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start [2021/02/09 19:47] annk [Metadata] |
start [2024/05/21 15:29] kgberry [Electronic Resources] |
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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://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]] | [[evolving_workflows_-_2016|Evolving Workflows 2016]] | ||
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===== IRM - General ===== | ===== IRM - General ===== | ||
- | |||
- | [[Aleph Services Workshop]] | ||
[[Collection Analysis Task Force (CATF) Recommendations (2017)]] | [[Collection Analysis Task Force (CATF) Recommendations (2017)]] | ||
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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]] | ||
Line 105: | Line 110: | ||
[[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]] (ARCHIVED) | ||
[[perpetual_access_procedures|Perpetual Access Procedures]] | [[perpetual_access_procedures|Perpetual Access Procedures]] | ||
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[[Music End Processing]] | [[Music End Processing]] | ||
- | |||
- | [[Staff Working Tools Procedures]] | ||
[[Stamping Volumes]] | [[Stamping Volumes]] | ||
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[[Foreign Vendor List for Monographic Ordering]] | [[Foreign Vendor List for Monographic Ordering]] | ||
- | [[Gobi to Aleph Fund Codes]] | + | [[archive:Gobi to Aleph fund codes]] (ARCHIVED) |
[[Information Canada Checklist Orders]] | [[Information Canada Checklist Orders]] | ||
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[[access_coordination|Access Coordination]] | [[access_coordination|Access Coordination]] | ||
- | [[ADM to ADM transfer of Bib, holdings, and item records in Aleph]] | + | [[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform) |
- | [[Batch Record Loading Updating and Editing Instructions]] | ||
- | [[Checklist requesting new Aleph collections]] | + | [[hlm_admin_maintenance|HLM Admin Maintenance]] |
- | [[Collection Codes For Aleph MARC Records]] | + | [[ebscohost_maintenance|EBSCOhost Database Maintenance]] |
- | [[CORAL]] | + | [[EZProxy Maintenance]] |
- | [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]] | + | [[eds_admin_management|EDS Admin Management]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/789020673/Discovery+EDS+Administration|Confluence]] |
- | [[http://coral.library.umass.edu/|CORAL Login Page]] | + | [[Open Athens]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/788889601/Open+Athens+Administration|Confluence]] |
- | [[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform) | + | [[https://fivecolleges.folio.ebsco.com/|5C FOLIO]] |
- | [[eds_admin_management|EDS Admin Management]] | + | [[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]] |
- | [[hlm_admin_maintenance|HLM Admin Maintenance]] | + | [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]] |
- | [[ebscohost_maintenance|EBSCOhost Database Maintenance]] | + | [[HathiTrust]] |
- | [[EZProxy Maintenance]] | + | [[Platform Changes]] |
- | [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] | + | [[RAPID]] |
- | [[HathiTrust]] | + | ARCHIVED [[ADM to ADM transfer of Bib, holdings, and item records in Aleph]] |
- | [[MARC Record Loading]] | + | ARCHIVED [[Batch Record Loading Updating and Editing Instructions]] |
- | [[Platform Changes]] | + | ARCHIVED [[MARC Record Loading]] |
- | [[RAPID]] | + | ARCHIVED [[Checklist requesting new Aleph collections]] |
- | [[SFX Cron Jobs]] | + | ARCHIVED [[Collection Codes For Aleph MARC Records]] |
- | [[SFX Down]] | + | ARCHIVED [[CORAL]] |
- | [[SFX Renewals]] Also includes platforms and transfers | + | ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]] |
- | [[SFX Routine Maintenance]] Recurring not including KB Updates | + | ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]] |
