1. Zack Lane ReCAP Coordinator April 2011 ReCAP Columbia University

2. ReCAP Columbia University 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

3. ReCAP Columbia University  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:

4.  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 ReCAP Columbia University

5.  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… ReCAP Columbia University Master Barcode File Master Bib Key File Voyager

6.  There are three streams of workflow that affect CLIO Location and the request button 1.Mass retrospective: The largest volume of material for ReCAP is processed by MRP 2.New acquisitions: About 30,000 volumes per year are processed by cataloging units. See Processing New Acquisitions for OffsiteProcessing New Acquisitions for Offsite 3.Database maintenance: Residual maintenance affects the appearance and disappearance of the request button ReCAP Columbia University

7. ReCAP Columbia University  CLIO changes for mass retrospective and new acquisitions follow similar paths  OPAC displays are slightly different 1. Mass Retrospective: 2. New Acquisitions:

8.  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 ReCAP Columbia University Voyager (CUL) LAS (ReCAP)

9.  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 ReCAP Columbia University File Voyager (CUL) LAS (ReCAP)

10. ReCAP Columbia University  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

11. ReCAP Columbia University Master Barcode File Master BibKey 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

12.  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)CPM-424 ReCAP Columbia University Voyager GFA File

13. ReCAP Columbia University  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

14. ReCAP Columbia University  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 File Master Barcode File

15. ReCAP Columbia University  The updated master barcode file is checked against all Voyager records  Any match adds a BibKey to the master BibKey file Master Barcode File Master BibKey File Voyager

16. ReCAP Columbia University  The result is a file of BibKey numbers  A BibKey is a unique number assigned to a bibliographic record in Voyager Master BibKey File Voyager Master BibKey File

17.  The Master BibKey file adds request buttons to OPAC Master BibKey File ReCAP Columbia University

18.  There is an approximate 2-hour time lag between the CLIO Location flip and generation of the request button Voyager ReCAP Columbia University

19. ReCAP Columbia University  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!

20. ReCAP Columbia University  Outline of ReCAP Accession : Simplified model of the process of accession at ReCAP Outline of ReCAP Accession  New Acquisitions for ReCAP : How new acquisitions are routed directly to ReCAP New Acquisitions for ReCAP  LAS : Introduction to ReCAP Database (LAS) LAS  Request buttons of the past. CUL has redesigned the request button several times to improve usability:

21.  For more information about access to ReCAP collections please see Off-site Library Shelving Facility (ReCAP) site on LWeb.Off-site Library Shelving Facility (ReCAP)  Training documents and data can be found on both the Staff ReCAP website and the ReCAP Data CenterStaff ReCAP website ReCAP Data Center  Tailored data sets and analysis will be provided to staff via the ReCAP Coordinator ReCAP Columbia University