• Ingram Shelf-Ready Onboarding Cataloging & Processing Setup Request

  • Welcome!

    Thank you for placing your trust in Ingram Library Services. We value your business and set the bar high to provide products and services that help you meet the needs of your community.

    Whether you're a new Ingram customer and exploring options, are adding a pre-processed account to accelerate shelving, or are modifying your long-time shelf-ready profile to shift budget dollars, (y)our team will proudly serve as a trusted library partner dedicated to serving you.

     

    Shelf-Ready Solutions

    Ingram's shelf-ready options include cataloging and physical processing for print materials.

    • MARC record encoding requirements
    • Circulation item records
    • Local bibliographic data
    • Book protection and coverings
    • Barcode labels
    • RFID tags
    • Spine labels
    • And more

    Submitted answers are not definitive or permanent.

    Although most questions are required, a submitted form does not automatically begin the cataloging and processing process.

    Your Shelf-Ready Onboarding submission goes directly to the Integration Manager, serves as a guide for the kick-off meeting, and provides the opportunity to clarify, make adjustments, and consider caveats.

    Again, we're thrilled you're here and look forward to working with you on your shelf-ready implementation.
    Your Ingram Library Services Team

  • Account Information

  • Are you submitting your specifications for an opening day collection project?*
  • Does your library belong to a consortium?

  • Library Contact

    The main contact information for this setup request
  • Format: (000) 000-0000.

  • Setup Overview

  • Information we ask regarding the number of shelf-ready services is determined by your answers in this section, so make sure to be as accurate as possible.  

  • Select your services:*

  • 📘Please Note📘

    Estimating your annual spending is especially critical, as Ingram makes several distinctions in the setup process if your estimate is above or below $300,000.

    As best as possible, approximate the annual budget for materials included with this Ingram setup request. 

  • Delivery

  • Do you also want to use the address previously provided for the shipping address of materials associated with this setup request?*

  • Libraries can place orders directly in ipage®, Ingram's online ordering platform, or be integrated with an Automation System Vendor through Electronic Data Interchange (EDI).

    Both ordering methods allow customers the capability to generate call number classification, special collection codes, and circulation item records by applying grids via ipage or by providing Ingram with Enriched Data Codes. 

    📘Please note📘 

    Both options require the Library to provide that information for the setup request to begin processing.

  • How will your library submit orders?*
  • Library automation systems vendor*
  • Would you like to receive a brief, on-order bibliographic record to allow patron holds before items are received?❔*

  • BookMARC, Ingram's bibliographic record database, includes millions of MARC-formatted records created by the Library of Congress (LC), Online Computer Library Center (OCLC), and Ingram's MLS-degreed Catalogers. Our cataloging uses the latest edition and version of the Anglo-American Cataloging Rules/RDA, MARC21 Format, Dewey Decimal Classification, and the Library of Congress Subject Headings.

    Ingram provides free brief MARC records upon order confirmation to upload to your library system for patron discovery.

    MARC records that meet your Library's encoding requirements will be available via ipage (our online ordering platform), email, or FTP once the title is physically processed.

    📘Please Note📘

    If you would like circulation item records, local bibliographic data, or spine labels, please answer "yes" to "providing your Library encoding requirements" and the subsequent questions to comprehensively capture your specifications that meet our internal processes and data-mapping.

  • Do you want Ingram to provide MARC records that meet your Library encoding requirements?*

  • General Workflow

  • How would you like to receive them?*
  • Does your library have Z39.50 capabilities?*
  • Would you like Ingram to search your library catalog for added copies?💲*
  • Is your library catalog shared with other institutions?*
  • Would you like ISBN/EANs attached to a single bibliographic record?*
  • Would you like hardcover and paperback editions (same title, publisher, and year) attached to a single bibliographic record?*
  • Would you like multiple collections (i.e., Juvenile and Juvenile Special Collection) attached to a single bibliographic record?*
  • Do you want Ingram to send a file of bibliographic records to OCLC so that holdings can be set?*

  • Cataloging & Encoding Requirements

  • BookMARC, Ingram's bibliographic record database, includes millions of MARC-formatted records created by the Library of Congress (LC), Online Computer Library Center (OCLC), and Ingram's MLS-degreed Catalogers. Our cataloging uses the latest edition and version of the Anglo-American Cataloging Rules/RDA, MARC21 Format, Dewey Decimal Classification, and the Library of Congress Subject Headings.

