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start [2020/07/17 20:23] annk [Serials] |
start [2021/12/01 19:32] jmulvaney [Discovery & Resource Management Systems] |
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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 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]] | [[evolving_workflows_-_2016|Evolving Workflows 2016]] | ||
| Line 32: | Line 38: | ||
| [[Goals|IRM Goals]] | [[Goals|IRM Goals]] | ||
| + | |||
| + | [[Order Supplies IRM]] | ||
| [[Policies|IRM Policies]] | [[Policies|IRM Policies]] | ||
| Line 37: | Line 45: | ||
| [[irm_social_media|IRM Social Media]] | [[irm_social_media|IRM Social Media]] | ||
| + | ==== Electronic Resources General Notes for all (Includes Guidance on Holdings) ===== | ||
| + | |||
| + | [[General Guidelines for eResources]] | ||
| ===== Acquisitions ===== | ===== Acquisitions ===== | ||
| Line 69: | Line 80: | ||
| [[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 85: | Line 94: | ||
| [[Electronic Resources Cancellation Checklist]] | [[Electronic Resources Cancellation Checklist]] | ||
| - | |||
| - | [[Electronic Resources - Creating Links]] | ||
| [[Electronic Resources Invoicing in Aleph]] | [[Electronic Resources Invoicing in Aleph]] | ||
| Line 104: | Line 111: | ||
| [[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 133: | Line 140: | ||
| [[DVD End Processing]] | [[DVD End Processing]] | ||
| - | |||
| - | [[EAST Materials Instructions]] | ||
| [[End Processing Student Job Description|End Processing/General Student Job Description]] | [[End Processing Student Job Description|End Processing/General Student Job Description]] | ||
| Line 147: | Line 152: | ||
| [[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 170: | Line 173: | ||
| [[FASTCAT Instructions]] | [[FASTCAT Instructions]] | ||
| - | |||
| - | [[Fly Record Processing]] | ||
| [[Foreign Vendor List for Monographic Ordering]] | [[Foreign Vendor List for Monographic Ordering]] | ||
| Line 208: | Line 209: | ||
| [[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_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 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_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]] | + | 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_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]] | + | |
| - | + | ||
| - | [[serials_workflow_new_titles|Serials Workflow: New Titles]] | + | |
| - | + | ||
| - | [[serials_workflow_title_changes|Serials Workflow: Title Changes]] | + | |
| ===== Discovery & Resource Management Systems ===== | ===== Discovery & Resource Management Systems ===== | ||
| Line 263: | Line 242: | ||
| [[hlm_admin_maintenance|HLM Admin Maintenance]] | [[hlm_admin_maintenance|HLM Admin Maintenance]] | ||
| - | |||
| - | [[ebsco_regular_tasks|Regular Maintenance for EDS & HLM]] | ||
| [[ebscohost_maintenance|EBSCOhost Database Maintenance]] | [[ebscohost_maintenance|EBSCOhost Database Maintenance]] | ||
| [[EZProxy Maintenance]] | [[EZProxy Maintenance]] | ||
| - | |||
| - | [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] | ||
| [[HathiTrust]] | [[HathiTrust]] | ||
| Line 280: | Line 255: | ||
| [[RAPID]] | [[RAPID]] | ||
| - | [[SFX Cron Jobs]] | + | ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] |
| - | [[SFX Down]] | + | ARCHIVED [[SFX Cron Jobs]] |
| - | [[SFX Renewals]] Also includes platforms and transfers | + | ARCHIVED [[SFX Down]] |
| - | [[SFX Routine Maintenance]] Recurring not including KB Updates | + | ARCHIVED [[SFX Renewals]] Also includes platforms and transfers |
| - | [[SFX sid List]] | + | ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates |
| - | [[SFX Targets - Activating]] | + | ARCHIVED [[SFX sid List]] |
| - | [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance | + | ARCHIVED [[SFX Targets - Activating]] |
