Introduction to Technical Services, 8th Edition

by G. Edward Evans, Sheila S. Intner, and Jean Weihs


This is the classic text for gaining a thorough understanding of library technical services.

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November 2010

Libraries Unlimited

Pages 484
Volumes 1
Size 7x10
Grade College
Topics Acquisitions and Collection Management/Collection Development, Theory and Practice
  Organization of Information and Knowledge Management/Cataloging and Classification
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Used in library schools worldwide, this standard text provides students with a thorough understanding of technical services. Updated and expanded, the eighth edition further emphasizes the rapidly changing environment in which technical services are conducted.

The book covers all aspects of the field—from acquisitions to managing the cataloging department—with five new chapters. "Technical Services Issues" includes material related to physical space needs; "E-resources Issues" examines how the growth of e-materials impact technical services work; "Copy Cataloging" reflects the ever increasing need to be more efficient and also to save limited funds for technical services activities; "Overview and Decisions" addresses the issue of why and how the local OPAC has become a gateway to the universe of knowledge; and "Processing Materials" covers the activities involved in making sure items that go into a library's collection are properly identified as belonging to the library and where the item is physically located in the collection. All other chapters have been extensively rewritten and updated to reflect 2010 technical service functions and activities. Complete with helpful illustrations, statistics, and study guide questions, this text is a must for library and information science students!

Author Info

G. Edward Evans is a renowned Fulbright scholar, former university librarian, author, consultant, and supervisor of the Harold S. Colton Memorial Library and Archives, Flagstaff, Arizona.

Sheila S. Intner is professor emeritus, Simmons College's Graduate School of Library and Information Science at Mount Holyoke College, South Hadley, MA. She has received several awards, including ALA's Margaret Mann Citation Award for outstanding contributions to education for cataloging and classification.

Jean Weihs is a consultant, Technical Services Group, Toronto, Ontario. She has received over ten national and international awards including the Margaret Mann Citation in Cataloging and Classification and was the first recipient of the John Comaromi Lectureship. She represented the Canadian Library Association on the Joint Steering Committee for Revision of AACR for nine years and was its chair for six years.

