Zack Lane ReCAP Coordinator February 2012 ReCAP Columbia 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 request mechanisms designed for quick and convenient access to all Offsite collections ReCAP Columbia University

 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 Columbia University ReCAP patron staff CLIO Non-Restricted Restricted

ReCAP Columbia University  This slide show will cover several topics ◦ 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 websiteCLIOReCAP Request Form  For more information see the Request Mechanism websiteRequest Mechanism

ReCAP Columbia 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.

ReCAP Columbia University ReCAP patron staff CLIO Non-Restricted Restricted Request Mechanisms 1.CLIO 2.Mediated and ILL 3.Restricted Access 4.Non-CLIO

ReCAP Columbia 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

ReCAP Columbia University  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

ReCAP Columbia University  Restricted vs. Non- CLIO Collections  Some collections can be found but not requested in CLIO: RBML collections, Avery Drawings & Archives (BIBL# ) RBML collections  Some collections are not in CLIO at all: Business Library’s Corporate reports, orphan barcodes Corporate reports orphan barcodes staff CLIO Restricted

ReCAP Columbia University  Delivery 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 a single) authorized delivery locations

ReCAP Columbia University  Patron Options (via CLIO or staff) ◦ CLIO ◦ Mediated  Staff Options (via ReCAP Request Forms website): ◦ Mediated ◦ ILL ◦ Restricted access ◦ Non-CLIO

ReCAP Columbia University  Patrons may only place requests for items with a request button in CLIO  Some Offsite collections may not be requested in CLIO  Any valid UNI will allow request in CLIO, printing UNIs included  A UNI may not have a address for notification  Patron must have borrowing privileges to charge a ReCAP item at Circulation  Some items are In-library use only (non- circulating)

ReCAP Columbia University ReCAP patron CLIO Non-Restricted Restricted Request Mechanisms 1.CLIO 1.

ReCAP Columbia University  Staff place requests using one of four methods: ◦ Mediated Request ◦ ILL Request (Morningside/HSL) ◦ Restricted Access Request ◦ Non-CLIO Request

ReCAP Columbia University  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 are posted on the ReCAP website. Look under heading “Training Documents” for Mediated Requests

ReCAP Columbia University  Used by Morningside, HSL and ReCAP ILL staff  CUL staff route requests to ReCAP’s ILL/BD staff  ILL Requests are identical to Mediate Requests, plus Ariel option for delivery

ReCAP Columbia University ReCAP staff CLIO Non-Restricted Restricted Request Mechanism 2. Mediated and ILL 2.

ReCAP Columbia University  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

ReCAP Columbia University ReCAP staff CLIO Non-Restricted Restricted Request Mechanism 3.Restricted Access 3.

ReCAP Columbia University  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

ReCAP Columbia University ReCAP staff CLIO Non-Restricted Restricted Request Mechanism 4.Non-CLIO 4.

ReCAP Columbia University ReCAP patron staff CLIO Non-Restricted Restricted Modes of Request 1.CLIO 2.Mediated and ILL 3.Restricted Access 4.Non-CLIO

ReCAP Columbia University  There are several request mechanisms for ReCAP material  Patrons request ReCAP material through CLIO or staff mediate  Staff must choose the appropriate request mechanism  Contact with questions or

 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