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wiki_documentation_master_list [2009/11/20 17:59] ldegozzaldi |
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**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 | ||
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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 | ||
* Uncats | * Uncats | ||
- | * Rush materials workflow | + | * Rush materials workflow |
===== 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 | ||
- | * Documentation regarding Marc 21 Format for Holdings Records, ANSI/NISO etc. (*upload* material?) – L. deGozzaldi | ||
===== Depository ===== | ===== Depository ===== | ||
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* 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) ===== |