User Tools

Site Tools


cat:outsourcing_policies_and_procedures

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
cat:outsourcing_policies_and_procedures [2019/03/20 20:33] ehardycat:outsourcing_policies_and_procedures [2023/08/09 12:28] (current) – [Original Cataloging Guidelines and Specifications for Vendors] tlittle
Line 1: Line 1:
-====== Outsourcing Policies and Procedures  ======+====== Vendor Specifications 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.+<note warning>No vendor will be evaluated for PINES cataloging unless it first has a potential client library within PINES</note>
  
-   - 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. +Initial contact with the PINES Cataloging Specialist concerning the potential vendor must come from the PINES library and not the vendor.
-  - Currently, PINES approves cataloging outsourcing for three formats: books, sound recordings, and visual materials. The PINES cataloging Specialist will first send over all PINES cataloging policies and procedures for the vendor to review. Once the vendor agrees to those policies and procedures, the Specialist will do the following: +
-  - 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. +
-  - 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. +
-  - 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. +
- +
-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.+
  
 ===== Original Cataloging Guidelines and Specifications for Vendors ===== ===== Original Cataloging Guidelines and Specifications for Vendors =====
Line 30: Line 21:
   - Outsourcing libraries will use their own OCLC authorizations for their vendors’ original cataloging on the OCLC utility; they will fill out OCLC third party agreements with their vendors for use of the OCLC authorizations and they will send the original documents to OCLC directly, with copies to the PINES Director.   - Outsourcing libraries will use their own OCLC authorizations for their vendors’ original cataloging on the OCLC utility; they will fill out OCLC third party agreements with their vendors for use of the OCLC authorizations and they will send the original documents to OCLC directly, with copies to the PINES Director.
  
 +Libraries should be given options on outsourcing cataloging materials in any format, provided the commercial vendor(s) they choose for the job are qualified to do so and receive approval from the PINES cataloging specialist. [2009.05]
 ===== Qualifying Procedures of Vendors and Quality Control of Their Original Records ===== ===== Qualifying Procedures of Vendors and Quality Control of Their Original Records =====
  
Line 171: Line 163:
   * 7xxs Trace film producer/director/screen writer if available. Trace leading actors/actresses; leading supporting roles. Trace first publisher/distributor: e.g. 260 Fayetteville, GA : $b Georgia Home Education Association : $b Lundberg Productions, $c 1996.   * 7xxs Trace film producer/director/screen writer if available. Trace leading actors/actresses; leading supporting roles. Trace first publisher/distributor: e.g. 260 Fayetteville, GA : $b Georgia Home Education Association : $b Lundberg Productions, $c 1996.
   * 8xx Must be present if 490 1 (first indicator) present in record.   * 8xx Must be present if 490 1 (first indicator) present in record.
- 
-===== Current PINES Approved Vendors ===== 
- 
-  * **Baker and Taylor**: copy cataloging and original cataloging for books only. 
-  * **Ingram**: copy and original cataloging for the three formats approved. 
-  * **BWI**: 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 
-  * **Recorded Books**: copy and original cataloging of audio items only. 
  
  
cat/outsourcing_policies_and_procedures.1553113992.txt.gz · Last modified: 2019/03/20 20:33 by ehardy