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checklist_requesting_new_aleph_collections [2019/05/02 17:55] kgberry |
checklist_requesting_new_aleph_collections [2019/05/02 18:37] kgberry |
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====== Collection code ====== | ====== Collection code ====== | ||
- | This page is under construction! We are planning a form to expedite this process. | + | 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. | ||
- | The [[UMA Libraries Borrowing page https://www.library.umass.edu/borrowing/]] will be useful for this form's development. | ||
**1. Cataloging** : (Qs? Ask Meghan for help with this section) | **1. Cataloging** : (Qs? Ask Meghan for help with this section) | ||
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b. Where is it housed? (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 or a separate collection for all patrons to use. (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? (Drop down of the FC approved material types for FOLIO) | + | 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) | + | **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) (ASK Scott what the processing options are, so they can be put into a radio list. We can have an OTHER field and then he can circle back if there will be a new/unique process) | + | 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) | 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) | + | 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:** | + | **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. 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. | + | a. Do the items circulate? (Y/N) (if N then can skip the rest to the end of the form!) |
- | + | ||
- | b. What kind of loan period should they have? | + | |
- | + | ||
- | c. What kind of notices? | + | |
- | + | ||
- | d. Are they requestable? | + | |
- | + | ||
- | e. What kind of billing? Fines? replacement bills? Do they use the default replacement charges or are they individually priced? | + | |
- | + | ||
- | f. Do they need a separate check out/in procedure such are laptops? | + | |
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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”. | 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/content for the follow up email:** | + | **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?) | 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 | 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. |