UMass Amherst Libraries: Information Resources Management Staff Wiki

049_fields

Anonymous (anonymous@undisclosed.example.com) — 2019-11-20T19:38:36+0000

049 field codes Automatically add holdings and items by using these 049 field codes in the OCLC record. First update our holdings (if doing manually), then in 049__ AUMM accordingly : * AUMBK = monographs * AUMCD = CDs * AUMDDR = SCUA items from the East German collection

910_formatting

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

910 Formatting We should all be using a standard format for our date and initials in the 910 fields, and we agreed to use the following format: XXX mm/dd/yyyy. Remember to include leading zeros in month and day, and use 4 characters for the year. Notes like pcatfix, recon, or recat should come after the date.

access_coordination

Anonymous (anonymous@undisclosed.example.com) — 2024-08-30T19:45:02+0000

Access Systems Coordination Resources are represented in the Library web site, EDS as Discovery, SFX, and Aleph records. Below is some information about how access is coordinated as of July 2017. * [SMG minutes October 16, 2017] * [Management of Link Resolver Records in Discovery] A brief synopsis is that we do not load bib records into Aleph unless there is an order record that needs to be attached. This means that individual subscriptions and eJournal package cover records are uploaded.…

added_copy_or_edition

Anonymous (anonymous@undisclosed.example.com) — 2020-03-04T16:57:12+0000

Added Copy or Edition? How to Decide I. General information I. Use these guidelines to make local decisions on treating new materials as added copies (duplicates) or as separately cataloged, different editions in cases where the same title is already in the Library's collection. Compare the new work in hand with the information shown in our local cataloging record for the already existing title we own. Decisions on whether or not to use a given OCLC record are governed by detailed guideline…

adding_copies_or_volumes

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

---------- Adding Volumes Monograph titles which are published as a set of volumes frequently issue such volumes separately over a number of months or years. At times, the numbered volumes are published out of sequence. Receiving volumes This section is covered in the wiki document

adding_dissertations_and_theses_to_scholarworks_collections

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:27:38+0000

PAGE OUTDATED ARCHIVED Adding Dissertations and Theses to Scholarworks Collections 1.) Open up ScholarWorks in two separate windows. You will be using one ScholarWorks window in an administrator mode and the other in the public mode. In the first window click on My Account and log in. Click on scholarworks.umass.edu - tools to configure this site.

aleph_tools

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:49:33+0000

PAGE OUTDATED ARCHIVED ALEPH Tools Holdings number look-up in ALEPH Click on ALEPH at the top left side of the screen Choose “Connect to...” FCL 60 - FCL Holdings Type the holdings number into the search box at the top left hand side of the screen and click on the arrow to search for the record

alexander_street_marc_loading

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:51:42+0000

PAGE OUTDATED ARCHIVED THIS PAGE IS USED ONLY FOR REFERENCE FOR PAST PROCEDURES This page describes the general procedures for loading records into Aleph. Individual vendor records may require special handling. Below is a list of vendors that use these basic loading instructions:

analyzed_serials_monographic_series_instructions

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:51:55+0000

PAGE OUTDATED ARCHIVED Analyzed serials and monographic series instructions Instructions

arl_e-resources_collection_statistics

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:52:28+0000

PAGE OUTDATED ARCHIVED ARL Electronic Resources Collection Statistics Each year we report collection numbers to the Association of Research Libraries. The E-Resources unit puts the total numbers of e-journals and abstracting and indexing tools (paid and not paid) are added to the ARL EResources masterfile for 20xx, an .xls in S:\Acquisitions\ARL Statistics. That file is sent to Mae each month.

attendance_policy_2021

Anonymous (anonymous@undisclosed.example.com) — 2024-05-21T14:21:20+0000

Attendance Policy Whiteboard * Write your remote days in your line. * On days that you are in the office, continue to use the magnet to indicate that you are “in”. * When you leave for the day or go to another building for a meeting, move it to “out”.

barcoding_serials_-_stacks

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Draft Draft Draft Draft Draft --- Marcelle Lipke 2009/05/14 11:25

batch_conversion_of_etds_to_e-records_with_scholarworks_urls

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:52:55+0000

PAGE OUTDATED ARCHIVED Batch Conversion of ETDs to e-records with Scholarworks URLs Link to ETD Workflow Google doc: NOTE: Some older ETDs will be “OPEN” (remain accessible) via the Internet Archive. These will be processed according to general OCA digitization procedures. Most ETDs, however, will the

batch_loading_team

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:42:09+0000

The Batch Services Team BSW works to coordinate batch services in Aleph and in particular the batch loading of bibliographic metadata title sets for eresources and batch processing Local Holdings Records for print serials. Members are Jennifer Eustis, Ann Kardos, Amelia Sutton, and Jack Mulvaney.

batch_uploading_etds_to_scholarworks

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:53:21+0000

PAGE OUTDATED ARCHIVED Batch Uploading ETDs to ScholarWorks Link to ETD Workflow Google doc: Transform MARC.XML file of short-version bibs.+IA URLs to Bepress XML: Preparation: Masters theses should be in a separate file from doctoral dissertations.

batch_uploading_oais_to_oclc_and_aleph

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:53:38+0000

PAGE OUTDATED ARCHIVED Batch Uploading OAIs from Scholarworks into OCLC and Aleph CHANGE TITLE? ETDs (Current) Processing ScholarWorks OAIs NOTE: My helpful “hints” will appear in Italics. Introduction The Graduate School will email “Packing Lists

best_practices_for_managing_this_wiki

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Best Practices for Managing This Wiki Topics on this page address common practices, or standards, for creating, editing and managing content on the Information Resources Management Staff Wiki. Applying these conventions will create a more friendly environment for wiki users. In addition to what's covered here, the UMass Libraries Web Coordinating Committee

better_world_books

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Better World Books Better World Books (BWB) is a company that accepts discarded library books in support of literacy programs throughout the world. BWB only wants books in good or better condition (see Acceptance Guidelines for more information). Ordering supplies such as shipping supplies and pre-paid shipping labels via the

bind_marks

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Bind mark for each serial can be found in 'Subscription info tab'. If this note was lost in the migration to ALEPH, refer to previously bound volumes for regular pattern. DRAFT Bind Mark Item record:egs. ABLE bind.slip:egs.(Spine)

bindery_able_lot_closing_and_opening

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

BINDERY - ABLE LOT OPENING AND CLOSING At enter “600100” as the ACCOUNT ID. Enter your OPERATOR ID and PASSWORD. Click on LOG ON. TO CLOSE A LOT: 1. On the main screen be sure that the LOT ID is the lot you want to close. 2. Click WINDOW.

bindery_journal_exceptions_workflow

Anonymous (anonymous@undisclosed.example.com) — 2020-11-23T18:23:28+0000

Bindery Journal Exceptions Workflow for individuals tasked with reviewing exception requests * EAST retention: * Review EAST database to see if there is a retention commitment. You can look this up by OCLC number in the EAST Retentions database * Binding is appropriate for journals with an EAST retention commitment (stop here)

bindery_policy

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Bindery Policy 2017 Bind select journals * Do not bind journals with a Portico status of Preserved; may bind journals with a Portico status of Queued * Do not bind a subscription title that is reliably available online * Do not bind Open Access titles

blanket_orders_memberships_and_blanket_payment_records

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Blanket Orders, Memberships & Blanket Payment Records This is a list of organizations from which we receive many or all of their titles because we are either members or have a blanket standing order. Instructions for creating Aleph bib records are in

blocking_theses_from_public_view_in_scholarworks

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Blocking Theses from Public View in ScholarWorks On rare occasions - withdrawal requests from the author, temporary blockage requests from the Graduate School Office - it is necessary to block an uploaded thesis from public view in Scholarworks. There are three ways to do this:

book_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2022-07-14T20:10:47+0000

