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====== Information Resources Management (IRM) ======
{{::umlibtxt275.jpg?200|}}

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. 


[[https://scholarworks.umass.edu/libraries_content_and_discovery|Content & Discovery Showcases]]\\
[[https://docs.google.com/drawings/d/17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/edit?usp=sharing |IRM Organizational Chart]]\\
[[https://docs.google.com/document/d/1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/edit?usp=sharing&ouid=108975950027587109594&rtpof=true&sd=true|2021 IRM Major Unit Activities]]\\

==Staff Policies==
[[attendance_policy_2021|Attendance policy (September 2021)]]\\

==Historical==
{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\
[[evolving_workflows_-_2016|Evolving Workflows 2016]]


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===== IRM - General =====

[[Aleph Services Workshop]]

[[Collection Analysis Task Force (CATF) Recommendations (2017)]]

[[http://hdl.handle.net/1721.1/108771|Creating a Social Justice Mindset: Diversity, Inclusion and Social Justice in the Collections Directorate of the MIT Libraries]]

[[Five College Annex Processing Procedures]]

[[Five College Microforms Repository Policy]]

[[https://calendar.google.com/calendar/embed?src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]]

[[Goals|IRM Goals]]

[[Order Supplies IRM]]

[[Policies|IRM Policies]]

[[irm_social_media|IRM Social Media]]

==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====

[[General Guidelines for eResources]]

===== Acquisitions =====

[[Gift Policy]]

[[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]]

[[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]

[[CORAL]]

[[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]

[[http://coral.library.umass.edu/|CORAL Login Page]]

[[Databases & Packages - New Purchases Checklist]]

[[http://guides.library.umass.edu/az.php|Database A-Z List (Springshare/LibGuides Platform)]]

[[De-duping OCLC local bib records and MARCIt records]]

[[ebooks_new_titles|E-Books: New Title Workflows]]

[[EJournals - Adding New Titles (MARCIt)]]

[[EJournals - New Purchases Checklist]]

[[ejournals_title_transfer_checklist|EJournals - Title Transfer Checklist]]

[[e-journal_package_maintenance|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|Electronic Resource Order Form and Invoice Storage Procedures]]

[[E-resource record quality checklist]]

[[IP Addresses]]

[[License Violation Procedures]]

[[Licensing]]

[[lockss_setup|LOCKSS Linking Setup]]

[[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)

[[perpetual_access_procedures|Perpetual Access Procedures]]

[[reporting_access_problems_with_electronic_resources | Procedures for Reporting Access and Functionality Problems with Electronic Resources]] 

[[search_widgets_for_e-resources|Search Widgets for Electronic Resources]]

[[trials_procedures|Trial Setup and Take down Procedures]]

[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]

[[Usage Statistics for E-resources - Rationale]]

[[Usage Statistics For E-resources - Reporting]]

[[Usernames and Passwords for Electronic Resources]]


==== Materials Management ====


[[Better World Books]]

[[Bindery ABLE lot closing and opening]]

[[Depository Packing Slip for Serials]]

[[DVD End Processing]]

[[End Processing Student Job Description|End Processing/General Student Job Description]] 

[[ETD Digitization Project Shipping Process]]

[[Linking Serials from Barcoded Sheets]]

[[Linking Project Prescreening in Aleph]] 

[[Linking Project Student Job Description]]

[[Music End Processing]]

[[Stamping Volumes]]

[[Withdrawal of Library Materials]]

==== 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]]

[[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 Processing of Approvals and Selection Slips|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]]

[[Item Record Global Changes]]

[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]

[[serials_continuations_definitions|Serials Continuations Definitions]]

[[serials_ser_anals_transfers_and_cataloging|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 [[annk@umass.edu|Ann Kardos]].
===== Discovery & Resource Management Systems =====

[[access_coordination|Access Coordination]]

[[http://guides.library.umass.edu/az.php|Database A-Z List]] (Springshare/LibGuides Platform)


[[hlm_admin_maintenance|HLM Admin Maintenance]]

[[ebscohost_maintenance|EBSCOhost Database Maintenance]]

[[EZProxy Maintenance]]

[[eds_admin_management|EDS Admin Management]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/789020673/Discovery+EDS+Administration|Confluence]]

[[Open Athens]] Deprecated, see [[https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/788889601/Open+Athens+Administration|Confluence]]

[[https://fivecolleges.folio.ebsco.com/|5C FOLIO]]

[[https://fivecolleges-sandbox.folio.ebsco.com/|5C FOLIO Sandbox]]

[[https://fc-library.atlassian.net/wiki/spaces/FOLIO/overview|5C FOLIO Confluence]]

[[HathiTrust]]

[[Platform Changes]]

[[RAPID]]

ARCHIVED [[ADM to ADM  transfer of Bib, holdings, and item 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 [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]]

