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start [2020/09/30 16:15] annk [Materials Management] |
start [2022/05/10 15:46] mbanach [FOLIO Documentation] |
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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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[[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]] | ||
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[[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]] | + | |
- | + | ||
- | [[Periodical Receiving| Serials Workflow: Periodicals Receiving]] | + | |
- | + | ||
- | [[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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[[Batch Record Loading Updating and Editing Instructions]] | [[Batch Record Loading Updating and Editing Instructions]] | ||
- | |||
- | [[Checklist requesting new Aleph collections]] | ||
- | |||
- | [[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]] | ||
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[[EZProxy Maintenance]] | [[EZProxy Maintenance]] | ||
- | [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] | + | [[https://fivecolleges.folio.ebsco.com/|5C FOLIO]] |
+ | |||
+ | [[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]] | ||
+ | |||
+ | [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]] | ||
[[HathiTrust]] | [[HathiTrust]] | ||
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[[RAPID]] | [[RAPID]] | ||
- | [[SFX Cron Jobs]] | + | ARCHIVED [[Checklist requesting new Aleph collections]] |
- | [[SFX Down]] | + | ARCHIVED [[Collection Codes For Aleph MARC Records]] |
- | [[SFX Renewals]] Also includes platforms and transfers | + | ARCHIVED [[CORAL]] |
- | [[SFX Routine Maintenance]] Recurring not including KB Updates | + | ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]] |
- | [[SFX sid List]] | + | ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]] |
- | [[SFX Targets - Activating]] | + | ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] |
- | [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance | + | ARCHIVED [[SFX Cron Jobs]] |
- | [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED | + | ARCHIVED [[SFX Down]] |
- | [[SFX Statistics Archives Files]] ARCHIVED | + | ARCHIVED [[SFX Renewals]] Also includes platforms and transfers |
- | [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] | + | ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates |
+ | ARCHIVED [[SFX sid List]] | ||
- | ===== Metadata ===== | + | ARCHIVED [[SFX Targets - Activating]] |
- | [[23rd_floor_linking_project_instructions]] | + | ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance |
- | [[AA Chart for Cataloging to Locations As Appropriate]] | + | ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] |
- | [[Adding Dissertations and Theses to Scholarworks Collections]] | + | 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]] | [[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]] | ||
+ | |||
+ | ==== FOLIO Documentation ==== | ||
+ | |||
+ | [[Edits in quickMARC]] | ||
+ | |||
+ | [[Data Import]] | ||
+ | |||
+ | [[Deleting Records]] | ||
+ | |||
+ | [[EBSCO Training Recordings]] | ||
+ | |||
+ | [[Linking]] | ||
+ | |||
+ | [[Move records different instance]] | ||
+ | |||
+ | [[Move items within instance]] | ||
+ | |||
+ | [[Inventory App Documentation]] | ||
+ | |||
+ | [[Overlaying Records]] | ||
+ | |||
+ | [[Protected MARC Fields]] | ||
+ | |||
+ | [[quickMARC Documentation]] | ||
+ | |||
+ | [[Receiving Physical Items]] | ||
+ | |||
+ | [[Record Import OCLC]] | ||
+ | |||
+ | [[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]] | [[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]] | ||
[[Mount Holyoke Cataloging]] | [[Mount Holyoke Cataloging]] | ||
- | |||
- | [[Mt. Ida Reserves]] | ||
[[OCA Cataloging Procedures]] | [[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]] | [[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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[[cutter_table|Cutter Table]] | [[cutter_table|Cutter Table]] | ||
- | [[maps_cataloging_resources|Map Cataloging Resources]] | + | [[EAST Reallocations Spreadsheet]] |
[[Metadata Help LibAnswers]] | [[Metadata Help LibAnswers]] | ||
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[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]] | [[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_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]] | ||
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[[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]] | ||
==== Science and SEL ==== | ==== 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)]] | [[doe_technical_reports_microfiche_uncataloged| DOE Technical Reports Microfiche (Uncataloged)]] | ||
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[[sel_reinstatement_of_missing_or_lost_books|SEL Reinstatement of Missing or Lost Materials]] | [[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]] | [[sel_transfers_to_repository|SEL Transfers to Repository]] | ||
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[[ARL E-Resources Collection Statistics]] | [[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]] | [[Usage Statistics for E-resources - Rationale]] | ||
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[[Wiki Documentation Master List]] | [[Wiki Documentation Master List]] | ||
+ | |||
+ | [[worldshare_link]] | ||
[[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]] | [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]] | ||
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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]] | ||