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dissertations_cataloging_task_list [2014/12/03 17:17]
kdion
dissertations_cataloging_task_list [2014/12/03 17:22]
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 ====== DISSERTATIONS AND CATALOGING TASK LIST ====== ====== DISSERTATIONS AND CATALOGING TASK LIST ======
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 == Establish base cataloging templates and tracking spreadsheets:​ == == Establish base cataloging templates and tracking spreadsheets:​ ==
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   * Create/​update Connexion cataloging templates for dissertations and theses. Incorporate any new fields and/or changes as needed in both Fixed fields and bibliographic fields.   * Create/​update Connexion cataloging templates for dissertations and theses. Incorporate any new fields and/or changes as needed in both Fixed fields and bibliographic fields.
   * Create/​update Aleph template. This can be used interchangeably with dissertations and theses.   * Create/​update Aleph template. This can be used interchangeably with dissertations and theses.
   * Create/​update Excel spreadsheet for 1- and 5- year campus-only titles. ​   * Create/​update Excel spreadsheet for 1- and 5- year campus-only titles. ​
   * Create/​update Excel spreadsheet for embargoed titles on a monthly basis.   * Create/​update Excel spreadsheet for embargoed titles on a monthly basis.
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 == Basic instructions for creating a RDA catalog record: == == Basic instructions for creating a RDA catalog record: ==
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   * Receive packing list of names etc from Grad School and create an Excel spreadsheet for this list.  The cataloger’s list must have columns for each author’s name, degree program, degree, year of birth, whether the work is campus only and for how long, whether there are supplemental files, whether it has been entered into Connexion and/or Aleph, whether it has been exported to OCLC, whether it needs subject headings and the date of embargo, if any.   * Receive packing list of names etc from Grad School and create an Excel spreadsheet for this list.  The cataloger’s list must have columns for each author’s name, degree program, degree, year of birth, whether the work is campus only and for how long, whether there are supplemental files, whether it has been entered into Connexion and/or Aleph, whether it has been exported to OCLC, whether it needs subject headings and the date of embargo, if any.
   * Use above information as well as Scholarworks metadata page plus PDF of work to create a RDA cataloging record including but not limited to the author/​title,​ abstract, keywords, any other necessary 5xx field (i.e., 546), degree and degree program, degree supervisor and URL into the template.   * Use above information as well as Scholarworks metadata page plus PDF of work to create a RDA cataloging record including but not limited to the author/​title,​ abstract, keywords, any other necessary 5xx field (i.e., 546), degree and degree program, degree supervisor and URL into the template.
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   * Check spreadsheets every month for any embargos which may have been lifted.   * Check spreadsheets every month for any embargos which may have been lifted.
   * Once a title is no longer under embargo, remove the 590 field embargo note in the Aleph temp record and add a 300 field. ​   * Once a title is no longer under embargo, remove the 590 field embargo note in the Aleph temp record and add a 300 field. ​
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 == For records which were uploaded to OCLC and Aleph without subject headings: == == For records which were uploaded to OCLC and Aleph without subject headings: ==
  
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   * If this is done by a professional cataloger, the original record in Connexion must be marked “SHs added - OCLC/​OPAC” to notify the dissertation cataloger that both bib records have been updated.   * If this is done by a professional cataloger, the original record in Connexion must be marked “SHs added - OCLC/​OPAC” to notify the dissertation cataloger that both bib records have been updated.
   * The Excel spreadsheet is marked as appropriate to show which records now have subject headings and thus are completely done.   * The Excel spreadsheet is marked as appropriate to show which records now have subject headings and thus are completely done.
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 == For works received from or uploaded to Scholarworks by LARP: == == For works received from or uploaded to Scholarworks by LARP: ==
  
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   * Notify the professional catalogers that it needs subject headings.   * Notify the professional catalogers that it needs subject headings.
   * Once the subject headings are added, the record is uploaded and exported as above. ​   * Once the subject headings are added, the record is uploaded and exported as above. ​
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 == Unbound print copies received from ILL or ProQuest: == == Unbound print copies received from ILL or ProQuest: ==
  
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   * Add a duplicate barcode to the unbound copy and a specific Sent to Bindery date.   * Add a duplicate barcode to the unbound copy and a specific Sent to Bindery date.
   * Give the copy to the Bindery Supervisor with the appropriate cover color/​lettering and spine title information for input into the bindery database.   * Give the copy to the Bindery Supervisor with the appropriate cover color/​lettering and spine title information for input into the bindery database.
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 == Special requests for a newly digitized older work: == == Special requests for a newly digitized older work: ==
  
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   * Pull up ETD Digitization project spreadsheet and note this dissertation has been cataloged.   * Pull up ETD Digitization project spreadsheet and note this dissertation has been cataloged.
   * Notify Lisa Persons.   * Notify Lisa Persons.
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 == Other dissertation/​thesis work: == == Other dissertation/​thesis work: ==
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   * Maintain wiki list of department program codes which are used by the Grad School.   * Maintain wiki list of department program codes which are used by the Grad School.
   * Maintain paper files of Excel spreadsheets and any other information pertinent to these files (form of name clarifications,​ embargo notes, degree program verifications,​ etc.). These are valuable archival tools! ​   * Maintain paper files of Excel spreadsheets and any other information pertinent to these files (form of name clarifications,​ embargo notes, degree program verifications,​ etc.). These are valuable archival tools! ​
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dissertations_cataloging_task_list.txt · Last modified: 2020/10/14 18:44 by mbanach
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