Book Cataloging - Monographs Book Cataloging

books_ordered_for_staff_use

Anonymous (anonymous@undisclosed.example.com) — 2021-02-09T20:16:49+0000

Staff Working Tools Procedures General Cataloging and processing will be completed on a Rush basis Sometimes the Library will acquire materials that are intended to be used as working tools for staff in the various units of the Library or for committees or working groups. These tools will generally be located in the unit that will use them.

cataloging_e-resource_versions_of_print_dissertations

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:54:11+0000

PAGE OUTDATED ARCHIVED Cataloging electronic resource versions of UMass print dissertations The UMass Amherst library began receiving electronic resource versions of the University's dissertations and theses in 1997. Prior to this the library received only print copies, and now those are becoming available via ProQuest's digitization project of dissertations going as far back as 1964.

cataloging_free_online_resources_in_the_depository_adm_for_all_five_colleges

Anonymous (anonymous@undisclosed.example.com) — 2020-04-30T14:13:26+0000

*ARCHIVED* Cataloging Free Online Resources in the Depository ADM for all Five Colleges Cataloging Free Online Resources in the DP for all Five Colleges Download record from OCLC Connexion [The following actually does not work: after removing the 049 (so that on import into ALEPH no Item, HOL, etc. is created automatically

cataloging_monographs_fastcat

Anonymous (anonymous@undisclosed.example.com) — 2021-03-09T20:26:10+0000

Records for printed books must correspond to book-in-hand. Do not guess based on similar items, or match the item to records that are not identical. Book-in-hand must be an exact match to the record exported into the catalog. Cataloging Open Connexion

cd-rom_cataloging_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

CD-ROM Cataloging Instructions [under construction - Cindy Spell 12/10/14] CD-ROMS FOR DU BOIS MEDIA COLLECTION Identify and download the correct OCLC record for cataloging the item in hand. Create a local call number for the item in hand: 099 subfield a CD-ROM 2nd subfield a[accession number from R drive - see below]

changing_one_year_campus_access_titles_to_open_access

Anonymous (anonymous@undisclosed.example.com) — 2020-04-27T19:36:08+0000

Changing one year campus access titles to open access in ScholarWorks A. Preliminary This procedure applies to recent dissertations and theses entered into ScholarWorks by the authors. As of 2014, each author can opt to make his or her dissertation

circulation_documentation

Anonymous (anonymous@undisclosed.example.com) — 2021-02-02T23:48:04+0000

Circulation Documentation on Google Drive

circulation_onthefly_procedures

Anonymous (anonymous@undisclosed.example.com) — 2019-10-17T13:46:07+0000

Circulation On The Fly Procedures Per Gabe Stetson: We don’t create on the fly records (anymore). We stopped doing on the fly about a year ago. We link items to existing records (just like the linking project), and any item that doesn’t have a record gets brought back to IRM for rush cataloging.

closing_monographic_series_records

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Closing monographic series records Most titles end publication at one time or another, with or without completing the series. The Acquisitions team will pass on any such information to the A/V cataloger, but sometimes there is no formal notification from the publisher so it is necessary to check each latest volume itself via the book jacket (if present) and/or the forewords or introduction in the volume.

collection_analysis_task_force_catf_recommendations_2017

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

These recommendations are extracted from the Collection Analysis Task Force: CATF Final Report. From the Executive Summary: Responsible collection stewardship includes regular assessment of collection resources. This assessment should include, at a minimum, data from the following: academics & enrollment, acquisitions, circulation, interlibrary loan, and usage statistics. Collections-related data are currently collected in the UMass Amherst Libraries through various avenues and made available t…

collection_development_policy

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Delete

connexion_export_path_settings

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T18:58:50+0000

PAGE OUTDATED ARCHIVED Fields to delete upon export: 029,035,037,092,096,098,938,994,856,891,887,590,690,790

connexion_macros

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Creating Connexion Macros There are two ways to create your own personal macros in Connexion - via Edit and via Record. Edit requires you to know the macro code or at least have a copy of the desired code; Record allows to 'record' the macro as you type in Connexion.

constant_data_templates

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:37:07+0000

Creating a Constant Data Template in Connexion Constant Data is a technique in Connexion which allows you to create templates for original cataloging records whose fields and information are the same - two good examples of this use are our electronic dissertations (OCLC #875175367)and SCUA community cookbooks (OCLC #854912107). You can set up your Constant Data to a) remind you of any information you're supposed to include such as fields and subfields, and b) save you the trouble of retyping ph…

copier_scanning

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Copier Scanning, Formatting for Optical Character Recognition Copier Scanning Instructions You can scan documents at both copiers in IRM. Here's how: * Press the “Features” button * Select “All Services” on the keypad * Select “Network Scanning” on the keypad

correcting_theses_and_dissertations_metadata_on_scholarworks_pages

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Correcting theses and dissertations metadata on ScholarWorks pages: These instructions work for correcting metadata for all Masters theses and for dissertations in the Open Access Dissertations series. For errors with the dissertations we get through Proquest email:

create_edit_holdings_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:50:20+0000

Create and Edit Holdings Records Create and Edit Holdings Records This document describes the fields that are required for new and edited holdings records in Inventory. Particular attention is given to how to input call numbers. Holdings are required if you want to attach items to a title and this is also the record where we save electronic access information for the resource described by the instance record.

create_edit_item_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:58:27+0000

Create Edit Item Records Create and Editing Item Records How to create one or more new items or edit an existing item

creating_brief_inventory_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T16:00:53+0000

Creating Brief Inventory Records External Link How to create a brief inventory record when no record currently exists in OCLC

cross-linking_bound-withs_title_changes_and_ser_anals

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:00:41+0000

PAGE OUTDATED ARCHIVED - DO NOT USE THESE INSTRUCTIONS Under review for FOLIO. Direct questions to Ann Kardos (Aleph Workflow-Information Resources Management) (Working Draft, 6/29/11) Cross-linking (or X-linking): Bound-withs, title changes and ser anals.

cutter_table

Anonymous (anonymous@undisclosed.example.com) — 2020-07-24T19:48:59+0000

Cutter Table (1) After initial vowels for the second letter: b d l-m n p r s-t u-y use number: 2 3 4 5 6 7 8 9 (2) After initial letter S for the second letter: a ch e h-i m-p t u w-z use number: 2 3 4 5 6 7 8 9

data_import

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:32:03+0000

Data Import FOLIO Community Data Import Documentation

databases_packages_-_new_purchases_checklist

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:39:40+0000

PAGE OUTDATED ARCHIVED Databases & Packages - New Purchases Checklist Resource name: Online host: * Signed license returned? * Aleph records created? * L. Matson or C. Turner or H. Deirdre or Scott Stangroom to add URL to proxy server (javascript used?)?

de-duping_oclc_local_bib_records_and_marcit_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:01:40+0000

PAGE OUTDATED ARCHIVED Instructions for Deleting duplicate non-MARCIt records in ALEPH Look up title in Acquisitions module and push to Cataloging module Set up both bib records side by side in split mode in Cataloging module Then go to the acquisitions module

de-ref_procedures

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

De-ref items (Monographs) These may come to me one or two at a time or come as a project on a book truck from Liz Fitzpatrick or Althea. Wand in the barcode on the book and make sure that it matches the bib record. In the Holdings record change the subfield c of the 852 to UGEN (if there is a subfield m with a + it can be deleted but the + doesn’t need to be crossed out on the spine label) In the item record change the status to 01.

deleting_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:55:47+0000

Deleting Instance, Item, and Holdings Records Deleting Records How to delete all three Inventory record types (Instance, Holdings, Item). Currently we have the ability to fully delete both holdings and items from within FOLIO. Deleting instances is more complicated, due to dependencies from other apps and because we predominantly derive our instance records from MARC records saved behind the scenes. The workflow below describes how to 'effectively' delete an instance record, but be aware th…

deleting_records_in_aleph_simple_instructions

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:02:46+0000

PAGE OUTDATED ARCHIVED (Aleph Workflow-Information Resources Management) (Working Draft, 4/1/10) Deleting Records in ALEPH (simple instructions) NOTE: These instructions are for deleting a bibliographic record. However, in some cases you may want to

depository_transfers_oclc_local_holdings_records_lhr_procedures

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:05:31+0000

UNDER REVIEW LHR procedures have changed contact: Jennifer Eustis, Depository Transfers: OCLC Local Holdings Records (LHR) Procedures Textbook Annex: Create a collection for materials moved to the text book annex, using the title list of materials being moved out. Add an ILL link to the records, similar to what was done for the legal collection/Palmer.

