Differences

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

--- start [2020/07/24 19:38]
annk
+++ start [2024/05/29 20:15]
kgberry [Discovery & Resource Management Systems]
@@ 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://drive.google.com/drive/folders/1CGePdvtnpqqfnEbF6cUgLGfzKpm65A3C?usp=sharing|IRM Organizational Charts- current and historical]]\\
-{{:irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
+==Staff Policies==
+[[attendance_policy_2021|Attendance policy (updated May 2024)]]\\
+==Historical==
+[[https://drive.google.com/file/d/1f7cL-VujMwRsuPFVvYa1ziEzY03lcBcd/view?usp=sharing|2021 IRM Major Unit Activities]]\\
+[[https://docs.google.com/document/d/1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/edit?usp=sharing&ouid=108975950027587109594&rtpof=true&sd=true|2019 IRM Major Unit Activities]]\\
+{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
 [[evolving_workflows_-_2016|Evolving Workflows 2016]]
@@ Line 18: / Line 26: @@
 ===== IRM - General =====
-[[Aleph Services Workshop]]
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
@@ 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 48: / Line 59: @@
 [[Selector Responsibilities by LC Class]]
-[[Staff Working Tools Procedures]]
 ==== Electronic Resources ====
@@ Line 58: / Line 68: @@
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
-[[CORAL]]
+[[archive:coral|CORAL]]
 [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
@@ Line 69: / Line 79: @@
 [[De-duping OCLC local bib records and MARCIt records]]
-[[E-Book Cataloging]]
 [[ebooks_new_titles|E-Books: New Title Workflows]]
@@ Line 85: / Line 93: @@
 [[Electronic Resources Cancellation Checklist]]
-[[Electronic Resources - Creating Links]]
 [[Electronic Resources Invoicing in Aleph]]
@@ Line 103: / Line 109: @@
 [[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]]
 [[perpetual_access_procedures|Perpetual Access Procedures]]
@@ Line 129: / Line 133: @@
 [[Bindery ABLE lot closing and opening]]
-[[Depository Packing Slip for Serials]]
 [[DVD End Processing]]
-[[EAST Materials Instructions]]
 [[End Processing Student Job Description|End Processing/General Student Job Description]]
@@ Line 147: / Line 147: @@
 [[Music End Processing]]
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]
-[[Staff Working Tools Procedures]]
 [[Stamping Volumes]]
@@ Line 170: / Line 166: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
-[[Gobi to Aleph Fund Codes]]
 [[Information Canada Checklist Orders]]
@@ Line 208: / Line 200: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
 [[Item Record Global Changes]]
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Periodical Receiving]]
 [[serials_continuations_definitions|Serials Continuations Definitions]]
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]
+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
-[[Serials Prediction Patterns]]
+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]].
+===== Discovery & Resource Management Systems =====
-[[Serials Prediction Patterns Examples]]
+[[access_coordination|Access Coordination]]
-[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
-[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
-[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
+[[hlm_admin_maintenance|HLM Admin Maintenance]]
-[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
-[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
+[[EZProxy Maintenance]]
-[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
+[[eds_admin_management|EDS Admin Management]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/789020673/Discovery+EDS+Administration|Confluence]]
-[[serials_workflow_new_titles|Serials Workflow: New Titles]]
+[[Open Athens]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/788889601/Open+Athens+Administration|Confluence]]
-[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in the Holdings Record]]
+[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]
-[[serials_workflow_title_changes|Serials Workflow: Title Changes]]
+[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]
-===== Discovery & Resource Management Systems =====
-[[access_coordination|Access Coordination]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]
-[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
+[[HathiTrust]]
-[[Batch Record Loading Updating and Editing Instructions]]
+[[Platform Changes]]
-[[Checklist requesting new Aleph collections]]
+[[RAPID]]
-[[Collection Codes For Aleph MARC Records]]
+ARCHIVED [[archive:adm_to_adm_transfer_of_bibs_holdings_and_items_records_in_aleph|ADM to ADM transfer of bibs holdings and items records in Aleph]]
-[[CORAL]]
+ARCHIVED [[archive: batch_record_loading_updating_and_editing_instructions|Batch Record Loading Updating and Editing Instructions]]
-[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
+ARCHIVED [[MARC Record Loading]]
-[[http://coral.library.umass.edu/|CORAL Login Page]]
+ARCHIVED [[archive:checklist_requesting_new_aleph_collections|Checklist requesting new Aleph collections]]
-[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
+ARCHIVED [[archive: collection_codes_for_aleph_marc_records|Collection Codes For Aleph MARC Records]]
