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-====== Wiki Home ======
-===== Collection Services - General =====
+\\
-[[Wiki Documentation Master List]]
-Electromic Resources Invoice Processing in Aleph.
+====== Information Resources Management (IRM) ======
+{{::umlibtxt275.jpg?200|}}
-Vendor and Invoice Information
+Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research.
-/ On the INVOICE BAR, click the icon next to the first field to view the vendor list and select a vendor or type in the vedor code if known.
-/In the adjacent field, enter the invoice number just as it appears on the invoice with any letters, spaces or slash marks and click the blue arrow.
-If there is no invoice number, enter your initials then the date you enter the invoice into ALEPH as a 9-digit invoice number (and if you receive multiple invoices that do not have numbers from the same vendor on the same date, add the letter A, B, etc., to the end of the 6-digit code – example: HD022207A)
+[[https://scholarworks.umass.edu/libraries_content_and_discovery|Content & Discovery Showcases]]\\
+[[https://docs.google.com/drawings/d/17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/edit?usp=sharing |IRM Organizational Chart]]\\
+[[https://docs.google.com/document/d/1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/edit?usp=sharing&ouid=108975950027587109594&rtpof=true&sd=true|2021 IRM Major Unit Activities]]\\
-If you are inputting a credit card purchase go to CREDIT CARD EXCEPTION for more information.
+==Staff Policies==
+[[attendance_policy_2021|Attendance policy (September 2021)]]\\
-/ Click “Yes” to activate the two-tabbed General Invoice form in the upper pane.
+==Historical==
+{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
+[[evolving_workflows_-_2016|Evolving Workflows 2016]]
-/ The General Invoice Form displays. This summarizes information about line items and the overall invoice.
-/Click the 1. Invoice tab. Both the database list and Aleph need to be checked to make certain we are paying the correct vendor, the correct amount, and for the correct subscription period. Also, check that the vendor information in the ALEPH order matches the invoice. Then enter the following:
+\\
-•Net Amount(mandatory): enter the subtotal of the invoice
-•Shipment amount: enter shipping and handling charges, if applicable
+===== IRM - General =====
-•Discount amount: enter if discount applied to entire invoice
+[[Aleph Services Workshop]]
-•Total amount (mandatory): sum of (net amount + shipment+ overhead+ insurance) less any discount. this is calculated automatically when window refreshed.
+[[Collection Analysis Task Force (CATF) Recommendations (2017)]]
-•Type (mandatory): used for define several types of invoices or budgets sources from which invoice is paid. Most often electronic resource is used.
+[[http://hdl.handle.net/1721.1/108771|Creating a Social Justice Mindset: Diversity, Inclusion and Social Justice in the Collections Directorate of the MIT Libraries]]
-REG = regular (anything that does not fall into categories below)
+[[Five College Annex Processing Procedures]]
-PRO = proforma (prepayments before shipment made)
-ADJ = adjustment (supplemental charges typically for subscriptions)
-DEP = deposit account
-CC = credit card
-CRE = credit note
-REI = reimbursement (to be used when we receive reimbursement where we share the cost of a resource with another institution)
-ER = electronic resource
-END = endowment
-FOL = Friends of the Library (add this value)
-ILL = Interlibrary Loan
-• Status (Mandatory): 99.9% of the time er will use complete.
-•Currency(Mandatory): USD (US dollar)
+[[Five College Microforms Repository Policy]]
-•Debit/credit (Mandatory): used to indicated debit or credit. Default is debit. Refund checks should be input as credits, including a note on what’s being refunded and the check numbers.
+[[https://calendar.google.com/calendar/embed?src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]]
-•Invoice date (Mandatory): date vendor prepared invoice. If there is no date on invoice, used date when invoice entered into ALEPH (and write on invoice) entered as 6 characters with no slashes or dashes (e.g., 010307). For credit cards, enter the card statement date.
