Umontana Core Approval Plan Rev.April-09
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YBP APPROVAL PLAN PROFILE and MEMORANDUM OF AGREEMENT University of Montana Mansfield Library Core Approval Plan 8291-24, Plan# 6209 2006, Revised April 2009 This memorandum is intended to explain the Library's arrangement with YBP Library Services, a Baker & Taylor Company, to provide selected publications on an approval basis. The explanation is presented in three parts. Part I briefly describes the procedures which govern billing, shipment, account structure, and returns of materials provided on approval. Part II outlines the technical support provided by YBP. Part III describes the instructions for coverage of specific continuation titles on the plan, the Approval Plan Publisher Profile or “press list,” the plan's subject parameters, and the non-subject qualifiers which limit the plan. Both the Library and YBP recognize that changes to these guidelines will likely be necessary as the program evolves over time. Any change in substance will be recorded in a written communication from YBP to the Library. I. GENERAL PROCEDURES A: Invoicing 1: A 3-part invoice will be included in each shipment with books listed alphabetically by title. Payment will be made from this invoice. 2: A 3-part bibliographic form will be included in each book for the Library's use. 3: The notation APPROVAL BOOKS or APPROVAL SLIPS will appear on all invoices and shipping labels. B: Shipment: 1: Shipments will include both books and notification slips (title announcements sent in lieu of a book). Unless specifically requested otherwise, one copy of each title will be shipped. 2: Shipments will be made via truck or United Parcel Service on a weekly basis. YBP will pay for shipping to the Library. Returned books must be shipped at customer expense via United Parcel Service or insured mail. 3: Materials will be shipped to the following address: MONOGRAPHS Mansfield Library (MMLA02) University of Montana 32 Campus Drive (#9936) Missoula, MT 59812-9936 C: Account and Plan Structure: The Library’s account structure is indicated in the table below. Sub-accounts shown in bold are associated with the approval plan. Sub-Account # Plan# Description 8291-02 Rush Dropship 8291-09 6209 Approval Slips:Children's Awards 8291-11 Approval Books: College of Technology 8291-13 Orders/Promptcat provided 8291-15 4058 Approval Slips: College of Technology 8291-19 Children's Awards 8291-23 6114 Netlibrary eBook Orders 8291 6114 ebrary eBook Orders 8291-24 6209 Core AP 8291-90 Tech Services billing sub-account D: Returns: PROCESSED MATERIALS Under the provisions of this Approval Plan, YBP will ship to the Library books selected according to the press, subject and non-subject parameters described in Part II. YBP will physically process these materials according to Library specifications outlined in the Technical Services profile. This material is non-returnable . The Library will report to YBP what materials are deemed inappropriate to the Library’s collection for reasons of content, subject, style, format, quality, etc. by returning the “Reason for Return” slips for these titles. The Library may be issued credit for defective material returned within one year of the invoice date and damaged material returned within 30 days of the invoice date [45 days for overseas customers]. NON-PROCESSED MATERIALS Titles may routinely be returned in resalable condition within 120 days of date of YBP invoice. Defective titles may be returned within one year of the invoice date. Claims for missing or damaged titles must be reported to a YBP Customer Service Representative. Returns must be shipped via UPS or insured mail. F: Management Reports Collection Management Reports can be submitted by the library via GOBI®, YBP’s on-line collection management tool. Various report templates can provide expenditure reports according to the library’s specifications, as well as open order reports and other approval plan support materials such as press lists, and standing order instructions II. TECHNICAL SERVICE SPECIFICATIONS A: GOBI® YBP’s GOBI® (Global Online Bibliographic Information) service is available to the Library via the World Wide Web. GOBI® provides a sophisticated acquisitions and collection development support system, with access to querying, selection, ordering and reporting functions across YBP’s entire database of titles. The Library should contact their bibliographer-liaison to register for GOBI® access. B: Bibliographic, Cataloging, & Processing Services The Library has contracted with YBP for the range of bibliographic, cataloging, and/or processing services specified in the Library’s YBP Technical Services Profile. The Technical Services Profile, in conjunction with the Memorandum of Agreement, details the specific services to be provided and the responsibilities of each partner. Success in the outsourcing of acquisitions and technical services requires ongoing consultation and a mutual commitment to working together to address issues and concerns as they