Differences

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

--- checklist_requesting_new_aleph_collections [2019/04/23 14:02]
mbanach created
+++ checklist_requesting_new_aleph_collections [2019/05/02 18:37]
kgberry
@@ 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** :
-a.      What is the purpose of this new location?  Where is it housed? How will the items be used  ?  For example cover records for electronic items or a separate collection for all patrons to user.
+**1.      Cataloging** : (Qs? Ask Meghan for help with this section)
-b.      What kind of material is contained in the collection is it?  print items, electronic items,   DVDs, media, equipment?
+a.      What is the purpose of this new location? (The answer will go into a free text box)
-c.       By what name do you want the collection to appear in discovery apps ( EDS, Aleph OPAC )
+b.      Where is it housed? (The answer will go into a free text box)
-**2.      Processing:**
+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)
-a.      What kind of processing do these items need?  Separate spine labels, DVD labels - cases?
+d.      What kind of material is contained in the collection is it?  (Multiple choice check boxes of the FC approved material types for FOLIO)
-b.      How are these items accessed?
+**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.
-**3.      Circulation:**
+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.)
-a.      How do these items circulate?  To which category of users?  Are there any users that do not have access?  Example: Cameras circulate to UM students only.
+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 loan period should they have?
+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 kind of notices?
+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)
-d.      Are they requestable?
+**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.
-e.      What kind of billing?  Fines? replacement bills?  Do they use the default replacement charges or are they individually priced?
+a.      Do the items circulate? (Y/N) (if N then can skip the rest to the end of the form!)
-f.       Do they need a separate check out/in procedure such are laptops?
@@ Line 37: / Line 36: @@
 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.