Lawrence Berkeley Lab (also known as LBNL: Lawrence Berkeley National Lab) is joining OskiCat as an affilliate-like branch on July 30, 2012, replacing LBNL’s catalog. This document gives an overview for staff of how LBL staff and patrons will use OskiCat, Melvyl request and Millennium, and how campus patrons will get access to LBL materials.
Melvyl Request: LBL patrons using Melvyl will authenticate against OskiCat (as campus patrons do) but their borrowing will all be directed to the Baker service. Baker will coordinate fulfillment of the request and it will be sent to the patron at LBL. Baker will charge LBL per transaction.
Baker button in OskiCat: LBL patrons who are logged in to OskiCat will have the Baker button available to them. When they click the Baker button to request delivery of the material, Baker will coordinate fulfillment of the request and it will be sent to the patron at LBL. Baker will charge LBL per transaction. Exception: UCB/LBNL joint appointments will retain their existing campus privileges and settings.
Request button in OskiCat: LBL patrons will see the Request button in OskiCat in the same circumstances campus patrons do, and will be able to click on the Request button to recall/request unavailable material to their choice of pickup locations, which will include LBL. This will function just as it does for all patrons using OskiCat Request, including the ability to page materials from NRLF.
Note: In some cases an LBL patron will have both the Baker button and the OskiCat Request button on the same record, and which they chose to use is not something the system can control. This happens now for patrons who use the Baker service when they are looking at a record for something at NRLF or which is not available on campus (checked out, at bindery, etc).
Campus access to LBL print: LBL will be defined as “not local” just as NRLF is defined as “not local”, so that the request button will appear in Oskicat for materials at LBL (just like NRLF) even if that material is available. This will allow campus patrons who want to page material from LBL to do so using OskiCat exactly as materal is paged from NRLF, to their choice of pickup locations. LBL staff will do the paging daily just as NRLF staff page materials and put them in transit to campus.
LBL patron records: LBL patrons are being loaded from LBL’s Human Resources system, using the same patron types and patron codes already defined in OskiCat/Millennium. Previously LBL patrons had to come in person to the Privileges Desk to get a physical library card; now their records will be automatically loaded and they will be able to use their LBL photo ID card as their library card, just as campus patrons use their Cal1 card. Most LBL patrons will have the same level of borrowing privilege as is given to campus staff, although LBL scientists may present documentation in person to the Privileges Desk to have their patron record upgraded to faculty borrowing privilege. Patrons who have joint appointments at both campus and LBL will use their campus patron record/privileges. (In this case, the LBL record will not be loaded. A patron with joint UCB/LBL appointment may visit the Privileges desk to have the LBL barcode added to the existing UCB record so either id can be scanned). LBL longterm guests/visitors will load as ptype 19 but will no longer be charged a per person fee for access to the library, and will expire on the end date of their visit as recorded in the LBL Human Resource system. LBL retirees will not come in the batch load but will need to continue to present the UC Retirement Center card at the Privileges Desk as they do now.
MyOskiCat: Like campus patrons, LBL patrons will have the option to use a calnet-like authentication button to use their LBL login (used for thier LBL google email) to log into OskiCat in lieu of the pin-based login. This mechanism will also allow an already-authenticated patron to drop directly into logged in mode when they click “MyOskiCat” without having to provide their password again. This Single SignOn-like authentication will be against their LBL human resources database.
Access to licensed electronic content: Due to previously negotiated consolidation of electronic resource management, LBL and campus already have access to (almost) the same set of serial titles. Efforts will be made to align electronic serial access where gaps remain. Records that do not give access to campus patrons will not be loaded into OskiCat. Not all UCB licensed electronic monograph records will be accessible to LBL (Springer, Elsevier, Ebrary, etc.). In some cases UCB and LBL have access to the same title but the range of coverage may differ. Authentication will be by ip address at the publisher. LBL will administer their own server using UCB’s proxy software and using UCB’s proxy file to allow their off-site patrons access to LBL ip addresses to access electronic resources.
Physical transit of materials: Baker is hosting a bin as the LBL campus mail drop. Daily courier service between that LBL mail drop on campus and LBL is provided by LBL. Campus units may label materials that need to go to LBL “To: LBNL/Baker” and put them in outgoing library mail as the normally would any other unit’s materials.
Millennium circulation/billing: LBL will be configured with loan periods to match the Sciences library defaults. Billing will happen on the same schedule as happens for campus patrons, and monies collected for their unreturned material will be used for replacement acquisition. LBL will be added as a pickup location. LBL barcodes are recognized in Millennium and should be scanned to put materials in transit to LBL just as any other item would be.
LBL Millennium authorizations/tasks: LBL library staff will be trained and authorized for circulation tasks (checkout, checkin, putting materials in transit with a transit slip, searches, etc) as well as regular branch processing activities (labeling, searching, withdrawal, etc). No cataloging or holdings edit authorizations are planned. LBL library staff will have access to the staff view of OskiCat.
Ordering, serials checkin, fund management: Orders initiated by LBL for print or digital items will be submitted to the Acquisitions order unit by the LBL Liaison Librarian. Funds for LBL already exist. Ordering will happen in the Order Division. Active print serials will be checked in in the Checkin Unit on campus (transition to UCB campus delivery will be made at time of subscription renewal).
Cataloging/processing of new materials: LBL is “outsourcing” cataloging and processing of new materials to campus Catalog Department. LBL will retain their existing OCLC symbol “LLB” and holdings will be automatically set when physical or electronic access is added and canceled when it is removed just as it is for CBT, CBG, and CUY. Records will load from promptcat or be manually cataloged under the CUY symbol for operational reasons, but will be “flipped” to LLB or LLB will be added (if CUY also has access) via weekly OCLC batch processing. See OCLC batch processing for details.
Storage at NRLF: NRLF storage is not included in this agreement and would need to be negotiated separately.
InterLibrary Loan: Requests from other libraries to borrow LBL material will continue to come to LBL directly, as they will continue to do their own lending.
Statisics: 17,090 item records loaded from LBNL’s catalog. Some of these items attached to 8,794 bib records that were already in OskiCat for other locations, others attached to 5,316 bib records that are new to OskiCat (unique materials). 6,110 patron records loaded as new patrons from the LBNL human resources system on the initial load.
Other policy agreements: Like campus staff, LBNL staff will comply with Millennium authorization use guidelines, including not sharing passwords, periodic refresher training, and monitoring Millennium-related email lists. LBNL staff will attend CSG and BTECH regularly in order to participate in systemwide discussions, trainings, etc. LBNL staff may submit OskiCat virtual helpdesk tickets for project or report requests as other units do.
Author: Charis Takaro
Approval Group: ILSSC
Update Group: Systems
Last updated date: 02/20/13
Re: Physical transit of materials
Tue, 12/18/2012 – 15:17 — aarnold
When patrons return LBNL items at other library locations, are we just to add a “To: LBNL/Baker” flag? Is it true that these items’ different barcode system prevent us from wanding/setting In Transit in Millennium?
In transit checkin
Fri, 12/21/2012 – 14:00 — Charis Takaro
Hi – I added to the section on circulation to clarify that LBL barcodes are to be wanded in Millennium, and materials put in transit if returned to another location