| - | [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED | + | ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance |
| - | [[SFX Statistics Archives Files]] ARCHIVED | + | ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] |
| - | [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] | + | ARCHIVED [[SFX Statistics Archives Files]] |
| - | + | ARCHIVED [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] | |
| - | ===== Metadata ===== | + | ===== General Metadata ===== |
| [[23rd_floor_linking_project_instructions]] | [[23rd_floor_linking_project_instructions]] | ||
| - | [[049 fields]] | + | [[Analyzed serials monographic series instructions]] |
| - | [[910 Formatting]] | + | [[Batch Loading Team]] |
| - | [[AA Chart for Cataloging to Locations As Appropriate]] | + | [[Batch Record Loading Updating and Editing Instructions]] |
| - | [[Adding Dissertations and Theses to Scholarworks Collections]] | + | [[Books ordered for staff use]] |
| - | [[Analyzed serials monographic series instructions]] | + | [[Circulation OnTheFly Procedures]] |
| - | [[Batch Loading Team]] | + | [[Closing monographic series records]] |
| - | [[Batch Record Loading Updating and Editing Instructions]] | + | [[Cross-linking Bound-withs Title changes and Ser anals]] |
| - | [[Batch Uploading ETDs to ScholarWorks]] | + | [[De-duping OCLC local bib records and MARCIt records]] |
| - | [[Blocking Theses From Public View in Scholarworks]] | + | [[De-ref Procedures]] |
| - | [[Books ordered for staff use]] | + | [[Digital Bookplates]] |
| - | [[Cataloging E-resource Versions of Print Dissertations]] | + | [[Faculty Writing Place - Cataloging & Processing]] |
| - | [[Cataloging Equipment]] | + | [[Five College Uniform Language for Linking in 856 fields]] |
| - | [[Cataloging monographs fastcat]] | + | [[Gov Docs Transfer Project Instructions]] |
| - | [[CD-ROM cataloging instructions]] | + | [[Gov Docs Transfer Project Student Job Description]] |
| - | [[Ceased Cancelled Serials]] | + | [[Item types]] |
| - | [[Changing one year campus access titles to open access]] | + | [[Linked Mt Ida Instructions]] |
| - | [[Circulation OnTheFly Procedures]] | + | [[Linking Project instructions current version 2019]] |
| - | [[Closing monographic series records]] | + | [[Landscape Architecture and Regional Planning Masters Projects Workflow]] |
| - | [[Correcting theses and dissertations metadata on ScholarWorks pages]] | + | [[LOCKSS Instructions]] |
| - | [[Cross-linking Bound-withs Title changes and Ser anals]] | + | [[Macro Express Instructions]] |
| - | [[Cutter Table]] | + | [[Macro Express Instructions on Capturing Mouse Movements]] |
| - | [[De-duping OCLC local bib records and MARCIt records]] | + | [[MARCIt Record Loads]] |
| - | [[De-ref Procedures]] | + | [[Masha Rudman Childrens Collection Cataloging and Processing]] |
| - | [[Digital Bookplates]] | + | [[Masha Rudman Childrens Collection Codes]] |
| - | [[Dissertations and Theses Overview]] | + | [[Masha Rudman Childrens Collection Hierarchical Codes]] |
| - | [[Dissertations Missing from Scholarworks]] | + | [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] |
| - | [[DVD Cataloging Streamlined Guidelines]] | + | [[Mt. Ida Reserves]] |
| - | [[DVD Fastcat Instructions]] | + | [[Reinstatements]] |
| - | [[Electronic Dissertations Workflow]] | + | [[Renaissance Center Cataloging ]] |
| - | [[Electronic Theses Workflow]] | + | [[Replacements]] |
| - | [[E-resource record quality checklist]] | + | [[Separate record policy for free electronic resources]] |
| - | [[E-Resources Cataloging - FASTCAT Standards]] | + | [[Tableau Cataloging Statistics]] |
| - | [[Faculty Writing Place - Cataloging & Processing]] | + | [[Withdrawal of Library Materials]] |
| + | ==== Cataloging Guidelines & Fastcat ==== | ||
