· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task

· Consulting and responding to inquiries and questionnaires, including e-mail

· Problem solving falling outside of normal procedures and guidelines. Often work is referred because an individual did not know how to proceed. Does not refer to complex investigation or verification which is part of an assigned task

· Liaison work with public service and collection development staff

· RUSHACQ requests

· All pre-order searching (resulting records may be used for both cataloging and ordering purposes) and searching of gifts for a retention decision

· Exporting of bib records and inputting provisional records, including authority work

· All creation of order records and first time preparation of check-in records (on or off-line)

· Assigning vendors and determining exchange partners

· Estimating prices and verifying discounts

· Serial source changes

· Changing vendors on existing record

· Claims and cancellations and all correspondence

· Updating of order and check-in records

· All associated record filing and pulling

· Opening and sorting of all mail

· Receiving materials and checking-in; includes materials and invoices and normal searching for missing records

· Creating online pay statements

· Checking-in of cataloging records received from services like OCLC PromptCat for which no further cataloging review is required

· Creating item records, charging, routing

· Related problem solving

· Speed cat within Acquisitions

· Recording billing and converting currency

· Preparing invoices and vouchers (on or off-line), including photocopying and assembling

· Checking and verifying statements; invoice approval and bookkeeping

· Fund code management

· Associated filling and pulling

· Evaluating costs, terms and sources; vendor analysis and report preparation

· Mail preparation (labels, boxes, envelopes)

· Sorting, shelving, distributing, including purchase requests and gift material

· Other

· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task (quality control on speed cat books)

· Consulting and responding to inquiries and questionnaires, including e-mail

· Problem solving falling outside of normal procedures and guidelines. Often work is referred because an individual did not know how to proceed. Does not refer to complex investigation or verification which is part of an assigned task

· Processing requests to review cataloging and requests to expedite/find in-process material

· Liaison work with public service and collection development staff

· Requests from rush mailbox and other requests to locate books for rush (books not ordered as rush)

· Searching, verifying and establishing names, subjects, series and uniform titles for new title cataloging and recataloging. Use only if performed as separate task, otherwise count in cataloging task

· Establishing or revising existing authority records for local use or NACO participation

· Communication with LC/OCLC on authority issues

· Sorting, shelving, boxing, distributing and retrieving and any file maintenance of RS inventory

· Searching and printing cataloging copy, if done as separate task, if not count as cataloging task

· OCLC updates, if done as separate task

· Reviewing shelves at Baker

    Use CA05.1 for Monographs
    Use CA05.2 for Serials

· Verification and modification (description and classification) of an existing catalog record, including adding call numbers and subject headings. Does not include recataloging of a local record.

· Item record creation and bar coding if done as part of cataloging task

· Verification of call numbers if done as part of cataloging task

· Passing records into the local system if done as part of cataloging task

· Enhancement and upgrading of bib records

· Creation of cataloging records (description and classification) which meet national standards for full cataloging; includes new records derived from variant edition records

· Item record creation and bar coding if done as part of cataloging task

· Verification of call numbers if done as part of cataloging task

· Passing records into the local system if done as part of cataloging task

· Creation of cataloging records (description and classifications) on OCLC which does not meet national standards for full level cataloging

· Creation of local provisional records, including preliminary thesis work

· Item record creation and bar coding if done as part of cataloging task

· Verification of call numbers if done as part of cataloging task

· Passing records into the local system if done as part of cataloging task

· Activities separate from a cataloging task which add access enhancements to cataloging record or Web access. Examples: scanning of table of contents, book covers, theses abstracts; creating Web documents from MARC record

· Preparation and management of outsourced new title cataloging

· Use if addition of cataloging records to the local OPAC is batched and done as a separate task

· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task

· Consulting and responding to inquiries and questionnaires, including e-mail

· Problem solving falling outside of normal procedures and guidelines. Often work is referred because an individual did not know how to proceed. Does not refer to complex investigation or verification which is part of an assigned task

· Liaison work with public service and collection development staff

· Editing and inputting cataloging records (no cataloging decisions are being made)

· Editing of disk-loaded approval records

· Modification of bib records for rejected/returned approvals

· Modification of bib records for cancelled orders

· Updating VHLD

· Includes all types of records: bibliographic, order, payments, binding, etc.

