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PINES Cataloging Manual

PINES Policies & Procedures

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Outsourcing Policies

PINES Evergreen Manual

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cat:outsourcing

CAT1 Functions as an Outsourcing Option

FOR PINES MEMBER LIBRARY SYSTEMS

If a PINES member library system wishes to investigate the possibility of outsourcing Cat1 functions, the following conditions must be met:

  1. A member library planning to outsource its copy and original cataloging must have a fully-trained PINES cataloger (Cat1) who will ensure the quality of all vendor work.
  2. The director and the primary Cat1 staff member of a PINES member library systems utilizing the services of an outsourcing vendor for Cat1 functions are responsible for reviewing the work done in PINES on its behalf and will be responsible for the quality of all vendor work and that the vendor adheres to PINES cataloging policies.
  3. All outsourcing vendor will be expected to adhere to the same Cataloging Standards that are required from any Cat1 user.
  4. All outsourcing vendor will be expected to add only Full MARC records to the PINES database, as is required from any Cat1 user. This includes upgrading any CIP (Cataloging-in-Process) records before adding these records to the PINES database.
  5. Batch-loading of bibliographic records into the PINES database is not an option for either current CAT1 users or outsourcing vendors, as this may result in the duplication of bibliographic records; this is in direct conflict with one of the stated goals of PINES to create and maintain a union catalog.
  6. Cataloging Profiles, usually requested by a vendor in order to define specifications, should be reviewed by the PINES Cataloging Specialist in order to ensure consistency and quality in the PINES database.
  7. Prospective vendors must agree to hold GPLS and OCLC harmless for access and access time to the PINES and OCLC databases.
  8. The PINES Cataloging Specialist should monitor the Cataloging Standards of the vendors who receive Cat1 authorization and will, as part of a continuing monitoring process, identify the most reliable/responsible outsourcing vendors and report any problems/discrepancies to the PINES member library contracting with the vendor. Progress reports may also be shared with the Cataloging Subcommittee.
  9. The PINES Cataloging Specialist should determine what constitutes a Full MARC record and will, as part of a continuing monitoring process identify the most reliable/responsible outsourcing vendors, report any problems/discrepancies to the PINES member library which is contracting with the vendor. Progress reports may also be shared with the Cataloging Subcommittee.
cat/outsourcing.txt · Last modified: 2018/10/11 15:15 (external edit)