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checklist_requesting_new_aleph_collections [2019/05/02 17:55]
kgberry
checklist_requesting_new_aleph_collections [2019/05/02 18:45]
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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 a.      What is the purpose of this new location? (The answer will go into a free text box)  a.      What is the purpose of this new location? (The answer will go into a free text box) 
  
-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, DRMS staff will align with the appropriate sublibrary it does not need to be expressly known)
  
-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)  
 +  
 +**4.      Maintenance** (QsAsk Michael McGrath for help with this section)
  
-b.      ​What kind of loan period should ​they have?+a.      ​Are they maintained (shelving,​shelf reading) by Stacks Management or by staff at their location(Free text)
  
-c      What kind of notices?+b     Who will monitor the health ​of the items and initiate the replacement process if necessary(Free text)
  
-d.      Are they requestable?​+**Note**
  
-e     What kind of billing? ​ Fines? replacement bills? ​ Do they use the default replacement charges or are they individually priced?+To create a collection the absolute minimum information needed is where it is housed (what sublibrary does it belong to) and the expected nameThis quick and dirty fashion is NOT PREFERRED as it often creates a lot of circling back/clean up to make sure the items are assimilated into our collection and circulate as expected.  ​
  
-f.       Do they need a separate check out/in procedure such are laptops?+**Questions for the follow up consultation:​** ​
  
-  +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 labelsWILL the convention change with FOLIO?)
-**4     ​Maintenance**+
  
-a.      Are they maintained by Stacks Management or by staff at their location?+Explain how these items will be discover able 
  
-b     How are they replaced?+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
  
-**Note**+- Who can borrow?
  
-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”.+- What is the loan period?
  
-**Questions/​content for the follow up email:​** ​+- Request-able?​
  
-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?)+- circulation notices?
  
-Explain how these items will be discover able +- Do they need a separate check out/in procedure such are laptops? (comes with booklet, etc) 
 + 
 +- What kind of billing? (are there 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]] 
 + 
 +[[https://​www.library.umass.edu/​borrowing/​|UMA Libraries Borrowing page]]: this page indicates standard current in Aleph loan periods.
checklist_requesting_new_aleph_collections.txt · Last modified: 2022/05/16 18:54 by jeustis
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