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start [2021/02/09 20:21] annk [General Metadata] |
start [2024/05/21 14:35] kgberry [Information Resources Management (IRM)] |
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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_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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[[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]] (ARCHIVED) | + | [[archive: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]] | ||
+ | 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 ===== | ===== General Metadata ===== | ||
[[23rd_floor_linking_project_instructions]] | [[23rd_floor_linking_project_instructions]] | ||
- | |||
- | [[AA Chart for Cataloging to Locations As Appropriate]] | ||
[[Analyzed serials monographic series instructions]] | [[Analyzed serials monographic series instructions]] | ||
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[[Mt. Ida Reserves]] | [[Mt. Ida Reserves]] | ||
- | |||
- | [[OCA Cataloging Procedures]] | ||
- | |||
- | [[Photocopy cataloging]] | ||
[[Reinstatements]] | [[Reinstatements]] | ||
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[[Replacements]] | [[Replacements]] | ||
- | |||
- | [[Setting_holdings_on_OCLC]] | ||
- | |||
- | [[SCUA Cataloging]] | ||
[[Separate record policy for free electronic resources]] | [[Separate record policy for free electronic resources]] | ||
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[[Withdrawal of Library Materials]] | [[Withdrawal of Library Materials]] | ||
- | [[A Federal Documents Cataloging]] | + | ==== FOLIO Documentation ==== |
+ | |||
+ | **[[FOLIO production]]** | ||
+ | |||
+ | [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview?homepageId=388988932|Five College FOLIO Wiki]] | ||
+ | |||
+ | [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/465928230/Training+Materials|Five College FOLIO Training Materials]] | ||
+ | |||
+ | **[[FOLIO Sandbox]]** | ||
+ | |||
+ | **[[UMass FOLIO Receiving Copy Cataloging]]** | ||
+ | |||
+ | [[Book Cataloging]] | ||
+ | |||
+ | [[Create Edit Holdings Records]] | ||
+ | |||
+ | [[Create Edit Item Records]] | ||
+ | |||
+ | [[Creating Brief Instance Records]] | ||
+ | |||
+ | [[Edits quickMARC]] | ||
+ | |||
+ | [[Data Import]] | ||
+ | |||
+ | [[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]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
- | [[Y Federal Documents Cataloging]] | ||
==== Cataloging Guidelines & Fastcat ==== | ==== Cataloging Guidelines & Fastcat ==== | ||
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[[Government Documents Cataloging]] | [[Government Documents Cataloging]] | ||
+ | |||
+ | [[maps_cataloging_resources|Map Cataloging Resources]] | ||
[[Mass Docs Cataloging Procedures]] | [[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 ==== | ==== ETD Documentation ==== | ||
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[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] | [[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===== |