digital_bookplates

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Digital or Virtual bookplates Enter URL into the bib record following this example: 856 42 $u $z Lawrence Smith digital bookplate

discovery_resource_management_systems_enhancements

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

All requests for enhancements/changes/updates to systems administered by the Discovery & Resource Management Systems Unit should be submitted via the appropriate LibWire Support Desk Form as noted below. Library Resource Management System Use the Aleph Help Form to submit requests for the Library catalog and Aleph Integrated Library System.

dissertation_and_thesis_degree_supervisors

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

DISSERTATION AND THESIS DEGREE SUPERVISORS Below is a list of UMass faculty and visiting faculty who are named as degree supervisors on University dissertations and theses from May 2014 on. * A supervisor's name with an external link will lead to his or her appropriate Library of Congress Authorities page.

dissertations_access_public_information

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T14:39:20+0000

PAGE OUTDATED ARCHIVED Dissertations Access and Public Information UMass dissertations and theses from May 2014- on will no longer have a permanent Campus Access status. Instead, each author can opt to make his or her dissertation Campus Access only for a period of one or five years. This will be noted on the individual Scholarworks metadata pages along with any embargo dates. Since it will be difficult to keep track of exactly when a work will become open access, as well as when an embargo …

dissertations_and_theses_overview

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Dissertations and Theses Overview Open Access Dissertations * Available in the Open Access Dissertations series on ScholarWorks * Fulltext is available to all both on and off campus * Catalog records will have a link to the title in the Open Access Dissertations series on ScholarWorks

dissertations_cataloging_task_list

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T18:44:54+0000

PAGE OUTDATED ARCHIVED DISSERTATIONS CATALOGING TASK LIST Establish base cataloging templates and tracking spreadsheets: * Create/update Connexion cataloging templates for dissertations and theses. Incorporate any new fields and/or changes as needed in both Fixed fields and bibliographic fields.

dissertations_marcedit_task_list

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:40:06+0000

PAGE OUTDATED ARCHIVED ====== MarcEditor Task List for Dissertations and Theses ====== The following is a breakdown of the Task List which is run to convert UMass eTDs harvested via MarcEdit's OAI Harvesting from our Scholarworks' Digital Commons repository. If any changes are made in the Task List, please note the changes here also.

dissertations_missing_from_scholarworks

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:10:06+0000

PAGE OUTDATED ARCHIVED How to deal with dissertation titles that are missing from ScholarWorks Background on the process: All dissertations are submitted through Proquest. They are then added to ScholarWorks@ UMass Amherst via a feed that gets delivered to Bepress Digital Commons (the system that runs ScholarWorks) on the 15th of each month. The feed contains links to all of our dissertations (both Open Access and Campus Access) in the Proquest Dissertations and Theses database.

documentation_policy_for_irm_department

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Documentation Policy for IRM Department All documentation for workflows and procedures in the IRM Department should be on the IRM Department staff wiki. If the wiki does not work for the type of information you are creating and you must use some other type of document (e.g. an Excel spreadsheet or a Google spreadsheet) please create a page on the wiki with either a link to the document or the file path to the document's location on a shared network drive.

dvd_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2022-07-14T20:07:03+0000

DVD Cataloging DVD Cataloging

dvd_cataloging_streamlined_guidelines

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:07:50+0000

DVD Copy Cataloging - Streamlined Guidelines *Place barcodes in the upper left corner of the front of the DVD case *Put AUMDVD in 049 field in Connexion. This will automatically add an item holdings admin and order record in Aleph. Title search

dvd_end_processing

Anonymous (anonymous@undisclosed.example.com) — 2020-04-28T15:24:57+0000

DVD Processing Instructions – Feb 2020 Use this DVD as an example when you process the DVDs in the back room. 1. Target the outside spine of the case – black cases get ½ target (centered in middle); clear cases get whole target (centered down spine, do not start at top of case). NOTE: For CLEAR cases: If back of jacket is plain white, put full target on spine portion of paper jacket. If back of jacket has info/pictures on it, place full target on outer side of case spine (target will show th…

dvd_fastcat_instructions

Anonymous (anonymous@undisclosed.example.com) — 2025-10-17T15:05:33+0000

DVD FastCat Instructions Use these instructions UMass DVD Cataloging OLD! for reference only Receiving items * Search for each item by title in the Aleph Acquisitions module by clicking on the binoculars * Click show * Click on the title * Click on orders *

e-journal_package_maintenance

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

EJournal Package and Monographic Series Maintenance Most of our e-journal packages are subscriptions and the titles included change from year to year. Maintaining accurate and legitimate access requires review and updates in SFX, which then updates the WorldCat Local knowledge base through an SFX file load, and Aleph catalog records through the

e-resource_record_quality_checklist

Anonymous (anonymous@undisclosed.example.com) — 2022-05-24T13:35:47+0000

E-resource record quality checklist This list lists general guidelines for MARC 21 bibliographic fields to be included in bibliographic records for electronic resources. Batch loaded electronic resources are evaluated separately using an evaluation form.

e-resources_cataloging_-_fastcat_standards

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:26:58+0000

E-Resources Cataloging - FASTCAT Standards E-Book Cataloging How a MARC record for an individual e-book title gets into our catalog depends on the publisher and source of the records. Some come as part of packages and some are ordered on a title-by-title basis. The Batch loads are tracked via this

east_lhr_oclc_data_sync_workflow

Anonymous (anonymous@undisclosed.example.com) — 2022-08-19T14:28:30+0000

EAST OCLC Data Sync Resources Aleph EAST Shared Print Serials Program Guidelines EAST LHR OCLC Data Sync Workflow Register Shared Print Retention Commitments for Individual NonWMS Libraries OCLC Metadata Services Shared Print OCLC Shared Print Guide Other helpful OCLC Data Sync Documentation

east_reallocations_spreadsheet

Anonymous (anonymous@undisclosed.example.com) — 2020-11-23T18:15:42+0000

EAST Reallocations Spreadsheet Record changes to EAST commitments on this spreadsheet: EAST Reallocations Spreadsheet Reasons to add titles and OCLC numbers to this list: * Item is missing * Item is damaged * Item is transferred to the Annex * Overlaid record with a different OCLC number

ebooks_new_titles

Anonymous (anonymous@undisclosed.example.com) — 2020-05-19T17:22:44+0000

E-Books: New Title Workflows: Check with Acquisitions and Metadata Page Might not be current This is an attempt to classify, with examples, the different e-book acquisition inputs, then to continue with the processes for their acquisition, cataloging and ongoing maintenance.

ebsco_training_recordings

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:24:49+0000

EBSCO Training Recordings EBSCO Training Recordings

ebscohost_maintenance

Anonymous (anonymous@undisclosed.example.com) — 2022-08-23T19:27:31+0000

EBSCOhost Database Maintenance Management of content in EBSCOhost is not quite the same as managing content in EDS. Also See * HLM Admin Maintenance * EDS Admin Management Field Code Searching Field codes allow for searching individual metadata fields in EDS and EBSCOhost. There is no centralized place on EBSCOConnect where this lives. Below are some of the most important.

