Differences

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

--- start [2012/08/06 17:13]
mbanach [Cataloging]
+++ start [2021/02/09 20:23]
annk [Resources for Cataloging & Metadata Staff]
@@ 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.
+[[https://scholarworks.umass.edu/libraries_content_and_discovery/|Content & Discovery Showcase 2018]]\\
+{{:2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
+{{:irmmajorunitactivities2017.pdf|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]]
-[[Gift Policy]]
 ===== Acquisitions =====
+[[Gift Policy]]
 [[Invoice Processing Workflow]]
@@ Line 25: / Line 57: @@
 [[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 36: / Line 78: @@
 [[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]]
@@ Line 46: / Line 90: @@
 [[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]]
 [[IP Addresses]]
-[[Known Issues with Accessing E-Resources]]
 [[License Violation Procedures]]
@@ Line 59: / Line 101: @@
 [[lockss_setup|LOCKSS Linking Setup]]
-[[MARCIt Record Loads]]
 [[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 106: / Line 166: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
@@ Line 144: / Line 202: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
-[[Holdings Statement Syntax for HOL Records]]
 [[Item Record Global Changes]]
@@ Line 153: / Line 207: @@
 [[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]]
-[[Books ordered for staff use]]
+[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[Cataloging E-resource Versions of Print Dissertations]]
+[[HathiTrust]]
-[[Cataloging Equipment]]
+[[MARC Record Loading]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[Platform Changes]]
-[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[RAPID]]
-[[Cutter Table]]
+[[SFX Cron Jobs]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[SFX Down]]
-[[Dissertations and Theses Overview]]
+[[SFX Renewals]] Also includes platforms and transfers
-[[Dissertations Missing from Scholarworks]]
+[[SFX Routine Maintenance]] Recurring not including KB Updates
-[[DVD Cataloging Streamlined Guidelines]]
+[[SFX sid List]]
-[[E-Book Cataloging]]
+[[SFX Targets - Activating]]
-[[Electronic Dissertations Workflow]]
+[[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
-[[Electronic Theses Workflow]]
+[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
-[[Faculty Writing Place - Cataloging & Processing]]
+[[SFX Statistics Archives Files]] ARCHIVED
-[[Free Internet Resources Cataloging]]
+[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
-[[Graduate Degree Program Codes]]
+===== General Metadata =====
+[[23rd_floor_linking_project_instructions]]
+[[AA Chart for Cataloging to Locations As Appropriate]]
+[[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 220: / Line 305: @@
 [[Gov Docs Transfer Project Student Job Description]]
-[[Government Documents Cataloging]]
+[[Item types]]
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
+[[Linked Mt Ida Instructions]]
-[[Licensed Internet Resources Cataloging]]
+[[Linking Project instructions current version 2019]]
+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
 [[LOCKSS Instructions]]
@@ Line 231: / Line 318: @@
 [[Macro Express Instructions on Capturing Mouse Movements]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
 [[MARCIt Record Loads]]
@@ Line 245: / 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]]
+[[Mass Docs Cataloging Procedures]]
+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
 [[Monographs Workflow Overview]]
@@ Line 250: / Line 368: @@
 [[Mount Holyoke Cataloging]]
-[[NACA Publications Cataloging and Processing]]
+[[OCA Cataloging Procedures]]
-[[NACO Documentation]]
+[[Photocopy cataloging]]
-[[NASA Special Publications (NASA SPs)]]
+[[Setting_holdings_on_OCLC]]
-[[OCA Cataloging Procedures]]
+[[SCUA Cataloging]]
+[[A Federal Documents 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 ====
-[[RDA Training materials]]
+[[microforms_overview|Microforms Overview]]
-[[Renaissance Center Cataloging ]]
+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
-[[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]]
+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
-[[Science Cataloging Resources]]
+==== Music Cataloging ====
-[[SCUA Cataloging]]
+[[Fast originalcat Music Recitals (CDs)]]
-[[Separate record policy for free electronic resources]]
+[[Fastcat LPs]]
-[[Serials Cancellations]]
+[[Fastcat Music Audio Recordings (CDs)]]
-[[Serials Ceased Titles]]
+==== Resources for Cataloging & Metadata Staff =====
-[[Serials Links to Useful Information]]
+[[049 fields]]
-[[Serials New Titles]]
+[[910 Formatting]]
-[[Serials Popular Magazines and Newspapers List]]
+[[connexion_macros|Creating Connexion Macros]]
-[[Serials Prediction Patterns]]
+[[cutter_table|Cutter Table]]
-[[Serials Prediction Patterns Examples]]
+[[EAST Reallocations Spreadsheet]]
-[[Serials Title Changes]]
+[[Metadata Help LibAnswers]]
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[metadata_resources|Metadata Resources]]
-[[Special Added Volume sequences]]
+[[OCLC Record Manager]]
-[[Staff Working Tools Procedures]]
+[[Python]]
-[[Transferring ETD files from Proquest]]
+[[RDA Training materials]]
-[[Withdrawal of print monographic materials]]
+==== Serials Workflows ====
-==== Depository ====
+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
-See archive for archived documentation.
+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
-[[Depository Packing Slip for Serials]]
+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
-==== Linking ====
+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
-[[Linking Serials from Barcoded Sheets]]
+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
-[[Linking Project Prescreening in Aleph]]
+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
-[[Linking Project Student Job Description]]
+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
-===== End Processing =====
+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]
-[[End Processing Student Job Description|End Processing/General Student Job Description]]
+[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
-[[Music End Processing]]
+[[Missing and Lost Serials and Bound Periodicals]]
-[[Stamping Volumes]]
+==== Science and SEL ====
+[[aa_chart_for_cataloging_to_locations_as_appropriate|"AA" chart for Cataloging to Locations as Appropriate]]
+[[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_serials_problems_procedure|SEL Serials Problems Procedure]]
+[[sel_transfers_within_sel|SEL - Transfers Within SEL]]
+[[sel_transfers_to_repository|SEL Transfers to Repository]]
+[[Special Added Volume sequences]]
 ===== Statistics =====
@@ Line 349: / Line 539: @@
 [[ALEPH Tools]]
+{{:evolving_workflows_-_2016|Evolving Workflows 2016}}\\
 [[Macro Express Instructions]]
@@ Line 355: / Line 547: @@
 [[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]]