1. ReCAP Request Mechanisms 9/15/2008 revised 1/12/2009, 11/4/2010 Zack Lane ReCAP Coordinator

2. Background Library patrons may request most off-site 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 off-site collections

3. Request Mechanisms 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 patron staff CLIO Non-Restricted Restricted

4. Contents This slide show will cover several topics Overview request mechanisms Schematic User types Definitions of terms Detailed information on each mechanism To access the mechanisms use CLIO or access the ReCAP Request Forms websiteCLIOReCAP Request Forms For more information see the Request Mechanism websiteRequest Mechanism

5. Request Mechanisms 1) Patrons place requests in CLIO. Patrons may also have mediated requests placed by staff.CLIO 2) Staff have several methods of placing requests. Access to the ReCAP Request Forms website is controlled by UNI. ReCAP Request Forms

6. Request Mechanisms: Schematic 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 User Types 1) Patrons place requests in CLIO. Patrons may also have mediated requests placed by staff.CLIO 2) Staff have several methods of placing requests. Access to the ReCAP Request Forms website is controlled by UNI. ReCAP Request Forms patron staff CLIO

8. Definition of Terms 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. Definition of Terms Restricted vs. Non-CLIO Collections 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 Corporate reports Science Fiction Backlog (BIBL# 6936946) staff CLIO Restricted

10. Definition of Terms 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 unitsSpecial staff locations Some collections have few (or one!) authorized delivery locations

11. Detailed Information Patron Options (via CLIO or staff):CLIO Mediated Staff Options (via ReCAP Request Forms website):ReCAP Request Forms Mediated ILL Restricted access Non-CLIO

12. CLIO Request Mechanism Patrons may only place requests for items with a request button in CLIO Some off-site collections may not be requested in CLIO Any valid UNI will allow request in CLIO, printing UNIs included A UNI may not have a [uni]@columbia.edu email address for notification Patron must have borrowing privileges to charge a ReCAP item at Circulation Some items are In-library use only (non- circulating)

13. CLIO Request Mechanism ReCAP patron CLIO Non-Restricted Restricted Request Mechanisms 1.CLIO 1.

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

15. Mediated Request Staff are encouraged to use Mediated Request for patron and staff requestsMediated Request Mediated Requests displays extra delivery options, including processing departments Input a Voyager Bib ID to access the request form Instructions are on posted on ReCAP website. Look under heading “Training Documents” for Mediated RequestsReCAP websiteMediated Requests

16. ILL Request Used exclusively by CUL ILL and ReCAP ILL staff CUL staff route requests to ReCAP’s ILL/BD staff ILL Requests are identical to Mediated Requests, plus Ariel option for deliveryILL Requests

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

18. Restricted Access Request Only authorized staff may place requests Restricted Access requests are placed for special collections requiring curatorial oversightRestricted Access Access is controlled by UNI Contact ReCAP Coordinator to gain access

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

20. Non-CLIO Request Non-CLIO requests are for items accessioned at ReCAP but not in CLIONon-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 Corporate Reports Requests are still subject to delivery limitations

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

22. Putting It All Together: Schematic 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. Summary 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