Differences

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

--- start [2021/02/09 19:49]
annk [ETD Documentation]
+++ start [2022/07/14 20:11]
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 39: / Line 45: @@
 [[irm_social_media|IRM Social Media]]
+==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====
+[[General Guidelines for eResources]]
 ===== Acquisitions =====
@@ Line 71: / Line 80: @@
 [[De-duping OCLC local bib records and MARCIt records]]
-[[E-Book Cataloging]]
 [[ebooks_new_titles|E-Books: New Title Workflows]]
@@ Line 87: / Line 94: @@
 [[Electronic Resources Cancellation Checklist]]
-[[Electronic Resources - Creating Links]]
 [[Electronic Resources Invoicing in Aleph]]
@@ Line 217: / Line 222: @@
 [[access_coordination|Access Coordination]]
-[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
-[[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)
@@ Line 242: / Line 233: @@
 [[EZProxy Maintenance]]
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
+[[Open Athens]]
-[[HathiTrust]]
+[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]
+[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]
-[[MARC Record Loading]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]
+[[HathiTrust]]
 [[Platform Changes]]
@@ Line 252: / Line 247: @@
 [[RAPID]]
-[[SFX Cron Jobs]]
+ARCHIVED [[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
-[[SFX Down]]
+ARCHIVED [[Batch Record Loading Updating and Editing Instructions]]
-[[SFX Renewals]] Also includes platforms and transfers
+ARCHIVED [[MARC Record Loading]]
-[[SFX Routine Maintenance]] Recurring not including KB Updates
+ARCHIVED [[Checklist requesting new Aleph collections]]
-[[SFX sid List]]
+ARCHIVED [[Collection Codes For Aleph MARC Records]]
-[[SFX Targets - Activating]]
+ARCHIVED [[CORAL]]
-[[SFX Update Procedures]] Weekly KB Updates/Monthly Maintenance
+ARCHIVED [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
+ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]
-[[SFX Statistics Archives Files]] ARCHIVED
+ARCHIVED [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
+ARCHIVED [[SFX Cron Jobs]]
+ARCHIVED [[SFX Down]]
-===== Metadata =====
+ARCHIVED [[SFX Renewals]] Also includes platforms and transfers
-[[23rd_floor_linking_project_instructions]]
+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]]
-[[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]]
@@ Line 286: / Line 295: @@
 [[Books ordered for staff use]]
-[[Cataloging Equipment]]
-[[Cataloging monographs fastcat]]
-[[CD-ROM cataloging instructions]]
 [[Circulation OnTheFly Procedures]]
@@ Line 304: / Line 307: @@
 [[Digital Bookplates]]
-[[DVD Cataloging Streamlined Guidelines]]
-[[DVD Fastcat Instructions]]
-[[E-resource record quality checklist]]
-[[E-Resources Cataloging - FASTCAT Standards]]
 [[Faculty Writing Place - Cataloging & Processing]]
@@ Line 320: / Line 315: @@
 [[Gov Docs Transfer Project Student Job Description]]
-[[Government Documents Cataloging]]
 [[Item types]]
@@ Line 344: / Line 337: @@
 [[Masha Rudman Childrens Collection Hierarchical Codes]]
-[[Mass Docs Cataloging Procedures]]
 [[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]]
-[[SCUA Cataloging]]
+[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/465928230/Training+Materials|Five College FOLIO Training Materials]]
-[[Separate record policy for free electronic resources]]
+**[[FOLIO Sandbox]]**
-[[Staff Working Tools Procedures]]
+**[[UMass FOLIO Receiving Copy Cataloging]]**
-[[Tableau Cataloging Statistics]]
+[[Book Cataloging]]
-[[Withdrawal of Library Materials]]
+[[Create Edit Holdings Records]]
-[[A Federal Documents Cataloging]]
+[[Create Edit Item Records]]
+[[Creating Brief Instance Records]]
+[[Edits quickMARC]]
+[[Data Import]]
+[[Deleting Records]]
+[[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]]
 ==== ETD Documentation ====
-[[Adding Dissertations and Theses to Scholarworks Collections]]
 [[Batch Uploading ETDs to ScholarWorks]]
@@ Line 400: / Line 479: @@
 [[Dissertations Missing from Scholarworks]]
-[[Electronic Dissertations Workflow]]
-[[Electronic Theses Workflow]]
 [[Graduate Degree Program Codes]]
@@ Line 412: / Line 487: @@
 [[Ordering and Processing Dissertations from ProQuest]]
-[[Paper Dissertations and Theses Workflow]]
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
 [[ScholarWorks Theses and Dissertations Series Abbreviations]]
@@ Line 422: / Line 493: @@
 [[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 Theses Workflow]]
+[[Paper Dissertations and Theses Workflow]]
+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
 ==== Microforms ====
@@ Line 451: / Line 535: @@
 [[EAST Reallocations Spreadsheet]]
-[[maps_cataloging_resources|Map Cataloging Resources]]
-[[marc_866_guidelines|MARC 866 Guidelines]]
 [[Metadata Help LibAnswers]]
@@ Line 471: / Line 551: @@
 [[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 485: / Line 563: @@
 [[serials_workflow_title_changes|Serials Workflow: Title Changes]]
+[[MARC 866 Guidelines]]
 [[Missing and Lost Serials and Bound Periodicals]]
-==== Science and SEL ====
+[[EAST LHR OCLC Data Sync Workflow]]
-[[aa_chart_for_cataloging_to_locations_as_appropriate|"AA" chart for Cataloging to Locations as Appropriate]]
+==== Science and SEL ====
 [[doe_technical_reports_microfiche_uncataloged| DOE Technical Reports Microfiche (Uncataloged)]]
@@ Line 515: / Line 595: @@
 [[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 530: / Line 606: @@
 [[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 555: / Line 631: @@
 [[Wiki Documentation Master List]]
+[[worldshare_link]]
 [[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]