edits_quickmarc

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:38:33+0000

Edits in quickMARC Edits in quickMARC

eds_admin_management

Anonymous (anonymous@undisclosed.example.com) — 2022-08-16T15:05:44+0000

EDS Admin Management This page is now deprecated. Please see the Confluence page in the Five College space: Management of content in EDS means balancing the combination of EBSCO published (EBSCOHost) and non-EBSCO published metadata. EBSCO partners with publishes for eResource metadata and we provide a file of our FOLIO records as well as several institutional repositories to create the search exp…

eds_summer_2017_timeline

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Follow this link for Discovery & Resource Management Systems Enhancements

ejournals_-_adding_new_titles_marcit

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

EJournals - Adding New Titles (MARCIt) These are procedures for adding bib records and order records for new titles for electronic journals. Open Access * Adding new open access ejournal titles (no bib in Aleph already) Acquisitions ERM staff will:

ejournals_-_new_purchases_checklist

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

EJournals - New Purchases Checklist Title of Journal/Package: * Check Ebsconet, Harrassowitz or consortium for availability, price, IP access, license requirement * If *we* need to do a new license, request it from Ebsco or Harrossowitz rep, review and negotiate

ejournals_title_transfer_checklist

Anonymous (anonymous@undisclosed.example.com) — 2019-01-15T18:22:03+0000

Ejournals - Title Transfer Checklist Title transfers and changes are heaviest during renewal season and are tracked on this Google sheet: This sheet includes: * Package to package transfers * Package to individual subscription * Individual to package

electronic_access_issues_for_cancelled_or_ceased_in_print

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Print cancellation workflow Order status codes for print cancellations: * LC = Library cancelled (for Library-initiated cancellation that doesn’t qualify as a CE) * VC = Vendor cancelled (vendor-initiated cancellation) * CLS = closed (Miscellaneous Library-initiated cancellations such as “no longer receiving”)

electronic_dissertations_workflow

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T18:48:48+0000

PAGE OUTDATED ARCHIVED Electronic Dissertations Workflow Overview Three times a year (for February, May, September), the Office of Degree Requirements in the Graduate School of UMass receives dissertations submitted for a Ph.D. or Ed.D. degree. Graduate students do an online submission of their works to ProQuest, which then gives the Graduate School access to the back end of this submission system so that each submitted title can be reviewed. Once the Grad School gives the go-ahead to publish…

electronic_resource_order_form_and_invoice_storage_procedures

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Electronic Resource Order Form and Invoice Storage Procedures * If you don't have an electronic copy, scan digital order form or invoice. Optimize for OCR. This is important so we can search orders and invoices by product name * Save order form with filename including fiscal year and date, e.g. 2016_08152016, to associated product publisher or vendor *license* folder on the network drive, e.g. R|S:/coll_management/Acquisitions/Electronic Resources by Organization/AccessibleArchives/Orders

electronic_resources_-_creating_links

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Electronic Resources - Creating Links to Resources When NOT to add proxy (silk) prefix * Don't add the proxy prefix to SFX URLs (they begin ...) * Don't add the proxy prefix to ebrary URLs (they begin ...) * Don't add the proxy prefix to URLs copied from the Research Databases Locator

electronic_resources_cancellation_checklist

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Electronic Resources Cancellation Checklist Notifications * Vendor. Save copy to eleres/cancellations folder * Eleres blog (C.Turner) * Usage statistics for packages or databases (N. Washburn) * E-Reserves (if applicable) * Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc.

electronic_resources_invoicing_in_aleph

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Electronic Resources Invoicing in Aleph Vendor and Invoice Information * On the INVOICE BAR, click the icon next to the first field to view the vendor list and select a vendor or type in the vedor code if known. In the adjacent field, enter the invoice number just as it appears on the invoice with any letters, spaces or slash marks and click the blue arrow.

electronic_theses_workflow

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T18:49:33+0000

PAGE OUTDATED ARCHIVED Electronic Theses Workflow Three times a year (for February, May, September), the Office of Degree Requirements of the Graduate School of UMass receives theses submitted electronically for a Master’s degree. Once these works are reviewed and approved, the Graduate Office publishes each to the web in ScholarWorks via the BePress Digital Commons System. The Office then emails to the library's Thesis Cataloger an Excel spreadsheet containing information for each author whos…

end_processing_student_job_description

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Information Resource Management Department End Processing/General Student Assistant—2012 Job Overview: The Information Resource Management department is responsible for processing all materials (e.g. books, CDs, DVDs, etc.) that are received by the Library. A student assistant in the department would, for example, stamp and place plates and targets in books before they are sent to the book stacks. Some work may involve retrieving books from the stack floors using metal carts, running compu…

endowment_fund_orders

Anonymous (anonymous@undisclosed.example.com) — 2021-08-04T13:53:30+0000

Endowment Fund Orders Placing Orders with Endowment Funds The Library has a number of endowed funds we can use to order library materials. Every year, the Foundation Office (Boston) notifies the Library Business Office how much the Library can spend using these monies. The Library Business Office publishes these amounts on the Acquisitions Statement of Accounts. The head/assistant head of acquisitions, in conjunction with the coordinator of collection development, notifies subject selectors re…

etd_digitization_project_shipping_process

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:28:27+0000

PAGE OUTDATED ARCHIVED ETD Digitization Project Shipping Process Item Process Statuses: DI = in process (scanning) DO = out for scanning MI = withdrawn (suppressed) Pulling and checking dissertations for damage pre-scanning Working from the Masterfile list, create an Excel list by Department (i.e. Education), sorted by call number (year, alphabetical author name). IMPORTANT: Indicate on this list which dissertations/theses have been already scanned! Select the theses and dissertations to…

evolving_workflows_-_2016

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

IRM Evolving Workflows [IRM Workflow Review Task Force Final Report] [Prioritizing and Planning] [Workflows Template] [IRM Organization Chart 2015 (historical)] [IRM Organization Chart 2017 (new)] [IRM Major Unit Activities 2017] [IRM Personnel Chart 2017] The IRM Department has experienced significant changes in the last few years due to numerous factors: changing user expectations, retirements, the shift from print to electronic resources, new formats and new kinds of resources, and e…

ezproxy_maintenance

Anonymous (anonymous@undisclosed.example.com) — 2025-05-19T20:32:27+0000

EZProxy Maintenance OCLC's EZProxy is a service which allows authorized patrons to access publisher content remotely which would otherwise be behind a paywall on the open web. We provide the IP address to our proxy server to all publishers so that once patrons authenticate into the server, their web traffic is shown as coming from a valid UMass Amherst IP address which grants them full access to our subscribed content. When patrons attempt to access subscribed content on the open web from home …

faculty_writing_place_-_cataloging_processing

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Faculty Writing Place - Cataloging & Processing Bib Record Edit or prepare bib record as usual. Item Record * Sublibrary = UMDUB * Collection = UGEN * Item Status = 03 * Item Processing Status = PC * OPAC note =

fast_originalcat_music_recitals_cds

Anonymous (anonymous@undisclosed.example.com) — 2019-12-12T16:18:58+0000

These are brief instructions for cataloging music recitals from the Music Department. Recitals require original cataloging. Accompanying material can be kept if this fits into the case. If that accompanying material does not fit, it is not necessary to keep it. There should be 2 copies of the recitals. One copy stays in the UMass collection and the other is routed to Archives.

fastcat_instructions

Anonymous (anonymous@undisclosed.example.com) — 2022-02-23T22:12:27+0000

Receiving Monographs Using FASTCAT Standards 1. Scan ISBN or type in title to “FIND” field in SEARCH section of Acquisitions module 2. View MARC catalog record 3. Evaluate MARC record for FASTCAT - (Susan will search OCLC and overlay a better record where record in ALEPH is not up to FASTCAT standards. If someone is filling in for her, they can just evaluate the ALEPH record and, if it does not meet the FASTCAT criteria, shelve it for a cataloger to look at later. If the book is a RUSH item…

fastcat_lps

Anonymous (anonymous@undisclosed.example.com) — 2020-04-30T15:55:14+0000

Records for LPs must correspond to the LP-in-hand. Do not guess based on similar items, or match the item to records that are not identical. LP-in-hand must be an exact match to the record exported into the catalog. OCLC Connexion Open Connexion File > Logon

fastcat_music_audio_recordings_cds

Anonymous (anonymous@undisclosed.example.com) — 2020-04-30T15:48:38+0000

Records for music audio CDs correspond to the CD in hand. Do not guess based on similar items, or match the item to records that are not identical. CD in hand must be an exact match to the record exported into the catalog. Instructions last updated in 2013 Cataloging Search for a matching record in Aleph:

films_on_demand

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:29:09+0000

PAGE OUTDATED ARCHIVED Films on Demand MARC Record Loading. * Go to: (Login information available from Acquisitions) * Click on MARC Records * Download the .mrk file that you are going to load into Aleph. * Open the downloaded file with the MARCedit MARCeditor

five_college_annex_processing_procedures

Anonymous (anonymous@undisclosed.example.com) — 2020-11-23T18:25:17+0000

POLICY for ADDING SERIALS/PERIODICALS to 5-COLLEGE ANNEX Recommendations of Five Colleges Meeting, Wednesday, November 18, 2009 (Revised, Dec. 24, 2009) (Annex Revision: June 15 2018) This is the long-version update to the existing 5-College Depository Policy for adding materials to the Five College Library Annex in Hatfield.

