POPULAR LINKS
Librarian or faculty member
Submits requests for books.
Technical Services Librarian
Reviews requests;
Forwards approved requests to Acquisition Technician.
Acquisition Technician
Checks online catalog for books requested; if owned or on order, notifies requestor.
If not owned:
Selects vendor(s) and places order(s);
Loads MARC records from OCLC into online catalog in on-order status, specifying library, and updates OCLC;
If not found, creates a brief record in Sirsi;
If requestor is to be notified when book is available, puts comment in Sirsi record.
Unpacks new books as they arrive, and puts them on carts separated by library;
Checks books and returns to vendor if not acceptable;
Puts notes on books paid by FOL funds;
Places accepted books on cart, identified by library (San Luis or North County) and
Notifies Technical Services Librarian.
Once Technical Services Librarian has approved the books, changes home location from "on order" to "in process", and (if applicable) item type to "reference".
Reviews invoices to verify receipt of books and prices;
If book on order not available, deletes Sirsi record and notifies requestor.
Technical Services Librarian
Examines new books, indicates if special type (reference, etc.).
Cataloging Technician
Reviews in-process Sirsi record for each book;
If brief record, imports full record from OCLC, updates OCLC, and deletes short record;
If still not found, retries in 1 week, then passes to Technical Services Librarian;
Applies barcode and enters into computer records;
Updates item type, location, source, and special collection;
Edits for correctness and conformity to AACR2 and Cuesta standards;
Writes call number on verso of title page and prints spine label;
Checks book out to INPROCESS. (Note: we actually have two different kinds of INPROCESS books: those that have had their home location changed to INPROCESS upon receipt and acceptance into the library, and those that have also been checked out to INPROCESS by the Cataloging Technician.)
* For a flowchart representation, see Exhibit 1.
Student Assistant
For each book:
Matches spine label to call number on title page verso;
Property stamps edges and title page;
Applies spine label and any additional labels required;
Inserts security strip.
Cataloging Technician
Checks books to be sure all work has been completed correctly;
When a full cart of books is ready:
Prepares list of books added (items in process) and sends to librarians via email [see Release New Items for Use: Print New Book List];
Discharges books from INPROCESS;
Places cart of new books at information desk for librarians to review;
Sends notices to requestors.
Acquisition Technician
Follows new book procedures, except does not create brief records for titles not found in Sirsi. For North County ESL books, uses location code MAGAZINES. For San Luis ESL books, uses location code READING-CNR. Notifies Technical Services Librarian when ESL books have arrived.Technical Services Librarian
Notifies ESL faculty (i.e. Douglas Pillsbury, or whomever ordered the ESL books) that books have arrived, in order that the ESL faculty may assign reading levels to the books.Cataloging Technician
Follows new book procedures, except creates brief records for titles not in catalog. Brief record will contain author's name in verified authority form, title, and edition statement if needed. Call number will be in format "ESL [level] [author's last name]", i.e. "ESL 4 HEMINGWAY". Call number will be written on special orange ESL labels. Cataloging technician will browse authority in Sirsi to verify the form of name for known authors, then cut and paste that name. If there is a 700 author-title field, it will have the format "700 12 Author last, First. |tTitle of book." You may also need to add a 250 edition field, to make it clear that the work is abridged. (E.g. "250 [Abridged ed.]".Prepare book
Enter book into the online catalog
Personal author: Last name, first (period).
Title: Omit A, An, or The at beginning of title. Only the first letter of first word is capitalized (unless there is a proper name) (period).
Publication info: Publication date (period).
Physical description: The number of pages in the book. Example: 123 p.
Acquisition Technician
Unpacks books and checks condition;
Forwards to Cataloging Technician identified as "Standing Orders".
Cataloging Technician
If new edition or new title,
Loads MARC record from OCLC, updates OCLC;
Edits Sirsi record as described in new books.
If new volume of existing title,
Adds new volume (call number) to title record;
Writes call number on title page verso;
Edits and prints spine label (on attached "receipt printer");
Checks out to INPROCESS.
Has book processed by Student Assistant (as in new books) and checks work;
Instructs Student Assistant to shelve book and act on retention instructions in 590 field of Sirsi record.
Librarian
Reviews donated books and places those not needed on FOL shelf for book sale;
Forwards books to be added to collection to Cataloging Technician, indicating library (San Luis or North County).
Notes if book needs special label (e.g. donated by ...)
Cataloging Technician
For titles already owned by us:
For titles not owned:
Librarian
Decides which books need to be discarded.
Also, reviews books recommended for discard by faculty members and forwards them to Cataloging Technician.
Checks out items to DISCARD
Blacks out barcode
Forwards to student assistant, who follows procedures at DISCARDS.
CATALOGING TECHNICIAN
(Full Time)
DUTIES
For all new or gift items being added to the collection (except serials that are handled by the Serials Technician):
Check to see if the item is in Sirsi.
If so,
If the record is a brief record added for orders or reserves, then delete the brief record and proceed as if no Sirsi record exists.
For items to be added to title (MARC) records for existing items, proceed to "Barcode Additional Copies or Volumes"
For items with "in process" in the location field of the Sirsi record, edit the MARC data before barcoding and processing. (If you have a gift title and find an "On Order" or "in process" MARC record, notify the Acquisitions Technician so the order for that title can be cancelled.)
If no Sirsi record exists:
Search for the item in the OCLC On-Line Union Catalog and if found import and edit the record.
If there is no record in OCLC, a close but not exact match (such as a different edition) may be used. Indicate "NEW" and edit in OCLC.
If no MARC data can be obtained from OCLC, forward the item to the Technical Services Librarian for cataloging.
If no valid LC call number appears in record or CIP, or if call number does not conform to local standards, after barcoding and editing, forward the item to the Technical Services Librarian for assignment of a number. If you have any questions on the cataloging you have imported from OCLC, forward the item with a note to the Technical Services Librarian.
After editing has been completed and the record updated, edit and print spine label.
(See print label procedure.)
Check comment field for "requested by"; if found, complete a notification form. (See Exhibit 8.)
Charge books to INPROCESS.
Process books (see New Book Processing) - done by student assistant if possible.
Verify that processing has been done correctly.
When a full cart of books has accumulated:
Prepare a list of new books and email to librarians.
Discharge books from INPROCESS.
Send notification forms, if any, to requestors.
Shelve standing order books, except ones cataloged separately. Follow instructions in 590 field for disposition of previous volumes.
Put remaining books on a cart next to the Information Desk for Librarians to review.
Note: Books that are to be put on reserve are given special priority.
Preferred method to load records. Used when a search on a single key will yield good results (one or several item records.) The search is fairly specific (e.g. Title, Author, ISSN, LCCN, etc.) and loads items one by one. If the search finds zero records or a large number of records, set aside the item for a batch load. (See next page.)
Select and import record
From the initial Sirsi wsclient screen, click on Information Gateway, Z3950 sites, then choose OCLC WorldCat.
After the selection screen is complete, enter the search key (ISBN if available) in the box at the upper left and click on the icon representing the key being used (ISBN, title, author, etc.).
If the number of records retrieved is zero or a large number, either try another key or set aside the item and use the batch method, which has more options.
Click on the box to the left of the title of a record to display it. Repeat if necessary until the best match is found. (Use one prepared by Library of Congress, source contains DLC, if available). If none of the records found are acceptable, set aside the item for a later batch search.
From the icons above the record, click on "post holdings" (the rightmost one), then "capture" (4th from right, the camera icon)
From the options screen, select "match and load," enter library (SAN-LUIS or NORTHCNTY in caps), and click OK.
At this point Sirsi will display the call number and title information in edit mode.
