Differences

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

--- start [2020/04/28 15:25]
mbanach [Materials Management]
+++ start [2022/05/10 15:56]
mbanach [FOLIO Documentation]
@@ Line 8: / Line 8: @@
-[[https://scholarworks.umass.edu/libraries_content_and_discovery/|Content & Discovery Showcase 2018]]\\
+[[https://scholarworks.umass.edu/libraries_content_and_discovery|Content & Discovery Showcases]]\\
-{{:2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
+[[https://docs.google.com/drawings/d/17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/edit?usp=sharing |IRM Organizational Chart]]\\
-{{:irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
+[[https://docs.google.com/document/d/1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/edit?usp=sharing&ouid=108975950027587109594&rtpof=true&sd=true|2021 IRM Major Unit Activities]]\\
+==Staff Policies==
+[[attendance_policy_2021|Attendance policy (September 2021)]]\\
+==Historical==
+{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
 [[evolving_workflows_-_2016|Evolving Workflows 2016]]
@@ Line 32: / Line 38: @@
 [[Goals|IRM Goals]]
+[[Order Supplies IRM]]
 [[Policies|IRM Policies]]
@@ Line 37: / Line 45: @@
 [[irm_social_media|IRM Social Media]]
+==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====
+[[General Guidelines for eResources]]
 ===== Acquisitions =====
@@ Line 55: / Line 66: @@
 [[ARL E-Resources Collection Statistics]]
-[[Collection Codes For Aleph MARC Records]]
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
@@ Line 71: / Line 80: @@
 [[De-duping OCLC local bib records and MARCIt records]]
-[[E-Book Cataloging]]
 [[ebooks_new_titles|E-Books: New Title Workflows]]
@@ Line 87: / Line 94: @@
 [[Electronic Resources Cancellation Checklist]]
-[[Electronic Resources - Creating Links]]
 [[Electronic Resources Invoicing in Aleph]]
@@ Line 106: / Line 111: @@
 [[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]]
@@ Line 135: / Line 140: @@
 [[DVD End Processing]]
-[[EAST Materials Instructions]]
 [[End Processing Student Job Description|End Processing/General Student Job Description]]
@@ Line 149: / Line 152: @@
 [[Music End Processing]]
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]
 [[Staff Working Tools Procedures]]
@@ Line 172: / Line 173: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
@@ Line 210: / Line 209: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
-[[Holdings Statement Syntax for HOL Records]]
 [[Item Record Global Changes]]
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Periodical Receiving]]
-[[Serials Cancellations]]
-[[Serials Ceased Titles]]
 [[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 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 =====
@@ Line 253: / Line 226: @@
 [[Batch Record Loading Updating and Editing Instructions]]
-[[Checklist requesting new Aleph collections]]
-[[Collection Codes For Aleph MARC Records]]
-[[CORAL]]
-[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[http://coral.library.umass.edu/|CORAL Login Page]]
 [[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
@@ Line 269: / Line 232: @@
 [[hlm_admin_maintenance|HLM Admin Maintenance]]
-[[ebsco_regular_tasks|Regular Maintenance for EDS & HLM]]
 [[ebscohost_maintenance|EBSCOhost Database Maintenance]]
@@ Line 276: / Line 237: @@
 [[EZProxy Maintenance]]
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
+[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]
+[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]
 [[HathiTrust]]
@@ Line 286: / Line 251: @@
 [[RAPID]]
-[[SFX Cron Jobs]]
+ARCHIVED [[Checklist requesting new Aleph collections]]
-[[SFX Down]]
+ARCHIVED [[Collection Codes For Aleph MARC Records]]
-[[SFX Renewals]] Also includes platforms and transfers
+ARCHIVED [[CORAL]]
-[[SFX Routine Maintenance]] Recurring not including KB Updates
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[SFX sid List]]
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
-[[SFX Targets - Activating]]
+ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+ARCHIVED [[SFX Cron Jobs]]
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
+ARCHIVED [[SFX Down]]
-[[SFX Statistics Archives Files]] ARCHIVED
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates
+ARCHIVED [[SFX sid List]]
-===== Metadata =====
+ARCHIVED [[SFX Targets - Activating]]
-[[23rd_floor_linking_project_instructions]]
+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
-[[049 fields]]
+ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
-[[910 Formatting]]
+ARCHIVED [[SFX Statistics Archives Files]]
-[[AA Chart for Cataloging to Locations As Appropriate]]
+ARCHIVED [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+===== General Metadata =====
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+[[23rd_floor_linking_project_instructions]]
 [[Analyzed serials monographic series instructions]]
@@ Line 325: / Line 292: @@
 [[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]]
-[[Circulation OnTheFly Procedures]]
+[[Five College Uniform Language for Linking in 856 fields]]
-[[Closing monographic series records]]
+[[Gov Docs Transfer Project Instructions]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[Gov Docs Transfer Project Student Job Description]]