-[[eds_admin_management|EDS Admin Management]]
+ARCHIVED [[archive:coral|CORAL]]
-[[hlm_admin_maintenance|HLM Admin Maintenance]]
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[ebsco_regular_tasks|Regular Maintenance for EDS & HLM]]
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
-[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
+ARCHIVED [[archive:generating_the_ejournal_holdings_file_for_ill_rapid_ids_project_and_browzine|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[EZProxy Maintenance]]
+ARCHIVED [[SFX Cron Jobs]]
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
+ARCHIVED [[SFX Down]]
-[[HathiTrust]]
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
-[[MARC Record Loading]]
+ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates
-[[Platform Changes]]
+ARCHIVED [[SFX sid List]]
-[[RAPID]]
+ARCHIVED [[SFX Targets - Activating]]
-[[SFX Cron Jobs]]
+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
-[[SFX Down]]
+ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
-[[SFX Renewals]] Also includes platforms and transfers
+ARCHIVED [[SFX Statistics Archives Files]]
-[[SFX Routine Maintenance]] Recurring not including KB Updates
+ARCHIVED [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+===== General Metadata =====
-[[SFX sid List]]
+[[23rd_floor_linking_project_instructions]]
-[[SFX Targets - Activating]]
+[[Analyzed serials monographic series instructions]]
-[[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+[[Batch Loading Team]]
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
+ARCHIVED [[archive: batch_record_loading_updating_and_editing_instructions|Batch Record Loading Updating and Editing Instructions]]
-[[SFX Statistics Archives Files]] ARCHIVED
+[[Books ordered for staff use]]
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+[[Circulation OnTheFly Procedures]]
+[[Closing monographic series records]]
-===== Metadata =====
+[[Cross-linking Bound-withs Title changes and Ser anals]]
-[[23rd_floor_linking_project_instructions]]
+[[De-duping OCLC local bib records and MARCIt records]]
-[[049 fields]]
+[[De-ref Procedures]]
-[[910 Formatting]]
+[[Digital Bookplates]]
-[[AA Chart for Cataloging to Locations As Appropriate]]
+[[Faculty Writing Place - Cataloging & Processing]]
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+[[Five College Uniform Language for Linking in 856 fields]]
-[[Analyzed serials monographic series instructions]]
+[[Gov Docs Transfer Project Instructions]]
-[[Batch Loading Team]]
+[[Gov Docs Transfer Project Student Job Description]]
-[[Batch Record Loading Updating and Editing Instructions]]
+[[Item types]]
-[[Batch Uploading ETDs to ScholarWorks]]
+[[Linked Mt Ida Instructions]]
-[[Blocking Theses From Public View in Scholarworks]]
+[[Linking Project instructions current version 2019]]
-[[Books ordered for staff use]]
+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
-[[Cataloging E-resource Versions of Print Dissertations]]
+[[LOCKSS Instructions]]
-[[Cataloging Equipment]]
+[[Macro Express Instructions]]
-[[Cataloging monographs fastcat]]
+[[Macro Express Instructions on Capturing Mouse Movements]]
-[[CD-ROM cataloging instructions]]
+[[MARCIt Record Loads]]
-[[Changing one year campus access titles to open access]]
+[[Masha Rudman Childrens Collection Cataloging and Processing]]
-[[Circulation OnTheFly Procedures]]
+[[Masha Rudman Childrens Collection Codes]]
-[[Closing monographic series records]]
+[[Masha Rudman Childrens Collection Hierarchical Codes]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[Mt. Ida Reserves]]
-[[Cutter Table]]
+[[Reinstatements]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[Renaissance Center Cataloging ]]
-[[De-ref Procedures]]
+[[Replacements]]
-[[Digital Bookplates]]
+[[Separate record policy for free electronic resources]]
-[[Dissertations and Theses Overview]]
+[[Tableau Cataloging Statistics]]
-[[Dissertations Missing from Scholarworks]]
+[[Withdrawal of Library Materials]]
-[[DVD Cataloging Streamlined Guidelines]]
+==== FOLIO Documentation ====
-[[DVD Fastcat Instructions]]
+**[[FOLIO production]]**
-[[Electronic Dissertations Workflow]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview?homepageId=388988932|Five College FOLIO Wiki]]
-[[Electronic Theses Workflow]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/465928230/Training+Materials|Five College FOLIO Training Materials]]
-[[E-resource record quality checklist]]
+**[[FOLIO Sandbox]]**
-[[E-Resources Cataloging - FASTCAT Standards]]
+**[[UMass FOLIO Receiving Copy Cataloging]]**
-[[Faculty Writing Place - Cataloging & Processing]]
+[[Book Cataloging]]
-[[Five College Uniform Language for Linking in 856 fields]]
+[[Create Edit Holdings Records]]
-[[Graduate Degree Program Codes]]
+[[Create Edit Item Records]]
-[[Gov Docs Transfer Project Instructions]]
+[[Creating Brief Instance Records]]
-[[Gov Docs Transfer Project Student Job Description]]
+[[Edits quickMARC]]
-[[Government Documents Cataloging]]
+[[Data Import]]
-[[Item types]]
+[[Deleting Records]]
-[[Linked Mt Ida Instructions]]
+[[DVD Cataloging]]
-[[Linking Project instructions current version 2019]]
+[[EBSCO Training Recordings]]