Edit and barcode the items
Edit Sirsi call number and description fields as needed and press enter or click on "go"
Perform a create item transaction, choosing "add copy".
Enter or update item data as needed, attach a barcode to the book, and scan it in.
Write the call number in pencil in the book, on the t.p. verso.
Perform an "edit item" transaction, go to the bottom, and edit and print the label.
For the next search, return to Z3950 screen, delete the display of the previous record, erase the previous search key, and repeat the preceding steps starting with entering the key.
After all searches have been performed, return to Z3950 database selection, select WorldCat and click on "Exit" in the lower left corner to break the connection to OCLC.
Use when the SmartPort method is unsuccessful, or when a complex search is needed using a derived key or a qualifier. If a large number of records is found, they can be reviewed much more easily and quickly than in SmartPort.
Export records from OCLC (for titles not in Sirsi)
Delete my computer\oclcapps\export.dat file if present.
Keep books separate by library (San Luis, North County) and perform all of the following steps for each library.
Open a cataloging session in OCLC by clicking on Passport icon and opening cataloging session.
For each book to be cataloged:
Search the OCLC Online Union Catalog by ISBN or ISSN, if known, LCCN, title (3,2,2,1), author/title (4,4), or, as a last resort, scan title.
If record cannot be found, forward to Technical Services Librarian.
If record is found, enter U for update to indicate we have the item, or N for new if not an exact match, then enter XPO to write the record on the export file.
After all books have been processed, close the OCLC session.
Import records into Sirsi system
In Sirsi, select import/export from the Utility Selection Menu.
Choose 3 for marcimport, then 2 for bibliographic data, "I" for import, 1 for bibliofile, and 2 for pcdiskette.
Load records into Sirsi database (by running a report)
In Sirsi, select "report" from Utility Selection Menu.
Enter 1 for running reports, then "co" for copy.
Select oclcload, then r for review and 3 for selection.
Press enter to accept the values in the copy except:
For library, select either San Luis or North County.
For file to load, select the name of file imported.
Press escape to get back to the Master Screen.
Type s for schedule, enter a name for the report (loadmmdd), 1 for ASAP, and enter.
Check status of report. If it’s listed, it hasn’t finished running yet; try again. When it’s no longer listed, type enter to get back to the report type selection menu.
Type 2 for finished reports, v for view, the number of the report, and enter for format.
Look at the report to make sure it ran correctly, and make note of any problems that need to be resolved.
Delete the Export.dat file so that it will be empty for the next time records are loaded.
All MARC data imported into Sirsi must be edited to conform to AACR2 and local standards. The following are intended to be helpful notes, and not a permanent, fixed procedure.
Enter an "edit item" transaction for the item, with fixed fields option selected. If the record was imported on the same day, qualify the search using shadow = both. Be sure the record matches the book on title, edition, author, publisher and year. In the "edit item" transaction, information is divided into sections:
Copy info:
Apply barcode to book and scan into computer.
If item type and home location differ from the displayed values, change them to the appropriate values.
If the item was not purchased with library funds, place the appropriate value in "source" -Gift, Friends, Doc. (government document) or Gift-doc.
If the item is part of one of the following "special collections" update the field accordingly: Nursing, Juvenile, Morro Bay or Textbook.
Check to be sure that library is correct.
The number of pieces field should always be 1, otherwise it causes problems when the item is charged or discharged.
Price is not entered for books, only for videos if available.
Call number info:
If the call number field does not contain a valid LC classification number, space down to the descriptive information, and copy it from tag 050 or 090 if present, or copy it from CIP information. Write the call number in pencil on the title page verso. If the call number is questionable (see call number notes at end of section) or not found, give the item to the Technical Services Librarian after editing remaining fields.
Change class scheme to LC.
Shelving key will be set by the system.
Press enter to update the record.
Title info
Leave this section as it is.
Check data in fixed fields to be sure it’s correct. Check codes for date type and date(s), codes for country (or state), illustrations, contents, government pub., index, biography, fiction, etc. Sometimes values need to be added in these fields. For fixed field guidelines, see the following table:
FIXED FIELDS IN OCLC AND SIRSI
|
|
OCLC |
|
SIRSI |
VALUES |
|
01 |
Type |
01 |
Rec_Typ |
a - book |
|
02 |
ELvl |
03 |
Enc_Lvl |
blank - full level, LC k - new record created by us |
|
03 |
Srce |
13 |
Source |
blank - LC |
|
04 |
Audn |
15 |
Audience |
blank - default j - juvenile |
|
05 |
Ctrl |
05 |
TypeCtrl |
blank - default a - archival control |
|
06 |
Lang |
11 |
Lang |
eng – English, fre – French, ger – German, spa - Spanish Et cetera |
|
07 |
BLvl |
02 |
Bib_Lvl |
m - monograph (default) c - collection |
|
08 |
Form |
16 |
Repr |
blank - can be read by the naked eye a - microfilm b - microfiche d - large print |
|
09 |
Conf |
19 |
ConfPub |
1 - conference publication 0 - not conference |
|
10 |
Biog |
23 |
Biog |
blank - not biography b - individual biog. d - contains biog. info. a - individual autobiog. c - collective biog. |
|
11 |
MRec |
12 |
Mod_Rec |
blank |
|
12 |
Ctry |
10 |
Ctry |
Country code. For U.S., 2-pos. statecode, followed by u (cau) |
|
13 |
Cont |
17 |
Cont |
blank - default d - dictionary i - index r - directory b - bibliography e - encyclopedia k - discography (sound) c - catalog f - handbook q - filmography |
|
14 |
GPub |
18 |
Govt_Pub |
blank- not govt pub i - international l - local f - federal s - state |
|
15 |
Fict |
22 |
Fiction |
1 - fiction 0 - nonfiction |
|
16 |
Indx |
21 |
Indx |
1 - has index 0 - no index |
|
17 |
Desc |
04 |
Desc |
a - AACR2 |
|
18 |
Ills |
14 |
Illus |
a - ill d - charts g - music o - photographs b - maps e - plans h - facsims. c - ports f - plates k - forms |
|
19 |
Fest |
20 |
Fetschr |
1 - Festschrift 0 - not Festschrift |
|
20 |
DtSt |
07 |
Dat_Tp |
Date type: s - single r - reprint/original t - publication/copyright m - multiple (parts) n - unknown |
|
21a |
Dates |
08/09 |
Date1, Date2 |
date1 = year, date2 blank if type s or n |
|
99 |
none |
06 |
Entrd |
Date entered into OCLC - yyyymmdd |
Descriptive info:
Primarily MARC fields. Edit all of these fields for spelling, punctuation, and correct usage of indicators and subfields. Convert records in old format to AACR2 standards.
010 - check against LC control number if it appears in the book.
015 - National bibliography number, applies only to non-US call numbers. Delete.
020 - check ISBN to be sure it matches book
022 - Same but for ISSN
050 - Copy to call number field above.
082 - If Dewey or other call numbers ( tag numbers 055-099) are present, delete them.
100 - Main entry – author’s personal name. Check the name against title page of book. If the person named is not an author (e.g. an editor), move the information to a 700 field, delete the 100, and change title (245) to main entry.
245 - Title statement
Indicator 1 - 0 if this title is main entry, 1 if title added entry is needed.
Indicator 2 - Number of nonfiling characters ("The" is 4 characters, "a" is 2.)
Subfield a - Title proper as found on title page
Subfield b - Remainder of title (subtitle) as found on title page
Subfield c - Statement of responsibility from title page. (Exclude "Dr.", "Ph.D.", etc.)