five_college_microforms_repository

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Five College Microforms Repository Policy August 2017 version 3.0 Five College Microforms Repository Background Statement In September, 2010, UMass Amherst Libraries (UMass) proposed to the 5C Collection Management Committee (CMC) that UMass was willing to become a central repository for microforms for the Amherst, Hampshire, Mt. Holyoke and Smith (4C) libraries interested in de-accessioning those materials. Microforms do not now receive the use they once did. This is very similar to creat…

five_college_microforms_repository_policy

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Five College Microforms Repository Policy In 2011, the UMass Amherst Libraries (UMass) became the central repository for microforms for the Amherst, Hampshire, Mt. Holyoke and Smith (4C) libraries interested in de-accessioning those materials. This is very similar to Five College Repository collection for print materials except it is housed in the W.E.B. Du Bois Library, which has equipment and service support along with the most extensive open hours.

five_college_uniform_language_for_linking_in_856_fields

Anonymous (anonymous@undisclosed.example.com) — 2019-05-13T19:22:27+0000

Five College Uniform Language for Linking in 856 fields 856 40 $z Public Note -- Uniform Language for Linking 856 fields will not display in EDS unless they are exactly as follows: a. Amherst College: Link to resource b. Hampshire: Link to resource

folio_gift_books_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2022-07-14T20:04:34+0000

Gift Books Cataloging Gift Books Cataloging

folio_production

Anonymous (anonymous@undisclosed.example.com) — 2022-07-13T14:45:11+0000

FOLIO production FOLIO production

folio_sandbox

Anonymous (anonymous@undisclosed.example.com) — 2023-01-19T17:48:34+0000

FOLIO Sandbox FOLIO Sandbox

foreign_vendor_list_for_monographic_ordering

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

FOREIGN VENDOR LIST FOR MONOGRAPHIC ORDERING Africa S. Africa (nation): use thoro (Thorold, Frank Pty.--pay with credit card) Southern Africa: use clbks (Clarke’s Bookshop) Also try: www.Meabooks.com, Amazon, etc. Albania Anguilla Antigua Argentina camb1

general_guidelines_for_eresources

Anonymous (anonymous@undisclosed.example.com) — 2023-03-10T17:16:47+0000

Electronic Resources General Guidance These guidelines are to help those who work with eResources of any type (ebooks, ejournals, escores, emaps, etc.). Follow the general metadata checklist to ensure all information is included in the eResource record. The language of cataloging should be English (eng). Remember to set holdings on the appropriate OCLC WorldCat record.

gift_notes

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T20:05:11+0000

Format for the 541 note, in conjunction with standards formed the Aleph policies and procedures group--all 541 notes should have the appropriate institution code in $5. $5 is “Name of institution to which the field applies.” UMass's institution code is MU.

gift_policy

Anonymous (anonymous@undisclosed.example.com) — 2020-05-28T14:31:17+0000

The gift policy is available at . A list of contacts for donations is available at the end of the policy. Please refer all inquiries for donations to the appropriate email account. For general collections donations, Sally Krash is currently serving as the gifts librarian. Sally may reach out to internal colleagues for guidance on specific donations. That may include another librarian working with a potential donor, depending on the kin…

gifts_procedure_for_unplanned_gifts

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Gifts Procedure for Unplanned Gifts When a monographic gift item is first unpacked, keep any inserts/letters about the gift with the item and insert a Gift Routing Slip (see Susan to obtain). Either give the item to Susan, or follow this procedure

glossary

Anonymous (anonymous@undisclosed.example.com) — 2019-05-03T13:03:12+0000

Glossary of IRM Terms 0-9 050 LC Call Number: It is a LC classification number assigned to a resource by a Library of Congress cataloger. For some non-print material, a locally determined appropriate suffix is added for local catalog needs to easily identify the format

goals

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

FY19 Goals IRM Departmental Goals * Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results in progress * Review CATF report recommendations and implement

gov_docs_transfer_project_instructions

Anonymous (anonymous@undisclosed.example.com) — 2021-03-02T20:37:03+0000

Gov Docs Transfer Project Cataloging Instructions The goal of this project is transfer the print copy to Du Bois stacks and to check if there is an electronic version. Print version: Scan barcode to look up in Aleph Copy title from bib and search by title to see if there are other records e.g. bunker or existing record for electronic version

gov_docs_transfer_project_student_job_description

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Information Resource Management Department Gov Docs Student Assistant—2012 Job Overview: The Information Resource Management department is working on a project to clear the 6th floor of all print material. Student assistants are needed to search multiple web sites for online material that duplicates the print. There is a considerable amount of pulling, filing and searching of physical material. Working in the integrated library system requires knowledge of identifying the correct record f…

government_documents_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T19:25:30+0000

Government Documents Cataloging International, federal, state, and local government documents have been mainstreamed into regular cataloging workflows. Catalog these are you would any other resource. Give government documents LC call numbers. They will be shelved in the stacks with the rest of our general collection.

graduate_degree_program_codes

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:34:42+0000

Graduate Degree Program Codes The Graduate Records Office uses the following codes for program degrees when it creates a spreadsheet for dissertations and theses for the library's Thesis Cataloger. The codes specify the name of the degree program to be used in the 657 field when a bibliographic cataloging record is created for each work. Note that some degree programs have undergone name changes and/or mergers over the years, but the library goes by whatever degree program name the Graduate Re…

green_office_program

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

hathitrust

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

HathiTrust Link to ETD Workflow Google doc: HathiTrust Support: Submitting Holdings to HathiTrust As a condition of our membership in the HathiTrust (HT) Partnership we are required to submit records for our print holdings annually. HT requires the holdings be separated into 3 files: Single Part Monographs, Multi-Part Monographs, and Serials. Information on submitting hold…

hlm_admin_maintenance

Anonymous (anonymous@undisclosed.example.com) — 2022-11-29T13:23:54+0000

HLM Admin Management HLM, or Holdings Management, is the EBSCO system that powers Full Text Finder, Publications Finder (eJournal A-Z), and the exact match eJournal placard in EBSCO. Files from HLM are used to populate Rapid and to provide collection statistics. Maintaining HLM means enabling subscribed, full-text eJournal content at the title, or package level as well as managing linking to that content.

