Pasadena City College            LIB 104: Technical Services:                    Acquisitions,              Serials and Pr...
Pasadena City College                                LIB 104                                         Technical Services:  ...
Who am I? Natalie (Zagami) Lopez, M.L.I.S. Library Assistant I       Library Services Specialist II  for Serials Califo...
Who am I? Archival intern:    The Huntington Library      Processed Henry Huntington’s “Pacific Electric       Collecti...
In my experience… Private/Special Library: The Huntington Library    Reader Services    Technical Services Presidentia...
Who are you? Students Goals?Pasadena City College                                        LIB 104                        ...
“What’s in a Name?”                           Title?                   Library Assistant                 Library Technic...
Cal Poly Pomona University Library                    Academic Library        Library users: Staff, Faculty and Students  ...
Technical Services             Disneyland!Pasadena City College                                   LIB 104                 ...
Technical Services @ Cal Poly         Pomona & Disneyland          Cataloging             =      Frontierland             ...
Technical Services @ Cal Poly        Pomona & Disneyland          Monographs =                Fantasyland                 ...
Technical Services @ Cal Poly      Pomona & DisneylandElectronic Resources Unit = Tomorrowland                    eBooks, ...
Technical Services @ Cal Poly         Pomona & Disneyland           Serials        =   Adventureland                      ...
Library Assistant @                 Huntington Library Private Research Library. What does that mean?        Readership pr...
Library Assistant in Technical               Services @           Huntington Library                         3 branches:  ...
Library Assistant in Technical               Services @           Huntington Library         ACQUSITIONS = YESTERDAYLAND  ...
Walkthrough my duties @Huntington Library…          ORDERINGPasadena City College                                LIB 104  ...
Library Assistant@                   Huntington LibraryWEST OF THE MISSISSIPPI LIBRARY SERVICESTitle: A Survey of Art Hist...
Library Assistant:                   Huntington Library WEST OF THE MISSISSIPPI LIBRARY SERVICES Title: The Tudors and the...
Walkthrough: ORDERINGWEST OF THE MISSISSIPPI LIBRARY SERVICESTITLE: The Plantagenets : ǂb the kings that made Britain /AUT...
Procedures @ Huntington1st step: duplicate records2nd step: export record3rd step: queue order with funds4th step: send or...
What if there is no record in OCLC?                             Order it                        Original catalogingPasaden...
Original cataloging TITLE AND STATEMENT OF RESPONSIBILITY    Title Proper          “The Plantagenets : the kings that m...
Cal Poly Pomona University Library     …walkthrough of my duties…Pasadena City College                                LIB ...
From Library Assistant to   Library Services Specialist @ Cal             Poly Pomona                                 Orde...
Walkthrough: Claiming Periodicals                 Why claim Periodicals?                  Prepaid subscriptions           ...
Claiming Procedure Investigate the issue in question Frequency? Payment received by vendor? Follow the paper trail… Ha...
ORDERING @ Cal Poly PomonaWhy order?Let’s come back to this after a big picture image of  ORDERING.”Pasadena City College ...
Duties and Purpose Curator/Librarian/Bibliographer request order Technical Services- Acquisitions/Monographs/Serials Ve...
Duties and PurposeTechnical Services: checkin for Online Public Access  Catalog (OPAC), catalogBook processing: property s...
Duties and PurposeThe shelves for patrons/students/users to check outPasadena City College                                ...
Back to ORDERING @ Cal PolyPomona Ordering on Vendor Website – order slipsPasadena City College                          ...
Library Assistant @ Cal PolyPomona Electronic Resources Unit Reviewing license agreements Access, access, access Full-t...
Integrated Library System (ILS)    Innovative Millennium          SirsiDynixPasadena City College                       ...
Mock CheckinPasadena City College                                LIB 104                                         Technical...
Pasadena City College
What do you do next? Title not matching up in ILS? Check publisher information…why? I suspect a TITLE CHANGEPasadena Ci...
Title Change Important to look at the “cover page” of the “piece”  (book, CD-ROM, etc.) IN this case, BOOK. Look at exis...
ALPHABET BABY BLOCKS ALA (American Library Association) CLA (California Library Association) CARL (California Academic ...
Alphabet Baby Blocks (cont.) RDA (Resource Description & Access) FRBR (Functional Requirements for Bibliographic    Reco...
SOURCES                            Images courtesy of:                     Innovative Millennium"Software copyright Innova...
…and then somehttp://www.licensingmodels.org/http://ala-apa.org/lssc/webinars-and-presentations/(archived webinars)http://...
Pasadena City College                                               LIB 104                                               ...
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  • 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.