246 - Variant form of title (May have multiple 246's)
Indicator 1 - usually 3 (no note, title added entry)
Indicator 2 - 0 = portion of title, 4 = cover title, 8 = spine title, blank = variant title. (See OCLC Bibliographic Formats and Standards for other possible values.)
250 - Edition statement - must be in book, otherwise delete.
Numbers - 1st, 2nd, etc., Standard abbreviations - ed., rev., etc.
260 - Check place of publication and publisher’s name (shortest form recognizable) against book. Include distributor if it appears in book. Check date, precede date with c if only copyright, not publication date appears.
263 - Projected publication date - delete.
300 - Physical description
Number of pages, including roman numerals, regular numbers, pages of plates.
If several sections, each numbered separately, put 1 v. (various pagings).
List all types of illustrations; should correspond with fixed field for illustrations.
Use standard abbreviations. Indicate "col." (before type of ill.) or "(some col.)" (following type) if applicable.
Verify or add measurement in cm.
440 - Title of series (traced) and number within series, if given. Use only if series name in the book is the authorized name, otherwise use:
490 - for series name shown in book (untraced), and 830 for official name.
500 - General note - to explain other entries, to indicate "Includes index", etc.
504 - Bibliography note – "Includes bibliographical references." May be followed by page number(s) in parentheses if it is organized for easy reference, and not just end notes, footnotes or chapter notes. Follow with "and index(es)" if applicable.
586 - Used only and always to specify Caldecott Medal or Newbery Award, followed by the year of the award.
505 - Contents note:
Optional/Optional 1st Indicator0 Contents 1 Incomplete contents 2 Partial contents 8 No print constant provided
Contents notes contain the titles of separate works or parts of an item. They may also include statements of responsibility associated with the works or parts. Volume numbers and other sequential designations are included in the note, but chapter numbers are omitted.
Use field 505 for formal (formatted) contents notes
Leave four spaces in the text of the field for the missing parts.
Indicates the type of contents note.
0
Contents. The entire item is in hand and described by the note.
505 0 How these records were discovered -- A short sketch of the Talmuds --
Constantine's letter.
505 0 v. 1. The fellowship of the ring -- v. 2. The two towers -- v. 3.
The return of the king.
1
Incomplete contents. The entire item is not in hand and
the note describes only what is available.
505 1 v. 1. Plain tales from the hills.
2
Partial contents. The entire item is in hand but the note
describes only selected parts of that item.
505 2 Baptisms 1816-1872 -- Church members 1816-1831 -- History of the Second Presbyterian Church of West Durham / L.H. Fellows.
The text of the contents note may include titles, statements of responsibility, volume numbers and sequential designations, durations (for sound records), etc. Use exact punctuation.
505 0 Love and peril / the Marquis of Lorne -- To be or not to be /
Mrs. Alexander -- The melancholy hussar / Thomas Hardy.
505 0 pt. 1. Origins and overview (104 fr., 19 min., 54 sec.) -- pt. 2.
The Middle Ages and the Renaissance (96 fr., 25 min., 9 sec.) --
pt. 3. The Baroque era (91 fr., 24 min., 20 sec.)
505 0 Preface, 5 -- Vita, 7 -- Description and arrangement, 10. --
Container list series I, 14 -- Container list series II, 26 --
Index, 34.
505 0 Introduction 1. -- Inventory 5. -- Appendix I, List of
completed project files of the Commission of Fine Arts (Entry 6),
9. -- Appendix II, Members of the Commission of Fine Arts, 1910-54,
37.
505 0 Sonata in D major, op. 6 -- Three marches, op. 45 -- Variations
in C major, op. 23 -- Variations in C major, op. 34.
505 0 Pisgah National Forest -- Nantahala National Forest, Pisgah
National Forest (Pisgah Ranger District) -- Uwharrie National
Forest -- Croatian National Forest.
505 0 The fourth millennium / Henry Brant (9:00) -- Music for brass
quintet (14:00)
Field 505 prints as a note. The first indicator controls print constants.
1st Ind. AACR2 print constants 0 or 1 Contents: 2 Partial Contents:
When you create a note that exceeds approximately 600 characters, the OCLC system breaks the data into segmented fields. If you print using a record that contains long notes in two fields, the note prints in two paragraphs. If the record contains two or more 505 fields, the second note (second paragraph) has a second print constant unless you use second indicator 8. [When editing records in Sirsi WorkFlows, don't make a 505 contents note that is more than 600 characters. Just make as many 505 contents notes as you need.]
590 - Usually used to specify which parts our library owns or lacks, or facts about our copy. Also used for retention instructions for volumes of standing orders.
600-651 - Subject added entries. Delete if not LC (second indicator not 0) Verify in OCLC authority file if "UNAUTHORIZED", correct or delete if necessary.
6xx-other - Index terms, usually for genre - delete.
700 – Additional authors, editors, etc. Omit |e, relator term.
740 - OK if used for analytical titles, to trace parts or sections of the work. The field was once used for variant titles, but this use is obsolete, so it should be converted to a 246.
830 - Use for authorized series name, if 490 is used for series. Traced.
891 - This is the holdings pattern field for serials. Do not delete it, because it automatically creates the pattern (and saves time) for the serials control record used by the serials technician.
After editing is finished, press enter to update the record, otherwise changes will not take effect.
While editing a cart of books, check the "UNAUTHORIZED" subject headings in the OCLC authority file, as described in the following section:
LOAD OCLC AUTHORITY RECORDS INTO SIRSI
1. Once a month, run the "List Unauthorized Tags" report. Keep the window open with the listing of unauthorized headings and toggle back and forth between it and OCLC.
2. Go to OCLC/Passport.
change to authority file -- "cho af" <F11>
set up session -- click on Export/Transfer tab, name the
file (e.g., authmay),
click on OK.
Search using Scan command with an index label, e.g.:
Authorized subject (650) will show up in its authority record as a 150. 450 fields cannot be used. 550 fields are "see also" references. Check the fixed field element "Subj" to make sure it says "Subj: a", because that means it is an authorized LCSH heading. (There are other types of headings in the authority file, e.g. LC Children's subject headings.) Type "xpo" <f11> to export to the file. Click "yes" to overwrite.
3. Go to WorkFlows
click lightning bolt (search source).
4. This takes you to the Z39.50 window.
click saved files (3rd icon down on the left), click the import
icon (2nd from right across top of Saved files box).
this takes you to the C drive directory, double-click on OCLCAPPS, double-click on [autho].dat., click raw.
name the file the same thing you named it in step 2 above, click
OK.
click on that name now appearing in the Saved files box, and
click view (1st icon on left across top of box), click OK to use ZAUTH
formatting
click the camera icon (3rd from right) to capture the record
click OK to accept defaults (match and load, match points=chn),
click OK to load.
5. This takes you back to WorkFlows. Click OK immediately to load the record.
6. Go back to the Z39.50 window
click the forward arrow to go to the next record, click on the
camera icon to capture, and repeat the process. Close when you have
finished all the records.
LOAD NETLIBRARY MARC RECORDS INTO SIRSI
1. When you find out that we have added a Netlibrary collection, you will need to load MARC records for the items. Instructions for ftp'ing to ftp.netlibrary.com will include a new username and password.
2. Login to ftp.netlibrary.com, download the records to the Unicorn/Marcimport directory (or you can download the MARC records to your desktop, then upload them using the Sirsi Marcimport utility).
3. Use the Bibload report, which has been customized as Load Netlibrary
Records, owned by TLAU. If the report somehow gets deleted, here are the
selections to use:

4. Once you have loaded the Netlibrary MARC records, you will need to clean up the unauthorized headings. In the Authority group of reports, run the List Unauthorized Tags report, choosing the date you loaded the Netlibrary records as the date created. Then follow the process for loading unauthorized headings into Sirsi.
