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start [2019/04/23 13:44]
jmulvaney [Discovery & Resource Management Systems] 		start [2021/02/09 20:19]
annk [Cataloging Guidelines & Fastcat]
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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 68: Line 71:
  
 [[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]]
Line 103: 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 131: 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 144: 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 167: Line 166:
  
 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
Line 205: 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]]
  
 [[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 =====
  
Line 248: Line 219:
  
 [[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]]
Line 262: Line 235:
  
 [[hlm_admin_maintenance|HLM Admin Maintenance]] [[hlm_admin_maintenance|HLM Admin Maintenance]]
 +
 +[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
 [[EZProxy Maintenance]] [[EZProxy Maintenance]]
Line 281: Line 256:
 [[SFX Renewals]] Also includes platforms and transfers [[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
Line 296: Line 271:
  
  
-===== 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]]
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 [[Batch Record Loading Updating and Editing Instructions]] [[Batch Record Loading Updating and Editing Instructions]]
  
-[[Batch Uploading ETDs to ScholarWorks]] +[[Books ordered for staff use]]
  
-[[Blocking Theses From Public View in Scholarworks]]+[[Circulation OnTheFly Procedures]]
  
-[[Books ordered for staff use]]+[[Closing monographic series records]]
  
-[[Cataloging E-resource Versions of Print Dissertations]]+[[Cross-linking Bound-withs Title changes and Ser anals]]
  
-[[Cataloging Equipment]] +[[De-duping OCLC local bib records and MARCIt records]]
  
-[[Cataloging monographs fastcat]]+[[De-ref Procedures]]
  
-[[CD-ROM cataloging instructions]]+[[Digital Bookplates]]
  
-[[Changing one year campus access titles to open access]]+[[Faculty Writing Place - Cataloging & Processing]]
  
-[[Closing monographic series records]]+[[Five College Uniform Language for Linking in 856 fields]]
  
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]+[[Gov Docs Transfer Project Instructions]]
  
-[[Cross-linking Bound-withs Title changes and Ser anals]]+[[Gov Docs Transfer Project Student Job Description]]
  
-[[Cutter Table]]+[[Government Documents Cataloging]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[Item types]]
  
-[[De-ref Procedures]]+[[Linked Mt Ida Instructions]]
  
-[[Digital Bookplates]]+[[Linking Project instructions current version 2019]]
  
-[[Dissertations ​and Theses Overview]]+[[Landscape Architecture ​and Regional Planning Masters Projects Workflow]]
  
-[[Dissertations Missing from Scholarworks]]+[[LOCKSS Instructions]]
  
-[[DVD Cataloging Streamlined Guidelines]]+[[Macro Express Instructions]]
  
-[[DVD Fastcat ​Instructions]]+[[Macro Express ​Instructions ​on Capturing Mouse Movements]]
  
-[[Electronic Dissertations Workflow]]+[[MARCIt Record Loads]]
  
-[[Electronic Theses Workflow]]+[[Masha Rudman Childrens Collection Cataloging and Processing]]
  
-[[E-resource record quality checklist]]+[[Masha Rudman Childrens Collection Codes]]
  
-[[E-Resources Cataloging - FASTCAT Standards]]+[[Masha Rudman Childrens Collection Hierarchical Codes]]
  
-[[E-Resources ​Cataloging ​Instructions for Free Internet Resources]]+[[Mass Docs Cataloging ​Procedures]]
  
-[[E-Resources Cataloging Instructions for Licensed Resources]]+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[Faculty Writing Place - Cataloging & Processing]]+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
  
-[[Fastcat LPs]]+[[Monographs Workflow Overview]]
  
-[[Fastcat Music Audio Recordings (CDs)]]+[[Mount Holyoke Cataloging]]
  
-[[Five College Uniform Language for Linking in 856 fields]]+[[Mt. Ida Reserves]]
  
-[[Graduate Degree Program Codes]]+[[OCA Cataloging Procedures]]
  
-[[Gov Docs Transfer Project Instructions]]+[[Photocopy cataloging]]
  
-[[Gov Docs Transfer Project Student Job Description]]+[[Reinstatements]]
  
-[[Government Documents ​Cataloging]]+[[Renaissance Center ​Cataloging ]]
  
