Claims Study? (3 messages) Marcia Tuttle 17 Feb 1999 12:14 UTC
----------(1) Date: Tue, 16 Feb 1999 11:59:13 -0700 From: Julia Franklin <jfrank@ISL.STATE.ID.US> Subject: Re: Claims study? (Rose LaJudice) -Reply This ended up a lot longer than I expected, if you are interested in my method read on, if not delete now, I won't know the difference. Julia Franklin Idaho State Library ----------------------------------------------------------- I noticed that I was at times in error in sending a claim too soon, or it would be on the shelf. VERY EMBARASSING!! I started a check-off sheet for claims. First, items on the list, are checked to see if they are on the shelves -- to be sure the piece is not on the shelf. Then I check the serials sub-system to be sure it wasn't checked in between the printing of the claim, off-site, and my receiving the claim through the courier. I also look at this time for when the last one was checked in and if it is too soon to expect the next issue. Then I check the EBSCO Customized bulletin of serial changes for the title. For non-EBSCO titles, I check the files for that title to see if a claim has already been sent to the publisher. We do not claim gratis subscriptions. The last thing I do before sending a claim is to look to see if I have already sent a claim to EBSCO for this publication. If all the checks come back with no answers: no it is not on the shelf, no it's not already checked in, it's not to early to send a claim, not on the bulletin, not claimed before, no reason to hold the claim -- I send it off on EBSCO-NET or the publisher (direct). Since having the check sheet, I have noticed I am sending fewer claims than I was before. Much to the relief of my EBSCO Rep. and publishers. I agree the facts were out of date and the Rep. should update his information before saying them again. ----------(2) >From unlsdb@ACSU.BUFFALO.EDU Wed Feb 17 07:11:26 1999 Date: Tue, 16 Feb 1999 15:05:43 -0500 From: Susan Davis <unlsdb@ACSU.BUFFALO.EDU> Subject: Re: Claims study (Kathleen Thorne) I found the reference in Serials Librarian, v.23 no.3/4 (1993), Proceedings of the 7th Annual Conference of the North American Serials Group. "Working Together for the Future" p.269-271. The speaker was Margaret Radbourne, then at Wiley, who said that first claims were routinely ignored. An unnamed person stated that 70-80 percent of claims were made too early. My own view is that there is a delicate balancing act involved in claiming. On the one hand, the automated system is predicting arrival on a regular cycle (what, serials are published regularly, you gasp?). That is, a quarterly comes every 90 days. Yet we all know the reality of publishing, maybe 100 days goes by, or 80, or 150. So we allow a certain amount of grace time in our systems. (and if you have staff vacancies, the grace period is even longer:-)). Then, we have publishers limiting the amount of time you can claim. My staff do their best to check other libraries catalogs and publisher websites for delivery information, but deviations from the established frequency (or the infamous combined issues) result in some premature claims. In the perfect EDI world most of these invalid claims would be handled totally by machine, and we'd have to talk about something else! Susan ############################################################################ Susan Davis Head, Periodicals Central Technical Services University at Buffalo Lockwood Library Bldg. Buffalo, NY 14260-2200 (716) 645-2784 (716) 645-5955 fax unlsdb@acsu.buffalo.edu ----------(3) >From lynchj@BRISCOENT.UTHSCSA.EDU Wed Feb 17 07:11:26 1999 Date: Tue, 16 Feb 1999 14:48:56 -0600 From: "Lynch, Jude" <lynchj@BRISCOENT.UTHSCSA.EDU> Subject: Claims study (Jude A. Lynch) Our claims person is very careful to validate claims before sending them to our vendor. She checks our shelves to be sure that it did not slip past the check-in clerk or that it was not a combined or misnumbered issue. She checks our vendor's database or the journal's website to see if she can get a dispatch date. She checks other library catalogs to see if anyone else has received the issue. We use an automated system but the claims are always reviewed before forwarding so we expect those claims to be taken very seriously. Fortunately, our vendor is very responsive. Jude A. Lynch mailto:lynchj@uthscsa.edu Briscoe Library Univ. of TX HSC at San Antonio 7703 Floyd Curl Drive San Antonio, TX 78284-7940 (210) 567-2400 (210) 567-2490 fax