PROJECT QUESTIONNAIRE

Contact Information

Name of Library or Vendor:

Administrative contact person:

Name: 

Email address:

Phone: 

Fax: 

Mailing address: 

Cataloging contact person (if different from above):

Name: 

Email address:

Phone: 

Fax: 

Project Description (Please describe the types of materials to be sent to LCS)

Formats (books, visual materials, sound recordings, maps, etc.):

Languages:

Number of items in each format/language: 

Subject areas:  

Anticipated % of original/copy cataloging:

Record Creation/Editing Options

Which call number scheme do you use? (LC, Dewey, NLM, etc.) (for original cataloging, LCS will place LC call numbers in 050 and Dewey numbers in 082 instead of 090 and 092, unless otherwise requested)

If you use LC classification, is it required that all call numbers be placed in 050 instead of 090, or vice versa? If so, do you want us to move existing LC call numbers in existing records from 050 to 090 or vice versa, if applicable?

If you use LC classification, do you want series call numbers if they are established in the LC series authority record?

If you use Dewey, is it required that all call numbers be placed in 082 instead of 092, or vice versa?  

If so, do you want us to move existing Dewey numbers in existing records from 082 to 092 or vice versa, if applicable?

If you use Dewey, do you want work marks included?  

If you use Dewey, do you use cutter numbers, and if so, could you please describe them?

If you use Dewey, do you want dates after the call number?

If you use Dewey, do you use any special numbers/letters for particular subject areas or genres (ex. "B" followed by last name for biographies, "Fic" followed by author's last name for fiction, etc.)?  

If yes, please supply examples. 

On copy records, would you like LCS to add a call number if needed? (Call number is included with original cataloging)

Which subject heading scheme do you use? (LCSH, Sears, MeSH, etc.)

On copy records, would you like LCS to add subject headings when they are lacking? (Subject headings are included with original cataloging)

On copy records, would you like LCS to add any necessary added entries that are lacking?

Would you like LCS to upgrade copy records to full level? (LCS will find a matching record, ensure that all existing access points are relevant, edit all non-filing indicators and any fill characters as necessary, correct any typographical errors, and ensure that the fixed field values correctly reflect the information in the body of the record, but will otherwise accept a matching record as is unless upgrades are requested/purchased)

Would you like LCS to do original cataloging according to RDA? If yes, do you want LCS to upgrade copy records to RDA standards? 

Would you like LCS to perform authority control on copy records? (Authority control is included with original cataloging)

Would you like LCS to add/verify script characters on copy records? (Script characters are included with original cataloging)

Are there any local fields you would like LCS to add or delete on records? (035, 049, 910, 949, etc.) Please give examples of any fields you want added, showing us how you want them entered.

How do you want LCS to handle serials? If we encounter a single issue of a serial with a distinctive title, should we catalog it as a monograph? As a serial? Flag it as a serial and leave it uncataloged? If we encounter a single issue of a serial without a distinctive title, should we catalog it as a serial? Flag it as a serial and leave it uncataloged? 

Would you like LCS to add your institution's holdings to OCLC's WorldCat?

Would you like LCS to perform any physical processing on your items? (Spine labels, barcodes, security strips, property 

stamps, include record printout, etc.)

If you want any kind of physical processing that involves affixing items (ex.affixing barcodes), please describe where and how you want items to be affixed.

If you want spine labels, please describe the type (SL4, SL6, etc.) and the information you want on the labels.

Administrative Details

How would you like LCS to deliver your records? (.dat files, .mrc files, list of save file numbers, etc.) 

Is there a date you would like to begin/end your project, or would you like to set up an ongoing arrangement?

What turnaround time do you expect?

How will you ship items to LCS? (FedEx, UPS, USPS, etc.) - LCS will return items via Federal Express unless otherwise requested.

Will you be shipping actual items, or will you be sending surrogates (photocopies, etc.) instead? If shipping surrogates, please specify whether they will be scans or whether they will be photocopies.

For return shipments, LCS requests all shipping notifications from Federal Express (ship, tendered, exceptions, delivery). Do you want LCS to request that these notifications be emailed to you? Do you want tracking numbers emailed to you?

To which address should we return shipments (if different from Administrative contact person)?

Name:

Mailing address:

What day of the month do you prefer to be invoiced--1st, 15th, or 30th?

To whom should we send invoices (if different from administrative contact)?

Name:

Email address:

Phone:

Fax:

Mailing address: