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start [2019/02/04 17:23]
skrash 		start [2021/02/09 19:52]
annk [ETD Documentation]
Line 9: Line 9:
  
 [[https://​scholarworks.umass.edu/​libraries_content_and_discovery/​|Content & Discovery Showcase 2018]]\\ [[https://​scholarworks.umass.edu/​libraries_content_and_discovery/​|Content & Discovery Showcase 2018]]\\
-{{:irm_chart_2017.pdf|IRM Organizational Chart}}\\+{{:2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
 {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
-{{{{:​irmpersonnelchart2019jan.pdf|IRM Personnel Chart 2019}}\\+[[evolving_workflows_-_2016|Evolving Workflows 2016]]
  
  
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 ===== IRM - General ===== ===== IRM - General =====
 +
 +[[Aleph Services Workshop]]
 +
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]] [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
  
Line 29: Line 32:
  
 [[Goals|IRM Goals]] [[Goals|IRM Goals]]
 +
 +[[Order Supplies IRM]]
  
 [[Policies|IRM Policies]] [[Policies|IRM Policies]]
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]]
Line 103: Line 106:
 [[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 131: Line 134:
 [[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 144: Line 147:
  
 [[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]]
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 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
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 [[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]]
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
- 
-[[Periodical Receiving]] 
- 
-[[Serials Cancellations]] 
- 
-[[Serials Ceased Titles]] 
  
 [[serials_continuations_definitions|Serials Continuations Definitions]] [[serials_continuations_definitions|Serials Continuations Definitions]]
- 
-[[serials_discard_decision_file|Serials Discard Decision File]] 
- 
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]] 
- 
-[[Serials Links to Useful Information]] 
- 
-[[Serials New Titles]] 
- 
-[[Serials Prediction Patterns]] 
- 
-[[Serials Prediction Patterns Examples]] 
  
 [[serials_ser_anals_transfers_and_cataloging|Serials:​ Ser Anals (Transfer and Cataloging)]] [[serials_ser_anals_transfers_and_cataloging|Serials:​ Ser Anals (Transfer and Cataloging)]]
  
-[[Serials ​Title 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]].
- +
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]] +
- +
 ===== Discovery & Resource Management Systems ===== ===== Discovery & Resource Management Systems =====
  
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 [[Batch Record Loading Updating and Editing Instructions]] [[Batch Record Loading Updating and Editing Instructions]]
 +
 +[[Checklist requesting new Aleph collections]]
  
 [[Collection Codes For Aleph MARC Records]] [[Collection Codes For Aleph MARC Records]]
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 [[http://​coral.library.umass.edu/​|CORAL Login Page]] [[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-[[http://​guides.library.umass.edu/​az.php|Database A-Z List (Springshare/​LibGuides Platform)]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
  
 [[eds_admin_management|EDS Admin Management]] [[eds_admin_management|EDS Admin Management]]
 +
 +[[hlm_admin_maintenance|HLM Admin Maintenance]]
 +
 +[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
 [[EZProxy Maintenance]] [[EZProxy Maintenance]]
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 [[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]]
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 [[23rd_floor_linking_project_instructions]] [[23rd_floor_linking_project_instructions]]
  
-[[049 fields]]+[[AA Chart for Cataloging to Locations As Appropriate]]
  
-[[910 Formatting]]+[[Analyzed serials monographic series instructions]]
  
-[[AA Chart for Cataloging to Locations As Appropriate]] +[[Batch Loading Team]]
- +
-[[Adding Dissertations and Theses to Scholarworks Collections]]+
  
 [[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]] 
  
 [[Cataloging Equipment]] ​ [[Cataloging Equipment]] ​
 +
 +[[Cataloging monographs fastcat]]
  
 [[CD-ROM cataloging instructions]] [[CD-ROM cataloging instructions]]
  
-[[Changing one year campus access titles to open access]]+[[Circulation OnTheFly Procedures]]
  
 [[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]]
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 [[Digital Bookplates]] [[Digital Bookplates]]
- 
-[[Dissertations and Theses Overview]] 
- 
-[[Dissertations Missing from Scholarworks]] 
  
 [[DVD Cataloging Streamlined Guidelines]] [[DVD Cataloging Streamlined Guidelines]]
  