| - | [[Fastcat LPs]] | + | [[Cataloging Equipment]] |
| - | [[Fastcat Music Audio Recordings (CDs)]] | + | [[Cataloging monographs fastcat]] |
| - | [[Fast originalcat Music Recitals (CDs)]] | + | [[CD-ROM cataloging instructions]] |
| - | [[Five College Uniform Language for Linking in 856 fields]] | + | [[DVD Cataloging Streamlined Guidelines]] |
| - | [[Graduate Degree Program Codes]] | + | [[DVD Fastcat Instructions]] |
| - | [[Gov Docs Transfer Project Instructions]] | + | [[E-resource record quality checklist]] |
| - | [[Gov Docs Transfer Project Student Job Description]] | + | [[E-Resources Cataloging - FASTCAT Standards]] |
| [[Government Documents Cataloging]] | [[Government Documents Cataloging]] | ||
| - | [[Item types]] | + | [[maps_cataloging_resources|Map Cataloging Resources]] |
| - | [[Linked Mt Ida Instructions]] | + | [[Mass Docs Cataloging Procedures]] |
| - | [[Linking Project instructions current version 2019]] | + | [[minimal_metadata_guidelines | Minimal Metadata Guidelines]] |
| - | [[Landscape Architecture and Regional Planning Masters Projects Workflow]] | + | [[Monographs Workflow Overview]] |
| - | [[LOCKSS Instructions]] | + | [[Mount Holyoke Cataloging]] |
| - | [[Macro Express Instructions]] | + | [[OCA Cataloging Procedures]] |
| - | [[Macro Express Instructions on Capturing Mouse Movements]] | + | [[Photocopy cataloging]] |
| - | [[maps_cataloging_resources|Map Cataloging Resources]] | + | [[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]] |
| - | [[MARCEDIT Instructions for Creating Electronic Dissertation Records]] | + | [[Setting_holdings_on_OCLC]] |
| - | [[MARC Fields List]] | + | [[SCUA Cataloging]] |
| - | [[MARCIt Record Loads]] | + | [[Y Federal Documents Cataloging]] |
| - | [[Masha Rudman Childrens Collection Cataloging and Processing]] | + | ==== ETD Documentation ==== |
| - | [[Masha Rudman Childrens Collection Codes]] | + | [[Batch Uploading ETDs to ScholarWorks]] |
| - | [[Masha Rudman Childrens Collection Hierarchical Codes]] | + | [[Blocking Theses From Public View in Scholarworks]] |
| - | [[Mass Docs Cataloging Procedures]] | + | [[Cataloging E-resource Versions of Print Dissertations]] |
| - | [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] | + | [[Changing one year campus access titles to open access]] |
| - | [[Metadata Help LibAnswers]] | + | [[Correcting theses and dissertations metadata on ScholarWorks pages]] |
| - | [[microforms_overview|Microforms Overview]] | + | [[Dissertations and Theses Overview]] |
| - | [[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]] | + | [[Dissertations Missing from Scholarworks]] |
| - | [[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]] | + | [[Graduate Degree Program Codes]] |
| - | [[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]] | + | [[MARCEDIT Instructions for Creating Electronic Dissertation Records]] |
| - | [[Missing and Lost Serials and Bound Periodicals]] | + | [[Open Access Dissertations - Instructions for Uploading to Scholarworks]] |
| - | [[Monographs Workflow Overview]] | + | [[Ordering and Processing Dissertations from ProQuest]] |
| - | [[Mount Holyoke Cataloging]] | + | [[ScholarWorks Theses and Dissertations Series Abbreviations]] |
| - | [[Mt. Ida Reserves]] | + | [[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]] |
| - | [[NACA Publications Cataloging and Processing]] | + | [[Transferring ETD files from Proquest]] |
| - | [[NACO Documentation]] | + | __Outdated workflows--Do Not Use! Historical documentation for migration purposes__ |
| - | [[NASA Special Publications (NASA SPs)]] | + | [[Adding Dissertations and Theses to Scholarworks Collections]] |
| - | [[OCA Cataloging Procedures]] | + | [[Electronic Dissertations Workflow]] |
| - | [[OCLC Record Manager]] | + | [[Electronic Theses Workflow]] |