- | [[SFX sid List]] | + | ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] |
- | [[SFX Targets - Activating]] | + | ARCHIVED [[SFX Cron Jobs]] |
- | [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance | + | ARCHIVED [[SFX Down]] |
- | [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED | + | ARCHIVED [[SFX Renewals]] Also includes platforms and transfers |
- | [[SFX Statistics Archives Files]] ARCHIVED | + | ARCHIVED [[SFX Routine Maintenance]] Recurring not including KB Updates |
- | [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] | + | ARCHIVED [[SFX sid List]] |
+ | ARCHIVED [[SFX Targets - Activating]] | ||
- | ===== Metadata ===== | + | ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance |
- | [[23rd_floor_linking_project_instructions]] | + | ARCHIVED [[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] |
- | [[AA Chart for Cataloging to Locations As Appropriate]] | + | 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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[[Books ordered for staff use]] | [[Books ordered for staff use]] | ||
- | |||
- | [[Cataloging Equipment]] | ||
- | |||
- | [[Cataloging monographs fastcat]] | ||
- | |||
- | [[CD-ROM cataloging instructions]] | ||
[[Circulation OnTheFly Procedures]] | [[Circulation OnTheFly Procedures]] | ||
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[[Digital Bookplates]] | [[Digital Bookplates]] | ||
- | |||
- | [[DVD Cataloging Streamlined Guidelines]] | ||
- | |||
- | [[DVD Fastcat Instructions]] | ||
- | |||
- | [[E-resource record quality checklist]] | ||
- | |||
- | [[E-Resources Cataloging - FASTCAT Standards]] | ||
[[Faculty Writing Place - Cataloging & Processing]] | [[Faculty Writing Place - Cataloging & Processing]] | ||
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[[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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[[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]] | ||
- | [[minimal_metadata_guidelines | Minimal Metadata Guidelines]] | + | [[Mt. Ida Reserves]] |
- | [[Monographs Workflow Overview]] | + | [[Reinstatements]] |
- | [[Mount Holyoke Cataloging]] | + | [[Renaissance Center Cataloging ]] |
- | [[Mt. Ida Reserves]] | + | [[Replacements]] |
- | [[OCA Cataloging Procedures]] | + | [[Separate record policy for free electronic resources]] |
- | [[Photocopy cataloging]] | + | [[Tableau Cataloging Statistics]] |
- | [[Reinstatements]] | + | [[Withdrawal of Library Materials]] |
- | [[Renaissance Center Cataloging ]] | + | ==== FOLIO Documentation ==== |
- | [[Replacements]] | + | **[[FOLIO production]]** |
- | [[Setting_holdings_on_OCLC]] | + | [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview?homepageId=388988932|Five College FOLIO Wiki]] |
- | [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] | + | [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/465928230/Training+Materials|Five College FOLIO Training Materials]] |
- | [[ScholarWorks Theses and Dissertations Series Abbreviations]] | + | **[[FOLIO Sandbox]]** |
- | [[SCUA Cataloging]] | + | **[[UMass FOLIO Receiving Copy Cataloging]]** |
- | [[Separate record policy for free electronic resources]] | + | [[Book Cataloging]] |
- | [[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]] | + | [[Create Edit Holdings Records]] |
- | [[Staff Working Tools Procedures]] | + | [[Create Edit Item Records]] |
- | [[Tableau Cataloging Statistics]] | + | [[Creating Brief Instance Records]] |
- | [[Transferring ETD files from Proquest]] | + | [[Edits quickMARC]] |
- | [[Withdrawal of Library Materials]] | + | [[Data Import]] |
- | [[A Federal Documents Cataloging]] | + | [[Deleting Records]] |
+ | |||
+ | [[DVD Cataloging]] | ||
+ | |||
+ | [[EBSCO Training Recordings]] | ||
+ | |||
+ | [[FOLIO Gift Books Cataloging]] | ||
+ | |||
+ | [[Linking]] | ||
+ | |||
+ | [[List Documentation Still Needed]] | ||
+ | |||
+ | [[Move records different instance]] | ||