ill_rush_receiving

Anonymous (anonymous@undisclosed.example.com) — 2024-05-22T20:22:32+0000

ILL Books on Demand RUSH Items Initial Ordering The current Books on Demand policy is available on Libwire at . It was last updated and approved by Leadership Council in December 2021. ILL Staff Temporarily, until Acquisitions/Cataloging have the capacity, ILL does not automatically send loan requests from patrons which were published in the last 3 years to Acquisitions Review as described in the B…

information_canada_checklist_orders

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

INFORMATION CANADA CHECKLIST ORDERS As a deposit library, the Du Bois Library receives weekly catalogs of newly published titles from various departments of the Government of Canada. Selections are made by the Canadian selector. The completed order page at the back of each catalog can then be mailed to the appropriate address or orders can be selected online from the website (www.pwgsc.gc.ca). Since the fall of 2000 we have been ordering online and the Canadian selector has set up an account fo…

instructions_handling_damaged_copies_replaced_different_edition

Anonymous (anonymous@undisclosed.example.com) — 2021-11-03T16:09:19+0000

See this Google doc for instructions:

inventory_app_documentation

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:29:09+0000

Inventory App Documentation FOLIO Community Inventory App Documentation

invoice_processing_workflow

Anonymous (anonymous@undisclosed.example.com) — 2020-07-01T16:50:35+0000

ALEPH Invoice Processing Invoicing is a multi-step process in ALEPH. Preparing an Invoice for Processing • Search for the item in Aleph. Use title, issn, isbn, order number, etc. to find the item. * If an individual bib. record for a volume or edition in an eBook series is not found in Aleph, determine whether or not there should be a bib. record in Aleph. If a bib. record

irm_social_media

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

IRM Social Media The IRM Social Media working group currently consists of Anne Miller, Christine Turner, Diana Pacunas, Lorraine James and Susan Pease. Christine, Diana and Susan have admin/posting rights to the Libraries' Facebook page. Goals * To share/promote IRM activities to Libraries, UMass community, Library communities, Pioneer Valley

item_record_creation_for_gifts_cat_seps_ser_anals

Anonymous (anonymous@undisclosed.example.com) — 2020-04-22T19:47:36+0000

Item Record Creation for CAT SEPS, SER ANALS & GIFTS (Order records aren’t necessary) 1. Gift routing slip should indicate whether or not the item is an added copy. 2. If the item is not an added copy, check to see if it is part of a numbered series. If it is, go to ALEPH and search to see if we hold the series title. If we do, and we also hold the volume found on the gift shelf as a Ser Add, leave a note on the gift for a selector, indicating that the item is a second copy, and asking whet…

item_types

Anonymous (anonymous@undisclosed.example.com) — 2021-02-09T19:57:45+0000

HISTORICAL INFORMATION Questions? Contact Ann Kardos For current list of material types that will be used as part of the FOLIO migration, please see: Item Material Type Open House presentation Material Type Field Label Definition

known_issues_with_accessing_e-resources

Anonymous (anonymous@undisclosed.example.com) — 2019-06-10T12:16:38+0000

Troubleshooting Electronic Resources Access Problems Common problems reported through various channels, including E-Resource Access Help (dbhelp@umass.libanswers.com), and their solutions are documented here. Broken link report from umass instance

landscape_architecture_and_regional_planning_masters_projects_workflow

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Landscape Architecture and Regional Planning Masters Projects Workflow Print Versions The thesis cataloger (Kay Dion) receives bound print copies of LARP Master projects from Sandi Potyrala of the LARP office. These Terminal Projects are cataloged and uploaded to OCLC then exported to Aleph with a copy going to the main library stacks and a copy going to the Depository. The Projects are already bound in the standard red 03 cover/gold lettering Masters thesis binding and only need to be proce…

learning_commons_documentation

Anonymous (anonymous@undisclosed.example.com) — 2021-02-02T23:52:10+0000

Learning Commons Documentation

license_violation_procedures

Anonymous (anonymous@undisclosed.example.com) — 2025-09-17T14:55:28+0000

License Violation Procedures Violations are reported by vendors via email or to DBHelp. The IP address and timestamp of the violation are often noted. Sometimes a vendor includes their logs containing the information. With the added security features of EZProxy v7 & the campus SSO, most violations are now caused by UMass patrons, not compromised NetID credentials as was previously the case.

licensing

Anonymous (anonymous@undisclosed.example.com) — 2019-01-17T16:53:27+0000

Electronic Resources Licensing Terms of access to many electronic resources, at least those we pay for, are dictated in licenses. Here we outline the workflow and principles of electronic resources licensing here at UMass Amherst Libraries. General Workflow

linked_mt_ida_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-10-29T16:58:00+0000

Linked to Mt. Ida Instructions

linking_project_instructions_current_version_2019

Anonymous (anonymous@undisclosed.example.com) — 2022-02-14T19:37:29+0000

Linking Project Instructions General Workflow ALEPH Base: UMA StaffCat Browse: all call numbers (choose all call numbers because some of the holdings records do not have the 0 for LC call number indexing) Check to see if your call number appears multiple times. You may have a serial that has changed titles or is a serial analytic. An example of a serial analytic would be when you see a serial record with the base call number and then monograph records with no.# or v.# at the end of the base…

linking_project_prescreening_in_aleph

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T14:49:21+0000

PAGE OUTDATED ARCHIVED Linking Project Prescreening in Aleph This document outlines the process of preparing Aleph records and printouts for Linking Project screeners and barcoders. Search by call number (if unable to locate record by call number see Tips below). Click on title. Verify Bib#. Ser anals should not be prescreened(see Tips below).

linking_project_student_job_description

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Information Resource Management Department Linking Student Assistant 2012 Job Overview: The Information Resource Management department is working on a project to create online records for all of the Library’s periodicals. Our student assistants are required to place barcodes on volumes in the stacks area of the Library, accurately transcribe volume information onto linking sheets, enter data into the integrated library system and check completed linking sheets. A high degree of accuracy is …

linking_serials_from_barcoded_sheets

Anonymous (anonymous@undisclosed.example.com) — 2020-09-30T16:18:14+0000

Linking Serials From Barcoded Sheets HISTORICAL WORKFLOW: DO NOT USE If you have questions, please contact Ann Kardos Linking * Type the bib number into the Record Bar box in the upper left corner of Aleph. If no bib number is present locate the item by call number and verify the bib number (see

list_documentation_still_needed

Anonymous (anonymous@undisclosed.example.com) — 2022-05-19T15:46:02+0000

List Documentation Still Needed Monographs DVD Cataloging - (DVD Cataloging Streamlined Guidelines & DVD Fastcat Instructions Equipment Cataloging Government Documents Cataloging Monograph Cataloging - (re-write - Monographs Workflow Overview & Cataloging monographs fastcat)

lockss_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

For URLs and login information see: mbanach (U:)/Accounts and passwords

lockss_setup

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Setup for LOCKSS linking LOCKSS IS CURRENTLY DEACTIVATED IN SFX. NO RETRIEVAL IS OCCURRING. 2016 Proxy Config Entry * T LOCKSS * U * DJ umass.edu * Note: 8082 is the public access port, 8081 is UM admin access. If 8082 port is changed, make change in SFX L/P.

macro_express_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

USING MACRO EXPRESS: an introduction by Kay Dion Direct Scripting Instructions Macro Express provides three different ways to set macros: Scripting Editor, Direct Scripting, and Capture. This handout will focus on Direct Scripting, as I believe this is the easiest way to get started. It will also guide you through the basics to set up a simple macro; others can be found in the Question and Answer section.

macro_express_instructions_on_capturing_mouse_movements

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

MACRO EXPRESS: CAPTURING THE MOUSE! by Catherine Knapp Make sure ALEPH is open and not minimized before you begin. Follow the directions provided by the quick wizard screens: * Click on the icon on the left side of the screen.

maps_cataloging_resources

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Map Cataloging Resources NACO Geographic Name Official Resources Frequently Asked Questions on Establishing Geographic Names for NACO (NACO instructions for establishing geographic names and other map information) Geographic Names Information System (GNIS) or GEOnet Names Server (GNS) - Official Source for geographic names (For names in the United States and Its Territories) Rand McNally Commercial Atlas and Marketing Guide (Ref. G1019.R186 Folio) or any other appropriate gazetteer (For nam…

marc_866_guidelines

Anonymous (anonymous@undisclosed.example.com) — 2021-02-09T19:32:59+0000

MARC 866 Please see Serials Workflow: Holdings Records for more complete information. Only use field 866 on holdings records for serials. Do not use for multi-part sets of monographs or DVDs. For questions regarding serials holdings statements, please contact Ann Kardos. Constructing a Holdings Statement

marc_record_loading

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:31:56+0000

PAGE OUTDATED ARCHIVED Aleph MARC Record Loading Instructions: REFERENCE ONLY Overview: Might include past practices MARC record loading in Aleph generally happens in one of three ways: * Automated loads such as GOBI (YBP) or patron loads * Manual loads for UMass eresources

marcit_record_loads

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:33:57+0000

PAGE OUTDATED ARCHIVED MARCIt Record Loads The following is the general process for adding bibliographic records generated by the SFX/MARCIt! service to the catalog. These are approximately half CONSER records for serials offered by the library through individual or package subscriptions where available, brief records for non-CONSER journals supplied by the SFX system, database aggregators, or open access.