· Withdrawals, transfers, lacks, retention changes

· Investigation and follow-thru resulting from system identified new and conflicting headings. Does not include authority work completed as part of the cataloging process.

· Establishing or revising existing authority records for local use or NACO participation resulting from system identified new and conflicting headings.

· Communication with LC on authority issues resulting from system identified new and conflicting headings.

· Preparation and management of outsourced authority work

· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task

· Consulting and responding to inquiries and questionnaires, including e-mail

· Problem solving falling outside of normal procedures and guidelines. Often work is referred because an individual did not know how to proceed. Does not refer to complex investigation or verification which is part of an assigned task

· Includes preservation treatment decisions

· Liaison work with public service and collection development staff

· Sorting, shelving, delivering, receiving, boxing

· Receipt and filing of separately published indexes; updating loose leaf services

· Charging and discharging

· Binding preparation (including photocopying)

· Post binding processing and file maintenance; includes bar coding if done at same time

· Binding database input and maintenance

· Repair treatments, boxing and shrink wrapping (including photocopying); marking, labeling and bar coding, if done at same time

· Any associated record maintenance and charging and discharging

· Pre and post processing and any associated record keeping

· Entry of data and analysis of results

· Cleaning, freeze-drying and other treatments resulting from disasters

· Formal programs and preparation

· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task

· Consulting and responding to inquiries and questionnaires

· Problem solving falling outside of normal procedures and guidelines. Often work is referred because an individual did not know how to proceed. Does not refer to complex investigation or verification which is part of an assigned task

· Liaison work with public service and collection development staff

· Pulling old and preparing temporary records

· Includes offline and online work

· Includes batch processing using software

· Includes all authority work associated with the project if performed separately from other tasks

· Preparation and management of outsourced retrospective conversion

· Personnel and administrative work, statistics review and analysis, reports, memos

· Job related reading requiring response

· Planning and preparing, including for meetings

· Liaison work

· PCC stats

· All institution sponsored meetings, demonstrations and presentations. Includes travel time to meetings, but if work accomplished during travel, count in appropriate task

· Scheduling meetings

· Consulting and referring, responding to inquiries, including e-mail, related to divisional work but not contributing directly to one of the product centers.

· Research, writing, teaching, vitae, professional service, conference attendance and meetings not required by position. Includes travel time to meetings, but if work accomplished during travel, count in appropriate task

· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task

· Does not support a divisional Product Center service or product

· Library staff association, library faculty, university faculty senate, promotion and tenure committee activities

· Non-technical services committees

· Typing, filing, organizing, sorting, photocopying, supplies, inputting and editing, statistics compilation, directing calls, greeting visitors

· Training: Used by individuals training others and staff being trained who are accomplishing no work. If work is accomplished, time is counted in appropriate task

Limited to general knowledge training and demonstrations which cannot be limited to a specific Center (e.g. E-mail training). If intended for performing tasks in a Center (e.g. acquisition vendor system), record time in appropriate Center. If supports work in more than one Center, split time accordingly. Allocate training time to the appropriate Center whenever possible

· Demonstrations and presentations

· Procedure and policy documentation

· Revising of other’s work when done as a separate task

· Consulting and responding to inquiries and questionnaires, including e-mail

· Liaison work

· Diagnosing and handling problems with hardware and software and other automation related activities

· Checking records for system functionality

· Computer downtime

· Setting up/installing software. Reading and deciphering documentation, calling vendors, initializing disks. Hooking up and maintaining hardware

· Programming, developing applications, setting up spread sheets, documenting

· Tape and file processing; backing up; loading and copying new records (BNA discs) and indices

· Reorganizing file structures

· Time a salaried employee did not work and was not paid