Differences

This shows you the differences between two versions of the page.

--- start [2011/11/10 14:08]
kdion Added cataloging e-resource versions
+++ start [2021/11/02 14:17]
kgberry [Information Resources Management (IRM)]
@@ Line 1: / Line 1: @@
-====== Wiki Home ======
-===== Collection Services - General =====
+\\
-[[Wiki Documentation Master List]]
+====== Information Resources Management (IRM) ======
+{{::umlibtxt275.jpg?200|}}
+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.
+[[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}}\\
+{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
+[[evolving_workflows_-_2016|Evolving Workflows 2016]]
+\\
+===== IRM - General =====
+[[Aleph Services Workshop]]
+[[Collection Analysis Task Force (CATF) Recommendations (2017)]]
+[[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]]
+[[Five College Annex Processing Procedures]]
+[[Five College Microforms Repository Policy]]
+[[https://calendar.google.com/calendar/embed?src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]]
+[[Goals|IRM Goals]]
+[[Order Supplies IRM]]
+[[Policies|IRM Policies]]
+[[irm_social_media|IRM Social Media]]
+==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====
+[[General Guidelines for eResources]]
 ===== Acquisitions =====
+[[Gift Policy]]
 [[Invoice Processing Workflow]]
+[[Order Groups]]
+[[Selector Responsibilities by LC Class]]
+[[Staff Working Tools Procedures]]
 ==== Electronic Resources ====
@@ Line 15: / Line 61: @@
 [[ARL E-Resources Collection Statistics]]
+[[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
+[[CORAL]]
+[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
+[[http://coral.library.umass.edu/|CORAL Login Page]]
 [[Databases & Packages - New Purchases Checklist]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List (Springshare/LibGuides Platform)]]
 [[De-duping OCLC local bib records and MARCIt records]]
-[[E-Book Cataloging]]
+[[ebooks_new_titles|E-Books: New Title Workflows]]
-[[E-Publisher Responsibilities]]
 [[EJournals - Adding New Titles (MARCIt)]]
@@ Line 28: / Line 82: @@
 [[EJournals - New Purchases Checklist]]
-[[e-journal_package_maintenance|EJournal Package Maintenance]]
+[[ejournals_title_transfer_checklist|EJournals - Title Transfer Checklist]]
+[[e-journal_package_maintenance|E-Journal Package and Monographic Series Maintenance]]
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
 [[Electronic Resources Cancellation Checklist]]
-[[Electronic Resources - Creating Links]]
 [[Electronic Resources Invoicing in Aleph]]
-[[EZProxy Maintenance]]
+[[electronic_resource_order_form_and_invoice_storage_procedures|Electronic Resource Order Form and Invoice Storage Procedures]]
-[[IP Addresses]]
+[[E-resource record quality checklist]]
-[[Known Issues with Accessing E-Resources]]
+[[IP Addresses]]
 [[License Violation Procedures]]
@@ Line 48: / Line 102: @@
 [[Licensing]]
-[[MARCIt Record Loads]]
+[[lockss_setup|LOCKSS Linking Setup]]
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
+[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] (ARCHIVED)
 [[perpetual_access_procedures|Perpetual Access Procedures]]
+[[reporting_access_problems_with_electronic_resources | Procedures for Reporting Access and Functionality Problems with Electronic Resources]]
 [[search_widgets_for_e-resources|Search Widgets for Electronic Resources]]
-[[SFX Fulltext Not Found]]
+[[trials_procedures|Trial Setup and Take down Procedures]]
-[[SFX Cron Jobs]]
+[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]
-[[SFX sid List]]
+[[Usage Statistics for E-resources - Rationale]]
-[[SFX Statistics Archives Files]]
+[[Usage Statistics For E-resources - Reporting]]
-[[SFX Targets - Activating]]
+[[Usernames and Passwords for Electronic Resources]]
-[[SFX Update Procedures]]
-[[Usage Statistics for E-resources - Rationale]]
+==== Materials Management ====
-[[Usage Statistics For E-resources - Reporting]]
-[[Usernames and Passwords for Electronic Resources]]
+[[Better World Books]]
+[[Bindery ABLE lot closing and opening]]
+[[Depository Packing Slip for Serials]]
+[[DVD End Processing]]
+[[End Processing Student Job Description|End Processing/General Student Job Description]]
+[[ETD Digitization Project Shipping Process]]
+[[Linking Serials from Barcoded Sheets]]
+[[Linking Project Prescreening in Aleph]]
+[[Linking Project Student Job Description]]
+[[Music End Processing]]
+[[Staff Working Tools Procedures]]
+[[Stamping Volumes]]
+[[Withdrawal of Library Materials]]
 ==== Monographs ====
@@ Line 78: / Line 158: @@
 [[Blanket Orders, Memberships, and Blanket Payment Records]]
+[[Books ordered for staff use]]
 [[Cross-linking Bound-withs Title changes and Ser anals]]
@@ Line 86: / Line 168: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
+[[Gobi to Aleph Fund Codes]]
 [[Information Canada Checklist Orders]]
@@ Line 109: / Line 191: @@
 [[Selecting Vendors for Monographs]]
-[[Shelf-Ready Processing of Approvals and Selection Slips]]
+[[Shelf-Ready Processing of Approvals and Selection Slips|Shelf-Ready Shipment Processing]]
 [[Transfer of Orders and/or Items to a Different Bibliographic Record.]]
