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wiki_documentation_master_list [2009/11/20 17:59]
ldegozzaldi
wiki_documentation_master_list [2012/07/20 21:07]
sstangroom
Line 5: Line 5:
 **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. **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+**Receiving Manual** (45 documents) – J. Rohan
  
-Checking-in Manual (26 documents) – J. Rohan+**Checking-in Manual** (26 documents) – J. Rohan
  
-Ordering Manual (11 documents) – J. Rohan+**Ordering Manual** (11 documents) – J. Rohan
  
-Invoicing (2 documents) – J. Rohan, J. Bagjier, H. Deirdre+**Invoicing** (2 documents) – J. Rohan, J. Bagjier, H. Deirdre
  
-Bindery Manual – G. Hough+**Bindery Manual** – G. Hough
  
-Preservation and book repair documentation – L. James+**Preservation and book repair documentation** – L. James
  
-Water Disaster Manual – L. James+**Water Disaster Manual** – L. James
  
-Student supervision documentation,​ Kronos, attendance – Link to Libwire+**Student supervision documentation,​ Kronos, attendance** – Link to Libwire
  
-Verde Project Plan and Implementation ​Notes C. Turner+**Notes on Selector Credits, Desiderata List** – C. Turner
  
-Aleph order groups (.xls from LHButton, 3/​12/​08) ​S. Stangroom+**Writing Center** ​Done
  
-Notes on Selector Credits, Desiderata List – C. Turner+Done by Julie Miles (all set for now)
  
-Writing Center+[[faculty_writing_place_-_cataloging_processing]] ​
  
-Davis Collection+**Davis Collection** - Gary
  
-Reserves materials+**Reserves materials** - Not needed
  
-Call number info+**Call number info** - Peter
  
-Marc bib record info+Formatting issues, standard abbreviations list 
  
-Video cataloging ​and processing+See if there is information in old cataloging ​manual
  
-Microforms cataloging and processing+**Marc bib record info** - Not needed
  
-Music materials: ​ cataloging, end processing+Info available on Library of Congress website
  
-Gifts and gift plates+**Video cataloging ​and processing** - Barb
  
-Added copies+Done - may need updating:
  
-Added volumes+[[dvd_cataloging_streamlined_guidelines]] ​
  
-Transfers (De-Refs, etc.)+Also add link to:
  
-Reinstatements+[[receiving_monographic_materials_in_non-shelf-ready_shipments]]  ​
  
-Bindery procedures (monographs ​and serials) – N. Washburn+**CD-ROM ​and DVD-ROM cataloging instructions** - Need volunteer
  
-End processing ​instructions for various kinds of materials – J. Miles+**Microforms cataloging and processing** - Done
  
-Guidelines for determining added copy vs. different edition+Already on wiki
  
-Electronic resource cataloging+[[microforms_overview]] ​
  
-How to copy a bib from Four Colleges ​C. Turner+**Music materials: ​ cataloging, end processing** ​Marcelle
  
-Electronic version also available (monographs)+Need to add music processing instructions - Marcelle
  
-Authority control+Cataloging instructions would be too complicated to add - Peter
  
-Series instructions+**Gifts and gift plates** - Talk to Lisa
  
-streamlined cataloging+Would mostly be about gifts processing ​
  
-Maps cataloging internet resources - C. Spell+Some relevant info is available in:
  
-Collection development policy ​+Item Record Creation for CAT SEPS, SER ANALS & GIFTS
  
-Gifts policy+[[item_record_creation_for_gifts_cat_seps_ser_anals]] ​
  
-Invoice processing (general)+**Added copies** -Susan?
  
-Invoice processing (ILL)+Relevant documentation?:​ 
 + 
 +Added Copy or Edition? How to Decide 
 + 
 +[[added_copy_or_edition]]  
 + 
 +**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 
 + 
 +[[added_copy_or_edition]]  
 + 
 +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 
 + 
 +[[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: 
 + 
 +[[monographs_workflow_overview]]  
 + 
 +[[monographic_continuations]]  
 + 
 +**streamlined cataloging** - Done 
 + 
 +See: Receiving ordered Monographs using FASTCAT 
 + 
 +[[fastcat_instructions]]  
 + 
 +**Maps cataloging internet resources** - Done  
 + 
 +Already on wiki: 
 + 
 +[[maps_cataloging_resources]]  
 + 
 +**Collection development policy** - Meghan 
 + 
 +**Gifts policy** - Meghan 
 + 
 +**Invoice processing (general)** 
 + 
 +**Invoice processing (ILL)**
  
 Budget reconciliation – S. Stangroom Budget reconciliation – S. Stangroom
Line 85: Line 159:
 Aleph EDI processing Aleph EDI processing
  
-Subject selector (and their respective LC areas of responsibilities) documentation 
  
-===== Serials cataloging workflows (currently rewritten for Aleph): ===== 
-  
-  * Reporting URL’s contained in newly-cataloged print records to eleres@library.umass.edu 
-  * Reporting irregularities in SFX records to dbhelp@library.umass.edu 
  
-===== SFX Documentation ===== 
  
- 
-  * List of eresource purchases to which we should have perpetual access (with or without small access fees?) 
  
 ===== Other workflow documentation:​ ===== ===== Other workflow documentation:​ =====
  
-  * Cat seps and ser anals +  * Cat seps and ser anals - Lucy 
-  * Discards/​discard decision file +  * Discards/​discard decision file - Judy 
-  * CD-ROM/​DVD/​microfilm/​microfiche/​other media serials  +  * CD-ROM/​DVD/​microfilm/​microfiche/​other media serials ​- Sarah 
-  * Government documents ​+  * Government documents ​- Meghan
   * Reactivations ​   * Reactivations ​
   * Current newspapers and magazines list – L. deGozzaldi   * Current newspapers and magazines list – L. deGozzaldi
Line 110: Line 176:
 ===== Useful information for Serials processing in Aleph/Aleph information:​ ===== ===== Useful information for Serials processing in Aleph/Aleph information:​ =====
  
-  * Instructions for X-links: ​ types of X-links, examples – L. deGozzaldi+
   * Instructions RE enum. levels and chron. levels governing the sorting display of items – L. deGozzaldi   * 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?)   * 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)   * Using the Aleph cataloging GUI (search, edit, create, delete, overlay records)
  
-===== Working with OCLC: ===== 
- 
-  * Instructions for creating/​maintaining LHR’s per our local policy – L. deGozzaldi 
  
  
Line 134: Line 197:
   * Basic instructions,​ step-by-step – L. deGozzaldi, Catherine Knapp, and Marcelle Lipke   * Basic instructions,​ step-by-step – L. deGozzaldi, Catherine Knapp, and Marcelle Lipke
 --Searching --Searching
---Holdings statement syntax in HOL records 
 --Item manipulation (description syntax, arriving items, global changes, enum. and chron. levels) --Item manipulation (description syntax, arriving items, global changes, enum. and chron. levels)
 --Correct placement of barcode --Correct placement of barcode
-  * Processing “on-the-fly” items – L. deGozzaldi, Catherine Knapp, and Marcelle Lipke+ 
  
 ===== Special Projects (i.e. the 2008 retrospective linking project) ===== ===== Special Projects (i.e. the 2008 retrospective linking project) =====
wiki_documentation_master_list.txt · Last modified: 2019/01/07 17:20 (external edit)
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