[[start]]
You are here: start
Show pageOld revisions
Recent ChangesSitemap

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
Next revision Both sides next revision
start [2017/07/03 16:59]
skrash 		start [2021/02/09 20:23]
annk [Resources for Cataloging & Metadata Staff]
Line 7: Line 7:
 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. ​ 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. ​
  
-{{:irm_chart_2017.pdf|IRM Organizational Chart 2017}}\\+ 
 +[[https://​scholarworks.umass.edu/​libraries_content_and_discovery/​|Content & Discovery Showcase 2018]]\\ 
 +{{:2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
 {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
-{{:​irmpersonnelchartmay2017c.pdf|IRM Personnel Chart May 2017}}\\+[[evolving_workflows_-_2016|Evolving Workflows 2016]] 
  
 \\ \\
Line 15: Line 18:
  
 ===== IRM - General ===== ===== IRM - General =====
 +
 +[[Aleph Services Workshop]]
 +
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]] [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
  
-[[Documentation Policy for IRM Department]]+[[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]]
  
-[[EDS Summer 2017 timeline]]+[[Five College Annex Processing Procedures]]
  
-[[Evolving Workflows - 2016]]+[[Five College Microforms Repository Policy]]
  
-[[Goals]]+[[https://​calendar.google.com/​calendar/​embed?​src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]]
  
-[[Green Office Program]]+[[Goals|IRM Goals]]
  
-[[irm_social_media|IRM Social Media]]+[[Order Supplies ​IRM]]
  
-[[Policies]]+[[Policies|IRM ​Policies]]
  
-[[Special Processing Requests/​Priorities]]+[[irm_social_media|IRM Social Media]]
  
-[[https://​calendar.google.com/​calendar/​embed?​src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five Colleges Shared Approval Plan Calendar]] 
  
 ===== Acquisitions ===== ===== Acquisitions =====
Line 52: Line 57:
  
 [[ARL E-Resources Collection Statistics]] [[ARL E-Resources Collection Statistics]]
- 
-[[Collection Codes For Aleph MARC Records]] 
  
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]] [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
  
-[[https://​docs.google.com/​spreadsheets/​d/​1DAsFV6VncswKeAWEm3n6d77FOgVnWuuxMa7-uxtrPQg/​edit?​usp=sharing|CORAL Field Notes]]+[[CORAL]]
  
-[[http://​coral.library.umass.edu/umacoral/|CORAL Login Page]]+[[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]] [[Databases & Packages - New Purchases Checklist]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List (Springshare/​LibGuides Platform)]]
  
-[[E-Book Cataloging]]+[[De-duping OCLC local bib records and MARCIt records]]
  
 [[ebooks_new_titles|E-Books:​ New Title Workflows]] [[ebooks_new_titles|E-Books:​ New Title Workflows]]
Line 90: Line 95:
  
 [[IP Addresses]] [[IP Addresses]]
- 
-[[Known Issues with Accessing E-Resources]] 
  
 [[License Violation Procedures]] [[License Violation Procedures]]
Line 101: Line 104:
 [[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]]+[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] ​(ARCHIVED)
  
 [[perpetual_access_procedures|Perpetual Access Procedures]] [[perpetual_access_procedures|Perpetual Access Procedures]]
Line 110: Line 113:
  
 [[trials_procedures|Trial Setup and Take down Procedures]] [[trials_procedures|Trial Setup and Take down Procedures]]
 +
 +[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]
  
 [[Usage Statistics for E-resources - Rationale]] [[Usage Statistics for E-resources - Rationale]]
Line 120: Line 125:
 ==== Materials Management ==== ==== Materials Management ====
  
 +
 +[[Better World Books]]
  
 [[Bindery ABLE lot closing and opening]] [[Bindery ABLE lot closing and opening]]
Line 125: Line 132:
 [[Depository Packing Slip for Serials]] [[Depository Packing Slip for Serials]]
  
-[[EAST Materials Instructions]]+[[DVD End Processing]]
  
 [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​ [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​
Line 138: Line 145:
  
 [[Music End Processing]] [[Music End Processing]]
- 
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]] 
  
 [[Staff Working Tools Procedures]] [[Staff Working Tools Procedures]]
Line 161: Line 166:
  
 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
Line 199: Line 202:
  
 [[Electronic Access Issues for Cancelled or Ceased in Print]] [[Electronic Access Issues for Cancelled or Ceased in Print]]
- 
-[[Fly Record Processing]] 
- 
-[[Holdings Statement Syntax for HOL Records]] 
  