Series
For some series, such as Information Plus, we use a general type of call number and shelve the whole series together. For others, such as Passport, we use a more specific call number for each book so that they are shelved with other books on the same topic. Use existing volumes as a guide, or ask the Technical Services Librarian.
Children’s Books
For nonfiction children’s books, we place PZ in front of the call number, except those which are used as part of our general collection.
Some children’s books, such as craft and activity books, are classified under education (LB) for reference by Early Childhood Education students.
Cuesta College Materials
Cuesta College publications are classified in LD 6501 C77-865. We use the old Table I from the fourth edition of LCC to subarrange them. The old Table I is in the back of the print LC Classification. Ask Technical Services Librarian to classify.
JX Classification
Obsolete; now classified in JZ or KZ. Ask Technical Services Librarian to classify.
Z Classification
Sometimes items in the Z classification are changed. For example, a bibliography on a special subject may be put under that subject instead of Z. Ask Technical Services Librarian.
Deering’s California Codes
We carry a full set of Deering’s California Codes Annotated (KFC30.5 .D4). It is divided into subjects, with each subject having several volumes. Updates are issued in two ways. All or part of a subject may be replaced with new volumes, and the number of volumes may change as a result. To maintain proper shelving sequence, the call numbers include subject abbreviation and beginning section number as the last 2 lines of the call number. Supplements in the form of pocket supplements or paperback volumes are issued annually, replacing preceding supplements if any. These supplements are sequentially numbered for the entire set, and cross-references to titles and section numbers are printed in an accompanying list, such as the one found in Exhibit 9. This exhibit also shows the title abbreviations that we use in the call number.
Math Videos
Multiple copies of math videos are put on reserve for classes. At the San Luis campus, copy 1 of a video is 2-hour reserve, while the remaining copies are overnight reserve. The Sirsi system requires that in order for items to have differing reserve checkout times, they must be linked to different call number records. Therefore, create a call number record for vol. 1, copy 1, another call number record for vol. 1, copies 2-5 (or whatever), with copy records for 2-5 attached to the second call number record.
Cutter Numbers for Translations
The following rules are used for material translated from one language to another language:
.x Cutter no. of original
.x13 English Example: (Original) (Trans. To English)
.x14 French N22 N2214
.x15 German C25 C2515
.x16 Italian O45 O4516
.x17 Russian C4 C417
.x18 Spanish L5 L518
.x19 Others
Author Number Cutters
(1) After initial vowels
for the second letter: b d l-m n p r s-t u-y
use number: 2 3 4 5 6 7 8 9
(2) After initial letter S
for the second letter: a ch e h-i m-p t u w-z
use number: 2 3 4 5 6 7 8 9
(3) After initial letters Qu
for the second letter: a e i o r t y
use number: 3 4 5 6 7 8 9
For initial letters Qa-Qt, use: 2-29
(4) After other initial consonants
for the second letter: a e i o r u y
use number: 3 4 5 6 7 8 9
(5) For expansion
for the letter: a-d e-h i-l m-o p-s t-v w-z
use number: 3 4 5 6 7 8 9
Letters not included in the foregoing tables are assigned the next higher or lower number as required by previous assignments in the particular class.
EDIT SIRSI RECORDS FOR NON-BOOK ITEMS
Bibliographic records for non-book items, such as serials, videocassettes, audiocassettes, compact disks, and computer disks, are obtained from OCLC if available, edited as much as possible, then given to the Technical Services Librarian for review. This is the procedure to be used:
Look for the item in Sirsi. If found, treat the item as an additional volume or copy.
If not in Sirsi, search for the item in OCLC using the Batch method and export it. If not found, forward the item to the Technical Services Librarian with an explanatory note.
Import the record into Sirsi.
Edit copy and call number information; enter price, if available, for videocassettes only.
Edit description information as much as possible.
Write the information to be used in labeling on a scrap card as applicable.
Forward the item to the Technical Services Librarian for review.
When the item is returned, look at the comments from the librarian and the edited record, and take note of the corrections that were made.
Process the item to prepare for use. (See Processing Non-Book Items.)
Bring up item on Sirsi
Find the record by author, title, or both. If the record was loaded the same day, qualify the search to look in the shadow catalog. (On the catalog lookup screen, click on "qualify" in the upper left, change the shadow field to "both" and continue with the lookup.) Perform an edit item transaction and compare the item to the screen display by title, author, edition, publisher, and publication year to make sure all fields match. The Cataloging Technician must edit the MARC data for the item if this has not already been done.
Edit item data
If reference, career, ELIC, or atlas (post-it note on book)
Modify home location and item type with appropriate values.
If item is to be sent to nursing dept. (post-it note)
Select applicable type prefixed by "nsg-" and modify home location to nursing.
If non-book item
Select the appropriate type and/or location.
Indicate source or special subject if required (noted by Librarian or Technician)
For donated items, source = gift.
If paid for by Friends of the Library, source = friends
If government document, source = doc or gift-doc
If Morro Bay, Nursing, Textbook or Juvenile book, modify special subject.
If additional material to be kept with item e.g. maps, pamphlets, etc. (this does not apply to items to be barcoded separately,) do not change number of pieces, as this causes problems when charging and discharging the item.
Barcode item
For books, discard the dust jacket if present, except for children’s books. (See New Book Processing: Special Procedures for Children’s Books)
For non-book items, place in a container if necessary.
Affix a barcode strip to the item or its container and scan the barcode into the barcode field. (Barcode is placed on the item itself, except for CDs, audiocassettes, and videodiscs, which are barcoded on the container.)
Check for "record updated" response from the system.
Check item out to "INPROCESS".
For any additional volumes, see "Barcode Additional Copies or Volumes."
Record information for special labels
For non-book items, make a note of call number, title, author (if present).
For videocassettes, also record duration, sound/silent, color/b+w
Put note with item for processing.
If comment indicates requestor notification, prepare applicable form (See exhibit 8)
Print spine label. (See Print Labels from Sirsi.)
BARCODE ADDITIONAL COPIES OR VOLUMES
Bring up item on Sirsi
Locate the record in Sirsi, and perform a "display1 item" transaction
Check to make sure it is the right item and look at existing copy numbers and volume subcodes in call number(s).
Create record for additional item (additional copy, volume, or accompanying item
to be added to an existing title)
Perform a "create item" transaction.
To create an additional copy for the same library, specify "copy", and enter the number.
To create an additional copy for another library, an additional volume, or an accompanying item, specify "call", enter or modify subfield z in call number* and revise item type, location, source and/or price if necessary.
For books, write call number* in pencil on title page verso.
Apply barcode
For non-book items, place in a container if needed.
Affix barcode strip to item or container and scan it into the barcode field. (For material to accompany an AV item, barcode the manila folder; for documents or reports to be placed in a binder, barcode the binder.)
Look at the bottom of the display to be sure "item created" is shown.
Do an "edit item" transaction, perform further editing if required, and print spine label as described in print label procedure.
Perform a "display1 item" transaction and look at item data at bottom to verify.
Record information for special labels
For non-book items, make a note of call number, title, author (if present).
For videocassettes, also record duration, sound/silent, color/b+w
For atlases or children’s books, record need for a special subject label or colored label if appropriate (see Special Labels Children’s Books and Atlases)
Put note with item for processing.
Check items out to "INPROCESS"
* Assignment of call number:
Use all of the original call number except subfield z if present.
If existing item(s) for the title already have a subfield z for volume number, date, etc., use one that is consistent with the others.
If adding an item to a title without a subfield z: if it is a supplement, use "suppl."; if it is accompanying material with a different item type, use a very brief descriptor, such as "disk", "guide", "manual", "CD-ROM", etc. Follow with a number or letter if necessary (suppl. A, disk 1, etc.).
