1. Library Technical Services: Selection, Acquisitions, Cataloging and Processing Adding materials to the library collection (Textbook Chapter 5)

2. Definitions (and order of operations) Selection: “systematic process of choosing materials relevant to a library or information center.” (Chapter 4) Acquisition: “the nuts and bolts [specific activities] of procuring items and paying the publishing companies that produce the items.” (p. 115) Cataloging: process of adding specific item information to the library catalog (OPAC) to make items accessible to patrons Classification: provides call number, subject headings and shelf location Processing: preparing materials for use

3. Selection of library materials Keep up-to-date on publishing trends. Read a variety of review publications.  e.g. Publishers’ Weekly, Booklist, Choice, etc. trends in your selection area/discipline Know your collection development statement Know your community. Every library serves a community Circulation data Keep up-to-date on current events.

4. Selection Criteria (p.105+) Authority – Who is the author? Who is the publisher? Is the author qualified to write on the subject? Accuracy – Would experts generally agree this is a good source? Currency – How up-to-date is the information? Does it duplicate something already available? Scope – What subject area does the item cover? Broad or specific? Interest – Will the item be used?

5. Selection criteria, cont. Organization and Format – Easy to use? Indexes? Cross references? Readable print? Strongly bound? Special Features – Illustrations? CD? Maps? Cost – Are there other comparable, less expensive, sources? Impartiality – Fair and balanced? If not, are other viewpoints represented in collection?

6. Selection Resources Book Reviews Problems: time delay; number of books reviewed; small press not well represented. Best Of and Recommended Lists Subject Lists/Bibliographies Publisher Sources (catalogs) Online Bookstores Books in Print – To verify bibliographic information. Patron requests

7. Acquisitions Collect Orders – online or on cards librarians, public requests, faculty/teacher requests Verify bibliographic information. Choose how to place the order Through publisher? Through jobber? At a bookstore? Urgency and cost often drive the choice. Place the order. Sometimes a purchase order is required.

8. Defintions Jobber: A wholesaler; buys from publishers at a discount and sells to libraries and booksellers at a discount. (examples: Baker & Taylor, Midwest, Brodart) (p.116) Encumbered funds - A bookkeeping term; when materials are ordered, the expected purchase price is set aside (encumbered) to ensure that funds will be available to pay for the item when it is received.

9. Acquisitions, cont. Receive and verify order (“check in”). All items shipped? Status of back orders? All in good quality? Return items as necessary. Make payment. Once received, items go through the library’s cataloging and processing procedures.

10. Acquisition plans Approval Order Plan : A jobber automatically sends all materials that match predetermined criteria. Items can be purchased or returned. Lease plan: Libraries (especially public) lease several copies of a popular book from a jobber for a short time. Standing Order: An arrangement with a publisher where libraries continue to receive an item until the order is canceled. It is most often used for materials that are regularly published or updated, e.g. almanacs, yearbooks, series.

11. Initialisms to Know ISBN - International Standard Book Number; for books. (ISBN-13) ISSN - International Standard Serials Number; for periodicals. NYP - Not yet published (also: forthcoming) OP - Out of print OS - Out of stock OSI - Out of stock indefinitely BO - Back ordered

12. To know: Difference between selection and acquisition. Things to consider when selecting an item for the collection. Typical acquisition steps.

13. Acquisition of Periodicals Broader category “serials” includes: periodicals, annuals, government documents, conference proceedings Types of periodicals: popular magazines Specialized magazines newspapers (local, state, national, international), trade periodicals, Journals: scholarly/peer reviewed/academic

14. Periodicals Check-in by issue (daily, weekly, monthly, quarterly) manual and/or online Policies and issues: retention/weeding, shelving, microform, circulation policies, online subscriptions, indexing

15. Electronic resources Database licensing Based on library service group and users Fluctuating holdings ‘ownership’ off-site access issues Consortia purchasing negotiates contract and reduced rates

16. Cataloging Goal: organizing library materials to make them accessible to library users (Kao p.6) Cataloging rules developed over time ‘card’ rules evolved to MARC (machine-readable) format and now includes metadata for digital resources. Cataloging record includes standard bibliographic information about the item (author, title, publication information, date), descriptive details, format, subject headings and call number classification. Use of standardized subject headings provides Authority control

17. Cataloging – overview (Kao p.21) Cataloging Descriptive Cataloging bibliographic and descriptive information Subject Cataloging Subject Headings LCSH Classification (call numbers DDC or LC)

18. Processing After library materials are cataloged, they are processed for patron use. Physical processing Barcode, call # label, property stamp Securing and protecting Covers, tattle tape, binding Adding item information to the record Add item numbers into OPAC Change location, item type, etc. Mending or repairing damaged items