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--- withdrawal_of_library_materials [2017/02/07 13:51]
mlipke [EAST Materials: Withdraw or Replace?]
+++ withdrawal_of_library_materials [2021/02/09 19:14]
annk
@@ Line 1: / Line 1: @@
+==== **HISTORICAL WORKFLOW -- UNDER REVIEW** ====
+[[annk@umass.edu|Ann Kardos]] 2/2021
 ====== Withdrawal of Library Materials from the Collection ======
-**Materials without EAST commitments**
-Beginning point:
-A.	Billing provides a withdrawal slip.
-B.	Book Repair provides info re a damaged book.
-Step 1: Add “MI” to item “Status.”
-Step 2: Add Circ. Note: "WDN 6-30-16; [initials, paid*]."
-//*Provide a one or two word reason for withdrawal.//
-Decision point: If there are other available items, the process is finished.
-If there is only one item:
-Step 3: Suppress HOL record: (Field is “STA”; enter “SUPPRESSED” in field.)
-Step 4: Suppress Bib record (as per HOL) and add 910 with “withdraw.”
-Step 5: Check OPAC to confirm, “The library does not have available items.”
-Step 6: Remove holdings from WorldCat.
-End of process: If slip is from Billing, return slip to Billing.
-====== EAST Materials: Withdraw or Replace? ======
-When list of lost items to be withdrawn arrives from Billing, search each item by Bib number.
-Check for a 583 in the Bib confirming that the library has made a retention commitment to EAST.
-  * If there is no 583 with an EAST commitment, process as per **Withdrawals: Materials without EAST retention commitments.**
-  * If there are additional items (i.e. we hold other copies of the same edition), the other copy will be retained for EAST.   Withdraw the missing item.
-      *   “MI” to item “Status.”
-      *   Add Circ. Note: “WDN 6-30-16; [initials, paid].
-No more needs to be done.
-  * If there is only one item, give the Billing sheet to Acquisitions, which they will return when the process is complete.  They will attempt to replace the book.
-----
-When the book arrives, determine if it is the same edition.
-  * If the book is the same edition:
-      *   Add “MI” to item status.
-      *   Add an internal note to the withdrawn item record:
-             EAST lost and replaced [1-17-17, mfl].
-      *       There is no need to include the usual Circ. Note “WDN” for these items.
-      *       Create a new item record for the replacement copy.
-      *       Update the copy number.
-      *       Add the following internal note to the new item:
-             EAST replacement copy [1-17-17, mfl].
-      *       Check the OPAC to confirm that the book appears “available.”
+There are many reasons why books are withdrawn.  Many are withdrawn by Circulation because they have been missing for a long time.  Others are damaged or duplicates.
-      *       Place the book on the Cataloging truck for end processing.
-  * If the book is a paperback version of the same edition or a different edition:
+Before withdrawing a book, check the bib. to see if the library has made a commitment to retain the book for EAST.  If so, there will be a 583 field, which looks like this:
-  *
-  *   *       Determine if we have a record for this new edition.
-  *
-  * If so:
-  *   *       Add the new book to that record as an additional copy and add the EAST 583 to the Bib. record.
-  * If not:
+1-
-      *       Add “MI” to item status for the lost book.
+   |a committed to retain
-            * Add a Circ. Note: "WDN 1-17-17; [initials]
+   |c 20160630
-      *       Add an internal note to the withdrawn item record (including brief information about the different edition):
+   |d 20310630
+   |f EAST
+   |u http://eastlibraries.org/retained-materials
+   |z UMass copy: EAST commitment
+   |5 MU
-             EAST lost and replaced (1995 Dover Edition) [1-17-17, mfl]
+Assuming there is only one item (only one copy), remove this 583 and add the title to the EAST list.  Any changes to our EAST commitments should be kept on this list: [[east_reallocations_spreadsheet|EAST Reallocations Spreadsheet]]
-      * Copy and remove the 583 from the bibliographic record.
+Include the title, author, OCLC number and, if necessary, a brief explanation of why the EAST commitment is being withdrawn.
-      * Remove our holdings from WorldCat.
+Example:
+   La belle époque / Gilbert Guilleminault, 1957.
+   OCLC #3953968
+   This was a mismatch.  We have instead the 1958 edition OCLC #10255465.
+   Transferred commitment.
-      * Export a new record from Connexion, adding an internal note in the new item record, including information about the lost edition:
+We send this list to EAST twice a year (May and December): Meiyolet Mendez: [<mmendez@blc.org>].  (Steve Bischof usually sends an email when it's time.)
-             EAST replacement copy for 1931 edition [1-17-17, mfl]
-      *   Paste the 583 to the bibliographic record, which should look like this:
-1-  |a committed to retain
-       	             |c 20160630
-		     |d 20310630
-		     |f	 EAST
-		     |u http://eastlibraries.org/retained-materials
-             	     |z UMass copy: EAST commitment
-		     |5 MU
-**If we are replacing a book with a paperback version of the same edition, there is no need to report this to EAST.  However, in order to keep our holdings accurate, ALL other replacements MUST be reported to EAST’s data librarian: Sara Amato: samato@blc.org.**
+**ALL WITHDRAWALS:**
-  * If the title is not replaceable, search the Five Colleges catalog (first) then the EAST Retention Database (second) https://east-retention-db.appspot.com/ to determine if there is a copy without an EAST retention commitment.
+  * Add “MI” to item “Status.”
-  * If the library receiving the request is willing to commit to retain their copy, follow EAST procedures for recording and removing retention commitment statements in catalogs.
+  * Add a Circ. Note with your initials and a one or two word reason for the withdrawal:
-  * If the library receiving the request does not agree to commit to retain their copy, follow EAST procedures for removing retention commitment statements in catalogs, and book will be withdrawn from UMass following normal withdrawal procedures.
+     EAST WDN 12-27-18; [mfl, msg.].
-More info:
+     WDN 12-27-18; [mfl, damaged].
-  * The EAST procedural document on replacing materials with retention commitments: https://eastlibraries.org/sites/default/files/BLC_Uploads/EAST%20Replacement%20Procedures%20%281%29.pdf
+     WDN 12-27-18; [mfl, paid].
-  * The list of EAST voting members:
+If there are other available items, the process is finished.
-https://eastlibraries.org/east-voting-members
+If there is only one item (which is usually the case):
+  * Suppress HOL record: (Field is “STA”; enter “SUPPRESSED” in field.)
- --- //[[mplipke@library.umass.edu|Primary contact: Marcelle Lipke]] 2017/2/3 9:28//
+  * Suppress Bib record (as per HOL) and add 910 with “withdraw.”
+  * Check OPAC to confirm, “The library does not have available items.”
+  * Remove holdings from WorldCat.
+--- //[[mlipke@library.umass.edu|Marcelle Lipke]] 2018/12/27 12:30//