arise. III. APPROVAL PLAN SPECIFICATIONS A: Publishers: The plan will include all university press, trade, scholarly and professional publishers named on the Library’s Approval Plan Publisher Profile, or press list. As new publishers are added to the YBP approval plan universe, the library will be offered thei Library preferences for new publishers added to the YBP approval plan program: Publisher Type Library Instruction Preference Trade Publishers Books University Press Publishers Books Association Pricing Publishers Slips AP Plus! Publishers Slips World English Publishers Slips African Books Collective Publishers Slips The subject and non-subject parameters below apply to all publishers covered by this Approval Plan. B: Subject Parameters: Materials offered on this plan will reflect the requirements of a university library suporting a full range of programs at all levels through the doctorate. The following subject parameters describe the subject focus of the plan. Books will be shipped automatically in subjects preceded by a "B". Notification slips will be sent in lieu of a book for all subjects preceded by an "S". Nothing will be shipped for all subjects preceded by an "X", except as indicated in the notes. Exceptions and clarifications to the general instruction for a subject are noted beneath the subject. University of Montana Core Approval Plan Profile AC Collections. Series Action LC Range Description Fund Exceptions X AC 1-1100 Collections. Series. Collected Works AE Encyclopedias (General) Action LC Range Description Fund Exceptions X AE 1-90 Encyclopedias (General) AG Dictionaries & Other General Reference books Action LC Range Description Fund Exceptions X AG 1-600 Dictionaries & Other General Reference books AI Indexes (General) Action LC Range Description Fund Exceptions X AI 1-21 Indexes (General) AM Museums (General) Collectors & Collecting Action LC Range Description Fund Exceptions X AM 1-501 Museums (General) Collectors & Collecting (General) AM 10-100 By Country AM 111-199 Museology. Museum methods, technique, etc. AM 200-501 Collectors and collecting AN Newspapers Action LC Range Description Fund Exceptions X AN Newspapers AP Periodicals (General) Action LC Range Description Fund Exceptions X AP 1-271 Periodicals (General) AS Academies and Learned Societies Action LC Range Description Fund Exceptions X AS 1-945 Academies and Learned Societies (General) AY Yearbooks. Almanacs. Directories Action LC Range Description Fund Exceptions X AY 10-2001 Yearbooks. Almanacs. Directories AZ History of Scholarship & Learning. The Humanities Action LC Range Description Fund Exceptions [Form dated 2005] Page 4 X AZ 20-999 History of Scholarship & Learning. The Humanities B Philosophy (General) Action LC Range Description Fund Exceptions BB Philosophy (General) u3phila Send books for BASIC RECOMMENDED, BASIC ESSENTIAL and RESEARCH ESSENTIAL. Exclude SUPPLEMENTARY. 1-5802 Exclude NOT SELECT. B 1-107 General B 108-719 Ancient (600B.C.-430A.D.) B 108-120 General Works B 121-162.8 Orient B 162.9-719 Occident B 720-769 Medieval (430-1450) B 770-789 Renaissance B 790-5802 Modern (1450-1600- ) B 790-849 General Works, Special Topics B 850-980 United States B 981-1000 Canada B 1001-1110 Latin America B 1111-1800 England B 1801-2520 France B 2521-3499 Germany B 3500-3550 Greece X B 3551-4200 Italy But send slips for BASIC X B 4201-4300 Russia ESSENTIAL, RESEARCH X B 4301-4510 Scandinavia ESSENTIAL. X B 4511-4624 Spain. Portugal X B 4625-4669 Switzerland X B 4670-4999 Eastern Europe X B 5000-5104 Asia X B 5105-5164 South Asia X B 5165-5229 East Asia X B 5230-5239 China X B 5240-5249 Japan X B 5250-5288 Korea X B 5289-5294 Other countries X B 5295-5299 Arab countries X B 5300-5684 Africa X B 5685-5799 Oceania X B 5800-5802 Religion BC Logic Action LC Range Description Fund Exceptions B BC Logic u3phila But send books for BASIC RECOMMENDED, BASIC ESSENTIAL and RESEARCH ESSENTIAL. Exclude 1-199 SUPPLEMENTARY. [Form dated 2005] Page 5 BC 1-9 Reference works. Congresses BC 10-39 History BC 40-48 Special systems and theories BC 49-59 Philosophy. Methodology. Study BC 60-78 Deductive logic BC 79-100 Inductive logic BC 101-120 Textbooks, outlines, etc. BC 121 Genetic and evolutionary logic BC 122 Transcendental logic BC 123-127 Many-valued logic BC 128-130 First-order logic BC 131-135 Symbolic and mathematical logic BC 136 Logic diagrams BC 137-140 Mechanical logic. "Logic machines" BC 141-142 Logic of chance. Probability BC 143 Plausibility BC 144-150 Deontic logic BC 151-170 Logic for professional classes BC 171-199 Special topics BC 175-185 Fallacies, reasoning, hypothesis BD Speculative Philosophy Action LC Range Description Fund Exceptions B BD 10-701 Speculative Philosophy u3phila Send books for BASIC RECOMMENDED, BASIC ESSENTIAL and RESEARCH ESSENTIAL. Exclude SUPPLEMENTARY. BD 10-94 Introductions BD 95-142 Metaphysics BD 143-239 Epistemology. Theory of Knowledge BD 190-214 Analogy, authority, justification, sensation BD 240-299 Methodology Exclude SUPPLEMENTARY. BD 300-492 Ontology Exclude SUPPLEMENTARY.