+ | |||
+ | [[Move items within instance]] | ||
+ | |||
+ | [[Inventory App Documentation]] | ||
+ | |||
+ | [[Overlaying Records]] | ||
+ | |||
+ | [[Protected MARC Fields]] | ||
+ | |||
+ | [[quickMARC Documentation]] | ||
+ | |||
+ | [[Receiving Physical Items]] | ||
+ | |||
+ | [[Record Import OCLC]] | ||
+ | |||
+ | [[Record Types Not Shared by Five Colleges]] | ||
+ | |||
+ | **[[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]] | ||
+ | |||
+ | [[Mount Holyoke Cataloging]] | ||
+ | |||
+ | [[OCA Cataloging Procedures]] | ||
+ | |||
+ | [[Photocopy cataloging]] | ||
+ | |||
+ | [[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]] | ||
+ | |||
+ | [[Setting_holdings_on_OCLC]] | ||
+ | |||
+ | [[SCUA Cataloging]] | ||
[[Y Federal Documents Cataloging]] | [[Y Federal Documents Cataloging]] | ||
==== ETD Documentation ==== | ==== ETD Documentation ==== | ||
- | |||
- | [[Adding Dissertations and Theses to Scholarworks Collections]] | ||
[[Batch Uploading ETDs to ScholarWorks]] | [[Batch Uploading ETDs to ScholarWorks]] | ||
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[[Dissertations Missing from Scholarworks]] | [[Dissertations Missing from Scholarworks]] | ||
+ | |||
+ | [[Graduate Degree Program Codes]] | ||
+ | |||
+ | [[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]] | ||
+ | |||
+ | __Outdated workflows--Do Not Use! Historical documentation for migration purposes__ | ||
+ | |||
+ | [[Adding Dissertations and Theses to Scholarworks Collections]] | ||
[[Electronic Dissertations Workflow]] | [[Electronic Dissertations Workflow]] | ||
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[[Electronic Theses Workflow]] | [[Electronic Theses Workflow]] | ||
- | [[Graduate Degree Program Codes]] | + | [[Paper Dissertations and Theses Workflow]] |
- | [[MARCEDIT Instructions for Creating Electronic Dissertation Records]] | + | [[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] |
==== Microforms ==== | ==== Microforms ==== | ||
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[[EAST Reallocations Spreadsheet]] | [[EAST Reallocations Spreadsheet]] | ||
- | |||
- | [[maps_cataloging_resources|Map Cataloging Resources]] | ||
- | |||
- | [[marc_866_guidelines|MARC 866 Guidelines]] | ||
[[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]] | ||
- | [[Missing and Lost Serials and Bound Periodicals]] | + | [[MARC 866 Guidelines]] |
- | ==== Science and SEL ==== | + | [[Missing and Lost Serials and Bound Periodicals]] |
- | [[aa_chart_for_cataloging_to_locations_as_appropriate|"AA" chart for Cataloging to Locations as Appropriate]] | + | [[EAST LHR OCLC Data Sync Workflow]] |
- | [[doe_technical_reports_microfiche_uncataloged| DOE Technical Reports Microfiche (Uncataloged)]] | + | ==== Science and SEL (All historical workflows--need to be reviewed with SEL Librarians DO NOT USE)==== |
[[naca_publications_cataloging_and_processing|NACA (U.S. National Advisory Committee for Aeronautics) Publications]] | [[naca_publications_cataloging_and_processing|NACA (U.S. National Advisory Committee for Aeronautics) Publications]] | ||
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[[plant_patents|Plant Patents]] | [[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_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]] | [[sel_transfers_to_repository|SEL Transfers to Repository]] | ||
- | |||
- | [[Special Added Volume sequences]] | ||
===== Statistics ===== | ===== Statistics ===== | ||
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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]] | ||
+ | |||
+ | [[https://umass.share.worldcat.org/wms/|worldshare_link]] | ||
[[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]] | [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]] | ||
- | [[Classification Web]] | + | [[https://classweb.org/Auto/|Classification Web]] |
=====Student Employees===== | =====Student Employees===== |