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| **Another note:** the intent is that each item listed with also note who is responsible for creating/managing it, it's readiness, and it's priority. | **Another note:** the intent is that each item listed with also note who is responsible for creating/managing it, it's readiness, and it's priority. | ||
| - | Receiving Manual (45 documents) – J. Rohan | + | **Receiving Manual** (45 documents) – J. Rohan |
| - | Checking-in Manual (26 documents) – J. Rohan | + | **Checking-in Manual** (26 documents) – J. Rohan |
| - | Ordering Manual (11 documents) – J. Rohan | + | **Ordering Manual** (11 documents) – J. Rohan |
| - | Invoicing (2 documents) – J. Rohan, J. Bagjier, H. Deirdre | + | **Invoicing** (2 documents) – J. Rohan, J. Bagjier, H. Deirdre |
| - | Bindery Manual – G. Hough | + | **Bindery Manual** – G. Hough |
| - | Preservation and book repair documentation – L. James | + | **Preservation and book repair documentation** – L. James |
| - | Water Disaster Manual – L. James | + | **Water Disaster Manual** – L. James |
| - | Student supervision documentation, Kronos, attendance – Link to Libwire | + | **Student supervision documentation, Kronos, attendance** – Link to Libwire |
| - | Verde Project Plan and Implementation Notes - C. Turner | + | **Notes on Selector Credits, Desiderata List** – C. Turner |
| - | Aleph order groups (.xls from LHButton, 3/12/08) - S. Stangroom | + | **Writing Center** - Done |
| - | Notes on Selector Credits, Desiderata List – C. Turner | + | Done by Julie Miles (all set for now) |
| - | Writing Center | + | [[faculty_writing_place_-_cataloging_processing]] |
| - | Davis Collection | + | **Davis Collection** - Gary |
| - | Reserves materials | + | **Reserves materials** - Not needed |
| - | Call number info | + | **Call number info** - Peter |
| - | Marc bib record info | + | Formatting issues, standard abbreviations list |
| - | Video cataloging and processing | + | See if there is information in old cataloging manual |
| - | Microforms cataloging and processing | + | **Marc bib record info** - Not needed |
| - | Music materials: cataloging, end processing | + | Info available on Library of Congress website |
| - | Gifts and gift plates | + | **Video cataloging and processing** - Barb |
| - | Added copies | + | Done - may need updating: |
| - | Added volumes | + | [[dvd_cataloging_streamlined_guidelines]] |
| - | Transfers (De-Refs, etc.) | + | Also add link to: |
| - | Reinstatements | + | [[receiving_monographic_materials_in_non-shelf-ready_shipments]] |
| - | Bindery procedures (monographs and serials) – N. Washburn | + | **CD-ROM and DVD-ROM cataloging instructions** - Need volunteer |
| - | End processing instructions for various kinds of materials – J. Miles | + | **Microforms cataloging and processing** - Done |
| - | Guidelines for determining added copy vs. different edition | + | Already on wiki |
| - | Electronic resource cataloging | + | [[microforms_overview]] |
| - | How to copy a bib from Four Colleges - C. Turner | + | **Music materials: cataloging, end processing** - Marcelle |
| - | Electronic version also available (monographs) | + | Need to add music processing instructions - Marcelle |
| - | Authority control | + | Cataloging instructions would be too complicated to add - Peter |
| - | Series instructions | + | **Gifts and gift plates** - Talk to Lisa |
| - | streamlined cataloging | + | Would mostly be about gifts processing |
| - | Maps cataloging internet resources - C. Spell | + | Some relevant info is available in: |
| - | Collection development policy | + | Item Record Creation for CAT SEPS, SER ANALS & GIFTS |
| - | Gifts policy | + | [[item_record_creation_for_gifts_cat_seps_ser_anals]] |
| - | Invoice processing (general) | + | **Added copies** -Susan? |
| - | Invoice processing (ILL) | + | Relevant documentation?: |
| + | |||
| + | Added Copy or Edition? How to Decide | ||
| + | |||
| + | [[added_copy_or_edition]] | ||
| + | |||
| + | **Added volumes** - Kay and Susan? | ||
| + | |||
| + | Not on wiki but should be | ||
| + | |||
| + | **Transfers (De-Refs, Depository, Gov Docs.)** - Need volunteer | ||
| + | |||
| + | Need instructions for de-refs | ||
| + | |||
| + | **Bindery procedures (monographs and serials)** – N. Washburn | ||
| + | |||
| + | **End processing instructions for various kinds of materials** | ||
| + | |||
| + | **Guidelines for determining added copy vs. different edition** - Done | ||
| + | |||
| + | Already on wiki | ||
| + | |||
| + | Added Copy or Edition? How to Decide | ||