    Ingram Requirements and MARC Encoding Level:

    • Only Full Level Records: blank, 4, I, K, and L.
    • Full Level, Cataloging in Publication (CIP Records): blank, 4, I, K, L, and 8.
    • Full Level, CIP, and Minimal Level Cataloging (MLC) Records: blank, 4, I, K, L, 8, 1, 2, 5, 7, and M.
    • Provide Any Record Available: any MARC Encoding Level, including 3.

    When placing an order, we will select bibliographic records that match your Encoding Level requirements for each title; specific encoding requirements can broaden or limit your MARC record matches (or fill rate).

    We recommend Full Level, CIP, and MLC for the highest and most accurate fill rate. 

  • Do you accept our encoding level recommendation of Full, CIP, and MLC records?*
  • What encoding level do you prefer?*
  • How should we proceed with processing if a MARC-formatted record does not meet your requirements?*
  • How should we proceed with processing if a MARC-formatted record does not meet your requirements?*
  • What subject headings should be included? (select all that apply)*
  • Which Library of Congress (LC) headings should be included?*
  • If Sears subject headings is not available, which LC headings would you like us provide?*

  • Local Bibliographic Data

  • Does your library require local call number specifications?*

  • 📘Please Note📘

    Ingram accommodates one 09x tag.

  • Would you like to add specific tags? (other than Circulation Item Fields)
  • Would you like to delete specific tags?
  • Circulation Item Records

  • 📘Please Note📘

    If you would like circulation item records, please answer "yes" to "provide MARC records that meet your Library encoding requirements" and the subsequent questions to comprehensively capture your specifications that meet our internal processes and data mapping.

  • Do you want circulation item information included?*
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  • Protective Book Coverings

  • Ingram offers various processing customizations to hardcover mylar jackets and paperback lamination orders to guard against wear and tear, extending circulation life.

    Our Technical Service Specialists can apply protection materials for you or provide them loose with your order.

    📖 Please Note 📖

    Exposed spine labels will be unprotected if books are not laminated or without mylar jackets, and label protectors.

  • Would you like Ingram to provide 1.5 mil mylar jacket for hardback books with dust jackets?*
  • How should we process mylar jackets?*
  • For hardback books with illustrated endpapers, how should we process the mylar jacket?*
  • Book with illustrated endpapers
  • Would you like Ingram to provide 5 millimeter clear laminate for paperback books?*
  • What type of paperbacks would you like processed?*
  • Spine Labels

  • Ingram offers a standard spine label size of 1"W x 1.5"H with 12-point size bold Arial font, aligned left. If our standard does not meet your specifications, we offer various font formats and placement customizations.

  • Should we provide Spine Label services?*
  • How would you like to receive the labels?*
  • Would you like a spine label protector for books without protective mylar or laminate coverings?*

  • Spine Label Text

    Ingram's standard spine label text format is 12-point size bold Arial font, aligned left
  • Do you accept our standard text specs?*

  • 📘Please Note📘

    Fonts marked with * are non-fixed width. Using these fonts, the character count per line may vary depending on the width of the characters on each label. 

  • Label Font*
  • Font Size*
  • Font Weight*
  • Font Alignment*
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  • Spine Label Placement

    Ingram standard spine label placement would be applied ¼” from the bottom book edge, under the protective book covers (dust jacket or lamination). The spine label will be placed directly on the book if no dust jacket is provided.
  • Do you accept our standard placement specs?*
  • How far from the bottom of the spine should the label be placed?*

  • Spine Labels - Narrow Spines

    Specifications for books with narrow spines and other less common forms
  • How should we apply spine labels that do not meet your minimum character count?*
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  • How far from the closest vertical edge should the label be placed?*
  • How far from the closest horizontal edge should the label be placed?*

  • Call numbers are encoded using case-sensitive symbols that correspond to data fields. Please follow the format to provide your spine label specifications for all the collections associated with this setup.

