Differences

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

--- start [2012/07/20 18:52]
sstangroom [Electronic Resources]
+++ start [2022/06/23 15:09]
mbanach [Serials Workflows]
@@ Line 1: / Line 1: @@
-====== Wiki Home ======
-===== Information Resource Management - General =====
+\\
-[[Staff Directory]]
-[[Wiki Documentation Master List]]
+====== Information Resources Management (IRM) ======
+{{::umlibtxt275.jpg?200|}}
-[[Collection Development Policy]]
+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.
-[[Gift Policy]]
+[[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]]\\
+==Staff Policies==
+[[attendance_policy_2021|Attendance policy (September 2021)]]\\
+==Historical==
+{{: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 22: / Line 66: @@
 [[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]]
@@ Line 33: / Line 87: @@
 [[EJournals - New Purchases Checklist]]
-[[e-journal_package_maintenance|E-Journal 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]]
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL]]
+[[E-resource record quality checklist]]
-[[Gobi to Aleph Fund Codes]]
 [[IP Addresses]]
-[[Known Issues with Accessing E-Resources]]
 [[License Violation Procedures]]
@@ Line 59: / Line 109: @@
 [[lockss_setup|LOCKSS Linking Setup]]
-[[MARCIt Record Loads]]
+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[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 Routine Maintenance]]
+[[Usage Statistics for E-resources - Rationale]]
-[[SFX sid List]]
+[[Usage Statistics For E-resources - Reporting]]
-[[SFX Statistics Archives Files]]
+[[Usernames and Passwords for Electronic Resources]]
-[[SFX Targets - Activating]]
-[[SFX Update Procedures]]
+==== Materials Management ====
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
-[[Usage Statistics for E-resources - Rationale]]
+[[Better World Books]]
-[[Usage Statistics For E-resources - Reporting]]
+[[Bindery ABLE lot closing and opening]]
-[[usage_statistics_for_e-resources_-_retrieval_procedures|Usage Statistics for E-resources - Logins and Procedures for Data Retrieval]]
+[[Depository Packing Slip for Serials]]
-[[Usernames and Passwords for Electronic Resources]]
+[[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 95: / Line 163: @@
 [[Blanket Orders, Memberships, and Blanket Payment Records]]
+[[Books ordered for staff use]]
 [[Cross-linking Bound-withs Title changes and Ser anals]]
@@ Line 103: / Line 173: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
+[[Gobi to Aleph Fund Codes]]
 [[Information Canada Checklist Orders]]
@@ Line 139: / Line 209: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
-[[Holdings Statement Syntax for HOL Records]]
 [[Item Record Global Changes]]
@@ Line 148: / Line 214: @@
 [[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]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
-[[Serials Popular Magazines and Newspapers List]]
+[[eds_admin_management|EDS Admin Management]]
-[[Serials Prediction Patterns]]
+[[hlm_admin_maintenance|HLM Admin Maintenance]]
-[[Serials Prediction Patterns Examples]]
+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
-[[Serials Title Changes]]
+[[EZProxy Maintenance]]
+[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]
-==== Bindery ====
+[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]
-[[Bindery ABLE lot closing and opening]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]
-===== Cataloging =====
+[[HathiTrust]]
-[[AA Chart for Cataloging to Locations As Appropriate]]
+[[Platform Changes]]
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+[[RAPID]]
-[[Blocking Theses From Public View in Scholarworks]]
+ARCHIVED [[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
-[[Cataloging E-resource Versions of Print Dissertations]]
+ARCHIVED [[Batch Record Loading Updating and Editing Instructions]]
-[[Cataloging Equipment]]
+ARCHIVED [[MARC Record Loading]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+ARCHIVED [[Checklist requesting new Aleph collections]]
-[[Cross-linking Bound-withs Title changes and Ser anals]]
+ARCHIVED [[Collection Codes For Aleph MARC Records]]
-[[Cutter Table]]
+ARCHIVED [[CORAL]]
-[[De-duping OCLC local bib records and MARCIt records]]
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[Dissertations and Theses Overview]]
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
-[[Dissertations Missing from Scholarworks]]
+ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[DVD Cataloging Streamlined Guidelines]]
+ARCHIVED [[SFX Cron Jobs]]
-[[E-Book Cataloging]]
+ARCHIVED [[SFX Down]]
-[[Electronic Dissertations Workflow]]
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
-[[Electronic Theses Workflow]]
+ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates
-[[Faculty Writing Place - Cataloging & Processing]]
+ARCHIVED [[SFX sid List]]
