You can monitor items loaned to your clients, part 2

You can use processes outside Te Puna Interloan (as well as inside) to keep track of interloaned items. Here are some tips shared by Te Puna libraries.

Tip 1: Create a short, temporary bibliographic record for your incoming interloan item into your library management system. Suppress this record from your OPAC so that clients can’t see it when searching.

One library uses the call number field to list title/author and ILL number – this is not correct cataloguing as such but enables the library to use it own LMS to keep track of items and borrowers.

Another library uses the format, for example: Shock of the new / Hughes [INTERLOAN] [4678000] and scans in the barcode from the holding library as the item record. This format means the library can search on INTERLOAN and get all the books that are out. It also means that if it comes up as overdue it is clear on the notice that it is an interloan.

The University of Otago Library creates a temporary Voyager record.

Temporary Voyager record

Tip 2: Because the book is now in your catalogue it can be issued to your client as normal. It is a good idea to issue the book to be back 3 days before the due date to allow time for return or renewal requests.

The University of Otago gives each item its own barcoded book-strap for use when issuing the book to the patron.

Bookmark used by the University of Otago

Tip 3: You can track interloan items like regular books; clients receive reminder and overdue notices using the normal system

Tip 4: For renewals most of these libraries prefer to set the system so that renewals must be processed manually by library staff.

Tip 5: As part of the routine for returning the interloan the temporary catalogue record is deleted. Some libraries have an automated deletion process; others delete the record manually (provided the book and barcode are still in front of you it takes only a few seconds).

Advantages of this system are that interloans are integrated into normal circulation routines – the time required to add & delete the record is more than compensated by time savings of not chasing overdue interloans and for clients being able to see what is out on issue to them on their loan record.

Our thanks to Queenstown Lakes Library; Unitec Institute of Technology; EIT Hawkes Bay, Twist Library; and the University of Otago Library for these tips.

You can monitor items loaned to your clients, part 1

Requesting libraries, here are some tips on using Te Puna Interloan to monitor items loaned to your clients:

Tip 1: When you create the request, enter your client’s name into the Client Name field, near the bottom of the request form. You should use a consistent format, like surname first.

Client name field

This will come in handy later (see tip 5 below).

Tip 2: When the requested items arrive, action them as Received promptly. Note the Due Date and advise your client of this. As well as appearing on the slip that comes with the book, the due date will be near the bottom of the request form.

Due date field

Tip 3: Check your Work Queue every day for things that need your urgent attention. For example:

  • Recall – needs to be retrieved from your client and returned immediately.
  • Message – you need to click on the details and read the message and then take appropriate action.

Tip 4: Monitor your loans from other libraries. There are several ways to do this. One way is to use your Work Queue.

Go to your Work Queue and click the total next to Received:

Work queue

This will display the loan requests that you have actioned as Received. You will be able to quickly page down to the older requests:

Results list

Tip 5: You can also monitor your clients. To find items currently out on loan to a particular client, search for them at the ILL Request Search screen (Simple Search):

Request search

You can manage your library’s WorldCat Registry profile

As well as your library appearing in the Directory of NZ Libraries, a basic profile for your library also appears in the WorldCat Registry. You can expand and maintain this profile yourself.

Benefits of maintaining your profile in WorldCat Registry

  • A WorldCat Registry profile allows you to maintain a range of data about your library in a single place – for example consortial memberships, vendors used, and web-based services such as online catalogue.
  • When you maintain a Registry profile, your library’s resources get greater web exposure, for example by deep links in WorldCat.org (more on this below).
  • You can share your profile with vendors, service providers and others by sending them a special web link that gives them read-only access to your data.

How to get authority to manage your WorldCat Registry profile

To manage your WorldCat Registry profile you will need to follow these steps:

  1. Get a WorldCat username and password by going to the registration page
  2. Go to the WorldCat Registry and find your library profile
  3. Click on the “Authorise me” button. The system will prompt you to enter your username and password and then provide a set of steps to follow.

