Table of Contents
Information Resources Management (IRM)
Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research.
Content & Discovery Showcases
IRM Organizational Charts- current and historical
Staff Policies
Historical
2021 IRM Major Unit Activities
2019 IRM Major Unit Activities
2017 IRM Major Unit Activities
Evolving Workflows 2016
IRM - General
Collection Analysis Task Force (CATF) Recommendations (2017)
Five College Annex Processing Procedures
Five College Microforms Repository Policy
Electronic Resources General Notes for all (Includes Guidance on Holdings)
Acquisitions
Electronic Resources
ALEPH Services for ARL Collection Statistics
ARL E-Resources Collection Statistics
Copier Scanning, PDF Formatting for Optical Character Recognition
Databases & Packages - New Purchases Checklist
Database A-Z List (Springshare/LibGuides Platform)
De-duping OCLC local bib records and MARCIt records
EJournals - Adding New Titles (MARCIt)
EJournals - New Purchases Checklist
EJournals - Title Transfer Checklist
E-Journal Package and Monographic Series Maintenance
Electronic Access Issues for Cancelled or Ceased in Print
Electronic Resources Cancellation Checklist
Electronic Resources Invoicing in Aleph
Electronic Resource Order Form and Invoice Storage Procedures
E-resource record quality checklist
Memberships - Creating Uniform Bib Records
Procedures for Reporting Access and Functionality Problems with Electronic Resources
Search Widgets for Electronic Resources
Trial Setup and Take down Procedures
Troubleshooting Electronic Resources Access Issues
Usage Statistics for E-resources - Rationale
Materials Management
Bindery ABLE lot closing and opening
End Processing/General Student Job Description
ETD Digitization Project Shipping Process
Linking Serials from Barcoded Sheets
Linking Project Prescreening in Aleph
Monographs
Blanket Orders, Memberships, and Blanket Payment Records
Cross-linking Bound-withs Title changes and Ser anals
Deleting Records in Aleph (simple instructions)
Foreign Vendor List for Monographic Ordering
Information Canada Checklist Orders
Item Record Creation for Gifts, Cat Seps, & Ser Anals
New York Times Book Review Ordering Instructions
OCLC MARC Record File Notifications
Receiving Monographic Materials in Non-shelf-ready shipments
Selecting Vendors for Monographs
Shelf-Ready Shipment Processing
Transfer of Orders and/or Items to a Different Bibliographic Record.
Serials
Cross-linking Bound-withs Title changes and Ser anals
De-duping OCLC local bib records and MARCIt records
Deleting Records in Aleph (simple instructions)
Electronic Access Issues for Cancelled or Ceased in Print
Memberships - Creating Uniform Bib Records
Serials Continuations Definitions
Serials: Ser Anals (Transfer and Cataloging)
For metadata workflows for serials, please see documentation under Metadata: Serials. For any questions regarding serials titles and cataloguing, please contact Ann Kardos.
Discovery & Resource Management Systems
Database A-Z List (Springshare/LibGuides Platform)
EBSCOhost Database Maintenance
EDS Admin Management Deprecated, see Confluence
Open Athens Deprecated, see Confluence
ARCHIVED ADM to ADM transfer of bibs holdings and items 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 CORAL Glossaries
ARCHIVED CORAL Login Page
ARCHIVED 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 Reports: Fulltext not found
ARCHIVED SFX Statistics Archives Files
ARCHIVED UMA WorldCat Local Management in OCLC Service Configuration
General Metadata
23rd_floor_linking_project_instructions
Analyzed serials monographic series instructions
ARCHIVED Batch Record Loading Updating and Editing Instructions
Circulation OnTheFly Procedures
Closing monographic series records
Cross-linking Bound-withs Title changes and Ser anals
De-duping OCLC local bib records and MARCIt records
Faculty Writing Place - Cataloging & Processing
Five College Uniform Language for Linking in 856 fields
Gov Docs Transfer Project Instructions
Gov Docs Transfer Project Student Job Description
Linking Project instructions current version 2019
Landscape Architecture and Regional Planning Masters Projects Workflow
Macro Express Instructions on Capturing Mouse Movements
Masha Rudman Childrens Collection Cataloging and Processing
Masha Rudman Childrens Collection Codes
Masha Rudman Childrens Collection Hierarchical Codes
Memberships - Creating Uniform Bib Records
Move EAST LHR Different Record
FOLIO Documentation
Five College FOLIO Training Materials
UMass FOLIO Receiving Copy Cataloging
Creating Brief Instance Records
List Documentation Still Needed
Move records different instance
Cataloging Guidelines & Fastcat
CD-ROM cataloging instructions
DVD Cataloging Streamlined Guidelines
E-resource record quality checklist
E-Resources Cataloging - FASTCAT Standards
Government Documents Cataloging
Mass Docs Cataloging Procedures
ETD Documentation
Batch Uploading ETDs to ScholarWorks
Blocking Theses From Public View in Scholarworks
Cataloging E-resource Versions of Print Dissertations
Changing one year campus access titles to open access
Correcting theses and dissertations metadata on ScholarWorks pages
Dissertations and Theses Overview
Dissertations Missing from Scholarworks
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
Paper Dissertations and Theses Workflow
ScholarWorks instructions for batch revision of one year campus access ETDs to open access
Microforms
Microfiche Cataloging Instructions
Microfilm Cataloging Instructions
Microcard, Microopaque, or Microprint Cataloging Instructions
Music Cataloging
Resources for Cataloging & Metadata Staff
Serials Workflows
Serials Workflow: Ceased & Cancelled Titles
Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC
Serials Workflow: Fixing Field 952 Incomplete Holdings
Serials Workflow: Holdings Records
Serials Workflow: Periodical Receiving
Serials Workflow: Supplement & Index Statements in Holdings Records
Serials Workflow: Title Changes
Science and SEL (All historical workflows--need to be reviewed with SEL Librarians DO NOT USE)
NACA (U.S. National Advisory Committee for Aeronautics) Publications
NASA Special Publications (NASA SPs)
Patent and Trademark Cataloging
SEL Chemical Reference Titles Designated as Five College Copy of Record
Statistics
ALEPH Services for ARL Collection Statistics
ARL E-Resources Collection Statistics
ARCHIVED SFX Fulltext Not Found
ARCHIVED SFX Statistics Archives Files
Tools
Best Practices for Managing this Wiki
Wiki Frequently Asked Questions
Macro Express Instructions on Capturing Mouse Movements
Student Employees
Resources for student supervisors
Moodle: Resources for library student workers
Student Forms: Libwire Home » Online Forms » Student forms