-[[Free Internet Resources Cataloging]]
+ARCHIVED [[SFX Targets - Activating]]
-[[Graduate Degree Program Codes]]
+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+ARCHIVED [[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]]
+[[Five College Uniform Language for Linking in 856 fields]]
 [[Gov Docs Transfer Project Instructions]]
@@ Line 213: / Line 314: @@
 [[Gov Docs Transfer Project Student Job Description]]
-[[Government Documents Cataloging]]
+[[Item types]]
+[[Linked Mt Ida Instructions]]
+[[Linking Project instructions current version 2019]]
 [[Landscape Architecture and Regional Planning Masters Projects Workflow]]
@@ Line 222: / Line 327: @@
 [[Macro Express Instructions on Capturing Mouse Movements]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
 [[MARCIt Record Loads]]
@@ Line 236: / Line 337: @@
 [[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]]
+==== FOLIO Documentation ====
+[[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]]**
+[[Create Edit Holdings Records]]
+[[Create Edit Item Records]]
+[[Creating Brief Instance Records]]
+[[Edits quickMARC]]
+[[Data Import]]
+[[Deleting Records]]
+[[EBSCO Training Recordings]]
+[[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]]
@@ Line 241: / Line 444: @@
 [[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]]
-[[RDA Training materials]]
+==== Microforms ====
-[[Renaissance Center Cataloging ]]
+[[microforms_overview|Microforms Overview]]
-[[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]]
+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
-[[Science Cataloging Resources]]
+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
-[[SCUA Cataloging]]
+==== Music Cataloging ====
-[[Separate record policy for free electronic resources]]
+[[Fast originalcat Music Recitals (CDs)]]
-[[Serials Cancellations]]
+[[Fastcat LPs]]
-[[Serials Ceased Titles]]
+[[Fastcat Music Audio Recordings (CDs)]]
-[[Serials Links to Useful Information]]
+==== Resources for Cataloging & Metadata Staff =====
-[[Serials New Titles]]
+[[049 fields]]
-[[Serials Popular Magazines and Newspapers List]]
+[[910 Formatting]]
-[[Serials Prediction Patterns]]
+[[connexion_macros|Creating Connexion Macros]]
-[[Serials Prediction Patterns Examples]]
+[[cutter_table|Cutter Table]]
-[[Serials Title Changes]]
+[[EAST Reallocations Spreadsheet]]
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[Metadata Help LibAnswers]]
-[[Special Added Volume sequences]]
+[[metadata_resources|Metadata Resources]]
-[[Transferring ETD files from Proquest]]
+[[OCLC Record Manager]]
-[[Withdrawal of print monographic materials]]
+[[Python]]
-==== Depository ====
+[[RDA Training materials]]
-See archive for archived documentation.
+==== Serials Workflows ====
-[[Depository Packing Slip for Serials]]
+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
-==== Linking ====
+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
-[[Linking Serials from Barcoded Sheets]]
+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
-[[Linking Project Prescreening in Aleph]]
+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
-[[Linking Project Student Job Description]]
+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
-===== End Processing =====
+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
-[[End Processing Student Job Description|End Processing/General Student Job Description]]
+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]
-[[Music End Processing]]
+[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
-[[Stamping Volumes]]
+[[MARC 866 Guidelines]]
+[[Missing and Lost Serials and Bound Periodicals]]
+[[EAST LHR OCLC Data Sync Workflow]]
+==== Science and SEL ====
+[[doe_technical_reports_microfiche_uncataloged| DOE Technical Reports Microfiche (Uncataloged)]]
+[[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_gifts_procedure|Procedure for Gifts Accepted at SEL]]
+[[sel_chemical_reference_titles_designated_as_five_college_copy_of_record|SEL Chemical Reference Titles Designated as Five College Copy of Record]]
+[[sel_deaccessions|SEL Deaccessions]]
+[[sel_gifts_procedure|SEL Gifts Procedure]]
+[[sel_missing_or_lost_books|SEL Missing or Lost Materials]]
+[[sel_monographic_problems_procedure|SEL Monographic Problems Procedure]]
+[[sel_reinstatement_of_missing_or_lost_books|SEL Reinstatement of Missing or Lost Materials]]
+[[sel_transfers_to_repository|SEL Transfers to Repository]]
+[[Special Added Volume sequences]]
 ===== Statistics =====
@@ Line 323: / Line 598: @@
 [[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 338: / Line 613: @@
 [[ALEPH Tools]]
+{{:evolving_workflows_-_2016|Evolving Workflows 2016}}\\
 [[Macro Express Instructions]]
@@ Line 344: / Line 621: @@
 [[Glossary]]
+[[Wiki Documentation Master List]]
+[[worldshare_link]]
+[[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]]