+[[Goals|IRM Goals]]
-•Note: Library Business Office staff enter an alpha character in the first position of this field once they decide which accounts payable purchase order to use to pay invoice via PeopleSoft.
+[[Order Supplies IRM]]
-Add line items to invoice
+[[Policies|IRM Policies]]
-/ Click Line Items node.
-/ In upper pane, click Add.
+[[irm_social_media|IRM Social Media]]
-/ The “Get Order” window appears. Use Index and Index Text to search by Order Number (Innopac order numbers are indexing in this field)
+==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====
-/ Click the icon with three dots next to Index Text field to view Order Index.
+[[General Guidelines for eResources]]
-/ Select the order number from the Order Index
+===== Acquisitions =====
-/ The 1. Line Item tab appears in lower pane. Enter information as follows:
+[[Gift Policy]]
-•Vendor code (entered automatically based on code in general invoice)
+[[Invoice Processing Workflow]]
-•Net amount: enter actual cost from invoice
+[[Order Groups]]
-•Added amount: system automatically calculates this by adding shipment and discount amount from general invoice; it distributes them to individual line items on invoice.
+[[Selector Responsibilities by LC Class]]
-•Total amount: automatically calculated to include net amount and added amount.
+[[Staff Working Tools Procedures]]
-•Number of units: verify that the number of copies ordered is the same as the number received and invoice. By default, this is the number of copies ordered.
+==== Electronic Resources ====
-•Debit/Credit: select debit if paying for item or credit if vendor is issuing credit/refund.
+[[ALEPH Services for ARL Collection Statistics]]
-•Invoice number: automatically completed based on information in general invoice.
+[[ARL E-Resources Collection Statistics]]
-•Estimated price: populates automatically from value in the 4. Quantity and Price tab of Order Form.
+[[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
-•Currency: defaults to USD
+[[CORAL]]
-•Note: can enter a note up to 60-characters long
+[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-•Order completely invoiced: select this box if order completely invoiced. Clear this box if the order is not complete (e.g., if two have been ordered and one h as been invoiced).
+[[http://coral.library.umass.edu/|CORAL Login Page]]
-•Click Refresh and review updated information (correct any errors then click refresh again).
+[[Databases & Packages - New Purchases Checklist]]
-•Click Add to add line item to general invoice. If material has not been noted as arrived, a prompt will appear with the option to arrive the item.
+[[http://guides.library.umass.edu/az.php|Database A-Z List (Springshare/LibGuides Platform)]]
-•Click yes to note the order’s arrival in the system.
+[[De-duping OCLC local bib records and MARCIt records]]
-/ Repeat the steps above until every order listed on the invoice has been entered.
+[[ebooks_new_titles|E-Books: New Title Workflows]]
-Paying for Serials
+[[EJournals - Adding New Titles (MARCIt)]]
-If you are paying for serial records there are additional steps.
-•You need to uncheck the box that says “Check Subs. Date Overlap”.
+[[EJournals - New Purchases Checklist]]
-•Specify which volume, year, or parts you are receiving by adding that information in the Notes field.
+[[ejournals_title_transfer_checklist|EJournals - Title Transfer Checklist]]
-Then
+[[e-journal_package_maintenance|E-Journal Package and Monographic Series Maintenance]]
-/ When all orders are entered, the total amounts for the General Invoice and the Line Item fields should match. Click Close to close the invoice.
-/ Compare vendor information on invoice to information on the lower portion of the screen. If it’s different from the printed invoice, put a note on the invoice so Library Business Office staff can check on discrepancy and send paperwork to vendor if needed.
+[[Electronic Access Issues for Cancelled or Ceased in Print]]
-Payment Tab
+[[Electronic Resources Cancellation Checklist]]
-The 2.Payment Tab does not have to have any fields changed for any invoices being input with the exception of Credit Card payments (See: CREDIT CARD EXCEPTION.
-•Status: defaults to N – Business Office will change after they input the PeopleSoft purchase order alpha character in the and the invoice is run through PeopleSoft.