How to use WorldCat Registry to create deep links from WorldCat into your library catalogue

Go to the Registry tutorials page. A tutorial called “How to Connect Patrons to Your Library” describes how libraries can easily set up the deep links in Registry for OCLC services.

You can search for libraries in the WorldCat Registry

Go to the WorldCat Registry.

Choose Advanced Search.

Choose your criteria, for example Name, Institution Type, Country, or an Identifier such as NZ Library Symbol.

You can keep track of your library details in both the Directory of NZ Libraries and the WorldCat Registry

The Directory of NZ Libraries database contains details for all New Zealand libraries and is managed by the National Library of New Zealand. It includes address and contact details, and also interloan details and charges. Te Puna Libraries can update their own details by logging on with any of their Te Puna userids. Otherwise, you can request assistance by emailing Te Puna Subscriber Services.

The WorldCat Registry contains address and contact details for all New Zealand libraries (as well as overseas libraries). Where available, the Registry also contains online catalogue, OpenURL, IP range, and other deails. To search for your library, choose Advanced Search, and then search by New Zealand Library Symbol. To update your details, sign on with your OCLC Registry username and password. You can obtain advice about this from the Registry pages, or by emailing Te Puna Subscriber Services.

You can find out which publications regularly contain articles in te reo Māori

The following is a list of publications that regularly contain articles in te reo Māori on Index New Zealand.

  • Haumi e! (ISSN 1177-3669)
  • He muka (ISSN 0114-6017)
  • Hookioi (ISSN 1177-3669)
  • Kokiri (ISSN 1177-8164)
  • Korako (ISSN 1178-8798)
  • MAI review (ISSN 1177-5904)
  • Pā harakeke (ISSN 1176-5917)
  • Pīpīwharauroa (Gisborne, N.Z.)* (ISSN 1176-4228)
  • Pu Kaea (ISSN 1173-0420 & ISSN 1176-8967)
  • Pūtara (ISSN 1177-4665  & ISSN 1177-4673)
  • Tapikitanga o Apa (ISSN 1176-9130)
  • Te Ara Pūoro (ISSN 1174-846X)
  • Te Taarere aa Tawhaki  (ISSN 1175-544X)
  • Toi te kupu (ISSN 1172-0611)
  • Whare Kura (ISSN 0112-0522  & ISSN 0112-0522 )

Download a comprehensive list of all journals indexed – journals likely to include Māori language articles are indicated by a koru icon. Koru icon

You can view the abstracts of Māori INNZ articles in te reo and English

On Index New Zealand, abstracts are provided in both te reo Māori and English for articles written in Māori.

In September 2007 Indexing Services added the first abstract in te reo Māori, to describe an article written in Māori. There are now well over 1000 abstracts.

These indicative abstracts reflect the tone and level of the article. General articles have a simpler abstract than research articles. This gives you or your student a good idea whether the full piece is a good match for your level of learning.

You can get copyright guidance from DigitalNZ

Digital New Zealand has three guides available relating to enabling the use and re-use of digital objects:

Copyright Status Flowchart for photographs

Rights and Usage resources

Copyright Terms and the Public Domain

You can get help with your digitisation questions

Visit http://makeit.digitalnz.org/askaquestion to ask your question.

Or, if you’re a digitisation whizz, go to the site and start answering other people’s questions!

You can join the New Zealand cataloguers wiki

A new wiki has been developed especially for New Zealand cataloguers and it already contains a wealth of information:

  • About the National Union Catalogue
  • OCLC services available to Te Puna Libraries
  • The OSMOSIS Service provided by the National Library
  • New and updated catalogue standards for the National Union Catalogue
  • Latest news and events
  • Quality in cataloguing

You can use the wiki as an interactive space to receive updates, comment or ask a question.

Visit the wiki at http://nznuc-cataloguing.pbworks.com