic Library
Library users: Staff, Faculty and Students
Students: Undergraduates, Graduates and Ph.D.
(coming soon)
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
9. Technical Services
Disneyland!
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
10. Technical Services @ Cal Poly
Pomona & Disneyland
Cataloging = Frontierland
AACR2 to RDA
Original
Copy
Authority Records
Subject Headings
Library of Congress
Assigning call numbers
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
11. Technical Services @ Cal Poly
Pomona & Disneyland
Monographs = Fantasyland
Ordering fiction and non-fiction
Copy Cataloging
Thesis project
Bindery
Book processing
(labeling, tattle tape, bindery, barcoding)
vendors
Statistics
Withdrawing
Pasadena City College Book repair LIB 104
Technical Services:
Acquisitions, Serials and Processing
13. Technical Services @ Cal Poly
Pomona & Disneyland
Serials = Adventureland
Title Changes
Copy Cataloging
Ordering
Renewals
Invoice Approval
asadena City College
P LIB 104
Technical Services:
Acquisitions, Serials and Processing
14. Library Assistant @
Huntington Library
Private Research Library. What does that mean?
Readership privileges restricted to:
Faculty members
Occupy a full-time faculty position at a
college or university
Hold a doctoral degree (PhD) in the area of
proposed research
Doctoral students
Independent scholars
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
15. Library Assistant in Technical
Services @
Huntington Library
3 branches:
Rare Books
Cataloging
Acquisitions
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
16. Library Assistant in Technical
Services @
Huntington Library
ACQUSITIONS = YESTERDAYLAND
Ordering materials
Original and copy cataloging
AACR2
Exporting records from RLIN21 and OCLC
Monographs and some Rare Books
Working in ILS (INNOPAC, Innovative Millennium)
Inventorying serials & entering holdings in ILS
Donations
Monitoring budget
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
17. Walkthrough my duties @
Huntington Library…
ORDERING
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
18. Library Assistant@
Huntington Library
WEST OF THE MISSISSIPPI LIBRARY SERVICES
Title: A Survey of Art History
Author: Louise Gardener
Publisher: Harcourt
LC Classification: N5300 .G25 2013 curator: JR
1400 pg.
Publ Year: 2013 fund: ART
Series: Famous Artists, v.116
ISBN: 978-0155011410
Price: $105.00
19. Library Assistant:
Huntington Library
WEST OF THE MISSISSIPPI LIBRARY SERVICES
Title: The Tudors and the Plantagenets
Author: Schama, Simon
Publisher: Cambridge University Press
LC Classification: DA30|b.M455 v.4 curator: JR
400 pg.
Publ Year: 201 fund: winters
Series: Famous Artists, v.116
ISBN: 978-0155011410
Price: $105.00
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
20. Walkthrough: ORDERING
WEST OF THE MISSISSIPPI LIBRARY SERVICES
TITLE: The Plantagenets : ǂb the kings that made Britain /
AUTHOR: Derek Wilson.
Publisher: London : Quercus, 2011
curator: AB
1 vol.
Publ Year: 2011 fund: brithist
ISBN: 9780857380043
Price: $35.00
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
21. Procedures @ Huntington
1st step: duplicate records
2nd step: export record
3rd step: queue order with funds
4th step: send order
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
22. What if there is no record in OCLC?
Order it
Original cataloging
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
23. Original cataloging
TITLE AND STATEMENT OF RESPONSIBILITY
Title Proper
“The Plantagenets : the kings that made Britain 1154-1485” by Derek
Wilson.
PUBLICATION, DISTRIBUTION, ETC., AREA
Publication
London : Quercus, copyright 2011.
PHYSICAL DESCRIPTION AREA
Physical Description
P. (pagination is unknown)
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
24. Cal Poly Pomona University Library
…walkthrough of my duties…
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
25. From Library Assistant to
Library Services Specialist @ Cal
Poly Pomona
Ordering
Renewals
EJournals and access
Working with bibliographers
Overseeing HEGIS areas
Invoice approvals
Vendors
Claiming
Copy cataloging
Title changes
Bar-coding
Processing of Special collections
Pasadena City College
ILS: Innovative Millennium LIB 104
Technical Services:
Acquisitions, Serials and Processing
26. Walkthrough: Claiming Periodicals
Why claim Periodicals?
Prepaid subscriptions
Issues not received on time or at all
Why not received?
Number of reasons: delayed publication, misguided
mail, our subscription was not paid on time, issue not
published…etc., etc., etc.
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
27. Claiming Procedure
Investigate the issue in question
Frequency?
Payment received by vendor? Follow the paper trail…
Has it been published? Check status.
Publisher/subscription agency claiming rule
CLAIMING RESTRICTION?
Missing copy bank?
After exhausting everything…CLAIM
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
28. ORDERING @ Cal Poly Pomona
Why order?
Let’s come back to this after a big picture image of
ORDERING.”
