This is an old revision of the document!

====== Information Resources Management (IRM) ====== Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ===== IRM - General ===== Collection Development Policy Evolving Workflows - 2016 Gift Policy Goals Green Office Program Special Processing Requests/Priorities Staff Directory Wiki Documentation Master List ===== Acquisitions Unit ===== Copier Scanning, PDF Formatting for Optical Character Recognition Invoice Processing Workflow Order Groups Selector Responsibilities by LC Class Staff Working Tools Procedures ==== Electronic Resources ==== ALEPH Services for ARL Collection Statistics ARL E-Resources Collection Statistics Collection Codes For Aleph MARC Records CORAL Field Notes Databases & Packages - New Purchases Checklist De-duping OCLC local bib records and MARCIt records E-Book Cataloging E-Books: New Title Workflows 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 - Creating Links Electronic Resources Invoicing in Aleph Electronic Resource Order Form and Invoice Storage Procedures E-resource record quality checklist EZProxy Maintenance Generating the E-Journal Holdings File for ILL IP Addresses Known Issues with Accessing E-Resources License Violation Procedures Licensing LOCKSS Linking Setup MARCIt Record Loads Memberships - Creating Uniform Bib Records Open Access E-Journal (and E-Book) Activations Perpetual Access Procedures Procedures for Reporting Access and Functionality Problems with Electronic Resources Search Widgets for Electronic Resources SFX Cron Jobs SFX Down SFX Routine Maintenance SFX sid List SFX Reports: Fulltext not found SFX Statistics Archives Files SFX Targets - Activating SFX Update Procedures Trial Setup and Take down Procedures UMA WorldCat Local Management in OCLC Service Configuration Usage Statistics for E-resources - Rationale Usage Statistics For E-resources - Reporting Usage Statistics for E-resources - Logins and Procedures for Data Retrieval Usernames and Passwords for Electronic Resources ==== Monographs ==== Blanket Orders, Memberships, and Blanket Payment Records Books ordered for staff use Cross-linking Bound-withs Title changes and Ser anals Deleting Records in Aleph (simple instructions) Endowment Fund Orders FASTCAT Instructions Fly Record Processing Foreign Vendor List for Monographic Ordering Gobi to Aleph Fund Codes Information Canada Checklist Orders Item Record Creation for Gifts, Cat Seps, & Ser Anals Item Record Global Changes Monographic Continuations New York Times Book Review Ordering Instructions OCLC MARC Record File Notifications Receiving Monographic Materials in Non-shelf-ready shipments Routing Notes for New Books 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 Fly Record Processing Holdings Statement Syntax for HOL Records Item Record Global Changes Memberships - Creating Uniform Bib Records Periodical Receiving Serials Cancellations Serials Ceased Titles Serials Continuations Definitions Serials Discard Decision File SERIALS - Gift Serials on Hold Shelf for Annex Serials Links to Useful Information Serials New Titles Serials Popular Magazines and Newspapers List Serials Prediction Patterns Serials Prediction Patterns Examples Serials: Ser Anals (Transfer and Cataloging) Serials Title Changes Serials - Unsolicited Gifts (POS) Procedures ===== Materials Management Unit ===== Bindery ABLE lot closing and opening Depository Packing Slip for Serials End Processing/General Student Job Description Linking Serials from Barcoded Sheets Linking Project Prescreening in Aleph Linking Project Student Job Description Music End Processing SERIALS - Gift Serials on Hold Shelf for Annex Staff Working Tools Procedures Stamping Volumes ===== Metadata Unit ===== 910 Formatting AA Chart for Cataloging to Locations As Appropriate Adding Dissertations and Theses to Scholarworks Collections Batch Record Loading Updating and Editing Instructions Batch Uploading ETDs to ScholarWorks Blocking Theses From Public View in Scholarworks Books ordered for staff use Cataloging E-resource Versions of Print Dissertations Cataloging Equipment CD-ROM cataloging instructions Changing one year campus access titles to open access Closing monographic series records Correcting