Reserves+workflow

 Workflow for Reserves: Professors’ Personal Copies This is the process for books. The process is the same for films, which Liz catalogs and processes.

Access Services
Janice identifies items to order. When a professor gives us a personal copy of an item for reserve, Paul processes and catalogs the personal copy. He creates a bib, holdings, and item record, and places the item on the Reserves shelf for immediate use. Paul notifies the Professor that the book is now on reserve. Janice orders a copy for the permanent collection. She gives the order to Carol and includes the professor’s name and course number. We order any personal copy, **//even if it is a textbook//**!

Acquisitions
Carol orders the item immediately. She creates a new brief bib and holdings record. When it comes in, she handles it immediately. She receives it in Voyager, covers it as necessary, and inserts a purple slip with the professor’s name and course number. The purple slip indicates that it’s a RUSH order and must be done immediately. She places the item on Mary’s bookshelf.

Cataloging
Mary catalogs and processes the item immediately. She merges the OCLC record with Carol’s brief record. (Mary does not touch Paul’s Reserves record.) Mary keeps the purple slip in the item and places the item on Paul’s desk. Mary **//does not notify//** anyone via email that it has been cataloged.

Access Services
The new copy is put on the reserve list with professor’s name and the course # in the Circulation Module. The personal copy belonging to the professor and temporarily placed on reserve is taken off reserve. The record is deleted from the reserve list in the Circulation module. Paul goes into the Cataloging module and deletes the temporary record. The book is off reserve and sent by interoffice mail back to professor with attached note explaining that our copy of the book has been placed on reserve (include course #) for the semester.  Regular Reserves (Not Personal Copies)

When a book is ordered for reserve directly by the professor
The liaison asks Carol to order the book and tells her the professor’s name and course #. Carol places that information on a purple slip in the book when it is received. The book is passed on to Mary to be cataloged. Mary places the book on Paul’s desk. Paul places the book on reserve in the Circulation module. Paul notifies the professor that the book is on reserve.