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start [2020/07/23 19:27] annk |
start [2021/02/09 20:19] annk [Cataloging Guidelines & Fastcat] |
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[[Goals|IRM Goals]] | [[Goals|IRM Goals]] | ||
+ | |||
+ | [[Order Supplies IRM]] | ||
[[Policies|IRM Policies]] | [[Policies|IRM Policies]] | ||
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[[De-duping OCLC local bib records and MARCIt records]] | [[De-duping OCLC local bib records and MARCIt records]] | ||
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- | [[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]] | ||
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[[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]] | ||
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[[Music End Processing]] | [[Music End Processing]] | ||
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- | [[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]] | ||
[[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 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_current_year_only|Serials Workflow: Current Year Only]] | + | |
- | + | ||
- | [[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]] | + | |
- | + | ||
- | [[serials_workflow_holdings_records|Serials Workflow: Holdings Records]] | + | |
- | + | ||
- | [[serials_workflow_new_titles|Serials Workflow: New Titles]] | + | |
- | + | ||
- | [[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in the Holdings Record]] | + | |
- | + | ||
- | [[serials_workflow_title_changes|Serials Workflow: Title Changes]] | + | |
===== Discovery & Resource Management Systems ===== | ===== Discovery & Resource Management Systems ===== | ||
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[[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]] | ||
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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]] | [[Analyzed serials monographic series instructions]] | ||
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[[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]] | ||
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[[Digital Bookplates]] | [[Digital Bookplates]] | ||
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- | [[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]] | ||
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[[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]] | ||
[[MARCIt Record Loads]] | [[MARCIt Record Loads]] | ||
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[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] | [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] | ||
- | [[Metadata Help LibAnswers]] | + | [[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]] | + | [[Mt. Ida Reserves]] |
- | [[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]] | + | [[OCA Cataloging Procedures]] |
- | [[Monographs Workflow Overview]] | + | [[Photocopy cataloging]] |
- | [[Mount Holyoke Cataloging]] | + | [[Reinstatements]] |
- | [[Mt. Ida Reserves]] | + | [[Renaissance Center Cataloging ]] |
- | [[NACA Publications Cataloging and Processing]] | + | [[Replacements]] |
- | [[NACO Documentation]] | + | [[Setting_holdings_on_OCLC]] |
- | [[NASA Special Publications (NASA SPs)]] | + | [[SCUA Cataloging]] |
- | [[OCA Cataloging Procedures]] | + | [[Separate record policy for free electronic resources]] |
- | [[OCLC Record Manager]] | + | [[Tableau Cataloging Statistics]] |
+ | |||
+ | [[Withdrawal of Library Materials]] | ||
+ | |||
+ | [[A Federal Documents Cataloging]] | ||
+ | |||
+ | [[Y Federal Documents Cataloging]] | ||
+ | |||
+ | ==== 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]] | ||
+ | |||
+ | |||
+ | |||
+ | ==== 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]] | ||
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[[Ordering and Processing Dissertations from ProQuest]] | [[Ordering and Processing Dissertations from ProQuest]] | ||
- | [[Paper Dissertations and Theses Workflow]] | + | [[ScholarWorks Theses and Dissertations Series Abbreviations]] |
- | [[Photocopy cataloging]] | + | [[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]] |
- | [[Python]] | + | [[Transferring ETD files from Proquest]] |
- | [[RDA Training materials]] | + | __Outdated workflows--Do Not Use! Historical documentation for migration purposes__ |
- | [[RDA vs. AACR2 Basic Differences]] | + | [[Adding Dissertations and Theses to Scholarworks Collections]] |
- | [[Reinstatements]] | + | [[Electronic Dissertations Workflow]] |
- | [[Renaissance Center Cataloging ]] | + | [[Electronic Theses Workflow]] |
- | [[Replacements]] | + | [[Paper Dissertations and Theses Workflow]] |
- | [[http://www.oclc.org/support/documentation/worldcat/searching/searchworldcatindexes/|Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC]] | + | [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] |
+ | ==== Microforms ==== | ||
- | [[Setting_holdings_on_OCLC]] | + | [[microforms_overview|Microforms Overview]] |
- | [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] | + | [[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]] |
- | [[ScholarWorks Theses and Dissertations Series Abbreviations]] | + | [[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]] |
- | [[SCUA Cataloging]] | + | [[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]] |
- | [[Separate record policy for free electronic resources]] | + | ==== Music Cataloging ==== |
- | [[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]] | + | [[Fast originalcat Music Recitals (CDs)]] |
- | [[Staff Working Tools Procedures]] | + | [[Fastcat LPs]] |
- | [[Tableau Cataloging Statistics]] | + | [[Fastcat Music Audio Recordings (CDs)]] |
- | [[Transferring ETD files from Proquest]] | + | ==== Resources for Cataloging & Metadata Staff ===== |
- | [[Withdrawal of Library Materials]] | + | [[049 fields]] |
- | [[A Federal Documents Cataloging]] | + | [[910 Formatting]] |
- | [[Y Federal Documents Cataloging]] | + | [[connexion_macros|Creating Connexion Macros]] |
- | ==== Resources for Staff ===== | + | [[cutter_table|Cutter Table]] |
+ | |||
+ | [[EAST Reallocations Spreadsheet]] | ||
+ | |||
+ | [[maps_cataloging_resources|Map Cataloging Resources]] | ||
+ | |||
+ | [[marc_866_guidelines|MARC 866 Guidelines]] | ||
+ | |||
+ | [[Metadata Help LibAnswers]] | ||
[[metadata_resources|Metadata Resources]] | [[metadata_resources|Metadata Resources]] | ||
+ | |||
+ | [[OCLC Record Manager]] | ||
+ | |||
+ | [[Python]] | ||
+ | |||
+ | [[RDA Training materials]] | ||
==== Serials Workflows ==== | ==== Serials Workflows ==== | ||
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[[serials_workflow_new_titles|Serials Workflow: New Titles]] | [[serials_workflow_new_titles|Serials Workflow: New Titles]] | ||
+ | |||
+ | [[Periodical Receiving|Serials Workflow: Periodical Receiving]] | ||
[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] | [[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] | ||
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[[Missing and Lost Serials and Bound Periodicals]] | [[Missing and Lost Serials and Bound Periodicals]] | ||
- | |||
- | [[Serials Prediction Patterns]] | ||
- | |||
- | [[Serials Prediction Patterns Examples]] | ||
==== Science and SEL ==== | ==== Science and SEL ==== | ||
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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]] | ||