*Standing Orders: When paper indexes are replaced by hardcover edition, remove items for the paper indexes and prepare them for recycling.
Bring up item on Sirsi (Use computer with printer designated as receipt printer under Sirsi.)
If possible, print the label immediately after barcoding the item, while the record is still in "edit item" in Sirsi. If not, perform an "edit item" transaction and scan in the barcode to bring up the item record. Computer-printed labels are not needed for folders or computer disks.
Edit label data
Display the label section of the record (after the MARC fields, between holdings and comments sections).
To add or delete a line, click on the line, then on the appropriate button at the top of the screen.
If top line contains "bookstacks" delete the line, otherwise edit it to the proper form in lower case (ref., career, career ref., atlas, video cassette, nursing, ELIC, etc.) If two words are necessary, print on two lines by adding a line after the top line. For accompanying material, the top line(s) should be the same as that of the original item.
If a single line contains data that should appear on two lines (e.g.. 3705.E99), add a line after, type in the applicable data (E99), and delete the data from preceding line.
If data which should appear on a single line appears on two consecutive lines (e.g.. v./1), add the second line data to the end of the first of the two lines and delete the next line.
Click on go or press enter to send the changes from the screen to the computer. (The system will respond with "no changes to send", but if this step is skipped, the label will print as if it had not been edited. The changes will not be retained by the system after leaving the edit item transaction, so if it is necessary to print the label again later, it must be edited again.)
Print label
Be sure the printer is turned on and the label stock is properly aligned. (The top of the label should be even with the upper edge of the ribbon.)
Click on print on the dashboard, and select the demand receipt printer.
If another label is to be printed, press lf (line forward) on the printer until the top of the next label is even with the upper edge of the ribbon.
Tip: If you are printing labels for multiple volumes or copies of the same title, it is easiest to print all labels by repeatedly editing the label data, updating and printing it from the same record, without performing a new "edit item" transaction.
After items have been processed, check them to be sure all work has been performed properly (property stamping, labeling, taping/pasting, tattle taping, etc.) Items for reserve desk are discharged and given to the Reserve Technician. Other items to be kept behind the desk (audiocassettes, CDs. etc.) are discharged and brought to Circulation. Added volumes and copies are discharged and shelved, and old volumes discarded if appropriate (check 590 note in MARC record.) Career and Nursing items are discharged and sent to the appropriate department. North County items are discharged and forwarded to the North County Library. The remaining items (books and videos) are accumulated on a cart in Technical Services.
Print New Book List
When 50 or more items have accumulated, and a minimum of items are in process and not ready to be released, print a New Book List and e-mail it to Librarians. This list contains all items for the San Luis library in the current location INPROCESS, in order by call number, showing brief title information and item information. This is done using the report stored as newlist2 as follows:
Repeat steps 6 through 9 until all copies have been mailed. (As of 9/99, the current recipients of the New Book List were Kevin, Denise, Del, and Mary Gamewell.)
Release items
Discharge all items on the cart, making sure all locations are correct after discharge. (If it still says inprocess, discharge again.) Place the cart at the Information Desk.
Send notification forms to requestors, if any.
When a patron needs a book that has been received and accepted by the library, but not yet fully processed, the following will occur:
The librarian at the Information Desk will come back to Technical Services with a red "expedite" form and give it to the Cataloging Technician, Serials Technician, or Technical Services Librarian. If all three are not present, the librarian will leave the form on the Cataloging Technician's desk. (If the request is from the North County Library, the staff member there will call in the expedite request.)
The staff member will tell the librarian when to expect the book to be available for the patron. (In half an hour, two hours, etc.) If no one is present to process the book, the librarian will tell the patron that it will take 24 hours.
If the Cataloging Technician is available, she will completely process the book and take it to the hold shelf in the Circulation Department. If the Cataloging Technician is not available, the book will receive brief processing (barcode, property stamp, tattletape), and have "needs cataloging" placed in the 590 field. The briefly processed book will be taken to the Circulation Department, checked out to the requesting patron, and a hold created for TECH SERVICES.
When a partially processed book is returned, the Circulation Supervisor will place the book in the Cataloging Technician's box to receive complete processing.
At the end of May, the Cataloging Technician will check for any leftover books that still say "needs processing" in the 590 field, and will completely catalog them before running end of the year statistics.
When a book charged to mending cannot effectively be mended by us, but the problem could be solved by rebinding, we need to decide whether to send it out to the bindery based on these considerations:
Has the book been checked out often? Is the topic related to our curriculum?
Are there many similar books in our collection? What is the cost of rebinding?
Is the book current? Can the book be replaced? At what cost?
Final decisions on rebinding are made by the Technical Services Librarian.
Cataloging Technician: *
Accumulate books to be rebound into batches and send them to the bindery twice a year.
Before sending a batch of books to the bindery, look at the sample swatches for covers and choose a few colors to be used. For each book:
Type a multipart form (see Exhibit 3), showing:
x in box after buckram (for binding material)
Color number after #
Black lettering or white lettering (for stamping) under special instructions
Specify what words are to be stamped on the spine (title or title and author) under stamping instructions.
Pull out the yellow copy of the form for our retention. In the bottom section, make notes of things that may have to be redone when the books are returned to us, such as orange stripes for North County books, stripes and special labels for children’s books, "donated by" labels, etc.
Record the size category of book so that the invoice can be verified.
Put the remaining copies of the form in the book.
Charge the book to "bindery."
Pack the books into boxes, and call the bindery for a pickup.
When the books are returned to us, unpack them and make sure they are all there.
For each book, check the binding and stamping, insert the matching yellow slip, and:
Find its computer record; enter an "edit item" transaction.
Apply a new barcode and scan it into the computer record.
Print a new spine label.
Discharge the book from bindery. (It should still be charged to mending.) A fast way to do this is to do display2 user on BINDERY, then highlight the barcode and use F1 function key for discharge item.
Student Assistant:
Apply spine label and any special labeling, etc. specified on yellow copy of form.
Property stamp edges if necessary;
Insert a security strip.
Cataloging Technician:
Check to see that all work has been done correctly.
Discharge books from mending and bring them to the circulation desk for shelving.
* Instructions given apply only to Milford Bookbinding, Inc. in Stockton, Calif.
The Sirsi system uses a series of tables to control its processing. The tables maintained by the Cataloging Technician are in the "Policy definitions" section. They control loan periods, location of materials, etc. When a change is made, it must be saved, and does not take effect until a halt and run procedure is performed. Some of the effects of changes in these tables are rather complex, so care must be taken in updating them. For example, due date for an item is calculated using information taken from the circulation rule, which is determined by a "map" in the "Circulation" group, which is referenced by the item type (from the "General" group) and user profile (from the "User" group).
The following are procedural steps (all of which begin with main menu selection systemconfig, then policy) which are performed for some common changes made by the Cataloging Technician:
End of Semester date - Update Privilege Limit in User Profile "Student" and Fixed Date in Loan Period "Semester." At the beginning of the semester, set the date to the last day of the semester. Near end of semester, when student data for next semester is loaded, set to the first day of the following semester to allow returning students to check out books during the semester break.
Circulation User
Loan period User Profile
Modify Modify
Semester Student
Type Privilege Limit
Datelist Specific Date
(Enter the fixed calendar date) (Enter the fixed calendar date)
Go back until the question "Do you want to save changes" appears and answer "yes"
Dates closed (calendar dates) - This list of dates for each library should be updated during the break preceding each semester to reflect the dates closed through the beginning of the following semester.
