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start [2020/07/24 19:41]
annk [Resources for Staff] 		start [2021/02/09 20:22]
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]]
Line 104: Line 104:
 [[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]]
  
 [[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 316: 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]] [[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 296:
  
 [[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]]
  
 [[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]]
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 [[Macro Express Instructions on Capturing Mouse Movements]] [[Macro Express Instructions on Capturing Mouse Movements]]
- 
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]] 
  
 [[MARCIt Record Loads]] [[MARCIt Record Loads]]
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 [[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]]
  
-[[Monographs Workflow Overview]]+[[Reinstatements]]
  
-[[Mount Holyoke ​Cataloging]]+[[Renaissance Center ​Cataloging ]]
  
-[[Mt. Ida Reserves]]+[[Replacements]]
  
-[[NACA Publications Cataloging and Processing]]+[[Separate record policy for free electronic resources]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Tableau Cataloging Statistics]]
  
-[[OCA Cataloging Procedures]]+[[Withdrawal of Library Materials]] 
  
-[[Open Access Dissertations - Instructions for Uploading to Scholarworks]]+[[A Federal Documents Cataloging]]
  
-[[Ordering and Processing Dissertations from ProQuest]]+[[Y Federal Documents Cataloging]]
  
-[[Paper Dissertations and Theses ​Workflow]]+==== 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]] 
 + 
 +[[Mass Docs Cataloging Procedures]] 
 + 
 +[[minimal_metadata_guidelines | Minimal Metadata Guidelines]] 
 + 
 +[[Monographs ​Workflow ​Overview]] 
 + 
 +[[Mount Holyoke Cataloging]] 
 + 
 +[[OCA Cataloging Procedures]]
  
 [[Photocopy cataloging]] [[Photocopy cataloging]]
 +==== ETD Documentation ====
  
-[[Reinstatements]]+[[Batch Uploading ETDs to ScholarWorks]] 
  
-[[Renaissance Center Cataloging ​]]+[[Blocking Theses From Public View in Scholarworks]]
  
-[[Replacements]]+[[Cataloging E-resource Versions of Print Dissertations]]
  
-[[Setting_holdings_on_OCLC]]+[[Changing one year campus access titles to open access]]
  
-[[ScholarWorks ​instructions for batch revision of one year campus access ETDs to open access]]+[[Correcting theses and dissertations metadata on ScholarWorks ​pages]]
  
-[[ScholarWorks Theses and Dissertations ​Series Abbreviations]]+[[Dissertations ​and Theses Overview]]
  
-[[SCUA Cataloging]]+[[Dissertations Missing from Scholarworks]]
  
-[[Separate record policy for free electronic resources]]+[[Graduate Degree Program Codes]]
  
-[[Setting up auto collect filters ​for dissertations and theses collections on ScholarWorks]]+[[MARCEDIT Instructions ​for Creating Electronic Dissertation Records]]
  
-[[Staff Working Tools Procedures]]+[[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
  
-[[Tableau Cataloging Statistics]]+[[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]] [[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 ==== ==== Microforms ====
  
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 [[Fastcat Music Audio Recordings (CDs)]] [[Fastcat Music Audio Recordings (CDs)]]
  
-==== Resources for Cataloging & Metadata =====+==== Resources for Cataloging & Metadata ​Staff =====
  
 [[049 fields]] [[049 fields]]
  
 [[910 Formatting]] [[910 Formatting]]
 +
 +[[connexion_macros|Creating Connexion Macros]]
 +
 +[[cutter_table|Cutter Table]]
 +
 +[[EAST Reallocations Spreadsheet]]
  
 [[maps_cataloging_resources|Map Cataloging Resources]] [[maps_cataloging_resources|Map Cataloging Resources]]
  
-[[metadata_resources|Metadata Resources]]+[[marc_866_guidelines|MARC 866 Guidelines]]
  
-[[connexion_macros|Creating Connexion Macros]]+[[Metadata Help LibAnswers]] 
 + 
 +[[metadata_resources|Metadata Resources]]
  
 [[OCLC Record Manager]] [[OCLC Record Manager]]
Line 506: Line 474:
  
 [[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]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
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