Wiki Documentation Master List

Note: this is a very rough list, and a working document. Please feel free to add, re-order or otherwise organize this list. If you delete something, please be sure you've done so either because the content has been covered elsewhere, or because it's been added to the wiki as a working file.

Another note: the intent is that each item listed with also note who is responsible for creating/managing it, it's readiness, and it's priority.

Receiving Manual (45 documents) – J. Rohan

Checking-in Manual (26 documents) – J. Rohan

Ordering Manual (11 documents) – J. Rohan

Invoicing (2 documents) – J. Rohan, J. Bagjier, H. Deirdre

Bindery Manual – G. Hough

Preservation and book repair documentation – L. James

Water Disaster Manual – L. James

Student supervision documentation, Kronos, attendance – Link to Libwire

Notes on Selector Credits, Desiderata List – C. Turner

Writing Center - Done

Done by Julie Miles (all set for now)


Davis Collection - Gary

Reserves materials - Not needed

Call number info - Peter

Formatting issues, standard abbreviations list

See if there is information in old cataloging manual

Marc bib record info - Not needed

Info available on Library of Congress website

Video cataloging and processing - Barb

Done - may need updating:


Also add link to:


CD-ROM and DVD-ROM cataloging instructions - Need volunteer

Microforms cataloging and processing - Done

Already on wiki


Music materials: cataloging, end processing - Marcelle

Need to add music processing instructions - Marcelle

Cataloging instructions would be too complicated to add - Peter

Gifts and gift plates - Talk to Lisa

Would mostly be about gifts processing

Some relevant info is available in:

Item Record Creation for CAT SEPS, SER ANALS & GIFTS


Added copies -Susan?

Relevant documentation?:

Added Copy or Edition? How to Decide


Added volumes - Kay and Susan?

Not on wiki but should be

Transfers (De-Refs, Depository, Gov Docs.) - Need volunteer

Need instructions for de-refs

Bindery procedures (monographs and serials) – N. Washburn

End processing instructions for various kinds of materials

Guidelines for determining added copy vs. different edition - Done

Already on wiki

Added Copy or Edition? How to Decide


Julie Miles is primary contact and notes that this should be re-worded

Electronic version also available (monographs) - Obsolete

See: Separate record policy for free electronic resources


Authority control - Task force after RDA implementation

Not on wiki

Add a general overview - include things like how to do authority control for copy and original cataloging,

information about sending records to authority control vendor, and Jane Beebe's instructions for how to do

global updates in Aleph

NACO documentation is one wiki:

naco documentation

Series instructions - Done

Information is available on these wiki pages:



streamlined cataloging - Done

See: Receiving ordered Monographs using FASTCAT


Maps cataloging internet resources - Done

Already on wiki:


Collection development policy - Meghan

Gifts policy - Meghan

Invoice processing (general)

Invoice processing (ILL)

Budget reconciliation – S. Stangroom

Aleph EDI processing

Other workflow documentation:

  • Cat seps and ser anals - Lucy
  • Discards/discard decision file - Judy
  • CD-ROM/DVD/microfilm/microfiche/other media serials - Sarah
  • Government documents - Meghan
  • Reactivations
  • Current newspapers and magazines list – L. deGozzaldi
  • Uncats
  • Rush materials workflow

Useful information for Serials processing in Aleph/Aleph information:

  • Instructions RE enum. levels and chron. levels governing the sorting display of items – L. deGozzaldi
  • Aleph codes & command language (material type, item, item processing etc.), sort tables (*upload* material?)
  • Using the Aleph cataloging GUI (search, edit, create, delete, overlay records)


  • Basic instructions for transferring holdings to the FCD (on the system): – L. deGozzaldi

–Sending our entire holdings under one title –Sending partial holdings for one title. –JSTOR versus non-JSTOR –Titles with holdings in UMDPT (UMass DP) and FCDPT (Five Colleges DP).

  • Physical preparation of volumes (packing slips etc.)
  • Documentation from the Five Colleges Depository committee (*upload* material?)


  • Basic instructions, step-by-step – L. deGozzaldi, Catherine Knapp, and Marcelle Lipke

–Searching –Item manipulation (description syntax, arriving items, global changes, enum. and chron. levels) –Correct placement of barcode

Special Projects (i.e. the 2008 retrospective linking project)

  • Specific information regarding such projects, such as use of wireless laptops and passwords.
  • Database maintenance projects in ALEPH


  • Recording statistics
  • Using ARC in conjunction with Serials or Special Projects workflow.
  • Serials checklists for checking new Aleph service pack loads – L. deGozzaldi
  • Macro Express instructions
  • Templates for forms we commonly use

(for statistics, serials processing, etc.)

"Upload" documents—large lists of information which we frequently use, and are found on the R drive:

  • Cheknotes documents (containing instructions from Innopac checkin records truncated in Aleph) – L. deGozzaldi
  • CHECKIN documents (containing information from the Innopac checkin boxes) – L. deGozzaldi

Cheat sheet" category (1-page quick reference guides), for topics where this might be useful?

How to move order records?

List of order record status codes

Primary contact: Christine Turner

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