theses and dissertations metadata on ScholarWorks pages Cross-linking Bound-withs Title changes and Ser anals Cutter Table De-duping OCLC local bib records and MARCIt records De-ref Procedures Dissertations and Theses Overview Dissertations Missing from Scholarworks DVD Cataloging Streamlined Guidelines DVD Fastcat Instructions Electronic Dissertations Workflow Electronic Theses Workflow E-resource record quality checklist E-Resources Cataloging - FASTCAT Standards E-Resources Cataloging Instructions for Free Internet Resources E-Resources Cataloging Instructions for Licensed Resources Faculty Writing Place - Cataloging & Processing Five College Uniform Language for Linking in 856 fields Graduate Degree Program Codes Gov Docs Transfer Project Instructions Gov Docs Transfer Project Student Job Description Government Documents Cataloging Landscape Architecture and Regional Planning Masters Projects Workflow LOCKSS Instructions Macro Express Instructions Macro Express Instructions on Capturing Mouse Movements Map Cataloging Resources MARCEDIT Instructions for Creating Electronic Dissertation Records MARCIt Record Loads Masha Rudman Childrens Collection Cataloging and Processing Masha Rudman Childrens Collection Codes Masha Rudman Childrens Collection Hierarchical Codes Mass Docs Cataloging Procedures Memberships - Creating Uniform Bib Records Microforms Overview Microfiche Cataloging Instructions Microfilm Cataloging Instructions Microcard, Microopaque, or Microprint Cataloging Instructions Missing and Lost Serials and Bound Periodicals Monographs Workflow Overview Mount Holyoke Cataloging NACA Publications Cataloging and Processing NACO Documentation NASA Special Publications (NASA SPs) OCA Cataloging Procedures Open Access Dissertations - Instructions for Uploading to Scholarworks Ordering and Processing Dissertations from ProQuest Paper Dissertations and Theses Workflow Photocopy cataloging RDA Training materials RDA vs. AACR2 Basic Differences Renaissance Center Cataloging Searching WorldCat Indexes (Connection, Worldcat, etc.) - Guide from OCLC ScholarWorks instructions for batch revision of one year campus access ETDs to open access ScholarWorks Theses and Dissertations Series Abbreviations Science Cataloging Resources SCUA Cataloging Separate record policy for free electronic resources Serials Cancellations Serials Ceased Titles Serials Discard Decision File Serials Links to Useful Information Serials New Titles Serials Popular Magazines and Newspapers List Serials Prediction Patterns Serials Prediction Patterns Examples Serials Title Changes Serials - Unsolicited Gifts (POS) Procedures Setting up auto collect filters for dissertations and theses collections on ScholarWorks Special Added Volume sequences Staff Working Tools Procedures Transferring ETD files from Proquest Withdrawal of Library Materials A Federal Documents Cataloging Y Federal Documents Cataloging ==== Science and SEL ==== "AA" chart for Cataloging to Locations as Appropriate DOE Technical Reports Microfiche (Uncataloged) NACA (U.S. National Advisory Committee for Aeronautics) Publications NASA Special Publications (NASA SPs) Patent and Trademark Cataloging Plant Patents Procedure for Gifts Accepted at SEL Science Cataloging Resources SEL Chemical Reference Titles Designated as Five College Copy of Record SEL Deaccessions SEL Gifts Procedure SEL Missing or Lost Materials SEL Monographic Problems Procedure SEL Reinstatement of Missing or Lost Materials SEL Serials Problems Procedure SEL - Transfers Within SEL SEL Transfers to Repository ===== Statistics ===== ALEPH Services for ARL Collection Statistics ARL E-Resources Collection Statistics SFX Fulltext Not Found SFX Statistics Archives Files Usage Statistics for E-resources - Rationale Usage Statistics For E-resources - Reporting ===== Tools ===== Best Practices for Managing this Wiki Wiki Frequently Asked Questions ALEPH Tools Macro Express Instructions Macro Express Instructions on Capturing Mouse Movements Glossary RDA Training Guide ===== Discovery & Resource Management Unit ===== Batch Record Loading Updating and Editing Instructions Collection Codes For Aleph MARC Records HathiTrust MARC Record Loading RAPID UMass Authors