+[[Electronic Resources Invoicing in Aleph]]
-•Approval Department: defaults to Approval 1 – Acquisitions
+[[electronic_resource_order_form_and_invoice_storage_procedures|Electronic Resource Order Form and Invoice Storage Procedures]]
-CREDIT CARD EXCEPTION
+[[E-resource record quality checklist]]
-For credit card statements, the invoice number will be the card holder’s initials, the letters “CC”, plus the 6-digit authorization number for that transaction from the credit card statement (example: JBCC254785). Whether you use upper case or lower case for your initials, please be consistent.
-Consider each transaction a separate invoice.
+[[IP Addresses]]
-Type in the vendor code for each transaction. In some cases the vendor has his own vendor code in Aleph i.e. AMZN (Amazon). In other cases the vendor code may be “Procard - Acq” for those vendors we will only use once. The full name of the vendor is in the vendor contact field in the vendor tab of the order record.
+[[License Violation Procedures]]
-Invoice date = the date of the credit card statement.
+[[Licensing]]
-Type = CC (Credit card)
+[[lockss_setup|LOCKSS Linking Setup]]
-Input all orders being paid on each transaction.
+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-Because our procard is actually a prepaid debit card, these transactions are considered already paid. Therefore, the Payment Tab should be set to “P” and the Approving Dept. will be “2”.
+[[archive:open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] (ARCHIVED)
-Sending Invoices to the Business Office for payment
+[[perpetual_access_procedures|Perpetual Access Procedures]]
-•Each invoice must have 2 copies.
-•Stamp invoice/credit “approved” and write your initials and date approved on both copies of the invoice.
+[[reporting_access_problems_with_electronic_resources | Procedures for Reporting Access and Functionality Problems with Electronic Resources]]
-•“Approved” stamps should be placed on the page of the invoice which has the total, near the total if possible.
+[[search_widgets_for_e-resources|Search Widgets for Electronic Resources]]
-•Place invoice in appropriate paid box in Acquisitions.
+[[trials_procedures|Trial Setup and Take down Procedures]]
-•Photocopies should:
+[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]
-Be clear/readable
+[[Usage Statistics for E-resources - Rationale]]
-Show pertinent information (amount, date, name, etc.)
-Be reduced to letter size if necessary
-•Invoice copies should be stapled (not paper clipped) with the original on top.
-•If for any reason there is a problem with the invoice, write a note on a “post-it” rather than the invoice. It’s confusing to see a marked up invoice and difficult to determine if the invoice should be paid in full or in part.
+[[Usage Statistics For E-resources - Reporting]]
-•Proforma or special fund invoices should be clearly marked at the top of the invoice or with a note attached to the invoice.
+[[Usernames and Passwords for Electronic Resources]]
-•All foreign invoice totals must be converted to U.S. dollars. If you’re not sure, ask for help before entering into Aleph. All copies must have the U.S. dollar amounts written on them. Remember: some vendors use their own rates of conversion and show that on the invoice. If only foreign currency is used, use online conversion site to ascertain correct dollar amount for the day the invoice was issued. Print out this online conversion and attach to invoice when sending to the Business Office.
-Procedures for Library Business Office Staff
+==== Materials Management ====
-•Run SQL query to retrieve invoices by specific ALEPH paid date and invoice status.
-•Locate PeopleSoft vendor code and compares vendor information on invoice with vendor information in ALEPH invoice record, correcting information if necessary.
-•If the invoice cannot be sent through for payment because there is no PeopleSoft vendor code or other incorrect information, Business Office staff will change the invoice status from “N” to “A.” Once the problem is fixed, they will change the status to “Y” and get the invoice into the appropriate AP batch.
+[[Better World Books]]
-•If the invoice is ready to be paid, Business Office staff enter the appropriate PeopleSoft alpha character into the first position of the Note field in the General Invoice record.