 [[DVD Fastcat Instructions]] [[DVD Fastcat Instructions]]
- 
-[[Electronic Dissertations Workflow]] 
- 
-[[Electronic Theses Workflow]] 
  
 [[E-resource record quality checklist]] [[E-resource record quality checklist]]
  
 [[E-Resources Cataloging - FASTCAT Standards]] [[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]]
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 [[Government Documents Cataloging]] [[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]]
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 [[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]]
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 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[microforms_overview|Microforms Overview]]+[[minimal_metadata_guidelines ​| Minimal Metadata Guidelines]]
  
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]+[[Monographs Workflow Overview]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[Mount Holyoke ​Cataloging]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Mt. Ida Reserves]]
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[OCA Cataloging Procedures]]
  
-[[Monographs Workflow Overview]]+[[Photocopy cataloging]]
  
-[[Mount Holyoke Cataloging]]+[[Reinstatements]]
  
-[[Mt. Ida Reserves]]+[[Renaissance Center Cataloging ​]]
  
-[[NACA Publications Cataloging and Processing]]+[[Replacements]]
  
-[[NACO Documentation]]+[[Setting_holdings_on_OCLC]]
  
-[[NASA Special Publications (NASA SPs)]]+[[SCUA Cataloging]]
  
-[[OCA Cataloging Procedures]]+[[Separate record policy for free electronic resources]]
  
-[[OCLC Record Manager]]+[[Staff Working Tools Procedures]] 
 + 
 +[[Tableau Cataloging Statistics]] 
 + 
 +[[Withdrawal of Library Materials]]  
 + 
 +[[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]]
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 [[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]]
  
-[[RDA Training materials]]+[[ScholarWorks Theses and Dissertations Series Abbreviations]]
  
-[[RDA vs. AACR2 Basic Differences]]+[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
  
-[[Reinstatements]]+[[Transferring ETD files from Proquest]]
  
-[[Renaissance Center Cataloging ]]+__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
  
-[[Replacements]]+[[Adding Dissertations and Theses to Scholarworks Collections]]
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes (Connection,​ Worldcat, etc.) - Guide from OCLC]]+[[Electronic Dissertations Workflow]]
  
-[[Setting_holdings_on_OCLC]]+[[Electronic Theses Workflow]] 
 +==== Microforms ====
  
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]+[[microforms_overview|Microforms Overview]]
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[SCUA Cataloging]]+[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]
  
-[[Separate record policy for free electronic resources]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]
  
-[[Serials Cancellations]]+==== Music Cataloging ====
  
-[[Serials Ceased Titles]]+[[Fast originalcat Music Recitals (CDs)]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[Fastcat LPs]]
  
-[[Serials Links to Useful Information]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[Serials New Titles]]+==== Resources for Cataloging & Metadata Staff =====
  
-[[Serials Popular Magazines and Newspapers List]]+[[049 fields]]
  
-[[Serials Prediction Patterns]]+[[910 Formatting]]
  
-[[Serials Prediction Patterns Examples]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[Serials Title Changes]]+[[cutter_table|Cutter Table]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]+[[EAST Reallocations Spreadsheet]]
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[maps_cataloging_resources|Map Cataloging Resources]]
  
-[[Special Added Volume sequences]]+[[marc_866_guidelines|MARC 866 Guidelines]]
  
-[[Staff Working Tools Procedures]]+[[Metadata Help LibAnswers]]
  
-[[Transferring ETD files from Proquest]]+[[metadata_resources|Metadata Resources]]
  
-[[Withdrawal of Library Materials]] +[[OCLC Record Manager]]
  
-[[A Federal Documents Cataloging]]+[[Python]]
  
-[[Y Federal Documents Cataloging]]+[[RDA Training materials]] 
 + 
 +==== Serials Workflows ==== 
 + 
 +[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]] 
 + 
 +[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]] 
 + 
 +[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]] 
 + 
 +[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]] 
 + 
 +[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]] 
 + 
 +[[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]] 
 + 
 +[[Missing and Lost Serials and Bound Periodicals]]
  
 ==== Science and SEL ==== ==== Science and SEL ====
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 [[sel_transfers_to_repository|SEL Transfers to Repository]] [[sel_transfers_to_repository|SEL Transfers to Repository]]
 +
 +[[Special Added Volume sequences]]
  
 ===== Statistics ===== ===== Statistics =====
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 [[Classification Web]] [[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
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