    Collection Description

    Please include each collection that needs a unique spine label per your library specifications. This will not be included on the spine but will serve as a designation for Ingram and your Library to define the spine label format. Common customer “Collection Description” include, but are not limited to:

     

    Adult Fiction
    Adult Collective Biography
    Easy Reads

    Graphic Novels
    Juvenile Fiction
    Large Print Nonfiction
    Picture Books

    Spanish Adult Fiction
    World Languages
    YA Nonfiction 

    Spine Label Specification Formats

    Ingram spine labels can accommodate up to 6 lines of information; maximum of 8 characters per line for each ‘Collection Description.’

    For classification or prefix, enter the value exactly as you want it presented on the spine label.

    Acceptable punctuation formats – period (“.”), comma (“,”), or space (“ “) – are counted as 1 character.

    “(Blank)” retains the blank line.

    For names and titles, Ingram offers UPPERCASE and Mixed Case capitalization options and allows for character length variations, up to 8, for each line of each collection. Character length can be customized by line, by collection, and noted with a single digit of 1 – 8. For full-length entries, breaking at every 8 characters, please note with FULL after the call number capitalization symbology.

    Use the symbology below, followed by the character length, for your format submission.

        UPPERCASE Mixed Case Example
      Author First Name F f F1.
      Author Last Name C c CFULL
      Cutter-Sanborn SANBORN sanborn SANBORN
      Subject First Name SF sf sf8
      Subject Last Name SC sc SC1.
      Title T t t7

    For nonfiction collections that include the dewey number, Ingram can provide dewey on 1 or 2 lines, splitting at the decimal, noting decimal placement with “.” and “123” or “1234” for # of digits past the decimal. For classification or prefix on the same line as the dewey, please enter the prefix value exactly as you want it presented on the spine label and the option of with or without a space before the dewey number.

    Other call number information and formats Ingram can accommodate:

      Volume v.# V.# Vol # VOL #  
      Processed Date MM DD YY MM/DD/YY MM/DD/YYY YYYYMMDD YYYY/MM/DD
      Publication Date YYYY        

     

  • Book Collections

    Add your call numbers for fiction and nonfiction books.

  • Punctuation & Spacing Specification

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  • Do you accept Ingram's standard punctuation and spacing specifications?*

  • Please provide your alternate specifications for punctuation in the table below by adding the items in your preferred format. If you do not want to modify ingram's standard for certain examples, leave those table cells blank.

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    1) Removes apostrophe and compresses characters; does not stop
    2) Retain as exists in main entry and Library’s capitalization requirements; mixed case will be retained
    3) Retain as exists in main entry and Library’s capitalization requirements; mixed case will be retained
    4) Stops before period, removes period and remaining contents
    5) Stops before space, removes space, and removes remaining contents
    6) Search for non-numeric value in 246. If no 246 or the value is numeric, use the 245 numeric value (“1001”)
    7) Stops before hyphen and removes hyphen and remaining contents
    8) Stops before space and removes space and remaining contents
    9) Search for non-numeric value (“TWENTY”) in 246. If no 246 value or value is numeric, use the 245 numeric value (“XXI”)
    10) Stops before the period and removes period and remaining contents
    11) Stops before space and removes space and contents
    12) Stops before space and removes space and contents
  • Ownership Labels

  • Ingram offers ownership labels with up to 4 lines and 30 characters per line. The labels come in 10-point size Arial font, centered on a 2-5/8" x 1" Avery 5160 label to meet your ownership, branch, or property label needs.

    Your ownership label will appear exactly as typed, so make sure your capitalization is correct.

  • How should Ingram process ownership labels?*
  • Do you want ownership label protectors?*

  • Ingram's standard ownership label placement is centered on the title page, 1/4" from the bottom edge.

  • Do you accept Ingram's standard placement for your Ownership Labels?

  • Customer-Supplied Placement Specifications

  • Image field 514
  • How far from the closest vertical edge should the label be placed?*
  • How far from the closest horizontal edge should the label be placed?*

  • RFID Tags

    Protect Your Library Collection with Radio Frequency Identification (RFID) Services

  • Our recommended Ingram Standard service is to provide pre-programmed RFID/Barcode sets, with the option of one or two barcode labels, applied to all print material at your specific location preferences.

