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start [2020/07/23 19:36]
annk 		start [2021/02/09 20:18]
annk [General Metadata]
Line 32: Line 32:
  
 [[Goals|IRM Goals]] [[Goals|IRM Goals]]
 +
 +[[Order Supplies IRM]]
  
 [[Policies|IRM Policies]] [[Policies|IRM Policies]]
Line 69: 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]]
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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]]
Line 133: Line 133:
  
 [[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 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 170: Line 166:
  
 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
Line 208: Line 202:
  
 [[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]]
Line 303: 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]] [[Analyzed serials monographic series instructions]]
Line 320: Line 282:
  
 [[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]] 
  
 [[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]]
- 
-[[Dissertations and Theses Overview]] 
- 
-[[Dissertations Missing from Scholarworks]] 
  
 [[DVD Cataloging Streamlined Guidelines]] [[DVD Cataloging Streamlined Guidelines]]
  
 [[DVD Fastcat Instructions]] [[DVD Fastcat Instructions]]
- 
-[[Electronic Dissertations Workflow]] 
- 
-[[Electronic Theses Workflow]] 
  
 [[E-resource record quality checklist]] [[E-resource record quality checklist]]
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 [[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]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Setting_holdings_on_OCLC]]
  
-[[OCA Cataloging ​Procedures]]+[[SCUA Cataloging]] 
 + 
 +[[Separate record policy for free electronic resources]] 
 + 
 +[[Tableau Cataloging Statistics]] 
 + 
 +[[Withdrawal of Library Materials]]  
 + 
 +[[A Federal Documents Cataloging]] 
 + 
 +[[Y Federal Documents Cataloging]] 
 + 
 +==== Cataloging Guidelines & Fastcat ==== 
 + 
 +==== 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]]
  
-[[Reinstatements]]+[[Transferring ETD files from Proquest]]
  
-[[Renaissance Center Cataloging ]]+__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
  
-[[Replacements]]+[[Adding Dissertations and Theses to Scholarworks Collections]]
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes (Connection,​ Worldcat, etc.) - Guide from OCLC]]+[[Electronic Dissertations Workflow]]
  
-[[Setting_holdings_on_OCLC]]+[[Electronic Theses Workflow]] 
 + 
 +[[Paper Dissertations and Theses Workflow]]
  
 [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
 +==== Microforms ====
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+[[microforms_overview|Microforms Overview]]
  
-[[SCUA Cataloging]]+[[microfiche_cataloging_instructions|Microfiche ​Cataloging ​Instructions]]
  
-[[Separate record policy for free electronic resources]]+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]
  
-[[Staff Working Tools Procedures]]+==== Music Cataloging ====
  
-[[Tableau Cataloging Statistics]]+[[Fast originalcat Music Recitals (CDs)]]
  
-[[Transferring ETD files from Proquest]]+[[Fastcat LPs]]
  
-[[Withdrawal of Library Materials]] +[[Fastcat Music Audio Recordings (CDs)]]
  
-[[A Federal Documents ​Cataloging]]+==== Resources for Cataloging ​& Metadata Staff =====
  
-[[Y Federal Documents Cataloging]]+[[049 fields]]
  
-==== Resources ​for Staff =====+[[910 Formatting]] 
 + 
 +[[connexion_macros|Creating Connexion Macros]] 
 + 
 +[[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]]
Line 488: Line 457:
  
 [[RDA Training materials]] [[RDA Training materials]]
- 
-[[RDA vs. AACR2 Basic Differences]] 
  
 ==== Serials Workflows ==== ==== Serials Workflows ====
Line 504: Line 471:
  
 [[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]]
Line 510: Line 479:
  
 [[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]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
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