Table of Contents

Contents Preface to the Eighth Edition Part I: General Background Chapter 1: INTRODUCTION Libraries and Customer Service Customer Service Philosophy Role of Library Services What are Technical Services? Technical Services Background Knowledge Goals for Staff Summary Review Questions Notes Suggested Reading Chapter 2: TECHNICAL SERVICES ADMINISTRATION Tips for Effective Time Management Tips for Meetings Tips for Team Building Tips for Staff Motivation Tips for Communication The “More” Factor The Faster/Better/Cheaper Factors Restructuring to Provide “Faster and Better” Standards Summary Review Questions Notes Suggested Reading Chapter 3: STAFFING Staffing Categories Librarians Paraprofessional/Support Staff Other Full-Time Staff Staffing Process Recruitment Selecting the Pool Interviewing Staff Development, Training, and Retention Retention Training and Development Performance Appraisal Part-Time Staff Students Volunteers Summary Review Questions Notes Suggested Reading Chapter 4: TECHNICAL SERVICES ISSUE Technology Outsourcing Cooperative/Consortial Activities Quality Assurance Budgetary Issues Spaces for Technical Services Some Key Issues Planning Issues Summary Review Questions Notes Suggested Reading Part II: Acquisitions and Serials Chapter 5: ACQUISITIONS—OVERVIEW Collection Development and Acquisitions Types of Materials Acquired Print Materials Nonbook Materials Electronic Resources General Procedures Request Processing Verifying Ordering Reporting Receiving Orders Acquisition Methods Serials Processing Summary Review Questions Notes Selected Web Sites and Discussion Lists Suggested Reading Chapter 6: DISTRIBUTORS AND VENDORS Making the Selection—Factors to Consider What the Firm Stocks Vendor Technological Capability Speed of Delivery Financial Considerations Vendors’ Services Customer Service Considerations Vendor Evaluation Retail Outlets Out-of-Print, Antiquarian, and Rare Book Dealers Summary Review Questions Notes Selected Web Sites Suggested Reading Chapter 7: PRINT AND DIGITAL BOOKS What is Publishing? Types of Publishers Electronic Publishing E-Readers Technology and Information Producers Acquisitions and E-Resources The Google Books Library Project Summary Review Questions Notes Suggested Reading Chapter 8: E-RESOURCE ISSUES Differences between E-Resource and Print Collection Building Ownership Issues Negotiating the License Group Decision Making Trials Purchase Price Staff and User Issues Technical Issues Cancellations Assessment of E-Resources Statistics Summary Review Questions Notes Suggested Reading Chapter 9: SERIALS—PRINT AND ELECTRONIC What Is a Serial? Issues and Concerns Cost and Pricing Acquisition Processing Access Preservation Backfiles Changing Nature Assessment and Evaluation Summary Review Questions Notes Suggested Reading Chapter 10: GOVERNMENT INFORMATION Background E-Government Categories of Government Information U.S. Documents State and Local Governments Canadian Government Information Documents from Other Countries Access to Government Information Accessing U.S. Government Information Preservation of Government Information Federal Depository Library Program Canadian Depository Programs Acquisition of Government Information Summary Review Questions Notes Suggested Reading Chapter 11: MEDIA Media Issues Current Media Formats Motion Pictures and Video Movie Ratings and Libraries Video and Copyright Other Image Formats Maps Audio Recordings Games Game Ratings Realia Microforms Preservation Microforms Film and Video Summary Review Questions Notes Suggested Reading Chapter 12: FISCAL MANAGEMENT Problems in Fiscal Management Library Fund Accounting Accounting Balance Sheet Accounts and Ledgers Journal Estimating Costs Allocation of Monies Encumbering Vouchers Order and Invoice Control Reconciliation of Accounts Audits Summary Review Questions Notes Suggested Reading Part III: Cataloging and Processing Chapter 13: OVERVIEW AND DECISIONS The Rationale for Good Cataloging Cataloging and Classification Processes Decisions Bibliographic Levels Subject Authorities Classification Systems Catalog Displays A Word About the Figures and Examples Summary Review Questions Notes Suggested Reading Chapter 14: DESCRIPTION—IDENTIFYING MATERIALS AACR2: Past and Present Organization of AACR2-2005 Descriptive Structure and Data Sources ISBD Punctuation Creating the Description Area 1: Title and Statement of Responsibility Area 2: Edition Statement Area 3: Material Specific Details Area 4: Publication, Distribution, etc. Area 5: Physical Description Area 6: Series Area 7: Notes Area 8: Standard Numbers and Terms of Availability Rule Interpretations Summary Review Questions Notes Suggested Reading Chapter 15: ACCESS POINTS—RETRIEVING THE RECORD Main and Added Entries Selecting the Main Entry Selection Decision Tree Added Entries Name and Title Authorities Personal Names Corporate Bodies Geographic Names Uniform Titles Summary Review Questions Notes Suggested Reading Chapter 16: SUBJECT ANALYSIS Determining Subject Matter Enumeration versus Faceting Subject Authorities: Subject Heading Vocabularies Principles of Subject Cataloging Evaluating Subject Catalogs Problems of the Subject Catalog Subject Authorities: Numbers for Classification Principles of Classification Call Numbers Evaluating Classifications Maintenance Issues Subject Analysis for Literary Works Why use Standard Systems? Summary Review Questions Notes Suggested Reading Chapter 17: SUBJECT AUTHORITIES Library of Congress Subject Headings The Publication Format of LCSH Entries Cross-References in LCSH Subdivisions in LCSH Other Subdivision Instructions LCSH’s Canadian Complement Problems with LCSH LC’s Children’s and Young Adults’ Cataloging Program Sears List of Subject Headings The Publication Format of the Entries Advantages and Disadvantages of Using Sears Summary Review Questions Notes Suggested Reading Chapter 18: CLASSIFICATION SYSTEMS Dewey Decimal Classification Format of DDC The Schedules A Closer Look at the Schedules A Closer Look at the Tables Library of Congress Classification Principles Underlying LCC Format of LCC Main Classes of LCC Subdivision in LCC Comparison of DDC and LCC National Library of Medicine Classification Background and Development Format of NLMC Main Classes and Subdivisions NLMC in Libraries “Copy” Classification Summary Review Questions Notes Suggested Reading Answers to the Classification Exercises Chapter 19: MARC FORMAT AND METADATA Machine-Readable Cataloging History and Background Elements of a MARC Record Fields Subfields Indicators Content Designation MARC Displays Bibliographic Networks and Shared Cataloging Metadata Dublin Core Metadata Encoding and Transmission Standard Metadata Object Description Schema Summary Review Questions Notes Suggested Reading Chapter 20: COPY CATALOGING Policy Issues 1. Acceptability of Sources 2. Record Fullness 3. Errors 4. Call Numbers 5. Tracings (Subject Headings and Added Entries/Access Points Overview of the Operation Choosing the Source(s) Summary Review Questions Note Suggested Reading Chapter 21: PROCESSING MATERIALS Evidence of Library Ownership Location Information Recording and Tracking Use Preservation and Security Summary Review Questions Notes Suggested Reading Chapter 22: LEADING THE CATALOG DEPARTMENT Management Tasks Needed Skills Department Policies and Procedures When Cataloging Standards Change Writing a Policy Manual Adopting the Policy Manual Current Issues Ten Hints for Leadership Patron Service First and Foremost Review Questions Suggested Reading Indexes Topical Index to the Text Index to Names Index to Figures Type of Media Access Points Description Classification



"This substantial volume is the standard textbook for courses on technical services in library and information science (LIS) programs, and with good reason. It succeeds in doing what . . . an introductory textbook should do: balance high-level overviews of acquisitions and cataloging . . . with judiciously chosen details that are sufficient to elucidate the subject, but not so abundant as to completely overwhelm the inexperienced student. . . . learners, at various stages of knowledge, will find Evans, Intner, and Weihs to be adept, trustworthy guides to the past, present, and probable future landscapes of technical services work."—Library Resources and Technical Services

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