@@ Line 122: / Line 204: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
-[[Holdings Statement Syntax for HOL Records]]
 [[Item Record Global Changes]]
@@ Line 131: / Line 209: @@
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Periodical Receiving]]
+[[serials_continuations_definitions|Serials Continuations Definitions]]
-[[Serials Cancellations]]
+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
-[[Serials Ceased Titles]]
+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 =====
-[[Serials Links to Useful Information]]
+[[access_coordination|Access Coordination]]
-[[Serials New Titles]]
+[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
-[[Serials Popular Magazines and Newspapers List]]
+[[Batch Record Loading Updating and Editing Instructions]]
-[[Serials Prediction Patterns]]
+[[Checklist requesting new Aleph collections]]
-[[Serials Prediction Patterns Examples]]
+[[Collection Codes For Aleph MARC Records]]
-[[Serials Title Changes]]
+[[CORAL]]
+[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-==== Bindery ====
+[[http://coral.library.umass.edu/|CORAL Login Page]]
-[[Bindery ABLE lot closing and opening]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
-===== Cataloging =====
+[[eds_admin_management|EDS Admin Management]]
-[[AA Chart for Cataloging to Locations As Appropriate]]
+[[hlm_admin_maintenance|HLM Admin Maintenance]]
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
-[[Blocking Theses From Public View in Scholarworks]]
+[[EZProxy Maintenance]]
-[[Cataloging E-resource Versions of Print Dissertations]]
+[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[Cataloging Equipment]]
+[[HathiTrust]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[MARC Record Loading]]
-[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[Platform Changes]]
-[[Cutter Table]]
+[[RAPID]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[SFX Cron Jobs]]
-[[Dissertations and Theses Overview]]
+[[SFX Down]]
-[[Dissertations Missing from Scholarworks]]
+[[SFX Renewals]] Also includes platforms and transfers
-[[DVD Cataloging Streamlined Guidelines]]
+[[SFX Routine Maintenance]] Recurring not including KB Updates
-[[E-Book Cataloging]]
+[[SFX sid List]]
-[[Electronic Dissertations Workflow]]
+[[SFX Targets - Activating]]
-[[Electronic Theses Workflow]]
+[[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
+[[SFX Statistics Archives Files]] ARCHIVED
+[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+===== General Metadata =====
+[[23rd_floor_linking_project_instructions]]
+[[Analyzed serials monographic series instructions]]
+[[Batch Loading Team]]
+[[Batch Record Loading Updating and Editing Instructions]]
+[[Books ordered for staff use]]
+[[Circulation OnTheFly Procedures]]
+[[Closing monographic series records]]
+[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[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]]
@@ Line 199: / Line 318: @@
 [[Macro Express Instructions on Capturing Mouse Movements]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
 [[MARCIt Record Loads]]
@@ Line 211: / Line 328: @@
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
+[[Mt. Ida Reserves]]
+[[Reinstatements]]
+[[Renaissance Center Cataloging ]]
+[[Replacements]]
+[[Separate record policy for free electronic resources]]
+[[Tableau Cataloging Statistics]]
+[[Withdrawal of Library Materials]]
+==== 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]]
@@ Line 216: / Line 370: @@
 [[Mount Holyoke Cataloging]]
-[[NACA Publications Cataloging and Processing]]
+[[OCA Cataloging Procedures]]
-[[NACO Documentation]]
+[[Photocopy cataloging]]
-[[NASA Special Publications (NASA SPs)]]
+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
-[[OCA Cataloging Procedures]]
+[[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]]
+==== Microforms ====
+[[microforms_overview|Microforms Overview]]