+[[Bindery ABLE lot closing and opening]]
-•Run a query or manually set the invoice payment status to P (paid) and Approval Department to Approval 2-Business Office.
+[[Depository Packing Slip for Serials]]
-===== Acquisitions =====
-[[Invoice Processing Workflow]]
+[[DVD End Processing]]
+[[End Processing Student Job Description|End Processing/General Student Job Description]]
+[[ETD Digitization Project Shipping Process]]
-==== Electronic Resources ====
+[[Linking Serials from Barcoded Sheets]]
-[[ALEPH Services for ARL Collection Statistics]]
+[[Linking Project Prescreening in Aleph]]
-[[ARL E-Resources Collection Statistics]]
+[[Linking Project Student Job Description]]
-[[Databases & Packages - New Purchases Checklist]]
+[[Music End Processing]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[Stamping Volumes]]
-[[E-Book Cataloging]]
+[[Withdrawal of Library Materials]]
-[[E-Publisher Responsibilities]]
+==== Monographs ====
-[[EJournals - Adding New Titles (MARCIt)]]
-[[EJournals - New Purchases Checklist]]
+[[Blanket Orders, Memberships, and Blanket Payment Records]]
-[[Electronic Access Issues for Cancelled or Ceased in Print]]
+[[Books ordered for staff use]]
-[[Electronic Resources Cancellation Checklist]]
+[[Cross-linking Bound-withs Title changes and Ser anals]]
-[[Electronic Resources - Creating Links]]
+[[Deleting Records in Aleph (simple instructions)]]
-[[EZProxy Maintenance]]
+[[Endowment Fund Orders]]
-[[IP Addresses]]
+[[FASTCAT Instructions]]
-[[Known Issues with Accessing E-Resources]]
+[[Foreign Vendor List for Monographic Ordering]]
-[[Licensing]]
+[[archive:Gobi to Aleph fund codes]] (ARCHIVED)
-[[MARCIt Record Loads]]
+[[Information Canada Checklist Orders]]
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
+[[Item Record Creation for Gifts, Cat Seps, & Ser Anals]]
-[[search_widgets_for_e-resources|Search Widgets for Electronic Resources]]
+[[Item Record Global Changes]]
-[[SFX Fulltext Not Found]]
+[[Monographic Continuations]]
-[[SFX Cron Jobs]]
+[[New York Times Book Review Ordering Instructions]]
-[[SFX sid List]]
+[[OCLC MARC Record File Notifications]]
-[[SFX Statistics Archives Files]]
+[[Receiving Monographic Materials in Non-shelf-ready shipments]]
-[[SFX Targets - Activating]]
+[[Routing Notes for New Books]]
-[[SFX Update Procedures]]
+[[Selecting Vendors for Monographs]]
-[[Usage Statistics for E-resources - Rationale]]
+[[Shelf-Ready Processing of Approvals and Selection Slips|Shelf-Ready Shipment Processing]]
-[[Usage Statistics For E-resources - Reporting]]
+[[Transfer of Orders and/or Items to a Different Bibliographic Record.]]
-[[Usernames and Passwords for Electronic Resources]]
+==== Serials ====
-==== Monographs ====
+[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[De-duping OCLC local bib records and MARCIt records]]
-[[Blanket Orders, Memberships, and Blanket Payment Records]]
 [[Deleting Records in Aleph (simple instructions)]]
-[[Endowment Fund Orders]]
+[[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
+[[Item Record Global Changes]]
-[[Foreign Vendor List for Monographic Ordering]]
+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Information Canada Checklist Orders]]
+[[serials_continuations_definitions|Serials Continuations Definitions]]
-[[Item Record Creation for Gifts, Cat Seps, & Ser Anals]]
+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
-[[Item Record Global Changes]]
+For metadata workflows for serials, please see documentation under Metadata: Serials. For any questions regarding serials titles and cataloguing, please contact [[annk@umass.edu|Ann Kardos]].