| - | [[Open Access Dissertations - Instructions for Uploading to Scholarworks]] | + | [[Paper Dissertations and Theses Workflow]] |
| - | [[Ordering and Processing Dissertations from ProQuest]] | + | [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] |
| - | [[Paper Dissertations and Theses Workflow]] | + | ==== Microforms ==== |
| - | [[Photocopy cataloging]] | + | [[microforms_overview|Microforms Overview]] |
| - | [[Python]] | + | [[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]] |
| - | [[RDA Training materials]] | + | [[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]] |
| - | [[RDA vs. AACR2 Basic Differences]] | + | [[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]] |
| - | [[Reinstatements]] | + | ==== Music Cataloging ==== |
| - | [[Renaissance Center Cataloging ]] | + | [[Fast originalcat Music Recitals (CDs)]] |
| - | [[Replacements]] | + | [[Fastcat LPs]] |
| - | [[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]] | + | [[Fastcat Music Audio Recordings (CDs)]] |
| - | [[Setting_holdings_on_OCLC]] | + | ==== Resources for Cataloging & Metadata Staff ===== |
| - | [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] | + | [[049 fields]] |
| - | [[ScholarWorks Theses and Dissertations Series Abbreviations]] | + | [[910 Formatting]] |
| - | [[SCUA Cataloging]] | + | [[connexion_macros|Creating Connexion Macros]] |
| - | [[Separate record policy for free electronic resources]] | + | [[cutter_table|Cutter Table]] |
| - | [[Serials Cancellations]] | + | [[EAST Reallocations Spreadsheet]] |
| - | [[Serials Ceased Titles]] | + | [[Metadata Help LibAnswers]] |
| - | [[serials_discard_decision_file|Serials Discard Decision File]] | + | [[metadata_resources|Metadata Resources]] |
| - | [[Serials Links to Useful Information]] | + | [[OCLC Record Manager]] |
| - | [[Serials New Titles]] | + | [[Python]] |
| - | [[Serials Popular Magazines and Newspapers List]] | + | [[RDA Training materials]] |
| - | [[Serials Prediction Patterns]] | + | ==== Serials Workflows ==== |
| - | [[Serials Prediction Patterns Examples]] | + | [[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]] |
| - | [[Serials Title Changes]] | + | [[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]] |
| - | [[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]] | + | [[serials_workflow_current_year_only|Serials Workflow: Current Year Only]] |
| - | [[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]] | + | [[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]] |
| - | [[Special Added Volume sequences]] | + | [[serials_workflow_holdings_records|Serials Workflow: Holdings Records]] |
| - | [[Staff Working Tools Procedures]] | + | [[serials_workflow_new_titles|Serials Workflow: New Titles]] |
| - | [[Tableau Cataloging Statistics]] | + | [[Periodical Receiving|Serials Workflow: Periodical Receiving]] |
| - | [[Transferring ETD files from Proquest]] | + | [[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] |
| - | [[Withdrawal of Library Materials]] | + | [[serials_workflow_title_changes|Serials Workflow: Title Changes]] |
| - | [[A Federal Documents Cataloging]] | + | [[MARC 866 Guidelines]] |
| - | [[Y Federal Documents Cataloging]] | + | [[Missing and Lost Serials and Bound Periodicals]] |
| ==== Science and SEL ==== | ==== Science and SEL ==== | ||
| Line 548: | Line 524: | ||
| [[sel_transfers_to_repository|SEL Transfers to Repository]] | [[sel_transfers_to_repository|SEL Transfers to Repository]] | ||
| + | |||
| + | [[Special Added Volume sequences]] | ||
| ===== Statistics ===== | ===== Statistics ===== | ||
| Line 592: | Line 570: | ||
| Student Forms: Libwire Home » Online Forms » [[https://intranet.library.umass.edu/intranet/Forms/view_items.cfm?MenuID=7&CategoryID=5|Student forms]] | 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]] | ||