 [[Item Record Global Changes]] [[Item Record Global Changes]]
Line 208: Line 207:
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[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_continuations_definitions|Serials Continuations Definitions]]+[[access_coordination|Access Coordination]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
  
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]+[[Batch Record Loading Updating and Editing Instructions]]
  
-[[Serials Links to Useful Information]]+[[Checklist requesting new Aleph collections]]
  
-[[Serials New Titles]]+[[Collection Codes For Aleph MARC Records]]
  
-[[Serials Prediction Patterns]]+[[CORAL]]
  
-[[Serials Prediction Patterns Examples]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]]
  
-[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]+[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-[[Serials Title Changes]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
  
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]+[[eds_admin_management|EDS Admin Management]]
  
 +[[hlm_admin_maintenance|HLM Admin Maintenance]]
  
-===== Discovery & Resource Management Systems =====+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
-[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]] +[[EZProxy Maintenance]]
- +
-[[Batch Record Loading Updating and Editing Instructions]] +
- +
-[[Collection Codes For Aleph MARC Records]]+
  
 [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
- 
-[[eds_admin_management|EDS Admin Management]] 
- 
-[[EZProxy Maintenance]] 
  
 [[HathiTrust]] [[HathiTrust]]
Line 261: Line 254:
 [[SFX Down]] [[SFX Down]]
  
-[[SFX Routine Maintenance]]+[[SFX Renewals]] Also includes platforms and transfers 
 + 
 +[[SFX Routine Maintenance]] ​Recurring not including KB Updates
  
 [[SFX sid List]] [[SFX sid List]]
  
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]+[[SFX Targets - Activating]]
  
-[[SFX Statistics Archives Files]]+[[SFX Update Procedures]] Weekly KB Updates/​Monthly Maintenance
  
-[[SFX Targets - Activating]]+[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
  
-[[SFX Update Procedures]]+[[SFX Statistics Archives Files]] ARCHIVED
  
 [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
  
  
-===== Metadata =====+===== General ​Metadata =====
  
-[[049 fields]] +[[23rd_floor_linking_project_instructions]]
- +
-[[910 Formatting]]+
  
 [[AA Chart for Cataloging to Locations As Appropriate]] [[AA Chart for Cataloging to Locations As Appropriate]]
  
-[[Adding Dissertations and Theses to Scholarworks Collections]]+[[Analyzed serials monographic series instructions]] 
 + 
 +[[Batch Loading Team]]
  
 [[Batch Record Loading Updating and Editing Instructions]] [[Batch Record Loading Updating and Editing Instructions]]
- 
-[[Batch Uploading ETDs to ScholarWorks]] ​ 
- 
-[[Blocking Theses From Public View in Scholarworks]] 
  
 [[Books ordered for staff use]] [[Books ordered for staff use]]
  
-[[Cataloging E-resource Versions of Print Dissertations]] +[[Circulation OnTheFly Procedures]]
- +
-[[Cataloging Equipment]]  +
- +
-[[CD-ROM cataloging instructions]] +
- +
-[[Changing one year campus access titles to open access]]+
  
 [[Closing monographic series records]] [[Closing monographic series records]]
- 
-[[Correcting theses and dissertations metadata on ScholarWorks pages]] 
  
 [[Cross-linking Bound-withs Title changes and Ser anals]] [[Cross-linking Bound-withs Title changes and Ser anals]]
- 
-[[Cutter Table]] 
  
 [[De-duping OCLC local bib records and MARCIt records]] [[De-duping OCLC local bib records and MARCIt records]]
Line 314: Line 295:
 [[De-ref Procedures]] [[De-ref Procedures]]
  
-[[Dissertations and Theses Overview]] +[[Digital Bookplates]]
- +
-[[Dissertations Missing from Scholarworks]] +
- +
-[[DVD Cataloging Streamlined Guidelines]] +
- +
-[[DVD Fastcat Instructions]] +
- +
-[[Electronic Dissertations Workflow]] +
- +
-[[Electronic Theses Workflow]] +
- +
-[[E-resource record quality checklist]] +
- +
-[[E-Resources Cataloging - FASTCAT Standards]] +
- +
-[[E-Resources Cataloging Instructions for Free Internet Resources]] +
- +
-[[E-Resources Cataloging Instructions for Licensed Resources]]+
  
 [[Faculty Writing Place - Cataloging & Processing]] [[Faculty Writing Place - Cataloging & Processing]]
  
