> For Library Staff > Phase II: Control
Phase II: Control Guidelines
The following procedures were developed from the recommendations of the CMI Operations Advisory Committee subgroups for Publicity, Usage, Bibliographic Control, and ILL/Document Delivery. These procedures are designed to address activities during the second phase of the Collection Management Initiative grant project during which experimental volumes are located in remote storage, control volumes are maintained on library shelves, and usage data is gathered for both print and electronic journals. Phase II officially began October 1, 2001.
Gathering usage data
Definition of use
Marking to identify volumes
As current issues for study titles arrive in the library, staff will mark them with labels on the covers and place a Use Data Slip inside. When bound volumes for study titles return from the bindery, CMI labels should be affixed to the spines to identify them as study titles and Use Data Slips placed inside the front or back cover.
Some libraries may choose to use another method, such as placing barcodes in the volumes/issues and using a barcode reader as a way of counting a re-shelving event. Libraries that use a cumulative barcode counting system should make note of the starting count for each study title to avoid including data from before the study period. Regardless of the method, library staff will need to record the use of the volume/issue as defined above.
Frequency of reporting data to CMI staff
Bibliographic record changes
Annotating the bibliographic records in the local online catalog to indicate that a journal title is a CMI control title is a local campus option. However, no changes will be made to Melvyl records to indicate that a journal title is a control title.
Publicizing participation in the CMI project
The following tools are (or will be) available in the publicity section of this web site and via email to liaisons:
The use of these tools is at the discretion of the campus library. It is recommended that copies of the project explanation be made available at public service desks to inform both staff and patrons of the project. The opening day letter is directed to faculty and others that the UL and librarians determine should be informed about the project.
If at any time, supplies of labels or Use Data Slips run low, campuses may request additional supplies from CMI staff. There is no cost to campuses for these supplies.
A form will be provided to aid libraries in recording the cost of carrying
out the activities related to Phase II of the project.
Send your questions and comments to Gary.Lawrence@ucop.edu.
Last updated: October 23, 2001.