General
Modify
Library (can only do one at a time)
Dates closed
Remove all entries except the last one and add new dates using a single date or the
first and last dates closed.
Repeat for other library.
Go back until the question "Do you want to save changes" appears and answer "yes"
Days closed (days of the week) - Include Saturday and Sunday as days closed to prevent assignment of due dates and accrual of fines for non-reserve materials during weekends. Does not prevent checkouts.
General
Modify
Library (can only do one at a time)
Days closed
Modify list as required.
Go back until the question "Do you want to save changes" appears and answer "yes"
Hours open - Affects only reserve materials, time due and ability to check out. May differ by semester and by library, and must be changed as needed.
Reserves
Reserve desk (for applicable library)
Specify reserve desk hours for each day of the week the library is open, including weekend days.
Go back until the question "Do you want to save changes" appears and answer "yes"
Other Information - Addition or modification of table entries should be performed only if you understand their use and relationships. It may require the addition or modification of other table entries. For example, addition of an item type or user profile may require addition of circulation maps.
The tables most frequently updated by the Cataloging Technician are Item type, Location (both in the General group) and User Profile (in the User group). Choose the group and the table you want to update, then either:
Modify
Indicate field to be changed
Enter new value
or
Create
Enter values in all fields.
Go back until the question "Do you want to save changes" appears and answer "yes"
Entries should be removed only for good reason, and with extreme caution, as they may be required by Sirsi processing or used by other tables or in the Sirsi data base records.
Halt and Run Causes the "Policy" data changes that have been saved to take effect. Done daily by Acquisitions Technician, and during hours when the library is open only for changes which must be implemented immediately.
Rebuild Indexes Reorganizes indexes and sorts by publication year. Run after monthly backup at a time when workstations can be halted. The time required is at least 3 ½ hours. Try to do this once a month.
Check users to be sure no other users are on the system, and halt workstation and webcat servers
Daily Backup
Post-Upgrade Procedures – After any upgrade to a new version of Unicorn, perform the following procedures and any others requested by the Technical Services Librarian:
A complete run of correcthesauri and reorgthesauri takes about 10 hours.
Database Cleanup Some procedures can be used as needed, or as time allows, to detect and correct erroneous conditions in the database. These procedures include, but are not limited to:
To meet the needs for statistical information, reports are prepared at the end of each fiscal year (June 30). The Cataloging Technician prepares reports on all items cataloged in our collection. This is a two-part process. First a series of reports is printed from the Sirsi system. Next, the statistics printed in the reports are modified and manipulated so that an accurate report in an easy-to-use format can be made. This big hairy deal is necessary because of the statistics required by different organizations, and the capabilities of Sirsi reports available. Notes on current selection and formatting capabilities can be found following this section. This may change with new releases of Sirsi.
I. Sirsi reports
A. Items discarded and on order
Each year, books that have been discarded are deleted from the computer database. This report must be run after the program that prepares the records for deletion (cvtdiscard). After this report has been printed, the discards must be deleted (remdiscard) so that they will not be counted in the rest of the reports. Items which are on order or in process are also counted so that they can be subtracted from the other counts and added the following year. This report is an item count of items at the current location "discard" or "on-order" by home location and item type. It is stored in the Cataloging Technician’s Sirsi report file as "discrd/ordr".
B. Title counts
All title counts use "record format" for selection. Item type cannot be used because it occurs only at the item (volume/copy) level. Brief records for unclassified items created by the circulation staff for their convenience are excluded by not selecting records created by dcook, eswan, circstu, etc. Only one count can be printed per run, and it is found in the log of the run. In addition to total counts, titles added during the year are obtained by selecting by a range of creation dates for the title. The following reports are applications of the program "catcnt" stored in the Cataloging Technician’s report file:
1. For books - record formats MARC, MAP, and SERIAL
"title/books" and "title/book/new"
2. For computer media (disks and CD-ROMs) - record format MRDF
"title/computr" and "title/comp/new"
3. For sound recordings (audiocassettes and sound CDs) - format MUSIC
"titl/soundrec" and "titl/sound/new"
4. For video cassettes and discs - record format VM
"title/videos" and "titl/video/new"
C. Item counts
These are counts of individual pieces (e.g. each copy of each volume of each set of books). Items may be selected by title characteristics (see CATCNT notes), volume characteristics (see CALLCNT notes) and item characteristics (see ITEMCNT notes) Reports can be printed in table format, with row and column breakdowns based characteristics noted under ITEMSTAT, Formatting. Titles created by circulation staff are excluded, and for items added, a range of creation dates for the item is used. These applications of the program "itemcnt" are stored in the Cataloging Technician’s report file:
1. Rows by item type, columns by home location (reference, career, videos, etc.) – "item/loc/typ" and "newitm/loc/typ"
2. Rows by item type, columns by source (gift, Friends of the Library, Government documents, etc.) – "newitm/ct1/typ"
3. Rows by item type, columns by special collection (children’s books, Nursing, textbooks, etc.) – "itm/cat2/typ" and "newitm/ct2/typ"
See Exhibit 5 for logs and results of reports printed from Sirsi
II. Preparation of Report
This describes the calculations performed on the Sirsi reports to prepare the final report for 1997-98. Some of the calculations relate to circumstances present for that year only. Therefore this procedure should be viewed as a guide, and not followed step by step.
A. Discards and items on order
On order counts by item type and total reflect items not yet in the collection. They are subtracted from the other counts, then added to the following year’s counts. Before using the counts, on order items are displayed on-line and examined to determine how many are additions to existing titles and how many are new titles.
Discards cannot be counted directly because discard appears only in current location, which can be used in selection but not formatting. Therefore the count is obtained by subtracting the on order column from the total column. The counts are used for withdrawals only, as the items are deleted before further counts are printed. Discards may not be deleted due bad records, error transactions or records that still have charges. An attempt was made to balance the counts from the log with those from the report, but discrepancies were only partly resolved, so counts from the report were used. (Note: Some might have had bills, comments or holds.)
B. Title counts
The "catcnt" program was used. Records with no items and records created by circulation were omitted. Selection was by record format, which is a very broad breakdown, but the best you can do at that level. Counts are taken from report logs.
Books - Record formats MARC (most books), MAPS (atlases - there are no individual maps cataloged) and SERIAL (some books and all magazines and newspapers). The title counts for magazines and newspapers were obtained by doing on-line displays, and these were subtracted from the total. On order books by title (see on order counts) were also subtracted. The prior year’s on order count would have been added but there were no on-orders in the file at that time. For records added, there were no magazines or newspapers added during the previous year, but on order books were again deducted.
Computer Materials (disks and CD-ROMs) - Record format MRDF was selected. Since there were none on order this year or last, and no other special circumstances, no adjustments were made to the counts.
Sound Recordings (audiocassettes and sound CDs) - Record format MUSIC was selected. Human Anatomy, Life Science, Shorthand and 2 other titles that were never cataloged were added to the count. During the year, 128 existing titles (music cassettes) were cataloged. Since they were not new, they were subtracted from titles added. None were on order.
Videos (cassettes and discs) - Record format VM was selected. Added to the total count were 16 unclassified videos (Math, and other reserves) and 79 titles that were not cataloged during conversion. The latter are being held in technical services pending a decision on their disposition. One video was on order and should have been subtracted but was overlooked.
C. Item counts
Item counts can select records by title, volume and item characteristics. Reports are printed in table format, with different characteristics defining rows and columns, and totals for each. For all of these reports, only relevant records are selected based on record format, created by, classification system, home location and item type. (See report logs for selection and printing specifications.)