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
29. Duties and Purpose
Curator/Librarian/Bibliographer request order
Technical Services- Acquisitions/Monographs/Serials
Vendors
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
30. Duties and Purpose
Technical Services: checkin for Online Public Access
Catalog (OPAC), catalog
Book processing: property stamp, tattle tape to…
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
31. Duties and Purpose
The shelves for patrons/students/users to check out
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
32. Back to ORDERING @ Cal Poly
Pomona
Ordering on Vendor Website – order slips
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
33. Library Assistant @ Cal Poly
Pomona Electronic Resources Unit
Reviewing license agreements
Access, access, access
Full-text
SEIR (Statewide Electronic Information Resources)
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
34. Integrated Library System (ILS)
Innovative Millennium
SirsiDynix
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
37. What do you do next?
Title not matching up in ILS?
Check publisher information…why?
I suspect a TITLE CHANGE
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
38. Title Change
Important to look at the “cover page” of the “piece”
(book, CD-ROM, etc.) IN this case, BOOK.
Look at existing record in ILS (780 field= “Preceding
entry” which means “Previous title”)
OCLC
785 field = “Succeeding Entry” which means “Later
title”
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
39. ALPHABET BABY BLOCKS
ALA (American Library Association)
CLA (California Library Association)
CARL (California Academic Research Libraries)
SLA (Special Libraries Association)
SCTPG (Southern
California Technical
Processes Group)
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
41. SOURCES
Images courtesy of:
Innovative Millennium
"Software copyright Innovative Interfaces, Inc. All rights reserved”
EBSCO Information Services
Baker & Taylor YBP Services, GOBI3
OCLC Online Computer Library Center, Inc.
SirsiDynix Enterprise
Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
43. Pasadena City College LIB 104
Technical Services:
Acquisitions, Serials and Processing
QUESTIONS?
Natalie (Zagami) Lopez,
M.L.I.S.
Library Services Specialist II
If not now, drop me a line!
nmzagami@csupomona.edu
Notes de l'éditeur
Technical Services I like to think of as Disneyland.
Cataloging I see as frontierland as we are exploring new frontiers from AACR2 cataloging rules to RDA. AACR2 is this printed book (my own copy) which is referred to by catalogers.-RDA is a web tool and meant to be used BY searching and going in to disply all of the RELATED instructions relevant to what you are seeking. Not intended to be read from pg. 1 to the end. Rda publishers will provide training on how to use content. For the content instead of separate chs for classes of materials: Books, carto materials, microfilms- “rda is organized around the goals or user tasks to help users identify and relate the resources they need from LC collections.”
In my experience as a Library Asst. So there is some criteria that needs to be met to be a reader.
There were branches in that department: Rare Books (which consisted of Rare Books catalogers and copy catalogers; there was no Acquisitions assistant that did the purchasing of RB; that was done by the Rare Book Curator who was separate from Tech Services); Cataloging: monographic and serials- original and copy with entering local fields and call numbers always assigned by HEH institutional policy. Acquisitions: 3 full time Library assistants.
: 3 full time Library assistants. (monographs, series)My duties: ORDERING MATERIALS- my favorite because it was mostly large book jobbers that I purchased materials from but I loved resourcing out of print book vendors and looking through the Christie’s and Sotheby’s auction catalogs for Rare books.Donations: I accepted donated materials, filled out a gift transmittal form for our records and for tax purposes, appraised in some instances and referred donated material to appropriate curator in charge of subject area. If the curator decided to add to the colleciton,, it would come back to me for adding. If they decided not to add, it would go to the HEH booksale. Booksale was internal and for readers and staff.Exporting records from RLIN21 and OCLCmonographs and some rare books
This is a mockup of an order slip. This is what the curators would see (refer to order slip sheet) this slide: this is what I WOULD see. I have the curator’s name (initials) on the order slip with the specific fund to use. Sometimes, they didn’t specify funds or they would say use the general fund. When they don’t specify, I go by call number. The N Library of Congress classification is in the ART area, therefore, I would use the art fund.
Sometimes, I would see this: fund- winters. Mrs. And Mrs. William Winters donate money annually to the Acquisitions budget and they want the money specifically spent on titles to help our collections grow in the area of British History.
Searched MILLENNIUM there are 0 entries. HEH had a policy that we never ordered duplicate copies. Only in rare cases but for the most part we ordered only one copy. 2) let’s search the catalog and see if we have it. If we do, the slip gets tossed, the curator notified that we have it and this process ends here. If not, we go to the next step. SEE 2-
For discussion sake, let’s say OCLC did not have a record for this title the curator wants. What do we do then? Well, good question. We need to create an original record because something needs to be placed in the queue to order electronically. But all we have is the information on this slip of paper. As long as we have the title, author, name of publisher and year of publication with price quote, we’ll be fine. That’s all we need for now. When the Library Asst in the Acq team receives the shipment, she’ll hand it to me, the other LA will approve the invoice and I’ll get the book. I can check OCLC again and see if a record has been created now that the book is published and it might be more complete than the info on this slip of paper. But that’s forward thinking. Let’s create our bare record from scratch. Here’s how:
HEGIS: Higher Education Generated Information Survey. These are the subjects that pertain to the appropriate funds to pay for the materials ordered. INVOICE APPROVALS: sometimes proforma- we pay first and then the item is shipped to us upon receipt of payment. Sometimes we receive the invoice with the book in which we pay in a timely manner after receipt of the book. https://www.ebsconet.com/login.aspxClaiming-
See slide #9.
Chart where it begins and where it goes.
Cross-training. I was fortunate to be given this opportunity.