Differences

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

--- checklist_requesting_new_aleph_collections [2019/04/23 14:02]
mbanach
+++ checklist_requesting_new_aleph_collections [2022/05/16 18:54] (current)
jeustis
@@ Line 1: / Line 1: @@
-====== Collection code ======
+====== PAGE OUTDATED ARCHIVED Collection code ======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, DRMS staff will align with the appropriate sublibrary it does not need to be expressly known)
-**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?
-f.       Do they need a separate check out/in procedure such are laptops?
+a.      Do the items circulate? (Y/N)
-**4.      Maintenance**
+**4.      Maintenance** (Qs? Ask Michael McGrath for help with this section)
-a.      Are they maintained by Stacks Management or by staff at their location?
+a.      Are they maintained (shelving,shelf reading) by Stacks Management or by staff at their location? (Free text)
-b.      How are they replaced?
+b.      Who will monitor the health of the items and initiate the replacement process if necessary? (Free text)
 **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”.
+To create a collection the absolute minimum information needed is where it is housed (what sublibrary does it belong to) and the expected name. This 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.
+**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 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?
+- 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.