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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

Aleph order groups (.xls from LHButton, 3/12/08) - S. Stangroom

Notes on Selector Credits, Desiderata List – C. Turner

Writing Center

Done by Julie Miles (all set for now)

faculty_writing_place_-_cataloging_processing

Davis Collection

Need instructions - Who can write these?

Reserves materials

Not needed

Call number info

Formatting issues, standard abbreviations list - Peter

Marc bib record info

Not needed - Info available on Library of Congress website

Video cataloging and processing

Done - may need updating - also add link to:

Receiving Monographs in Non-Shelf-Ready Shipments

http://wws.library.umass.edu/wikis/acp/doku.php?id=receiving_monographic_materials_in_non-shelf-ready_shipments

Barb

Microforms cataloging and processing

Already on wiki

Microforms Overview

http://wws.library.umass.edu/wikis/acp/doku.php?id=microforms_overview

Music materials: cataloging, end processing

Need to add music processing instructions - Marcelle

Cataloging instructions would be too complicated to add - Peter

Gifts and gift plates

Would mostly be about gifts processing

Some relevant info is available in:

Item Record Creation for CAT SEPS, SER ANALS & GIFTS

http://wws.library.umass.edu/wikis/acp/doku.php?id=item_record_creation_for_gifts_cat_seps_ser_anals

Added copies

Relevant documentation?:

Added Copy or Edition? How to Decide

http://wws.library.umass.edu/wikis/acp/doku.php?id=added_copy_or_edition&s[]=added&s[]=copies

Susan

Added volumes

Not on wiki but should be

Kay and Susan

Transfers (De-Refs, etc.)

Not on wiki but should be

Eva

Reinstatements

See relevant documnetation:

Withdrawal of Print Monographic Materials from the Collection

http://wws.library.umass.edu/wikis/acp/doku.php?id=withdrawal_of_print_monographic_materials&s[]=added&s[]=volumes

Gary

Bindery procedures (monographs and serials) – N. Washburn

End processing instructions for various kinds of materials

Guidelines for determining added copy vs. different edition

Already on wiki

Added Copy or Edition? How to Decide

http://wws.library.umass.edu/wikis/acp/doku.php?id=added_copy_or_edition&s[]=added&s[]=copies

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

http://wws.library.umass.edu/wikis/acp/doku.php?id=separate_record_policy_for_free_electronic_resources&s[]

=separate&s[]=records

Authority control

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:

http://wws.library.umass.edu/wikis/acp/doku.php?id=naco_documentation

Need volunteer

Series instructions

Information is available on these wiki pages:

Monographs Workflow Overview

http://wws.library.umass.edu/wikis/acp/doku.php?id=monographs_workflow_overview&s[]=monographic&s[]=overview

MONOGRAPHIC CONTINUATIONS

http://wws.library.umass.edu/wikis/acp/doku.php?id=monographic_continuations&s[]=monographic&s[]=overview

streamlined cataloging

See: Receiving ordered Monographs using FASTCAT

http://wws.library.umass.edu/wikis/acp/doku.php?id=fastcat_instructions Maps cataloging internet resources - C. Spell

Already on wiki:

http://wws.library.umass.edu/wikis/acp/doku.php?id=maps_cataloging_resources

Collection development policy

Gifts policy

Invoice processing (general)

Invoice processing (ILL)

Budget reconciliation – S. Stangroom

Aleph EDI processing

Subject selector (and their respective LC areas of responsibilities) documentation

Other workflow documentation:

  • Cat seps and ser anals
  • Discards/discard decision file
  • CD-ROM/DVD/microfilm/microfiche/other media serials
  • Government documents
  • 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)

Depository

  • 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?)

Linking

  • 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

Miscellaneous:

  • 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

wiki_documentation_master_list.1330377662.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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