ReCAP Request Mechanisms

9/15/2008revised 1/12/2009, 11/4/2010

Zack Lane

ReCAP Coordinator

Background

• Library patrons may request most off-site 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 off-site collections

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

patron

staff

CLIO

Non-Restricted

Restricted

Contents

This slide show will cover several topics• Overview request mechanisms• Schematic• User types• Definitions of terms• Detailed information on each mechanism

To access the mechanisms use CLIO or access the ReCAP Request Forms website

For more information see the Request Mechanism website

Request Mechanisms1) Patrons place requests in CLIO.

Patrons may also have mediated requests placed by staff.

2) Staff have several methods of placing requests. Access to the ReCAP Request Forms website is controlled by UNI.

Request Mechanisms: Schematic

ReCAP

patron

staff

CLIO

Non-Restricted

Restricted

Request Mechanisms

1. CLIO

2. Mediated and ILL

3. Restricted Access

4. Non-CLIO

1.

2.

3.

4.

ReCAP User Types

1) Patrons place requests in CLIO. Patrons may also have mediated requests placed by staff.

2) Staff have several methods of placing requests. Access to the ReCAP Request Forms website is controlled by UNI.

patron

staff

CLIO

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

staff

CLIO

Non-CLIO

Definition of TermsRestricted vs. Non-CLIO

Collections

• Some collections can be found but not requested in CLIO:

RBML collectionsAvery Drawings &

Archives (BIBL# 5494198)

• Some collections are not in CLIO at all:

Business Library’s Corporate reports

Science Fiction Backlog (BIBL# 6936946)

staff

CLIO

Restricted

Definition of TermsDelivery 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 one!) authorized delivery locations

Detailed Information

Patron Options (via CLIO or staff):• CLIO• Mediated

Staff Options (via ReCAP Request Forms website):

• Mediated• ILL• Restricted access• Non-CLIO

CLIO Request Mechanism

• Patrons may only place requests for items with a request button in CLIO

• Some off-site 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)

CLIO Request Mechanism

ReCAP

patron

CLIO

Non-Restricted

Restricted

Request Mechanisms

1. CLIO

1.

Staff Requests

Staff place requests using one of four methods:

• Mediated Request

• ILL Request (Morningside/HSL)

• Restricted Access Request

• Non-CLIO Request

Mediated Request

• Staff are encouraged to use Mediated Request for patron and staff requests

• Mediated Requests displays extra delivery options, including processing departments

• Input a Voyager Bib ID to access the request form

• Instructions are on posted on ReCAP website. Look under heading “Training Documents” for Mediated Requests

ILL Request

• Used exclusively by CUL ILL and ReCAP ILL staff

• CUL staff route requests to ReCAP’s ILL/BD staff

• ILL Requests are identical to Mediated Requests, plus Ariel option for delivery

Mediated and ILL Request Mechanisms

ReCAP

staff

CLIO

Non-Restricted

Restricted

Request Mechanism

2. Mediated and ILL

2.

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

Restricted Access Request Mechanism

ReCAP

staff

CLIO

Non-Restricted

Restricted

Request Mechanism

3. Restricted Access

3.

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

Non-CLIO Request Mechanism

ReCAP

staff

CLIO

Non-Restricted

Restricted

Request Mechanism

4. Non-CLIO

4.

Putting It All Together: Schematic

ReCAP

patron

staff

CLIO

Non-Restricted

Restricted

Modes of Request

1. CLIO

2. Mediated and ILL

3. Restricted Access

4. Non-CLIO

1.

2.

3.

4.

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