-[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[Item types]]
-[[Cutter Table]]
+[[Linked Mt Ida Instructions]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[Linking Project instructions current version 2019]]
-[[De-ref Procedures]]
+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
-[[Digital Bookplates]]
+[[LOCKSS Instructions]]
-[[Dissertations and Theses Overview]]
+[[Macro Express Instructions]]
-[[Dissertations Missing from Scholarworks]]
+[[Macro Express Instructions on Capturing Mouse Movements]]
-[[DVD Cataloging Streamlined Guidelines]]
+[[MARCIt Record Loads]]
-[[DVD Fastcat Instructions]]
+[[Masha Rudman Childrens Collection Cataloging and Processing]]
-[[Electronic Dissertations Workflow]]
+[[Masha Rudman Childrens Collection Codes]]
-[[Electronic Theses Workflow]]
+[[Masha Rudman Childrens Collection Hierarchical Codes]]
-[[E-resource record quality checklist]]
+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[E-Resources Cataloging - FASTCAT Standards]]
+[[Mt. Ida Reserves]]
-[[E-Resources Cataloging Instructions for Free Internet Resources]]
+[[Reinstatements]]
-[[E-Resources Cataloging Instructions for Licensed Resources]]
+[[Renaissance Center Cataloging ]]
-[[Faculty Writing Place - Cataloging & Processing]]
+[[Replacements]]
-[[Fastcat LPs]]
+[[Separate record policy for free electronic resources]]
-[[Fastcat Music Audio Recordings (CDs)]]
+[[Tableau Cataloging Statistics]]
-[[Fast originalcat Music Recitals (CDs)]]
+[[Withdrawal of Library Materials]]
-[[Five College Uniform Language for Linking in 856 fields]]
+==== FOLIO Documentation ====
-[[Graduate Degree Program Codes]]
+[[Create Edit Holdings Records]]
-[[Gov Docs Transfer Project Instructions]]
+[[Create Edit Item Records]]
-[[Gov Docs Transfer Project Student Job Description]]
+[[Edits in quickMARC]]
-[[Government Documents Cataloging]]
+[[Data Import]]
-[[Item types]]
+[[Deleting Records]]
-[[Linked Mt Ida Instructions]]
+[[EBSCO Training Recordings]]
-[[Linking Project instructions current version 2019]]
+[[Linking]]
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
+[[Move records different instance]]
-[[LOCKSS Instructions]]
+[[Move items within instance]]
-[[Macro Express Instructions]]
+[[Inventory App Documentation]]
-[[Macro Express Instructions on Capturing Mouse Movements]]
+[[Overlaying Records]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
+[[Protected MARC Fields]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
+[[quickMARC Documentation]]
-[[MARC Fields List]]
+[[Receiving Physical Items]]
-[[MARCIt Record Loads]]
+[[Record Import OCLC]]
-[[Masha Rudman Childrens Collection Cataloging and Processing]]
+[[Single Monograph New Record No Order]]
-[[Masha Rudman Childrens Collection Codes]]
-[[Masha Rudman Childrens Collection Hierarchical Codes]]
-[[Mass Docs Cataloging Procedures]]
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Metadata Help LibAnswers]]
-[[microforms_overview|Microforms Overview]]
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
-[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]
-[[Missing and Lost Serials and Bound Periodicals]]
+==== 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]]
+[[maps_cataloging_resources|Map Cataloging Resources]]
+[[Mass Docs Cataloging Procedures]]
+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
 [[Monographs Workflow Overview]]
@@ Line 443: / Line 424: @@
 [[Mount Holyoke Cataloging]]
-[[Mt. Ida Reserves]]
+[[OCA Cataloging Procedures]]
-[[NACA Publications Cataloging and Processing]]
+[[Photocopy cataloging]]
-[[NACO Documentation]]
+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
-[[NASA Special Publications (NASA SPs)]]
+[[Setting_holdings_on_OCLC]]
-[[OCA Cataloging Procedures]]
+[[SCUA Cataloging]]
-[[OCLC Record Manager]]
+[[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]]
-[[Python]]
+==== 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_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
-[[Staff Working Tools Procedures]]
+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
-[[Tableau Cataloging Statistics]]
+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
-[[Transferring ETD files from Proquest]]
+[[Periodical Receiving|Serials Workflow: Periodical Receiving]]
-[[Withdrawal of Library Materials]]
+[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]
-[[A Federal Documents Cataloging]]
+[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
-[[Y Federal Documents Cataloging]]
+[[MARC 866 Guidelines]]
+[[Missing and Lost Serials and Bound Periodicals]]
 ==== 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)]]
@@ Line 550: / Line 565: @@
 [[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 563: / Line 576: @@
 [[ARL E-Resources Collection Statistics]]
-[[SFX Fulltext Not Found]]
+ARCHIVED [[SFX Fulltext Not Found]]
-[[SFX Statistics Archives Files]]
+ARCHIVED [[SFX Statistics Archives Files]]
 [[Usage Statistics for E-resources - Rationale]]
@@ Line 588: / Line 601: @@
 [[Wiki Documentation Master List]]
+[[worldshare_link]]
 [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]
@@ Line 600: / Line 615: @@
 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]]