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start [2020/07/24 19:56]
annk [Metadata] 		start [2021/12/01 19:43]
jmulvaney [Discovery & Resource Management Systems]
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-[[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://docs.google.com/​drawings/​d/​17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/​edit?​usp=sharing ​|IRM Organizational Chart]]\\ 
-{{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\+[[https://​docs.google.com/​document/​d/​1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/​edit?​usp=sharing&​ouid=108975950027587109594&​rtpof=true&​sd=true|2021 IRM Major Unit Activities]]\\ 
 + 
 +==Staff Policies== 
 +[[attendance_policy_2021|Attendance policy (September 2021)]]\\ 
 + 
 +==Historical== 
 +{{:​irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
 [[evolving_workflows_-_2016|Evolving Workflows 2016]] [[evolving_workflows_-_2016|Evolving Workflows 2016]]
  
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 [[Goals|IRM Goals]] [[Goals|IRM Goals]]
 +
 +[[Order Supplies IRM]]
  
 [[Policies|IRM Policies]] [[Policies|IRM Policies]]
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 [[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 =====
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 [[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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 [[Electronic Resources Cancellation Checklist]] [[Electronic Resources Cancellation Checklist]]
- 
-[[Electronic Resources - Creating Links]] 
  
 [[Electronic Resources Invoicing in Aleph]] [[Electronic Resources Invoicing in Aleph]]
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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]]
- 
-[[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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 [[Collection Codes For Aleph MARC Records]] [[Collection Codes For Aleph MARC Records]]
- 
-[[CORAL]] 
- 
-[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]] 
- 
-[[http://​coral.library.umass.edu/​|CORAL Login Page]] 
  
 [[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform) [[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
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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]]
  
 [[EZProxy Maintenance]] [[EZProxy Maintenance]]
- 
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] 
  
 [[HathiTrust]] [[HathiTrust]]
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 [[RAPID]] [[RAPID]]
  
-[[SFX Cron Jobs]]+ARCHIVED ​[[CORAL]]
  
-[[SFX Down]]+ARCHIVED ​[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]]
  
-[[SFX Renewals]] Also includes platforms and transfers+ARCHIVED ​[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-[[SFX Routine Maintenance]] Recurring not including KB Updates+ARCHIVED ​[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
  
-[[SFX sid List]]+ARCHIVED ​[[SFX Cron Jobs]]
  
-[[SFX Targets - Activating]]+ARCHIVED ​[[SFX Down]]
  
-[[SFX Update Procedures]] Weekly KB Updates/​Monthly Maintenance+ARCHIVED ​[[SFX Renewals]] Also includes platforms and transfers
  
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED+ARCHIVED ​[[SFX Routine Maintenance]] Recurring not including KB Updates
  
-[[SFX Statistics Archives Files]] ARCHIVED+ARCHIVED ​[[SFX sid List]]
  
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]+ARCHIVED ​[[SFX Targets - Activating]]
  
 +ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/​Monthly Maintenance
  
-===== Metadata =====+ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
  
-[[23rd_floor_linking_project_instructions]]+ARCHIVED ​[[SFX Statistics Archives Files]]
  
-[[AA Chart for Cataloging to Locations As Appropriate]]+ARCHIVED ​[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] 
 +===== General Metadata =====
  
-[[Adding Dissertations and Theses to Scholarworks Collections]]+[[23rd_floor_linking_project_instructions]]
  
 [[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]]
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 [[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]]
 +
 +[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
 +
 +[[Mt. Ida Reserves]]
 +
 +[[Reinstatements]]
 +
 +[[Renaissance Center Cataloging ]]
 +
 +[[Replacements]]
 +
 +[[Separate record policy for free electronic resources]]
 +
 +[[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]] [[Mass Docs Cataloging Procedures]]
  
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]+[[minimal_metadata_guidelines ​| Minimal Metadata Guidelines]]
  
 [[Monographs Workflow Overview]] [[Monographs Workflow Overview]]
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 [[Mount Holyoke Cataloging]] [[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]] [[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]] [[cutter_table|Cutter Table]]
  
-[[maps_cataloging_resources|Map Cataloging Resources]]+[[EAST Reallocations Spreadsheet]] 
 + 
 +[[Metadata Help LibAnswers]]
  
 [[metadata_resources|Metadata Resources]] [[metadata_resources|Metadata Resources]]
- 
-[[connexion_macros|Creating Connexion Macros]] 
  
 [[OCLC Record Manager]] [[OCLC Record Manager]]
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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]]
  
 [[serials_workflow_title_changes|Serials Workflow: Title Changes]] [[serials_workflow_title_changes|Serials Workflow: Title Changes]]
 +
 +[[MARC 866 Guidelines]]
  
 [[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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