Differences

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

--- checklist_requesting_new_aleph_collections [2019/05/02 18:37]
kgberry
+++ — (current)
@@ Line 1: / Line 1: @@
-====== Collection code ======
-This page is under construction! We are planning a form to expedite the process of requesting a collection code.
-The [[https://www.library.umass.edu/borrowing/|UMA Libraries Borrowing pages]] are useful for this form's development.
-**1.      Cataloging** : (Qs? Ask Meghan for help with this section)
-a.      What is the purpose of this new location? (The answer will go into a free text box)
-b.      Where is it housed? (The answer will go into a free text box)
-c.      How will the items be used?  For example cover records for electronic items are records that staff use or a separate collection for all patrons to use. (The answer will go into a free text box)
-d.      What kind of material is contained in the collection is it?  (Multiple choice check boxes of the FC approved material types for FOLIO)
-**2.      Processing:** (Qs? Ask Scott for help with this section) - If there are multiple material types for a collection code, we need to be able to cycle through these questions for each type.
-a.      What kind of processing do these items need?  (ie- Separate spine labels, DVD labels) (radio list of options. We can have an OTHER field and then he can circle back if there will be a new/unique process.)
-i.      Scott: define what processing is- is it just labels and housing (and therefore is this question not necessary)? are there other things we are missing that we should ask about specifically?
-b.      What kind of labels? (ie- Separate spine labels, DVD labels) (Radio list of label options, with an OTHER field. We can circle back in the follow up  to address unique/new cases)
-c.      What housing materials need to be obtained/used? (ie- DVD Cases)(Radio list of housing options, with an OTHER field. We can circle back in the follow up  to address unique/new cases)
-**3.      Circulation:** (Qs? Ask MaryAnn for help with this section)- If there are multiple material types for a collection code, we need to be able to cycle through these questions for each type.
-a.      Do the items circulate? (Y/N) (if N then can skip the rest to the end of the form!)
-**4.      Maintenance**
-a.      Are they maintained by Stacks Management or by staff at their location?
-b.      How are they replaced?
-**Note**
-To create the collections all the absolute minimum information needed is where it is house (what sublibrary does it belong to ) and the expected name. BUT…this does not always work out.  There are often other kinds of expectations that are requested LATER which causes “clean- up work”.
-**Questions for the follow up consultation meeting:**
-How do you want the collection labeled in discovery apps ( EDS, Aleph OPAC ) (ADD explanation and examples of our standard naming convention, so that the label is consistent with other labels. WILL the convention change with FOLIO?)
-Explain how these items will be discover able
-follow up about circulation if item circulates. Present the FC-wide agreed circulation policies that will take effect with FOLIO. Whatever is agreed upon must be in line with the consortia policies.
-- Who can borrow?
-- What is the loan period?
-- Request-able?
-- circulation notices?
-- What kind of billing? Fines? replacement bills?  Do they use the default replacement charges or are they individually priced? [[https://www.library.umass.edu/borrowing/fines/|Standard Fines and Fees information]]
-- Do they need a separate check out/in procedure such are laptops?
-[[https://www.library.umass.edu/borrowing/|UMA Libraries Borrowing page]]: this page indicates standard current in Aleph loan periods.