masha_rudman_childrens_collection_cataloging_and_processing

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:26:39+0000

PAGE OUTDATED ARCHIVED Masha Rudman Children's Collection Cataloging and Processing View Instructions

masha_rudman_childrens_collection_codes

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:27:11+0000

PAGE OUTDATED ARCHIVED Masha Rudman Children's Collection Codes These codes are to be used in conjunction with the cataloging instructions for the Masha Rudman Childrens Collection Cataloging and Processing. How to use the chart: The Codes in UPPER CASE in the first column represent a broad category, whereas the Codes in

masha_rudman_childrens_collection_hierarchical_codes

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:35:33+0000

PAGE OUTDATED ARCHIVED Masha Rudman Children's Collection Hierarchical Codes This table is a variation on that found in the wiki page Masha Rudman Childrens Collection Codes. In this particular case, the table lists the major categories plus the subcategories associated with each. See the wiki page above for precise use of these codes in cataloging.%r

mass_docs_cataloging_procedures

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Mass Docs Cataloging Procedures (updated 7/2/15) The Library now receives a small shipment of printed Mass. docs twice a year from the State Library. Because UMass and the State are the only two libraries that hold paper version of Mass docs, we will keep all print docs now. According to Alix Quan, librarian at the State Library, as a rule, keeps two paper copies.

memberships_-_creating_uniform_bib_records

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Memberships - Creating Uniform Bibliographic Records Often multiple serial titles come to us by virtue of a membership to a single organization. A bibliographic record that describes both the organization and the serial titles we receive should be created according to the following template:

metadata_help_libanswers

Anonymous (anonymous@undisclosed.example.com) — 2021-02-02T23:18:15+0000

Metadata Help LibAnswers Queue Site URL * Login by clicking the URL, then scroll to the bottom of the page and click on “Login to LibApps” (in small print) Email address for patrons * MetadataHelp@umass.libanswers.com Resources * Answering tickets training document *

metadata_resources

Anonymous (anonymous@undisclosed.example.com) — 2020-07-24T19:33:01+0000

Metadata Resources * ClassificationWeb * Library of Congress documentation on MARC bibliographic fields (look up by field) * Library of Congress documentation on MARC holdings fields (look up by field) * NACO documentation * NACO training modules (most recent PowerPoints and worksheets) * Searching WorldCat Indexes (Connection, Worldcat, etc.) Guide from OCLC

microcard_microopaque_or_microprint_cataloging_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Microcard, Microopaque, or Microprint Cataloging Instructions 1. Locate correct OCLC record. Make any cataloging changes needed, and download into ALEPH. 2. In ALEPH, add the call number: 099 [blank][blank] _ as instructed in: Microforms Overview Choose call number scheme depending upon whether the item is a microcard, microopague, or microprint.

microfiche_cataloging_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Microfiche Cataloging Instructions 1. Locate correct OCLC record. Make any cataloging changes needed, and download into ALEPH. 2. In ALEPH, add the call number: 099 [blank][blank] ___ Currently, call numbers can be found in the “Red Book” marked “Microforms, CD-Roms, DVD-ROMS Numbers

microfilm_acquisition_policy

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Microfilm Acquisition Policy 5/27/2017 Libraries have developed and provided access to microfilm collections since the early 20th century. Microfilm is a medium with a long shelf life that libraries can use for preserving the scholarly record. With the introduction of digital resources and the conversion of continuing resources to online formats, many libraries have reduced or eliminated their collecting of microform materials.

microfilm_cataloging_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Microfilm Cataloging Instructions 1. Locate correct OCLC record. Make any cataloging changes needed, and download into ALEPH. 2. In ALEPH, add the call number: 099 [blank][blank] _ as instructed in: Microforms Overview Choose call number scheme depending upon whether the item is a monograph, serial, or government document.

microforms_-_history

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Microforms - History [to be deleted by M. Bergin 5/10/16 - C. Spell] History of Cataloging of Microforms at the University Libraries

microforms_overview

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T14:52:11+0000

Microforms Overview [draft 5/5/16 C. Spell] Guides to Microforms * Add 500 notes in holdings records: * for microform set: 500 For guide to the microform set see: [call no.] $5 MU * for printed guide: 500 For microform text see: [call no.] $5 MU

minimal_metadata_guidelines

Anonymous (anonymous@undisclosed.example.com) — 2021-01-14T15:53:38+0000

The following are recommended as a minimum set of metadata elements. Having these elements are critical for end-user discovery and access. * All bibliographic records should have a holdings and item record * Bibliographic records should follow national and local metadata standards and best practices

missing_and_lost_serials_and_bound_periodicals

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T15:03:17+0000

Policy for Missing and Lost Serials and Bound Periodicals Discard duplicate copies of serials/bound periodicals unless there is a compelling reason to retain them. If a serial issue or a bound volume of a periodical is found to be missing, it will be searched three times by Circulation. If the item is not found after three searches conducted over the period of at least one year, stacks management will notify us to withdraw the item.

monographic_continuations

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

**MONOGRAPHIC CONTINUATIONS** Continuations are published in multiple volumes but with a foreseeable/planned end, i.e. a 20-vol encyclopedia. Sometimes all volumes are available at once, in which case we order the set as a multi-volume monograph and do not treat it as a continuation. If, however, the volumes are published one at a time, we set up a Contin order so we can receive each volume as it arrives, e.g., Complete Works of John Milton.

monographs_workflow_overview

Anonymous (anonymous@undisclosed.example.com) — 2020-04-30T15:46:18+0000

Monographs Workflow Overview Non-shelf ready firm orders Acquisitions creates or downloads a bib. record at the time the order is placed, and creates an order record and an item record, with item processing status OO (On Order). Sublibrary location is set as UMDUB, or UMSCI if known. Collection code in the item record is set as UAAA. There is no collection code in the order record. There will not be a call number in these item records. It is more efficient to make the item record from the…

mount_holyoke_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Workflow Log in to OCLC with the Mount Holyoke password (Saved on the R drive in the cataloging folder in a document called “mount holyoke oclc password”) Log in to Aleph with Mount Holyoke permissions Look up brief bib in Aleph * The item will have an MHC barcode label affixed to it.

move_east_lhr_different_record

Anonymous (anonymous@undisclosed.example.com) — 2024-06-17T20:21:54+0000

Move EAST LHR to a different OCLC record using WorldShare

move_items_within_instance

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:41:31+0000

Move items within an instance Move items within an instance This document describes how to move items between locations (holdings) within a single instance record. In our shared catalog, this might mean a transfer to another school or movement between different places within your library.

move_records_different_instance

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:43:55+0000

Move records to a different instance Move records to a different instance This document describes how to move items and/or holdings to a different instance record. We anticipate that this will need to happen frequently for a period of time after going live in FOLIO, to correct situations where records merged incorrectly or were not merged at all as part of our migration into a shared catalog. You might also use this workflow to move holdings and items off of a provisional instance record to a …

mt._ida_reserves

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Cataloguing Copy catalogue any titles according to our regular FastCat (mono or DVD) guidelines. When creating the item, under the General Information (1) tab: * Sublibrary: UMIDA * Collection: UIREG * Item Status: 01 * Item Process Status: PC Create holding as usual.