+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
+==== Music Cataloging ====
+[[Fast originalcat Music Recitals (CDs)]]
+[[Fastcat LPs]]
+[[Fastcat Music Audio Recordings (CDs)]]
+==== Resources for Cataloging & Metadata Staff =====
+[[049 fields]]
+[[910 Formatting]]
+[[connexion_macros|Creating Connexion Macros]]
+[[cutter_table|Cutter Table]]
+[[EAST Reallocations Spreadsheet]]
+[[Metadata Help LibAnswers]]
+[[metadata_resources|Metadata Resources]]
+[[OCLC Record Manager]]
+[[Python]]
 [[RDA Training materials]]
-[[Renaissance Center Cataloging ]]
+==== Serials Workflows ====
-[[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]]
+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
-[[Science Cataloging Resources]]
+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
-[[SCUA Cataloging]]
+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
-[[Serials Cancellations]]
+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
-[[Serials Ceased Titles]]
+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
-[[Serials Links to Useful Information]]
+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
-[[Serials New Titles]]
+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]
-[[Serials Popular Magazines and Newspapers List]]
+[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
-[[Serials Prediction Patterns]]
+[[MARC 866 Guidelines]]
-[[Serials Prediction Patterns Examples]]
+[[Missing and Lost Serials and Bound Periodicals]]
-[[Serials Title Changes]]
+==== Science and SEL ====
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[aa_chart_for_cataloging_to_locations_as_appropriate|"AA" chart for Cataloging to Locations as Appropriate]]
-[[Transferring ETD files from Proquest]]
+[[doe_technical_reports_microfiche_uncataloged| DOE Technical Reports Microfiche (Uncataloged)]]
-[[Withdrawal of print monographic materials]]
+[[naca_publications_cataloging_and_processing|NACA (U.S. National Advisory Committee for Aeronautics) Publications]]
-==== Depository ====
+[[nasa_special_publications_nasa_sps|NASA Special Publications (NASA SPs)]]
-[[Depository Transfers: Monograph Prep With No Items Remaining in UMA50]]
+[[patent_and_trademark_cataloging|Patent and Trademark Cataloging]]
-[[Depository Transfers: Monograph Prep With Items Remaining in UMA50]]
+[[plant_patents|Plant Patents]]
-[[Depository Transfers: Monograph Student Coders/Packers]]
+[[sel_gifts_procedure|Procedure for Gifts Accepted at SEL]]
-[[Depository Transfers: Theses Student Coders/Packers]]
+[[sel_chemical_reference_titles_designated_as_five_college_copy_of_record|SEL Chemical Reference Titles Designated as Five College Copy of Record]]
-[[Depository Transfers: Serials & Periodicals Prep]]
+[[sel_deaccessions|SEL Deaccessions]]
-[[Depository Transfers: Serials & Periodicals Student Coders/Packers]]
+[[sel_gifts_procedure|SEL Gifts Procedure]]
-[[Depository Packing Slip for Serials]]
+[[sel_missing_or_lost_books|SEL Missing or Lost Materials]]
-==== Linking ====
+[[sel_monographic_problems_procedure|SEL Monographic Problems Procedure]]
-[[Linking Serials from Barcoded Sheets]]
+[[sel_reinstatement_of_missing_or_lost_books|SEL Reinstatement of Missing or Lost Materials]]
-[[Linking Project: Prescreening On Aleph]]
+[[sel_serials_problems_procedure|SEL Serials Problems Procedure]]
-===== End Processing =====
+[[sel_transfers_within_sel|SEL - Transfers Within SEL]]
-[[Stamping Volumes]]
+[[sel_transfers_to_repository|SEL Transfers to Repository]]
+[[Special Added Volume sequences]]
 ===== Statistics =====
@@ Line 313: / Line 545: @@
 [[ALEPH Tools]]
+{{:evolving_workflows_-_2016|Evolving Workflows 2016}}\\
 [[Macro Express Instructions]]
@@ Line 319: / Line 553: @@
 [[Glossary]]
+[[Wiki Documentation Master List]]
+[[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]
+[[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]]