ReCAP Request Mechanisms:
How they work and who uses themZack Lane
ReCAP CoordinatorJuly 2013
ReCAPColumbia University
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
Background
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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
Request Mechanisms
ReCAPColumbia University
ReCAP
patron
staff
CLIO
Non-Restricted
Restricted
Contents
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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
Request Mechanisms
ReCAPColumbia University
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.
Request Mechanisms: Schematic
ReCAPColumbia University
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
ReCAPColumbia University
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.
patron
staff
CLIO
Definition of Terms
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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 Terms
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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
staff
CLIO
Restricted
Non-CLIO
Definition of Terms
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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
Detailed Information
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Comparison of options for:
Patrons (via CLIO or staff)◦ CLIO◦ Mediated
Staff (via ReCAP Request Forms website):◦ Mediated ◦ ILL◦ Restricted access◦ Non-CLIO
Requesting via CLIO
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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)
CLIO Request Mechanism
ReCAPColumbia University
ReCAP
patron
CLIO
Non-Restricted
Restricted
Request Mechanisms
1. CLIO
1.
Staff Requests
ReCAPColumbia University
Staff place requests using one of four methods:◦ Mediated Request◦ ILL Request (Morningside/HSL)◦ Restricted Access Request◦ Non-CLIO Request
Mediated Request
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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
ILL Request
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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
Mediated and ILL Request Mechanisms
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ReCAP
staff
CLIO
Non-Restricted
Restricted
Request Mechanism
2. Mediated and ILL
2.
Restricted Access Request
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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
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ReCAP
staff
CLIO
Non-Restricted
Restricted
Request Mechanism
3. Restricted Access
3.
Non-CLIO Request
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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
ReCAPColumbia University
ReCAP
staff
CLIO
Non-Restricted
Restricted
Request Mechanism
4. Non-CLIO4.
Putting It All Together: Schematic
ReCAPColumbia University
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
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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 [email protected] with questions or problems
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
More Information Available
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