    Ingram's standard RFID location and placement is the lower left corner of the inside back cover (location 46), 1/3" to 3/4" from the spine. The position will be staggard starting with the 1st position 1/4" from the bottom book edge. 2nd position, 1" from the bottom edge. 3rd position, 2" from bottom book edge, and 4th position, 3" from bottom book edge.

    📘Please Note📘
    For pre-programmed sets, you must provide three encoded sample tags with corresponding barcodes for wand-linkage. Your submission will not enter the customer setup queue until those three samples are mailed to Ingram's Integration team.

  • How should Ingram provide RDIF services?*
  • Image field 1033

  • Ingram's standard RFID location and placement is the lower left corner of the inside back cover (location 46), 1/3" to 3/4" from the spine. The position will be staggard starting with the 1st position 1/4" from the bottom book edge. 2nd position, 1" from the bottom edge. 3rd position, 2" from bottom book edge, and 4th position, 3" from bottom book edge.

  • Do you accept Ingram's standard RFID location and placement?*

  • Custom RFID Placement

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  • How far from the closest vertical edge should the RFID tag be placed?*
  • How far from the closest vertical edge should the RFID tag be placed?*
  • Orientation*
  • Image field 1161

  • Theft Detection

    Ingram's theft detection offerings include 3M™ Tattle-Tape™ Security Strip B2: a double-sided, ultra-thin strip applied between pages in the middle of the book.
  • Would you like theft detection services?*
  • Barcode Labels

  • Ingram offers three types of barcode labels with the option of applying one or two different labels to each book ordered. All barcodes applied to books with a mylar jacket or laminate will be protected by the mylar and laminate covers.

  • Do you want barcode label services?*
  • For books with laminate protection, how should we place the barcode label?*
  • For books with mylar protection, how should we place the barcode label?*
  • Would you like barcode label protectors for labels not protected by mylar or laminate?*
  • How many barcode labels do you want on each book?*

  • What type of Barcode Label?*
  • What type of Barcode Label for barcode 1?*
  • What type of Barcode Label for barcode 2?*
  • What is your Library's Barcode Symbology?*
  • Codabar barcode symbology*
  • 3/9 barcode symbology*
  • Does your barcode symbology include a check digit?*

  • Barcode Verification

    If you do not know the specifications of your library's barcodes, you are required to upload samples.
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  • Provide a starting and ending number for your barcode range. The minimum total range is 10,000.

  • Ingram's standard barcode placement is back cover, horizontal orientation, 1/4" from the gutter, 1/4" from the top of the book.

  • Do you accept the Ingram standard barcode label location and offset?*

  • Custom Placement: Barcode #1

  • Custom Barcode Placement

  • Image field 790
  • How far from the closest vertical edge should the label be placed?*
  • How far from the closest vertical edge should the label be placed?*
  • Orientation*
  • A Reading Bottom to Top, B Reading Top to Bottom, C Reading Left to Right

  • Custom Placement: Barcode #2

  • Image field 1055
  • How far from the closest vertical edge should the label be placed?*
  • How far from the closest horizontal edge should the label be placed?*
  • Orientation*
  • A Reading Bottom to Top, B Reading Top to Bottom, C Reading Left to Right

  • SETUP PROCESS

    "I've submitted my form. Now What?"

    1. Submit Shelf-Ready Onboarding Specifications [ email confirmation ]
    2. Review by Integration Manager
    3. Schedule Kick-Off Meeting
    4. Follow-Up & Assign Action Items
    5. Approve Specifications & Final Confirmation
    6. Order & Receive Supplies
    7. Added Onboarding Queue
    8. Yes, all of the above must happen before a Library enters the Shelf-Ready Onboarding queue.
    9. Setup Begins
    10. Setup Testing
    11. Approve Setup Test 

    From submission to shelving, a dedicated member of our Integration Team will be assigned to provide industry expertise, updates, clarification, and needs along the way.

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