All items - Shown on the final report are additions (from the report selected by date range), withdrawals (from discard report) and total items held. The final report is by type of item, with some categories broader than those in the computer:
Books = atlas+book+career+career-ref+nsg-book+reference
Computer disks = comp-disk+nsg-disk
Additions to counts: uncataloged audiocassettes, uncataloged videocassettes, math and other reserve videocassettes, all based on manual counts by item. The counts for music CDs and audiocassettes were obtained by manually counting items with call numbers beginning with "M", but this probably could be done by running a report with call number selection.
The column breakdown by location was used primarily to identify records with invalid combinations of location and type of item (e.g. books in video location), so that corrections can be made. This breakdown is not needed for the final report.
Items added by source - This section is based on total new item counts and counts with codes in the category 1 field, which indicate gift books, books purchased by Friends of the Library, and government publications. In the counts by source (category 1), government documents are subtracted from total to give total donated items. These counts are subtracted from total items added to give items purchased by the library. Item types are summarized as in total items.
Items in special collections - This section is based on counts of items with codes in the category 2 field indicating juvenile books, Morro Bay Collection, nursing books and textbooks. The counts are broken down by item type in addition to total when more than 1 type is present. For children’s books and Morro Bay Collection, all books in the collection have been coded, so both total and new item counts are shown. For nursing books and textbooks, books are being coded only as they are added. The books in the collection at the time of conversion were not coded, so only items added are shown.
See Exhibit 6 for reports based on the statistics from Sirsi, and required adjustments.
STATISTICS: SELECTION FACTORS IN SIRSI COUNT PROGRAMS
CATCNT - Count of title (catalog) records:
1. # Call Numbers (a) [number of volumes]
2. # Copies on Order (a)
3. # Libraries (a)
4. # Title Holds (a)
5. # Total Holds (a)
6. Accountable (b) [we do not use]
7. Creator Name - (c) [created by]
8. Date cataloged (d) [ours all say never]
9. Date Created (d) [date loaded into system, usually date ordered]
10. Date Modified (d)
11. Format (c) [Record Format]
MAP - Only 10 now, some of our atlases, others are MARC. Some MAP records (Atlases) are in reference and bookstacks.
MARC - Includes all of our books except those MAPs and some serials. Also includes a lot of brief manually entered records, including those for other media, such as videos, folders, audiocassettes, CDs, etc. - mostly not library owned.
MRDF - Includes all CD-ROMs and computer disks except those that are brief entry and those that accompany books.
MUSIC - all audiocassettes and CDs (not ROM) except brief entry (all music audiocassettes entered this year by dcook, which are MARC) and those that accompany books.
SERIAL - Includes most magazines and newspapers, except those with brief entries. Also a lot of books including reference, and career books.
VM - All videocassettes and videodisks, except those with brief entries.
12. Modifier name (c) [Modified by]
13. Publication year - Fixed field date1 (a)
14. Review - records in review status
CALLCNT - Count of volume (call number) records or same records at different libraries:
1. # Call Holds (a)
2. # Copies (a)
3. # On Reserve (a)
4. Bound-with - contain/not contain: Parent, Child, None
5. Call number range - Before, after, exactly, range: call number(s) entered
[Ignoring library, I assume]
6. Class scheme (c) [ we should have mostly LC, some ASIS (paperbacks only),
some AUTO (on order, brief entry only, LCPER)
7. Library (c) [Northcnty or San-Luis]
ITEMCNT - Count of item (copy) records:
1. # Bills (a) [currently]
2. # Charges (a)
3. # Copy Holds (a) [currently]
4. # Inhouse Charges (a)
5. # Pieces (a) [ours should always be 1]
6. # Times Inventoried (a)
7. # Total Charges (a)
8. Accountable (b)
9. Available on hold (b)
10. Circulate (b) [we always use yes]
11. Comments (b)
12. Current Location (c)
13. Date Created (d) [for item, not title]
14. Date Inventoried (d)
15. Date Last Charged (d)
16. Home Location (c)
17. In the Shadow Catalog (b)
18. Item Category 1 (c) [Source - doc, friends, gift, gift-doc]
19. Item Category 2 (c) [Special Subject - juvenile, Morro Bay, nursing, textbook]
20. Item Type (c)[Type]
21. Last Activity Date (d)
22. Library (c)
ITEMSTAT - 3-stage selection, output in table form
Selection:
1. Select title records - same selection as CATCNT
2. Select volume records - same selection as CALLCNT
3. Select item records - same selection as ITEMCNT
Formatting:
1. Specify rows and columns:
a. Call number
b. Flexible key (OCLC key[001], System control #[035], ISBN[020])
c. Item Cat.1 (Source - doc, friends, gift, gift-doc)
d. Item Cat. 2 (Special Subject - juvenile, Morro Bay, nursing, textbook)
e. Home Location
f. Library
g. Type
Types of Selection:
a = Numeric value - exactly, more, less or range
b = yes/no
c = contain/ not contain: entries in specified field
d - Date(s), fixed (after, before, range, never)/sliding(days, weeks, months: before, after)
(Full Time)
DUTIES
1. Check in periodicals as they arrive and prepare them for use, including insertion of security strips and applications of barcodes as required.
a. Receive item in Sirsi
b. Using red felt pen, stripe all three sides (needs to be all three in order for Circ staff to see if someone is taking one of our magazines) and circle the cover of item
c. Tape week or month stripe label to top of spine
2. Maintain the computer records for magazines and newspapers by creating, updating, and deleting control and checkin records as required. To withdraw issues if a title is under serials control:
a. Unreceive checkins in Sirsi3. Keep all magazine and newspaper shelves, for both current and back orders, neat and accurately filed.
4. Withdraw serials past their retention period, and forward to other departments or discard as required.
5. Handle the addition and deletion of temporary monthly and quarterly updates to sets of reference books for which additional volumes are issued each year. These will not have serials checkin records, so you will only need to remove item records.
6. Submit claims to Ebsco and direct suppliers for issues not received or damaged.
Serials Claim Notice MUST HAVE FISCAL CYCLE TO RUN SERIALS CLAIM NOTICE
Vendor Selection SAN-LUIS fiscal cycle 9900
Vendor ID EBSCO
Serials Claim claim reason ISSUE-LATE
Serials Control NORTH-CNTY
7. Train and oversee the work of the student assistant in tasks related to serials.
8. Receive microform material, prepare it for use, and discard when necessary.
9. Maintain statistics on serials, both print and microform, and report these statistics at the end of each fiscal year.
10. Mend worn or damaged items, and train and oversee the work of the student assistant in this task.
11. Maintain and distribute periodicals holdings list.
(16-20 hours per week)
DUTIES
Tasks are listed in order of increasing complexity, and introduced to each new student assistant over a period of time as preceding tasks are mastered and as time permits.
1. Shelve magazines, and straighten magazine shelves.
2. Process books being added to collection.
3. Mend books in need of repair.
4. Prepare books being discarded.
5. Purge serials beyond their retention period.
6. Prepare discarded newspapers for recycling.
7. Process non-book items (audiocassettes, CD-ROMs, videos, computer disks, etc.).
8. Prepare new serials to be shelved.
9. Other duties as assigned by the Cataloging Technician and Serials Technician.
1. Check in newspapers in Sirsi, using Receive Item. Control IDs are LATIMES, NYTIMES, SFCH, T.
2. Change datestamp to today's date, stamp each section of each paper.
3. Staple together the sections of each paper, leaving the sports sections unstapled.
4. Take the papers, along with the folders for the previous day's papers to be reshelved, out to the newspaper shelving area. Replace yesterday's papers with today's (or whichever is the most recent, if we are a day behind, as with the New York Times.)
5. Put yesterday's papers in their folders, and put on the shelves with the other newspaper back issues.
Sort new magazines on magazine cart alphabetically by title.
