[[start]]
You are here: start
Show pageOld revisions
Recent ChangesSitemap

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
Next revision Both sides next revision
start [2020/07/22 19:22]
annk [Metadata] 		start [2021/11/02 14:12]
kgberry [Information Resources Management (IRM)]
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}}\\ {{:​2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
 {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
Line 32: Line 32:
  
 [[Goals|IRM Goals]] [[Goals|IRM Goals]]
 +
 +[[Order Supplies IRM]]
  
 [[Policies|IRM Policies]] [[Policies|IRM Policies]]
Line 37: Line 39:
 [[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 74:
  
 [[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 88:
  
 [[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 105:
 [[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 134:
  
 [[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 146:
  
 [[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 167:
  
 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
Line 208: Line 203:
  
 [[Electronic Access Issues for Cancelled or Ceased in Print]] [[Electronic Access Issues for Cancelled or Ceased in Print]]
- 
-[[Fly Record Processing]] 
  
 [[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_-_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_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]] +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_creation_maintenance_lhrs|Serials ​Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]] +
- +
-[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]] +
- +
-[[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 261: Line 236:
  
 [[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]]
Line 299: Line 272:
  
  
-===== 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]] 
- 
-[[Adding Dissertations and Theses to Scholarworks Collections]] 
  
 [[Analyzed serials monographic series instructions]] [[Analyzed serials monographic series instructions]]
Line 316: Line 281:
  
 [[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 monographs fastcat]] 
- 
-[[CD-ROM cataloging instructions]] 
- 
-[[Changing one year campus access titles to open access]] 
  
 [[Circulation OnTheFly Procedures]] [[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]]
Line 348: Line 295:
  
 [[Digital Bookplates]] [[Digital Bookplates]]
- 
-[[Dissertations and Theses Overview]] 
- 
-[[Dissertations Missing from Scholarworks]] 
- 
-[[DVD Cataloging Streamlined Guidelines]] 
- 
-[[DVD Fastcat Instructions]] 
- 
-[[Electronic Dissertations Workflow]] 
- 
-[[Electronic Theses Workflow]] 
- 
-[[E-resource record quality checklist]] 
- 
-[[E-Resources Cataloging - FASTCAT Standards]] 
  
 [[Faculty Writing Place - Cataloging & Processing]] [[Faculty Writing Place - Cataloging & Processing]]
- 
-[[Fastcat LPs]] 
- 
-[[Fastcat Music Audio Recordings (CDs)]] 
- 
-[[Fast originalcat Music Recitals (CDs)]] 
  
 [[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]]
  
 [[Gov Docs Transfer Project Student Job Description]] [[Gov Docs Transfer Project Student Job Description]]
- 
-[[Government Documents Cataloging]] 
  
 [[Item types]] [[Item types]]
Line 396: Line 317:
  
 [[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]] 
- 
-[[MARC Fields List]] 
  
 [[MARCIt Record Loads]] [[MARCIt Record Loads]]
Line 410: Line 325:
  
 [[Masha Rudman Childrens Collection Hierarchical Codes]] [[Masha Rudman Childrens Collection Hierarchical Codes]]
- 
-[[Mass Docs Cataloging Procedures]] 
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[Metadata Help LibAnswers]]+[[Mt. Ida Reserves]]
  
-[[microforms_overview|Microforms Overview]]+[[Reinstatements]]
  
-[[microfiche_cataloging_instructions|Microfiche ​Cataloging ​Instructions]]+[[Renaissance Center ​Cataloging ]]
  
-[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]+[[Replacements]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Separate record policy for free electronic resources]]
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[Tableau Cataloging Statistics]] 
 + 
 +[[Withdrawal of Library Materials]]  
 +==== 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]] [[Monographs Workflow Overview]]
Line 431: Line 369:
 [[Mount Holyoke Cataloging]] [[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]] [[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]]
  
-[[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 Links to Useful Information]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[Serials Prediction Patterns]]+[[cutter_table|Cutter Table]]
  
-[[Serials Prediction Patterns Examples]]+[[EAST Reallocations Spreadsheet]]
  
-[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]+[[Metadata Help LibAnswers]]
  
-[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]+[[metadata_resources|Metadata Resources]]
  
-[[Serials Workflow: Holdings Index Statements]]+[[OCLC Record Manager]]
  
-[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]+[[Python]]
  
-[[Serials Workflow: Holdings Supplement Statements]]+[[RDA Training materials]]
  
-[[Serials ​Workflow: Incomplete Holdings]]+==== Serials ​Workflows ====
  
-[[serials_workflow_new_titles|Serials Workflow: ​New Titles]]+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: ​Ceased & Cancelled ​Titles]]
  
-[[serials_workflow_title_changes|Serials Workflow: ​Title Changes]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: ​Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
  
-[[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 ==== ==== Science and SEL ====
Line 546: Line 520:
  
 [[sel_transfers_to_repository|SEL Transfers to Repository]] [[sel_transfers_to_repository|SEL Transfers to Repository]]
 +
 +[[Special Added Volume sequences]]
  
 ===== Statistics ===== ===== Statistics =====
Line 590: Line 566:
  
 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]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
Show pageOld revisions
[unknown link type]Back to top
www.chimeric.de Creative Commons License Valid CSS Driven by DokuWiki do yourself a favour and use a real browser - get firefox!! Recent changes RSS feed Valid XHTML 1.0