ARCHIVED [[http://coral.library.umass.edu/|CORAL Login Page]]

ARCHIVED [[e-journal_holdings_for_ill|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_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 =====

[[23rd_floor_linking_project_instructions]]

[[Analyzed serials monographic series instructions]]

[[Batch Loading Team]]

[[Batch Record Loading Updating and Editing Instructions]]

[[Books ordered for staff use]]

[[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]]

[[De-ref Procedures]]

[[Digital Bookplates]]

[[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]]

[[Item types]]

[[Linked Mt Ida Instructions]]

[[Linking Project instructions current version 2019]]

[[Landscape Architecture and Regional Planning Masters Projects Workflow]]

[[LOCKSS Instructions]]

[[Macro Express Instructions]]

[[Macro Express Instructions on Capturing Mouse Movements]]

[[MARCIt Record Loads]]

[[Masha Rudman Childrens Collection Cataloging and Processing]]

[[Masha Rudman Childrens Collection Codes]]

[[Masha Rudman Childrens Collection Hierarchical Codes]]

[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]

[[Mt. Ida Reserves]]

[[Reinstatements]]

[[Renaissance Center Cataloging ]]

[[Replacements]]

[[Separate record policy for free electronic resources]]

[[Tableau Cataloging Statistics]]

[[Withdrawal of Library Materials]] 

==== 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]]















==== Cataloging Guidelines & Fastcat ====

[[Cataloging Equipment]] 

[[Cataloging monographs fastcat]]

[[CD-ROM cataloging instructions]]

[[DVD Cataloging Streamlined Guidelines]]

[[DVD Fastcat Instructions]]

[[E-resource record quality checklist]]

[[E-Resources Cataloging - FASTCAT Standards]]

[[Government Documents Cataloging]]

[[maps_cataloging_resources|Map Cataloging Resources]]

[[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 ====

[[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]]

[[Graduate Degree Program Codes]]

[[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]]

[[Electronic Theses Workflow]]

[[Paper Dissertations and Theses Workflow]]

[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]

==== Microforms ====

[[microforms_overview|Microforms Overview]]

[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]

[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]

[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard, Microopaque, or Microprint Cataloging Instructions]]

==== Music Cataloging ====

[[Fast originalcat Music Recitals (CDs)]]

[[Fastcat LPs]]

[[Fastcat Music Audio Recordings (CDs)]]

==== Resources for Cataloging & Metadata Staff =====

[[049 fields]]

[[910 Formatting]]

[[connexion_macros|Creating Connexion Macros]]

[[cutter_table|Cutter Table]]

[[EAST Reallocations Spreadsheet]]

[[Metadata Help LibAnswers]]

[[metadata_resources|Metadata Resources]]

[[OCLC Record Manager]]

[[Python]]

[[RDA Training materials]]

==== Serials Workflows ====

[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]

[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]

[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]

[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]

[[serials_workflow_new_titles|Serials Workflow: New Titles]]

[[Periodical Receiving|Serials Workflow: Periodical Receiving]]

[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]]

[[serials_workflow_title_changes|Serials Workflow: Title Changes]]

[[MARC 866 Guidelines]]

[[Missing and Lost Serials and Bound Periodicals]]

[[EAST LHR OCLC Data Sync Workflow]]

==== 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]]

[[nasa_special_publications_nasa_sps|NASA Special Publications (NASA SPs)]]

[[patent_and_trademark_cataloging|Patent and Trademark Cataloging]]

[[plant_patents|Plant Patents]]

[[sel_chemical_reference_titles_designated_as_five_college_copy_of_record|SEL Chemical Reference Titles Designated as Five College Copy of Record]]

[[sel_transfers_to_repository|SEL Transfers to Repository]]

===== Statistics =====

[[ALEPH Services for ARL Collection Statistics]]

[[ARL E-Resources Collection Statistics]]

ARCHIVED [[SFX Fulltext Not Found]]

ARCHIVED [[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]]

{{:evolving_workflows_-_2016|Evolving Workflows 2016}}\\

[[Macro Express Instructions]]

[[Macro Express Instructions on Capturing Mouse Movements]]

[[Glossary]]

[[Wiki Documentation Master List]]

[[worldshare_link]]

[[http://digitalcommons.unf.edu/library_facpub/13/|RDA Training Guide]]

[[Classification Web]]

=====Student Employees=====

[[Resources for student supervisors]]

[[http://moodle.umass.edu|Moodle: Resources for library student workers]]

Student Forms: Libwire Home » Online Forms » [[https://intranet.library.umass.edu/intranet/Forms/view_items.cfm?MenuID=7&CategoryID=5|Student forms]] 

=====Documentation from Other Departments=====

[[Circulation Documentation]]

[[Learning Commons Documentation]]

[[Reserves Documentation]]

[[SEL Desk Manual]]