Take magazine cart to "Reading Corner" area.
Place each magazine from top shelf of cart on display shelf if space for it is labeled on shelf.
Pull the next latest issue from the display shelf. (If not on shelf, try to find it. If not found, leave current issue on cart.)
Draw a red line through the red circle on the cover to indicate back issue.
Put the new issue on the display rack and the back issue on the bottom of the cart.
Pick up back issues to be shelved.
If book carts at circulation desk have any magazines, shelve current issues and put back issues on the cart.
Take cart to magazine bin at rear of library.
Check for current issues (no line through red circle) and return them to display area.
Place back issues on cart.
Sort back issues by title and date.
Use cart or any unoccupied table for sorting.
Place back issues on magazine shelves.
File by date within title. Titles are in alphabetical order.
Straighten and resequence issues of the magazine already on the shelf as needed. If an error is found on any magazine, put it on the top shelf of the cart with a note explaining the error.
Pull any issues of the magazine beyond the retention period. (Retention periods are printed in the pink Periodicals Holdings List. Example: "Current 5 years".)
Put outdated magazines on the bottom shelf of the cart to be discarded.
Return the cart to the Serials Technician’s desk.
Attach call number label
Find the label with the call number that matches the number penciled on the verso of the title page. (If none, return the book to the cataloging technician.)
Trim off margins around call number.
If book is too thin for label to fit on spine, put it on upper left corner of cover, otherwise
mark position for label with pencil in board,
Attach label to spine with top of label at position marked.
For North County books, put red stripe across bottom of spine extending into front cover, and apply tape over label and stripe.
Property stamp
On each edge of pages of closed book, and at bottom of title page.
Insert "tattletape"
In spine of hardcover books, or between pages of paperbacks.
Pencil a small check mark on the first letter of the property stamp on the title page to indicate book has been tattle taped.
Attach any special labels needed.
ELIC books get "ELIC" label.
If reference or atlas, attach "For Reference" label at top center inside front cover.
If atlas, apply color code to bottom edge of cover. (See Special Labels - Atlases)
If purchased by Friends of the Library (FOL), attach Friends sticker to the flyleaf.
If a donor is identified, type donor’s name on a "donated by" sticker and attach to flyleaf.
If the book includes a CD-ROM or computer disk, type an "Inquire at reserve desk" note and attach it inside the book near the plastic pocket that contained the disk. Also put a label reading "CD-ROM (or computer disk) available" on white label with yellow highlighting on cover near barcode.
Special procedures for children’s books (See Special Labels – Children’s Books.)
Attach appropriate color-coded shelving label to bottom of spine.
If there is a book jacket, cut out information about the book and/or author and paste inside the back cover of the book. (The rest of the cover goes to Kathy DeCou.)
If the Cataloging Technician indicates a special subject label, get it from the label binder and apply it above or beside the call number label.
For paperbacks, tape over spine
Select clear tape of the appropriate width and cut to match height of book.
Attach to spine, extending over front and back covers.
For books exceeding 11 inches in height
Write call number on bottom edge of pages of closed book positioned with spine downward, using black fine-tipped felt-tip marker
When cart of books is finished
For all San Luis hard cover books, spread white paste over call number labels and special labels on children’s books and atlases.
Put cart of finished books at the Cataloging Technician’s desk.
SPECIAL LABELS: CHILDREN'S BOOKS AND ATLASES
| Alphabet | Folklore |
| Caldecott Award | Historical Fiction |
| Counting | Multicultural |
| Family Story | Newbery Award |
| PZ4-5 no label | |
| PZ7 yellow label, red stripes | |
| A-E | no stripes |
| F-J | 1 stripe |
| K-O | 2 stripes |
| P-T | 3 stripes |
| U-Z | 4 stripes |
| PZ8-9 yellow label, black stripes | |
| 8 | 1 stripe |
| 8.1-8.2 | 2 stripes |
| 8.3 | 3 stripes |
| 8.9-9.5 | 4 stripes |
| PZ10-10.3 white label, blue stripes | |
| 10 A-F | no stripes |
| G-R | 1 stripe |
| S-Z | 2 stripes |
| 10.3 A-M | 3 stripes |
| N-Z | 4 stripes |
| PZ10.7-end white label, black stripes | |
| 10.7 | 1 stripe |
| 74.3-end | 2 stripes |
| PZ not followed by a number - no label |
| G1019 | World Atlases | White |
| G1021 | World Atlases, cont'd | Blue |
| G1030-1046 | World Atlases by subject | Green |
| G1200-1202 | United States Atlases | Orange |
| G1525-1526C | California Atlases | Black |
| G1526D-1526 | California Atlases,cont'd | Red |
| G1550-2799 | Africa, Asia, Europe, Latin America, Middle East | Light Green |
| G2800-GE | Oceans & Environment | Yellow |
| QB4-QB595B | Moon | Purple |
| QB595C--> | Moon, cont'd | Brown |
Books
Check to be sure that the barcode is blacked out. (This indicates that the book has been taken out of the computer.) If not return the book to the Cataloging Technician.
Black out the spine label.
Obtain the discard stamp from the Cataloging Technician and stamp next to each property stamp on the book.
Desensitize books.
Throw away any books in unusable condition or too outdated to be useful. (If in doubt, ask the Cataloging Technician.)
For paperbacks to be thrown away, save for recycling under counter.
Put hardcovers in a separate stack to go to Achievement House for recycling.
Put potentially useful books on cart or booksale shelf for Friends of the Library.
Magazines
Magazines to be discarded are pulled following procedure specified under "Shelving Magazines" and left for Serials Technician to review.
If magazines are not needed, Serials Technician discards them.
Newspapers
Serials technician will specify dates of newspapers to be discarded.
Remove specified newspapers from shelves.
Remove manila covers and put on shelf in date order.
Put discarded newspapers in recycling area under counter.
Recycle
When recycle area gets full, or when time permits, process materials for recycling.
Get out string and scissors.
Tie newspapers, magazines, and paperback books into bundles and put on recycling cart.
Videocassettes (For example, see Exhibit 7, p. 1)
Cassette:
Apply tattletape to edge opposite access flap, cutting a little off to fit.
Type the title on a long label and apply it over the tattletape.
Type a cassette label and apply it on the face of the cassette.
Property stamp both of these labels.
Remove the tab.
Container:
If the cassette container is suitable for our use:
If the container must be replaced (such as a paper container open at the bottom):
Property stamp the face label.
Audiocassettes (For example, see Exhibit 7, p. 2)
Cassette:
Container:
Computer disks
CDs (For example, see Exhibit 7, p. 2)
CD:
Write the call number and "Cuesta College Library" on the face of the CD using a permanent marker with an extra-fine point.
Container:
If the CD is not in a plastic jewel case, place it in one from our supply.
Apply the computer-printed label to the upper left corner of the case.
For CD-ROMs, apply a copyright notice to the front of the case.
Prepare labels for the case as shown in the examples, and apply them to the front of the case and to the edge opposite the one that opens.
Property stamp the labels.
If the CD has accompanying material, prepare a label reading "See user guide" and apply to front face of the container.
Non-book printed material
Documents with paper covers: (doesn’t apply to cover made of heavy-weight paper)
Place in an appropriate folder or binder.
Label the cover and, if possible, the spine with title and author.
Property stamp title page and, if possible, edges.
Apply call number to spine or cover and tape.
Insert security strip.
Accompanying material for AV items: study guides, teacher’s manuals, etc. (For example, see Exhibit 7, p. 2)
If not in book form, staple into a manila folder.
Label the tab on the folder with call number, author (if any) and title of material. Property stamp item(s) and folder.
Tattle tape if feasible.