+===== Discovery & Resource Management Systems =====
-[[Monographic Continuations]]
+[[access_coordination|Access Coordination]]
-[[New York Times Book Review Ordering Instructions]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
-[[OCLC MARC Record File Notifications]]
-[[Receiving Monographic Materials in Non-shelf-ready shipments]]
+[[hlm_admin_maintenance|HLM Admin Maintenance]]
-[[Routing Notes for New Books]]
+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
-[[Selecting Vendors for Monographs]]
+[[EZProxy Maintenance]]
-[[Shelf-Ready Processing of Approvals and Selection Slips]]
+[[eds_admin_management|EDS Admin Management]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/789020673/Discovery+EDS+Administration|Confluence]]
-[[Transfer of Orders and/or Items to a Different Bibliographic Record.]]
+[[Open Athens]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/788889601/Open+Athens+Administration|Confluence]]
-==== Serials ====
+[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]
+[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]
-[[Deleting Records in Aleph (simple instructions)]]
+[[HathiTrust]]
-[[Electronic Access Issues for Cancelled or Ceased in Print]]
+[[Platform Changes]]
-[[Fly Record Processing]]
+[[RAPID]]
-[[Holdings Statement Syntax for HOL Records]]
+ARCHIVED [[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
-[[Item Record Global Changes]]
+ARCHIVED [[Batch Record Loading Updating and Editing Instructions]]
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
+ARCHIVED [[MARC Record Loading]]
-[[Periodical Receiving]]
+ARCHIVED [[Checklist requesting new Aleph collections]]
-[[Serials Cancellations]]
+ARCHIVED [[Collection Codes For Aleph MARC Records]]
-[[Serials Ceased Titles]]
+ARCHIVED [[CORAL]]
-[[Serials Links to Useful Information]]
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[Serials New Titles]]
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
-[[Serials Popular Magazines and Newspapers List]]
+ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[Serials Prediction Patterns]]
+ARCHIVED [[SFX Cron Jobs]]
-[[Serials Prediction Patterns Examples]]
+ARCHIVED [[SFX Down]]
-[[Serials Title Changes]]
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
+ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates
-==== Bindery ====
+ARCHIVED [[SFX sid List]]
-[[Bindery ABLE lot closing and opening]]
+ARCHIVED [[SFX Targets - Activating]]
-===== Cataloging =====
+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
-[[AA Chart for Cataloging to Locations As Appropriate]]
+ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+ARCHIVED [[SFX Statistics Archives Files]]
-[[Blocking Theses From Public View in Scholarworks]]
+ARCHIVED [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+===== General Metadata =====
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[23rd_floor_linking_project_instructions]]
-[[Cutter Table]]
+[[Analyzed serials monographic series instructions]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[Batch Loading Team]]
-[[Dissertations and Theses Overview]]
+[[Batch Record Loading Updating and Editing Instructions]]
-[[Dissertations Missing from Scholarworks]]
+[[Books ordered for staff use]]
-[[DVD Cataloging Streamlined Guidelines]]
+[[Circulation OnTheFly Procedures]]
-[[E-Book Cataloging]]
+[[Closing monographic series records]]
-[[Electronic Dissertations Workflow]]
+[[Cross-linking Bound-withs Title changes and Ser anals]]
-[[Electronic Theses Workflow]]
+[[De-duping OCLC local bib records and MARCIt records]]
+[[De-ref Procedures]]
+[[Digital Bookplates]]
 [[Faculty Writing Place - Cataloging & Processing]]
-[[Free Internet Resources Cataloging]]
+[[Five College Uniform Language for Linking in 856 fields]]
-[[Graduate Degree Program Codes]]
