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cat:outsourcing_policies_and_procedures [2018/01/03 21:48] – [Outsourcing Policies and Procedures] ehardycat:outsourcing_policies_and_procedures [2020/08/14 12:58] – [Current PINES Approved Vendors] ehardy
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-====== Outsourcing Policies and Procedures ====== +====== Outsourcing Policies and Procedures  ======
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-For more information see [[cat:outsourcing|CAT1 Functions as an Outsourcing Options]] and [[cat:outsourcing_vendreq|Vendor Obligation to Adhere to PINES Policies]] +
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-If a PINES library system chooses to utilize the services of a vendor to handle any of their cataloging responsibilities, it is mandatory that those vendors follow the same set of standards and adhere to all approved PINES policies just as the hiring system itself would have to do. It should be stressed that the library that engages an outsource vendor is itself responsible for reviewing the work done in PINES on its behalf, and further, will be held responsible for the quality of the work just as if it had been done by its own staff members (See Appendix D) +
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-For copy cataloging, vendors will adhere to the same PINES copy cataloging specifications as PINES catalogers; for original cataloging, vendors will adhere to the Original Cataloging Specifications as outlined below. +
  
 ===== Vendor Evaluating Procedure for Copy and Original Cataloging for PINES ===== ===== Vendor Evaluating Procedure for Copy and Original Cataloging for PINES =====
  
-//**No vendor will be evaluated for PINES cataloging unless it first has a client library within PINES**// . Initial contact with the PINES Cataloging Specialist concerning the potential vendor must come from the PINES library and not the vendor.+//**No vendor will be evaluated for PINES cataloging unless it first has a client library within PINES**//  . Initial contact with the PINES Cataloging Specialist concerning the potential vendor must come from the PINES library and not the vendor.
  
    - Once a PINES library informs the PINES Cataloging Specialist of a new vendor to be approved and provides the vendor’s cataloging contact person, the Specialist will contact the vendor to start the evaluation process.    - Once a PINES library informs the PINES Cataloging Specialist of a new vendor to be approved and provides the vendor’s cataloging contact person, the Specialist will contact the vendor to start the evaluation process.
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   - For copy cataloging, the Specialist will send the vendor matching exercises for the formats the PINES library is intending to contract with the vendor for service. The Specialist will evaluate the vendor catalogers’ answers to the exercises for accuracy.   - For copy cataloging, the Specialist will send the vendor matching exercises for the formats the PINES library is intending to contract with the vendor for service. The Specialist will evaluate the vendor catalogers’ answers to the exercises for accuracy.
   - For original cataloging: vendor needs to send the Specialist three new records for each desired format to check.   - For original cataloging: vendor needs to send the Specialist three new records for each desired format to check.
-  - After the Specialist has checked the vendor’s work and has evaluated the quality and accuracy of the work for copy or original cataloging, the Specialist will inform the library and the outcome.+  - After the Specialist has checked the vendor’s work and has evaluated the quality and accuracy of the work for copy or original cataloging, the Specialist will inform the library of the outcome.
   - If the vendor is approved for cataloging for the PINES library, the head cataloger of the library system will be responsible for training its new vendor on how to use OCLC and Evergreen. The Specialist will assist in vendor training if needed.   - If the vendor is approved for cataloging for the PINES library, the head cataloger of the library system will be responsible for training its new vendor on how to use OCLC and Evergreen. The Specialist will assist in vendor training if needed.
   - OCLC requires the completion of a third-party agreement form in order for a new vendor to use the client library’s OCLC authorization to the OCLC cataloging utility.   - OCLC requires the completion of a third-party agreement form in order for a new vendor to use the client library’s OCLC authorization to the OCLC cataloging utility.
  
