Differences

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

--- start [2020/09/30 16:14]
annk [Serials]
+++ start [2022/06/08 17:54]
mbanach [FOLIO Documentation]
@@ 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://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]]
@@ 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 69: / Line 80: @@
 [[De-duping OCLC local bib records and MARCIt records]]
-[[E-Book Cataloging]]
 [[ebooks_new_titles|E-Books: New Title Workflows]]
@@ Line 85: / Line 94: @@
 [[Electronic Resources Cancellation Checklist]]
-[[Electronic Resources - Creating Links]]
 [[Electronic Resources Invoicing in Aleph]]
@@ Line 104: / Line 111: @@
 [[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]]
@@ Line 133: / Line 140: @@
 [[DVD End Processing]]
-[[EAST Materials Instructions]]
 [[End Processing Student Job Description|End Processing/General Student Job Description]]
@@ Line 147: / Line 152: @@
 [[Music End Processing]]
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]
 [[Staff Working Tools Procedures]]
@@ Line 170: / Line 173: @@
 [[FASTCAT Instructions]]
-[[Fly Record Processing]]
 [[Foreign Vendor List for Monographic Ordering]]
@@ Line 208: / Line 209: @@
 [[Electronic Access Issues for Cancelled or Ceased in Print]]
-[[Fly Record Processing]]
 [[Item Record Global Changes]]
@@ Line 219: / Line 218: @@
 [[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]].
+===== Discovery & Resource Management Systems =====
-[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
+[[access_coordination|Access Coordination]]
-[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
+[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
-[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
+[[eds_admin_management|EDS Admin Management]]
-[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
+[[hlm_admin_maintenance|HLM Admin Maintenance]]
-[[serials_workflow_new_titles|Serials Workflow: New Titles]]
+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
-[[Periodical Receiving| Serials Workflow: Periodicals Receiving]]
+[[EZProxy Maintenance]]
-[[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]]
+[[Platform Changes]]
+[[RAPID]]
+ARCHIVED [[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
+ARCHIVED [[Batch Record Loading Updating and Editing Instructions]]
+ARCHIVED [[MARC Record Loading]]
+ARCHIVED [[Checklist requesting new Aleph collections]]
+ARCHIVED [[Collection Codes For Aleph MARC Records]]
+ARCHIVED [[CORAL]]
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
+ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
+ARCHIVED [[SFX Cron Jobs]]
+ARCHIVED [[SFX Down]]
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
+ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates
+ARCHIVED [[SFX sid List]]
+ARCHIVED [[SFX Targets - Activating]]
+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
+ARCHIVED [[SFX Statistics Archives Files]]
+ARCHIVED [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+===== General Metadata =====
+[[23rd_floor_linking_project_instructions]]
+[[Analyzed serials monographic series instructions]]
+[[Batch Loading Team]]
 [[Batch Record Loading Updating and Editing Instructions]]
-[[Checklist requesting new Aleph collections]]
+[[Books ordered for staff use]]
-[[Collection Codes For Aleph MARC Records]]
+[[Circulation OnTheFly Procedures]]
-[[CORAL]]
+[[Closing monographic series records]]
-[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
+[[Cross-linking Bound-withs Title changes and Ser anals]]
-[[http://coral.library.umass.edu/|CORAL Login Page]]
+[[De-duping OCLC local bib records and MARCIt records]]
-[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)
+[[De-ref Procedures]]
-[[eds_admin_management|EDS Admin Management]]
+[[Digital Bookplates]]
-[[hlm_admin_maintenance|HLM Admin Maintenance]]
+[[Faculty Writing Place - Cataloging & Processing]]
-[[ebsco_regular_tasks|Regular Maintenance for EDS & HLM]]
+[[Five College Uniform Language for Linking in 856 fields]]
-[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
+[[Gov Docs Transfer Project Instructions]]
-[[EZProxy Maintenance]]
+[[Gov Docs Transfer Project Student Job Description]]
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
+[[Item types]]
-[[HathiTrust]]
+[[Linked Mt Ida Instructions]]
-[[MARC Record Loading]]
+[[Linking Project instructions current version 2019]]
-[[Platform Changes]]
+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
-[[RAPID]]
+[[LOCKSS Instructions]]
-[[SFX Cron Jobs]]
+[[Macro Express Instructions]]
-[[SFX Down]]
+[[Macro Express Instructions on Capturing Mouse Movements]]
-[[SFX Renewals]] Also includes platforms and transfers
+[[MARCIt Record Loads]]
-[[SFX Routine Maintenance]] Recurring not including KB Updates
+[[Masha Rudman Childrens Collection Cataloging and Processing]]
-[[SFX sid List]]
+[[Masha Rudman Childrens Collection Codes]]
-[[SFX Targets - Activating]]
+[[Masha Rudman Childrens Collection Hierarchical Codes]]
-[[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
+[[Mt. Ida Reserves]]
-[[SFX Statistics Archives Files]] ARCHIVED
+[[Reinstatements]]
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+[[Renaissance Center Cataloging ]]
+[[Replacements]]
-===== Metadata =====
+[[Separate record policy for free electronic resources]]
-[[23rd_floor_linking_project_instructions]]
+[[Tableau Cataloging Statistics]]
-[[AA Chart for Cataloging to Locations As Appropriate]]
+[[Withdrawal of Library Materials]]
-[[Adding Dissertations and Theses to Scholarworks Collections]]
+==== FOLIO Documentation ====