+[[Gov Docs Transfer Project Instructions]]
+[[Gov Docs Transfer Project Student Job Description]]
+[[Item types]]
+[[Linked Mt Ida Instructions]]
+[[Linking Project instructions current version 2019]]
 [[Landscape Architecture and Regional Planning Masters Projects Workflow]]
+[[LOCKSS Instructions]]
 [[Macro Express Instructions]]
@@ Line 346: / Line 339: @@
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Monographs Workflow Overview]]
+[[Mt. Ida Reserves]]
-[[NACA Publications Cataloging and Processing]]
+[[Reinstatements]]
-[[NACO Documentation]]
+[[Renaissance Center Cataloging ]]
-[[NASA Special Publications (NASA SPs)]]
+[[Replacements]]
+[[Separate record policy for free electronic resources]]
+[[Tableau Cataloging Statistics]]
+[[Withdrawal of Library Materials]]
+==== FOLIO Documentation ====
+**[[FOLIO production]]**
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview?homepageId=388988932|Five College FOLIO Wiki]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/465928230/Training+Materials|Five College FOLIO Training Materials]]
+**[[FOLIO Sandbox]]**
+**[[UMass FOLIO Receiving Copy Cataloging]]**
+[[Book Cataloging]]
+[[Create Edit Holdings Records]]
+[[Create Edit Item Records]]
+[[Creating Brief Instance Records]]
+[[Edits quickMARC]]
+[[Data Import]]
+[[Deleting Records]]
+[[DVD Cataloging]]
+[[EBSCO Training Recordings]]
+[[FOLIO Gift Books Cataloging]]
+[[Linking]]
+[[List Documentation Still Needed]]
+[[Move records different instance]]
+[[Move items within instance]]
+[[Inventory App Documentation]]
+[[Overlaying Records]]
+[[Protected MARC Fields]]
+[[quickMARC Documentation]]
+[[Receiving Physical Items]]
+[[Record Import OCLC]]
+[[Record Types Not Shared by Five Colleges]]
+**[[Serials Processing]]**
+[[Single Monograph New Record No Order]]
+==== Cataloging Guidelines & Fastcat ====
+[[Cataloging Equipment]]
+[[Cataloging monographs fastcat]]
+[[CD-ROM cataloging instructions]]
+[[DVD Cataloging Streamlined Guidelines]]
+[[DVD Fastcat Instructions]]
+[[E-resource record quality checklist]]
+[[E-Resources Cataloging - FASTCAT Standards]]
+[[Government Documents Cataloging]]
+[[maps_cataloging_resources|Map Cataloging Resources]]
+[[Mass Docs Cataloging Procedures]]
+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
+[[Monographs Workflow Overview]]
+[[Mount Holyoke Cataloging]]
 [[OCA Cataloging Procedures]]
+[[Photocopy cataloging]]
+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
+[[Setting_holdings_on_OCLC]]
+[[SCUA Cataloging]]
+[[Y Federal Documents Cataloging]]
+==== ETD Documentation ====
+[[Batch Uploading ETDs to ScholarWorks]]
+[[Blocking Theses From Public View in Scholarworks]]
+[[Cataloging E-resource Versions of Print Dissertations]]
+[[Changing one year campus access titles to open access]]
+[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[Dissertations and Theses Overview]]
+[[Dissertations Missing from Scholarworks]]
+[[Graduate Degree Program Codes]]
+[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
 [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
+[[Ordering and Processing Dissertations from ProQuest]]
+[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[Transferring ETD files from Proquest]]
+__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
+[[Adding Dissertations and Theses to Scholarworks Collections]]
+[[Electronic Dissertations Workflow]]
+[[Electronic Theses Workflow]]
 [[Paper Dissertations and Theses Workflow]]
-[[Photocopy cataloging]]
+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
-[[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]]
+==== Microforms ====
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[microforms_overview|Microforms Overview]]
-[[Science Cataloging Resources]]
+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