 The Specialist can help both the library and the vendor with the paper work once the cataloging evaluation is completed and the vendor is approved. The Specialist can help both the library and the vendor with the paper work once the cataloging evaluation is completed and the vendor is approved.
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 ===== Original Cataloging Guidelines and Specifications for Vendors ===== ===== Original Cataloging Guidelines and Specifications for Vendors =====
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 Procedures for PINES Outsourcing Libraries: PINES libraries can outsource original cataloging of materials in three formats: Procedures for PINES Outsourcing Libraries: PINES libraries can outsource original cataloging of materials in three formats:
- +  
-  * Books +Books\\ 
-  * Visual materials +Visual materials\\ 
-  * Sound recordings+Sound recordings\\
  
   - A member library planning to outsource its original cataloging must have a fully-trained PINES cataloger (Cat1) who will ensure the quality of all vendor work.   - A member library planning to outsource its original cataloging must have a fully-trained PINES cataloger (Cat1) who will ensure the quality of all vendor work.
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 5. For non-fiction books, add DDC call numbers matching (at minimum) the first subject heading in record. 6. Follow AACR2 note order for books format and the recommended order for AV materials (see note order attached under each format below). 5. For non-fiction books, add DDC call numbers matching (at minimum) the first subject heading in record. 6. Follow AACR2 note order for books format and the recommended order for AV materials (see note order attached under each format below).
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 ===== PINES Original Cataloging Specifications for Books ===== ===== PINES Original Cataloging Specifications for Books =====
  
-**Fixed fields:** All fixed fields must be coded correctly according to current practice (see OCLC Formats and Standards); always use “I” for Encoding Level.+**Fixed fields:**  All fixed fields must be coded correctly according to current practice (see OCLC Formats and Standards); always use “I” for Encoding Level.
  
-**Variable fields:** The following variable fields must be present in delivered MARC records when information is available and/or applicable.+**Variable fields:**  The following variable fields must be present in delivered MARC records when information is available and/or applicable.
  
 (Controlled variable fields: “_” =blank value in indicators; “$” = subfield delimiter.) (Controlled variable fields: “_” =blank value in indicators; “$” = subfield delimiter.)
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   * 245   * 245
   * 246 As necessary:   * 246 As necessary:
-    * 245 10 **1st** to die. +      * 245 10 **1st**  to die. 
-    * 246 3_ **First** to die +      * 246 3_ **First**  to die 
-    * 245 10 Father **&** son. +      * 245 10 Father **&**  son. 
-    * 246 3_ Father **and** son+      * 246 3_ Father **and**  son
   * For large print books, follow LC practice for subfield $a: 300 524 p. (large print)   * For large print books, follow LC practice for subfield $a: 300 524 p. (large print)
   * For unpaged children’s books, follow LC practice instead of bracketing counted pages:   * For unpaged children’s books, follow LC practice instead of bracketing counted pages:
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   * Use form heading “$v Juvenile literature” or “$v Juvenile fiction” for juvenile materials.   * Use form heading “$v Juvenile literature” or “$v Juvenile fiction” for juvenile materials.
   * 7xx As needed. 8xxs Must be present if 490 1_ (first indicator) is present in record.   * 7xx As needed. 8xxs Must be present if 490 1_ (first indicator) is present in record.
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 ===== PINES Cataloging Specifications for Sound Recordings ===== ===== PINES Cataloging Specifications for Sound Recordings =====
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 ===== Current PINES Approved Vendors ===== ===== Current PINES Approved Vendors =====
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   * **Baker and Taylor**: copy cataloging and original cataloging for books only.   * **Baker and Taylor**: copy cataloging and original cataloging for books only.
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   * **Brodart**: copy and original cataloging for the three formats approved   * **Brodart**: copy and original cataloging for the three formats approved
   * **Quality Books**: copy and original cataloging for the three formats approved   * **Quality Books**: copy and original cataloging for the three formats approved
-  * **Recorded Books**: copy and original cataloging of audio items only. +  * **Recorded Books**: copy and original cataloging of sound recordings only. 
- +  * **Midwest**: copy cataloging of sound and visual recordings. 
- +  * **Blackstone**: copy and original cataloging of sound recordings only.
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cat/outsourcing_policies_and_procedures.txt · Last modified: 2023/08/09 12:28 by tlittle