-[[Analyzed serials monographic series instructions]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview?homepageId=388988932|Five College FOLIO Wiki]]
-[[Batch Loading Team]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/465928230/Training+Materials|Five College FOLIO Training Materials]]
-[[Batch Record Loading Updating and Editing Instructions]]
+[[UMass FOLIO Receiving Copy Cataloging]]
-[[Batch Uploading ETDs to ScholarWorks]]
+[[Create Edit Holdings Records]]
-[[Blocking Theses From Public View in Scholarworks]]
+[[Create Edit Item Records]]
-[[Books ordered for staff use]]
+[[Creating Brief Instance Records]]
-[[Cataloging E-resource Versions of Print Dissertations]]
+[[Edits quickMARC]]
-[[Cataloging Equipment]]
+[[Data Import]]
-[[Cataloging monographs fastcat]]
+[[Deleting Records]]
-[[CD-ROM cataloging instructions]]
+[[EBSCO Training Recordings]]
-[[Changing one year campus access titles to open access]]
+[[Linking]]
-[[Circulation OnTheFly Procedures]]
+[[List Documentation Still Needed]]
-[[Closing monographic series records]]
+[[Move records different instance]]
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]
+[[Move items within instance]]
-[[Cross-linking Bound-withs Title changes and Ser anals]]
+[[Inventory App Documentation]]
-[[De-duping OCLC local bib records and MARCIt records]]
+[[Overlaying Records]]
-[[De-ref Procedures]]
+[[Protected MARC Fields]]
-[[Digital Bookplates]]
+[[quickMARC Documentation]]
-[[Dissertations and Theses Overview]]
+[[Receiving Physical Items]]
-[[Dissertations Missing from Scholarworks]]
+[[Record Import OCLC]]
-[[DVD Cataloging Streamlined Guidelines]]
+[[Record Types Not Shared by Five Colleges]]
-[[DVD Fastcat Instructions]]
+[[Serials Processing]]
-[[Electronic Dissertations Workflow]]
+[[Single Monograph New Record No Order]]
-[[Electronic Theses Workflow]]
-[[E-resource record quality checklist]]
-[[E-Resources Cataloging - FASTCAT Standards]]
-[[Faculty Writing Place - Cataloging & Processing]]
-[[Five College Uniform Language for Linking in 856 fields]]
-[[Graduate Degree Program Codes]]
-[[Gov Docs Transfer Project Instructions]]
-[[Gov Docs Transfer Project Student Job Description]]
-[[Government Documents Cataloging]]
-[[Item types]]
-[[Linked Mt Ida Instructions]]
-[[Linking Project instructions current version 2019]]
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
-[[LOCKSS Instructions]]
-[[Macro Express Instructions]]
+==== Cataloging Guidelines & Fastcat ====
-[[Macro Express Instructions on Capturing Mouse Movements]]
+[[Cataloging Equipment]]
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
+[[Cataloging monographs fastcat]]
-[[MARCIt Record Loads]]
+[[CD-ROM cataloging instructions]]
-[[Masha Rudman Childrens Collection Cataloging and Processing]]
+[[DVD Cataloging Streamlined Guidelines]]
-[[Masha Rudman Childrens Collection Codes]]
+[[DVD Fastcat Instructions]]
-[[Masha Rudman Childrens Collection Hierarchical Codes]]
+[[E-resource record quality checklist]]
+[[E-Resources Cataloging - FASTCAT Standards]]
+[[Government Documents Cataloging]]
+[[maps_cataloging_resources|Map Cataloging Resources]]
 [[Mass Docs Cataloging Procedures]]
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
 [[Monographs Workflow Overview]]
 [[Mount Holyoke Cataloging]]
-[[Mt. Ida Reserves]]
 [[OCA Cataloging Procedures]]
-[[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
+[[Photocopy cataloging]]
-[[Ordering and Processing Dissertations from ProQuest]]
+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
-[[Paper Dissertations and Theses Workflow]]
+[[Setting_holdings_on_OCLC]]
-[[Photocopy cataloging]]
+[[SCUA Cataloging]]
-[[Reinstatements]]
+[[Y Federal Documents Cataloging]]
-[[Renaissance Center Cataloging ]]
+==== ETD Documentation ====
-[[Replacements]]
+[[Batch Uploading ETDs to ScholarWorks]]
-[[Setting_holdings_on_OCLC]]
+[[Blocking Theses From Public View in Scholarworks]]
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
+[[Cataloging E-resource Versions of Print Dissertations]]
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]
+[[Changing one year campus access titles to open access]]
-[[SCUA Cataloging]]
+[[Correcting theses and dissertations metadata on ScholarWorks pages]]
-[[Separate record policy for free electronic resources]]
+[[Dissertations and Theses Overview]]
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
+[[Dissertations Missing from Scholarworks]]
-[[Staff Working Tools Procedures]]
+[[Graduate Degree Program Codes]]
-[[Tableau Cataloging Statistics]]
+[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
+[[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
+[[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]]
-[[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 471: / Line 524: @@
 [[cutter_table|Cutter Table]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
+[[EAST Reallocations Spreadsheet]]
 [[Metadata Help LibAnswers]]
@@ Line 488: / Line 541: @@
 [[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 502: / Line 553: @@
 [[serials_workflow_title_changes|Serials Workflow: Title Changes]]
+[[MARC 866 Guidelines]]
 [[Missing and Lost Serials and Bound Periodicals]]
 ==== 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)]]
@@ Line 532: / Line 583: @@
 [[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]]
@@ Line 547: / Line 594: @@
 [[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 572: / Line 619: @@
 [[Wiki Documentation Master List]]
+[[worldshare_link]]
 [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]
@@ Line 584: / Line 633: @@
 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]]