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
+[[FOLIO Gift Books Cataloging]]
-[[LOCKSS Instructions]]
+[[Linking]]
-[[Macro Express Instructions]]
+[[List Documentation Still Needed]]
-[[Macro Express Instructions on Capturing Mouse Movements]]
+[[Move records different instance]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
+[[Move items within instance]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
+[[Inventory App Documentation]]
-[[MARCIt Record Loads]]
+[[Overlaying Records]]
-[[Masha Rudman Childrens Collection Cataloging and Processing]]
+[[Protected MARC Fields]]
-[[Masha Rudman Childrens Collection Codes]]
+[[quickMARC Documentation]]
-[[Masha Rudman Childrens Collection Hierarchical Codes]]
+[[Receiving Physical Items]]
-[[Mass Docs Cataloging Procedures]]
+[[Record Import OCLC]]
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
+[[Record Types Not Shared by Five Colleges]]
-[[Metadata Help LibAnswers]]
+**[[Serials Processing]]**
+[[Single Monograph New Record No Order]]
+==== 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 417: / Line 446: @@
 [[Mount Holyoke Cataloging]]
-[[Mt. Ida Reserves]]
+[[OCA Cataloging Procedures]]
-[[NACA Publications Cataloging and Processing]]
+[[Photocopy cataloging]]
-[[NASA Special Publications (NASA SPs)]]
+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
-[[OCA Cataloging Procedures]]
+[[Setting_holdings_on_OCLC]]
-[[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
+[[SCUA Cataloging]]
-[[Ordering and Processing Dissertations from ProQuest]]
+[[Y Federal Documents Cataloging]]
-[[Paper Dissertations and Theses Workflow]]
+==== ETD Documentation ====
-[[Photocopy cataloging]]
+[[Batch Uploading ETDs to ScholarWorks]]
-[[Reinstatements]]
+[[Blocking Theses From Public View in Scholarworks]]
-[[Renaissance Center Cataloging ]]
+[[Cataloging E-resource Versions of Print Dissertations]]
-[[Replacements]]
+[[Changing one year campus access titles to open access]]
-[[Setting_holdings_on_OCLC]]
+[[Correcting theses and dissertations metadata on ScholarWorks pages]]
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
+[[Dissertations and Theses Overview]]
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[Dissertations Missing from Scholarworks]]
-[[SCUA Cataloging]]
+[[Graduate Degree Program Codes]]
-[[Separate record policy for free electronic resources]]
+[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
-[[Staff Working Tools Procedures]]
+[[Ordering and Processing Dissertations from ProQuest]]
-[[Tableau Cataloging Statistics]]
+[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
 [[Transferring ETD files from Proquest]]
-[[Withdrawal of Library Materials]]
+__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
-[[A Federal Documents Cataloging]]
+[[Adding Dissertations and Theses to Scholarworks Collections]]
-[[Y Federal Documents Cataloging]]
+[[Electronic Dissertations Workflow]]
+[[Electronic Theses Workflow]]
+[[Paper Dissertations and Theses Workflow]]
+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
 ==== Microforms ====
@@ Line 481: / Line 518: @@
 [[Fastcat Music Audio Recordings (CDs)]]
-==== Resources for Staff =====
+==== Resources for Cataloging & Metadata Staff =====
-[[metadata_resources|Metadata Resources]]
+[[049 fields]]
+[[910 Formatting]]
 [[connexion_macros|Creating Connexion Macros]]
+[[cutter_table|Cutter Table]]
+[[EAST Reallocations Spreadsheet]]
+[[Metadata Help LibAnswers]]
+[[metadata_resources|Metadata Resources]]
 [[OCLC Record Manager]]
@@ Line 498: / Line 545: @@
 [[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]]
@@ Line 506: / Line 551: @@
 [[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_title_changes|Serials Workflow: Title Changes]]
+[[MARC 866 Guidelines]]
 [[Missing and Lost Serials and Bound Periodicals]]
-[[Serials Prediction Patterns]]
+[[EAST LHR OCLC Data Sync Workflow]]
-[[Serials Prediction Patterns Examples]]
+==== Science and SEL (All historical workflows--need to be reviewed with SEL Librarians DO NOT USE)====
-==== 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)]]
 [[naca_publications_cataloging_and_processing|NACA (U.S. National Advisory Committee for Aeronautics) Publications]]
@@ Line 530: / Line 573: @@
 [[plant_patents|Plant Patents]]
-[[sel_gifts_procedure|Procedure for Gifts Accepted at SEL]]
 [[sel_chemical_reference_titles_designated_as_five_college_copy_of_record|SEL Chemical Reference Titles Designated as Five College Copy of Record]]
-[[sel_deaccessions|SEL Deaccessions]]
-[[sel_gifts_procedure|SEL Gifts Procedure]]
-[[sel_missing_or_lost_books|SEL Missing or Lost Materials]]
-[[sel_monographic_problems_procedure|SEL Monographic Problems Procedure]]
-[[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 559: / Line 584: @@
 [[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 584: / Line 609: @@
 [[Wiki Documentation Master List]]
+[[https://umass.share.worldcat.org/wms/|worldshare_link]]
 [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]
-[[Classification Web]]
+[[https://classweb.org/Auto/|Classification Web]]
 =====Student Employees=====
@@ Line 596: / Line 623: @@
 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]]