Penn State University Libraries - CCL Cataloging Workflow

Description of Workflow for CCL Item-in-Hand Processing

This material is received at UP and sent to CatMarking for ownership stamping, barcoding and application of checkpoint labels.

The items are then sent to the Commonwealth Acquisitions Services Team (CAST). The CCL location is added to an existing CAT record or order record following FastCat guidelines. Referrals are sent to Cataloging for completion. Completed items are sent to CatMarking.

CatMarking receives the fully cataloged items from CAST and Cataloging. Labels and shelflist cards are produced and applied to the items, as specified for the format. The items are then released to the Mail Room for shipment to the Campus library.

Surrogates

Surrogates are required for two types of material: non-purchased acquisitions and purchased acquisitions.

Send all surrogates to:

Cataloging/Monographs (Surrogates)
126 Paterno Library
University Park, PA 16802-1808

Surrogates sent to CES Processing, Acquisitions, individual catalogers, etc., will be redirected to the Cataloging Monographs Team and sorted appropriately.

Workflow for Non-Purchased Acquisitions / Gift Books
CAST or Cataloging either adds the CCL location and barcode to an existing CAT record or a new record is created.

The surrogates for the fully cataloged items are then sent to CatMarking where a complete set of labels, as specified for the format of the items, and shelflist cards are printed. The labels, etc. are then sent to the Mail Room for shipment to the Campus library

Workflow for Purchased Acquisitions
When an item is received directly at the campus location, send a surrogate with a note containing funding information to CAST. CAST will clear the order, make payment and either catalog the item or refer the surrogate to Cataloging. The remainder of the workflow is the same as above.

See also Surrogates Workflow.