-[[Serials Cancellations]]
+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
-[[Serials Ceased Titles]]
+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
-[[Serials Links to Useful Information]]
+==== Music Cataloging ====
-[[Serials New Titles]]
+[[Fast originalcat Music Recitals (CDs)]]
-[[Serials Popular Magazines and Newspapers List]]
+[[Fastcat LPs]]
-[[Serials Prediction Patterns]]
+[[Fastcat Music Audio Recordings (CDs)]]
-[[Serials Prediction Patterns Examples]]
+==== Resources for Cataloging & Metadata Staff =====
-[[Serials Title Changes]]
+[[049 fields]]
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[910 Formatting]]
-[[Withdrawal of print monographic materials]]
+[[connexion_macros|Creating Connexion Macros]]
-==== Depository ====
+[[cutter_table|Cutter Table]]
-[[Depository Transfers: Monograph Prep With No Items Remaining in UMA50]]
+[[EAST Reallocations Spreadsheet]]
-[[Depository Transfers: Monograph Prep With Items Remaining in UMA50]]
+[[Metadata Help LibAnswers]]
-[[Depository Transfers: Monograph Student Coders/Packers]]
+[[metadata_resources|Metadata Resources]]
-[[Depository Transfers: Theses Student Coders/Packers]]
+[[OCLC Record Manager]]
-[[Depository Transfers: Serials & Periodicals Prep]]
+[[Python]]
-[[Depository Transfers: Serials & Periodicals Student Coders/Packers]]
+[[RDA Training materials]]
-[[Depository Packing Slip for Serials]]
+==== Serials Workflows ====
-==== Linking ====
+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
-[[Linking Serials from Barcoded Sheets]]
+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
-[[Linking Project: Prescreening On Aleph]]
+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
-===== End Processing =====
+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
-[[Stamping Volumes]]
+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]
+[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
+[[MARC 866 Guidelines]]
+[[Missing and Lost Serials and Bound Periodicals]]
+[[EAST LHR OCLC Data Sync Workflow]]
+==== Science and SEL (All historical workflows--need to be reviewed with SEL Librarians DO NOT USE)====
+[[naca_publications_cataloging_and_processing|NACA (U.S. National Advisory Committee for Aeronautics) Publications]]
+[[nasa_special_publications_nasa_sps|NASA Special Publications (NASA SPs)]]
+[[patent_and_trademark_cataloging|Patent and Trademark Cataloging]]
+[[plant_patents|Plant Patents]]
+[[sel_chemical_reference_titles_designated_as_five_college_copy_of_record|SEL Chemical Reference Titles Designated as Five College Copy of Record]]
+[[sel_transfers_to_repository|SEL Transfers to Repository]]
 ===== Statistics =====
@@ Line 420: / Line 591: @@
 [[ARL E-Resources Collection Statistics]]
-[[SFX Fulltext Not Found]]
+ARCHIVED [[SFX Fulltext Not Found]]
-[[SFX Statistics Archives Files]]
+ARCHIVED [[SFX Statistics Archives Files]]
 [[Usage Statistics for E-resources - Rationale]]
@@ Line 435: / Line 606: @@
 [[ALEPH Tools]]
+{{:evolving_workflows_-_2016|Evolving Workflows 2016}}\\
 [[Macro Express Instructions]]
@@ Line 440: / Line 613: @@
 [[Macro Express Instructions on Capturing Mouse Movements]]
+[[Glossary]]
+[[Wiki Documentation Master List]]
+[[https://umass.share.worldcat.org/wms/|worldshare_link]]
+[[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]
+[[https://classweb.org/Auto/|Classification Web]]
+=====Student Employees=====
+[[Resources for student supervisors]]
+[[http://moodle.umass.edu|Moodle: Resources for library student workers]]
+Student Forms: Libwire Home » Online Forms » [[https://intranet.library.umass.edu/intranet/Forms/view_items.cfm?MenuID=7&CategoryID=5|Student forms]]
+=====Documentation from Other Departments=====
+[[Circulation Documentation]]
+[[Learning Commons Documentation]]
+[[Reserves Documentation]]
+[[SEL Desk Manual]]