-[[Item types]]+[[Replacements]]
  
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]+[[Setting_holdings_on_OCLC]]
  
-[[LOCKSS Instructions]]+[[SCUA Cataloging]]
  
-[[Macro Express Instructions]]+[[Separate record policy for free electronic resources]]
  
-[[Macro Express Instructions on Capturing Mouse Movements]]+[[Tableau Cataloging Statistics]]
  
-[[maps_cataloging_resources|Map Cataloging Resources]]+[[Withdrawal of Library Materials]] 
  
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]+[[A Federal Documents Cataloging]]
  
-[[MARCIt Record Loads]]+[[Y Federal Documents Cataloging]]
  
-[[Masha Rudman Childrens Collection ​Cataloging ​and Processing]]+==== Cataloging ​Guidelines & Fastcat ====
  
-[[Masha Rudman Childrens Collection Codes]]+[[Cataloging Equipment]] 
  
-[[Masha Rudman Childrens Collection Hierarchical Codes]]+[[Cataloging monographs fastcat]]
  
-[[Mass Docs Cataloging Procedures]]+[[CD-ROM cataloging instructions]]
  
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]+[[DVD Cataloging Streamlined Guidelines]]
  
-[[microforms_overview|Microforms Overview]]+[[DVD Fastcat Instructions]]
  
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]+[[E-resource record quality checklist]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[E-Resources ​Cataloging ​- FASTCAT Standards]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]] 
  
-[[Missing and Lost Serials and Bound Periodicals]] 
  
-[[Monographs Workflow Overview]]+==== ETD Documentation ====
  
-[[Mount Holyoke Cataloging]]+[[Batch Uploading ETDs to ScholarWorks]] 
  
-[[Mt. Ida Reserves]]+[[Blocking Theses From Public View in Scholarworks]]
  
-[[NACA Publications ​Cataloging ​and Processing]]+[[Cataloging ​E-resource Versions of Print Dissertations]]
  
-[[NACO Documentation]]+[[Changing one year campus access titles to open access]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Correcting theses and dissertations metadata on ScholarWorks pages]]
  
-[[OCA Cataloging Procedures]]+[[Dissertations and Theses Overview]]
  
-[[OCLC Record Manager]]+[[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 ====
  
-[[Python]]+[[microforms_overview|Microforms Overview]]
  
-[[RDA Training materials]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[RDA vs. AACR2 Basic Differences]]+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
  
-[[Reinstatements]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]
  
-[[Renaissance Center ​Cataloging ​]]+==== Music Cataloging ​====
  
-[[Replacements]]+[[Fast originalcat Music Recitals (CDs)]]
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes (Connection,​ Worldcat, etc.) - Guide from OCLC]]+[[Fastcat LPs]]
  
-[[Setting_holdings_on_OCLC]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[ScholarWorks instructions ​for batch revision of one year campus access ETDs to open access]]+==== Resources ​for Cataloging & Metadata Staff =====
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+[[049 fields]]
  
-[[SCUA Cataloging]]+[[910 Formatting]]
  
-[[Separate record policy for free electronic resources]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[Serials Cancellations]]+[[cutter_table|Cutter Table]]
  
-[[Serials Ceased Titles]]+[[EAST Reallocations Spreadsheet]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[maps_cataloging_resources|Map Cataloging Resources]]
  
-[[Serials Links to Useful Information]]+[[marc_866_guidelines|MARC 866 Guidelines]]
  
-[[Serials New Titles]]+[[Metadata Help LibAnswers]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[metadata_resources|Metadata Resources]]
  
-[[Serials Prediction Patterns]]+[[OCLC Record Manager]]
  
-[[Serials Prediction Patterns Examples]]+[[Python]]
  
-[[Serials Title Changes]]+[[RDA Training materials]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials ​- Unsolicited Gifts (POS) Procedures]]+==== Serials ​Workflows ====
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
  
-[[Special Added Volume sequences]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
  
-[[Staff Working Tools Procedures]]+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
  
-[[Transferring ETD files from Proquest]]+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
  
-[[Withdrawal of Library Materials]] +[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
  
-[[A Federal Documents Cataloging]]+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
  
-[[Y Federal Documents Cataloging]]+[[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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