1. Zack Lane ReCAP Coordinator July 2013 ReCAP Columbia University

2.  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 ReCAP Columbia University

3.  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 ReCAP Columbia University ReCAP patron staff CLIO Non-Restricted Restricted

4. ReCAP Columbia University  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 websiteCLIOReCAP Request Form  For more information see the Request Mechanism websiteRequest Mechanism

5. 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.

6. ReCAP Columbia 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.

7. 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

8. 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

9. ReCAP Columbia University Restricted vs. Non-CLIO  Some collections can be found but not requested in CLIO: RBML collections, Avery Drawings & Archives (BIBL# 5494198) RBML collections  Some collections are not in CLIO at all: Business Library’s Corporate reports, orphan barcodes Corporate reports orphan barcodes staff CLIO Restricted Non-CLIO

10. ReCAP Columbia University 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

11. ReCAP Columbia University Comparison of options for:  Patrons (via CLIO or staff) ◦ CLIO ◦ Mediated  Staff (via ReCAP Request Forms website): ◦ Mediated ◦ ILL ◦ Restricted access ◦ Non-CLIO

12. ReCAP Columbia University  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)

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

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

15. 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 can be found online herehere

16. ReCAP Columbia University  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

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

18. 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

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

20. 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

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

22. 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 1. 2. 3. 4.

23. ReCAP Columbia University  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 problemsrecap@libraries.cul.columbia.edu

24.  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