 [[Five College Uniform Language for Linking in 856 fields]] [[Five College Uniform Language for Linking in 856 fields]]
- 
-[[Graduate Degree Program Codes]] 
  
 [[Gov Docs Transfer Project Instructions]] [[Gov Docs Transfer Project Instructions]]
Line 344: Line 305:
 [[Gov Docs Transfer Project Student Job Description]] [[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]] [[Landscape Architecture and Regional Planning Masters Projects Workflow]]
Line 353: Line 318:
  
 [[Macro Express Instructions on Capturing Mouse Movements]] [[Macro Express Instructions on Capturing Mouse Movements]]
- 
-[[maps_cataloging_resources|Map Cataloging Resources]] 
- 
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]] 
  
 [[MARCIt Record Loads]] [[MARCIt Record Loads]]
Line 365: Line 326:
  
 [[Masha Rudman Childrens Collection Hierarchical Codes]] [[Masha Rudman Childrens Collection Hierarchical Codes]]
- 
-[[Mass Docs Cataloging Procedures]] 
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[microforms_overview|Microforms Overview]]+[[Mt. Ida Reserves]]
  
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]+[[Reinstatements]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[Renaissance Center ​Cataloging ]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Replacements]]
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[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]] [[Monographs Workflow Overview]]
Line 384: Line 368:
 [[Mount Holyoke Cataloging]] [[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]] [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
  
 [[Ordering and Processing Dissertations from ProQuest]] [[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]] [[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]]
  
-[[RDA vs. AACR2 Basic Differences]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[Reinstatements]]+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
  
-[[Renaissance Center ​Cataloging ]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint ​Cataloging ​Instructions]]
  
-[[Replacements]]+==== Music Cataloging ====
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes ​(Connection, Worldcat, etc.) - Guide from OCLC]]+[[Fast originalcat Music Recitals ​(CDs)]]
  
-[[Setting_holdings_on_OCLC]]+[[Fastcat LPs]]
  
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+==== Resources for Cataloging & Metadata Staff =====
  
-[[SCUA Cataloging]]+[[049 fields]]
  
-[[Separate record policy for free electronic resources]]+[[910 Formatting]]
  
-[[Serials Cancellations]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[Serials Ceased Titles]]+[[cutter_table|Cutter Table]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[EAST Reallocations Spreadsheet]]
  
-[[Serials Links to Useful Information]]+[[Metadata Help LibAnswers]]
  
-[[Serials New Titles]]+[[metadata_resources|Metadata Resources]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[OCLC Record Manager]]
  
-[[Serials Prediction Patterns]]+[[Python]]
  
-[[Serials Prediction Patterns Examples]]+[[RDA Training materials]]
  
-[[Serials ​Title Changes]]+==== Serials ​Workflows ====
  
-[[serials_unsolicited_gifts_pos_procedures|Serials ​- Unsolicited Gifts (POS) Procedures]]+[[serials_workflow_ceased_cancelled_titles|Serials ​Workflow: Ceased & Cancelled Titles]]
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
  
-[[Special Added Volume sequences]]+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
  
-[[Staff Working Tools Procedures]]+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
  
-[[Transferring ETD files from Proquest]]+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
  
-[[Withdrawal of Library Materials]] +[[serials_workflow_new_titles|Serials Workflow: New Titles]]
  
-[[A Federal Documents Cataloging]]+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
  
-[[Y Federal Documents Cataloging]]+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] 
 + 
 +[[serials_workflow_title_changes|Serials Workflow: Title Changes]] 
 + 
 +[[Missing and Lost Serials and Bound Periodicals]]
  
 ==== Science and SEL ==== ==== Science and SEL ====
Line 489: Line 515:
  
 [[sel_transfers_to_repository|SEL Transfers to Repository]] [[sel_transfers_to_repository|SEL Transfers to Repository]]
 +
 +[[Special Added Volume sequences]]
  
 ===== Statistics ===== ===== Statistics =====
Line 511: Line 539:
  
 [[ALEPH Tools]] [[ALEPH Tools]]
 +
 +{{:​evolving_workflows_-_2016|Evolving Workflows 2016}}\\
  
 [[Macro Express Instructions]] [[Macro Express Instructions]]
Line 522: Line 552:
 [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]] [[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]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
Show pageOld revisions
[unknown link type]Back to top
www.chimeric.de Creative Commons License Valid CSS Driven by DokuWiki do yourself a favour and use a real browser - get firefox!! Recent changes RSS feed Valid XHTML 1.0