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wiki_documentation_master_list [2015/05/13 14:36]
wiki_documentation_master_list [2019/01/07 12:20] (current)
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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
 +
 +**Notes on Selector Credits, Desiderata List** – C. Turner
 +
 +**Writing Center** - Done
 +
 +Done by Julie Miles (all set for now)
 +
 +[[faculty_writing_place_-_cataloging_processing]] ​
 +
 +**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:
 +
 +[[dvd_cataloging_streamlined_guidelines]] ​
 +
 +Also add link to:
 +
 +[[receiving_monographic_materials_in_non-shelf-ready_shipments]]  ​
 +
 +**CD-ROM and DVD-ROM cataloging instructions** - Need volunteer
 +
 +**Microforms cataloging and processing** - Done
 +
 +Already on wiki
 +
 +[[microforms_overview]] ​
 +
 +**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
 +
 +[[item_record_creation_for_gifts_cat_seps_ser_anals]] ​
 +
 +**Added copies** -Susan?
 +
 +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
 +
 +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)
 +
 +
 +
 +===== 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
 +
 +
 + --- //​[[cturner@library.umass.edu|Primary contact: Christine Turner]]//
  
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