| + | |||
| + | [[added_copy_or_edition]] | ||
| + | |||
| + | Julie Miles is primary contact and notes that this should be re-worded | ||
| + | |||
| + | **Electronic version also available (monographs)** - Obsolete | ||
| + | |||
| + | See: Separate record policy for free electronic resources | ||
| + | |||
| + | [[separate_record_policy_for_free_electronic_resources]] | ||
| + | |||
| + | **Authority control** - Task force after RDA implementation | ||
| + | |||
| + | Not on wiki | ||
| + | |||
| + | Add a general overview - include things like how to do authority control for copy and original cataloging, | ||
| + | |||
| + | information about sending records to authority control vendor, and Jane Beebe's instructions for how to do | ||
| + | |||
| + | global updates in Aleph | ||
| + | |||
| + | NACO documentation is one wiki: | ||
| + | |||
| + | [[naco documentation]] | ||
| + | |||
| + | **Series instructions** - Done | ||
| + | |||
| + | Information is available on these wiki pages: | ||
| + | |||
| + | [[monographs_workflow_overview]] | ||
| + | |||
| + | [[monographic_continuations]] | ||
| + | |||
| + | **streamlined cataloging** - Done | ||
| + | |||
| + | See: Receiving ordered Monographs using FASTCAT | ||
| + | |||
| + | [[fastcat_instructions]] | ||
| + | |||
| + | **Maps cataloging internet resources** - Done | ||
| + | |||
| + | Already on wiki: | ||
| + | |||
| + | [[maps_cataloging_resources]] | ||
| + | |||
| + | **Collection development policy** - Meghan | ||
| + | |||
| + | **Gifts policy** - Meghan | ||
| + | |||
| + | **Invoice processing (general)** | ||
| + | |||
| + | **Invoice processing (ILL)** | ||
| Budget reconciliation – S. Stangroom | Budget reconciliation – S. Stangroom | ||
| Line 85: | Line 159: | ||
| Aleph EDI processing | Aleph EDI processing | ||
| - | Subject selector (and their respective LC areas of responsibilities) documentation | ||
| - | ===== Serials cataloging workflows (currently rewritten for Aleph): ===== | ||
| - | |||
| - | * Reporting URL’s contained in newly-cataloged print records to eleres@library.umass.edu | ||
| - | * Reporting irregularities in SFX records to dbhelp@library.umass.edu | ||
| - | ===== SFX Documentation ===== | ||
| - | |||
| - | * List of eresource purchases to which we should have perpetual access (with or without small access fees?) | ||
| ===== Other workflow documentation: ===== | ===== Other workflow documentation: ===== | ||
| - | * Cat seps and ser anals | + | * Cat seps and ser anals - Lucy |
| - | * Discards/discard decision file | + | * Discards/discard decision file - Judy |
| - | * CD-ROM/DVD/microfilm/microfiche/other media serials | + | * CD-ROM/DVD/microfilm/microfiche/other media serials - Sarah |
| - | * Government documents | + | * Government documents - Meghan |
| * Reactivations | * Reactivations | ||
| * Current newspapers and magazines list – L. deGozzaldi | * Current newspapers and magazines list – L. deGozzaldi | ||
| Line 110: | Line 176: | ||
| ===== Useful information for Serials processing in Aleph/Aleph information: ===== | ===== Useful information for Serials processing in Aleph/Aleph information: ===== | ||
| - | * Instructions for X-links: types of X-links, examples – L. deGozzaldi | + | |
| * Instructions RE enum. levels and chron. levels governing the sorting display of items – L. deGozzaldi | * Instructions RE enum. levels and chron. levels governing the sorting display of items – L. deGozzaldi | ||
| * Aleph codes & command language (material type, item, item processing etc.), sort tables (*upload* material?) | * Aleph codes & command language (material type, item, item processing etc.), sort tables (*upload* material?) | ||
| * Using the Aleph cataloging GUI (search, edit, create, delete, overlay records) | * Using the Aleph cataloging GUI (search, edit, create, delete, overlay records) | ||
| - | ===== Working with OCLC: ===== | ||
| - | |||
| - | * Instructions for creating/maintaining LHR’s per our local policy – L. deGozzaldi | ||
| Line 136: | Line 199: | ||
| --Item manipulation (description syntax, arriving items, global changes, enum. and chron. levels) | --Item manipulation (description syntax, arriving items, global changes, enum. and chron. levels) | ||
| --Correct placement of barcode | --Correct placement of barcode | ||
| - | * Processing “on-the-fly” items – L. deGozzaldi, Catherine Knapp, and Marcelle Lipke | + | |
| ===== Special Projects (i.e. the 2008 retrospective linking project) ===== | ===== Special Projects (i.e. the 2008 retrospective linking project) ===== | ||