  • LIB 104 Natalie Lopez presentation

    1. 1. Pasadena City College LIB 104: Technical Services: Acquisitions, Serials and Processing May 1, 2012Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    2. 2. Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    3. 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. 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. 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 ServicesPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    6. 6. Who are you? Students Goals?Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    7. 7. “What’s in a Name?” Title? Library Assistant Library Technician Library Services Specialist Library AidePasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    8. 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. 9. Technical Services Disneyland!Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    10. 10. Technical Services @ Cal Poly Pomona & Disneyland Cataloging = Frontierland AACR2 to RDA Original Copy Authority Records Subject Headings Library of Congress Assigning call numbersPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    11. 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 WithdrawingPasadena City College Book repair LIB 104 Technical Services: Acquisitions, Serials and Processing
    12. 12. Technical Services @ Cal Poly Pomona & DisneylandElectronic Resources Unit = Tomorrowland eBooks, Demand Driven Acquisitions / Patron Driven Acquisitions Ejournals Licensing Access Full-text at article level Consortia: SEIR Innovative Millennium ERM module
    13. 13. Technical Services @ Cal Poly Pomona & Disneyland Serials = Adventureland Title Changes Copy Cataloging Ordering Renewals Invoice Approvalasadena City CollegeP LIB 104 Technical Services: Acquisitions, Serials and Processing
    14. 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 scholarsPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    15. 15. Library Assistant in Technical Services @ Huntington Library 3 branches: Rare Books Cataloging AcquisitionsPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    16. 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 budgetPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    17. 17. Walkthrough my duties @Huntington Library… ORDERINGPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    18. 18. Library Assistant@ Huntington LibraryWEST OF THE MISSISSIPPI LIBRARY SERVICESTitle: A Survey of Art HistoryAuthor: Louise GardenerPublisher: HarcourtLC Classification: N5300 .G25 2013 curator: JR1400 pg.Publ Year: 2013 fund: ARTSeries: Famous Artists, v.116ISBN: 978-0155011410Price: $105.00
    19. 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: $105.00Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    20. 20. Walkthrough: ORDERINGWEST OF THE MISSISSIPPI LIBRARY SERVICESTITLE: The Plantagenets : ǂb the kings that made Britain /AUTHOR: Derek Wilson.Publisher: London : Quercus, 2011 curator: AB1 vol.Publ Year: 2011 fund: brithistISBN: 9780857380043Price: $35.00Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    21. 21. Procedures @ Huntington1st step: duplicate records2nd step: export record3rd step: queue order with funds4th step: send orderPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    22. 22. What if there is no record in OCLC? Order it Original catalogingPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    23. 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. 24. Cal Poly Pomona University Library …walkthrough of my duties…Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    25. 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 collectionsPasadena City College ILS: Innovative Millennium LIB 104 Technical Services: Acquisitions, Serials and Processing
    26. 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. 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…CLAIMPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    28. 28. ORDERING @ Cal Poly PomonaWhy 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. 29. Duties and Purpose Curator/Librarian/Bibliographer request order Technical Services- Acquisitions/Monographs/Serials VendorsPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    30. 30. Duties and PurposeTechnical Services: checkin for Online Public Access Catalog (OPAC), catalogBook processing: property stamp, tattle tape to…Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    31. 31. Duties and PurposeThe shelves for patrons/students/users to check outPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    32. 32. Back to ORDERING @ Cal PolyPomona Ordering on Vendor Website – order slipsPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    33. 33. Library Assistant @ Cal PolyPomona 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. 34. Integrated Library System (ILS) Innovative Millennium SirsiDynixPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    35. 35. Mock CheckinPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    36. 36. Pasadena City College
    37. 37. What do you do next? Title not matching up in ILS? Check publisher information…why? I suspect a TITLE CHANGEPasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    38. 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. 39. ALPHABET BABY BLOCKS ALA (American Library Association) CLA (California Library Association) CARL (California Academic Research Libraries) SLA (Special Libraries Association) SCTPG (SouthernCalifornia TechnicalProcesses Group)Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    40. 40. Alphabet Baby Blocks (cont.) RDA (Resource Description & Access) FRBR (Functional Requirements for Bibliographic Records) DDA / PDA (Demand Driven Acquisitions / Patron- Driven Acquisitions) AACR2 (Anglo-American Cataloging Rules) ILS (Integrated Library System) ILL (Inter-library loan)Pasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    41. 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 EnterprisePasadena City College LIB 104 Technical Services: Acquisitions, Serials and Processing
    42. 42. …and then somehttp://www.licensingmodels.org/http://ala-apa.org/lssc/webinars-and-presentations/(archived webinars)http://www.ala.org/alcts/confevents/upcoming/webinar /pres(some free webinars- mostly preservation but there is one on book repair) Pasadena City College
    43. 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
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