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start [2019/04/09 14:20]
jmulvaney [Discovery & Resource Management Systems] 		start [2021/02/09 20:23]
annk [Resources for Cataloging & Metadata Staff]
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 [[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]] [[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)]]
  
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 [[Goals|IRM Goals]] [[Goals|IRM Goals]]
 +
 +[[Order Supplies IRM]]
  
 [[Policies|IRM Policies]] [[Policies|IRM Policies]]
Line 53: 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]]
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 [[De-duping OCLC local bib records and MARCIt records]] [[De-duping OCLC local bib records and MARCIt records]]
- 
-[[E-Book Cataloging]] 
  
 [[ebooks_new_titles|E-Books:​ New Title Workflows]] [[ebooks_new_titles|E-Books:​ New Title Workflows]]
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 [[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 132: 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 145: 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]]
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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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 [[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 Renewals]]+[[SFX Renewals]] ​Also includes platforms and transfers
  
-[[SFX Routine Maintenance]]+[[SFX Routine Maintenance]] ​Recurring not including KB Updates
  
 [[SFX sid List]] [[SFX sid List]]
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 [[SFX Targets - Activating]] [[SFX Targets - Activating]]
  
-[[SFX Update Procedures]]+[[SFX Update Procedures]] ​Weekly KB Updates/​Monthly Maintenance
  
 [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
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-===== Metadata =====+===== General ​Metadata =====
  
 [[23rd_floor_linking_project_instructions]] [[23rd_floor_linking_project_instructions]]
- 
-[[049 fields]] 
- 
-[[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 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]]  +
- +
-[[Cataloging monographs fastcat]] +
- +
-[[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]]
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 [[Digital Bookplates]] [[Digital Bookplates]]
  
-[[Dissertations and Theses Overview]]+[[Faculty Writing Place - Cataloging & Processing]]
  
-[[Dissertations Missing from Scholarworks]]+[[Five College Uniform Language for Linking in 856 fields]]
  
-[[DVD Cataloging Streamlined Guidelines]]+[[Gov Docs Transfer Project Instructions]]
  
-[[DVD Fastcat Instructions]]+[[Gov Docs Transfer Project Student Job Description]]
  
-[[Electronic Dissertations Workflow]]+[[Item types]]
  
-[[Electronic Theses Workflow]]+[[Linked Mt Ida Instructions]]
  
-[[E-resource record quality checklist]]+[[Linking Project instructions current version 2019]]
  
-[[E-Resources Cataloging - FASTCAT Standards]]+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
  
-[[E-Resources Cataloging ​Instructions ​for Free Internet Resources]]+[[LOCKSS ​Instructions]]
  
-[[E-Resources Cataloging ​Instructions ​for Licensed Resources]]+[[Macro Express ​Instructions]]
  
-[[Faculty Writing Place - Cataloging & Processing]]+[[Macro Express Instructions on Capturing Mouse Movements]]
  
-[[Fastcat LPs]]+[[MARCIt Record Loads]]
  
-[[Fastcat Music Audio Recordings (CDs)]]+[[Masha Rudman Childrens Collection Cataloging and Processing]]
  
-[[Five College Uniform Language for Linking in 856 fields]]+[[Masha Rudman Childrens Collection Codes]]
  
-[[Graduate Degree Program ​Codes]]+[[Masha Rudman Childrens Collection Hierarchical ​Codes]]
  
-[[Gov Docs Transfer Project Instructions]]+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[Gov Docs Transfer Project Student Job Description]]+[[Mt. Ida Reserves]]
  
-[[Government Documents Cataloging]]+[[Reinstatements]]
  
-[[Item types]]+[[Renaissance Center Cataloging ​]]
  
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]+[[Replacements]]
  
-[[LOCKSS Instructions]]+[[Separate record policy for free electronic resources]]
  
-[[Macro Express Instructions]]+[[Tableau Cataloging Statistics]]
  
-[[Macro Express Instructions on Capturing Mouse Movements]]+[[Withdrawal of Library Materials]]  
 +==== Cataloging Guidelines & Fastcat ====
  
-[[maps_cataloging_resources|Map ​Cataloging ​Resources]]+[[Cataloging ​Equipment]] 
  
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]+[[Cataloging monographs fastcat]]
  
-[[MARCIt Record Loads]]+[[CD-ROM cataloging instructions]]
  
-[[Masha Rudman Childrens Collection ​Cataloging ​and Processing]]+[[DVD Cataloging ​Streamlined Guidelines]]
  
-[[Masha Rudman Childrens Collection Codes]]+[[DVD Fastcat Instructions]]
  
-[[Masha Rudman Childrens Collection Hierarchical Codes]]+[[E-resource record quality checklist]] 
 + 
 +[[E-Resources Cataloging - FASTCAT Standards]] 
 + 
 +[[Government Documents Cataloging]]
  
 [[Mass Docs Cataloging Procedures]] [[Mass Docs Cataloging Procedures]]
  
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]+[[minimal_metadata_guidelines ​| Minimal Metadata Guidelines]]
  
-[[microforms_overview|Microforms ​Overview]]+[[Monographs Workflow ​Overview]]
  
-[[microfiche_cataloging_instructions|Microfiche ​Cataloging ​Instructions]]+[[Mount Holyoke ​Cataloging]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[OCA Cataloging ​Procedures]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Photocopy cataloging]]
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[Setting_holdings_on_OCLC]]
  
-[[Monographs Workflow Overview]]+[[SCUA Cataloging]]
  
-[[Mount Holyoke ​Cataloging]]+[[A Federal Documents ​Cataloging]]
  
-[[Mt. Ida Reserves]]+[[Y Federal Documents Cataloging]] 
 +==== ETD Documentation ====
  
-[[NACA Publications Cataloging and Processing]]+[[Batch Uploading ETDs to ScholarWorks]] 
  
-[[NACO Documentation]]+[[Blocking Theses From Public View in Scholarworks]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Cataloging E-resource Versions of Print Dissertations]]
  
-[[OCA Cataloging Procedures]]+[[Changing one year campus access titles to open access]]
  
-[[OCLC Record Manager]]+[[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 ====
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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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