music_end_processing

Anonymous (anonymous@undisclosed.example.com) — 2020-07-17T18:48:14+0000

MUSIC: End Processing & Linking Anyone doing Music End Processing must be able to read music! Covers must have: * Barcode on top left corner. * “Parts in pocket” label directly under the barcode, if the score has a pocket with parts. (When printing the spine label, simply make an additional label indicating the number of parts in the pocket, one word per line:

naca_publications_cataloging_and_processing

Anonymous (anonymous@undisclosed.example.com) — 2023-08-08T13:40:59+0000

NACA Publications Cataloging and Processing -- Review with Rebecca R-Z HISTORICAL INFORMATION DO NOT USE -- Ann Kardos 8/6/2023 U.S. National Advisory Committee for Aeronautics (NACA) Publications SEARCHING AND CATALOGING Search all NACA publications in OCLC Connexion. 1. If there is no OCLC record, give our copy to Cindy Spell. She will create a new record for OCLC and download it to ALEPH where it will be given a holdings record for the Five College Depository Library. (Sublibrary FCDPT…

nasa_special_publications_nasa_sps

Anonymous (anonymous@undisclosed.example.com) — 2023-08-08T13:42:15+0000

===== NASA Special Publications (NASA SPs) ===== – Review with Rebecca R-Z HISTORICAL INFORMATION DO NOT USE – Ann Kardos 8/6/2023 NASA SPs are NASA publications received through the Government Depository program and sent directly to the Science and Engineering Library. They are given directly to the Science Cataloger. Before 2014, all were assigned a non LC classification number: NASA SP; [number]. Before 2010, all were shelved in a special location in SEL.

new_york_times_book_review_ordering_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

New York Times Book Review Ordering Instructions A copy of the New York Times Book Review usually arrives in Acquisitions on the Wednesday before it is to be published. We purchase all reviewed titles listed in the table of contents that are not already in our collection.

oai_harvesting_via_marcedit

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:35:07+0000

PAGE OUTDATED ARCHIVED OAI Harvesting of Scholarworks Records Via MarcEdit This document puts in place the basics for harvesting the University's ETD dissertations, masters theses, MFA theses and LARP terminal projects in Scholarworks via an OAI-PMH crosswalk using an XML and XSLT script.

oca_cataloging_procedures

Anonymous (anonymous@undisclosed.example.com) — 2020-06-02T20:09:11+0000

Cataloging OCA materials: Completed picklists are located at W:\Open Content Alliance\Pick lists\Completed picklists. Create a separate record for the electronic version of the resource by copying the record for the print version of the resource. Download the record from ALEPH, and save it in the local save file (T:\oclcapps\Connexion\OCA_080108.bib.db) on Connexion. Then add the following to the new record:

oclc_batchload_documentation

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:35:42+0000

PAGE OUTDATED ARCHIVED OCLC Batchload Documentation: REFERENCE ONLY For MARC records loaded that do not have OCLC numbers, the OCLC Batchload process will set the holdings for AUM and provide an OCLC number that can be used to update the record in Aleph.

oclc_marc_record_file_notifications

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

OCLC MARC Record File Notifications As of May 13, 2016 We are subscribing to a service from Yankee that may mean that this workflow is no longer necessary. Whenever Yankee has a shipment of shelf-ready books ready to send, we get emails with the subject “OCLC MARC Record File Notification”. These emails go to Libacq-L list.

oclc_record_manager

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

OCLC record manager web interface URL for the OCLC record manager web interface: Here are the simple step by step instructions for updating a MARC record in OCLC and overlaying the corresponding record in Aleph with the new and improved version.

open_access_dissertations_-_instructions_for_uploading_to_scholarworks

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:36:29+0000

PAGE OUTDATED ARCHIVED Instructions for Uploading Open Access Dissertation Files to ScholarWorks 1.) Go to the ScholarWorks drive and locate the latest batch of dissertation files under S:\ETDs\Dissertation files sent from Proquest. 2.) Create folders for open, campus, open with embargo, campus with embargo. Also, create a folder for dissertations that are not on the current doctoral access list from the grad school (follow up on these later).

open_athens

Anonymous (anonymous@undisclosed.example.com) — 2022-08-10T14:34:28+0000

OpenAthens Maintenance To allow patrons to log in to EDS, the 5C have adopted OpenAthens core. Admin Site: Please see the confluence page for up to date instructions:

order_groups

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Order Groups --- Primary contact: Scott Stangroom

order_supplies_irm

Anonymous (anonymous@undisclosed.example.com) — 2020-12-07T20:09:58+0000

Order Supplies for IRM 1. Go to Staff Intranet home page. 2. Left column. 3. Click on online forms. 4. Select Equipment and Supplies. 5. Scroll down and select IRM/ILS Supply Request. Proceed to fill out supply request form. When supply request form is complete. Click on submit. The form will automatically go to the staff member designated to approve supply requests for the department.

ordering_and_processing_dissertations_from_proquest

Anonymous (anonymous@undisclosed.example.com) — 2025-11-06T15:01:19+0000

ARCHIVE! THIS IS OLD AND FOR HISTORIC PURPOSES ONLY Ordering and Processing Print Dissertations from ProQuest The University library frequently orders print copies of dissertations from ProQuest, whether to fill Interlibrary Loan requests or to obtain print copies of UMass electronic dissertations. The Information Resource Management Department orders these copies via Rebecca Addison (ILL and otherwise) or Kay Dion (in-process UMass dissertations). All orders will be sent to the department in…

overlaying_instructions

Anonymous (anonymous@undisclosed.example.com) — 2021-03-24T19:23:21+0000

OVERLAYING IMPORTANT NOTE ABOUT EAST: Check for the presence of a 583 field with an EAST retention note in record. If you overlay a record that has an EAST retention note with a record that has a different OCLC number, the change must be noted on the

overlaying_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:53:16+0000

Overlaying Records Overlaying OCLC Records in FOLIO How to correct a record by overlaying a record from WorldCat in FOLIO

paper_dissertations_and_theses_workflow

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:28:02+0000

PAGE OUTDATED ARCHIVED Paper Dissertations and Theses Workflow Three times a year (February, May, September), the Office of Degree Requirements of the Graduate School of UMass receives dissertations and theses submitted for a Doctoral or Master’s degree. These submissions are normally in electronic form, but the Graduate Office occasionally allows exceptions for paper copies. Once these paper dissertations and theses are reviewed and approved, the Graduate Office forwards one copy of each diss…

patent_and_trademark_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2023-08-08T14:08:12+0000

PATENT AND TRADEMARK CATALOGING -- OUTDATED Review with Paulina Borrego -- Do not use Ann Kardos 8/7/2023 UMass Libraries is a Patent and Trademark Depository Library. For a description of the program and supporting collection see the Library's Patents and Trademarks subject page:

periodical_receiving

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T14:51:03+0000

Serials Workflow: Periodicals Receiving *THIS WORKFLOW WILL NOT MIGRATE TO FOLIO* Note: Separate workflows for serials and periodicals are under review and may be merged in FOLIO. Receiving a new issue Receive and create items for individual issues, which are then given to Stacks Management.

perpetual_access_procedures

Anonymous (anonymous@undisclosed.example.com) — 2022-01-14T18:00:46+0000

Perpetual Access Procedures & Codes UMass policy for tracking and maintaining perpetual access is as follows (as of 01/14/2022): * Cancellations of individual subscriptions: Mostly we are not retaining PA access but if publisher is known to retain PA, exceptions can be made. Many publishers are not reliably retaining PA access long-term.

photocopy_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Photocopy Cataloging The cataloging record should describe the original work, with the following additions: * The fixed field Form, which should have the code “r” * The 533 field, which should describe the photocopy. * The call number should include the date of the original, with an “a” added on.

plant_patents

Anonymous (anonymous@undisclosed.example.com) — 2023-08-08T14:08:37+0000

PLANT PATENTS -- OUTDATED Review with Paulina Borrego -- Do not use Ann Kardos 8/7/2023 BACKGROUND UMass Libraries is a Patent and Trademark Depository Library. There is a complete file of plant patents issued in the Science and Engineering Library. For a description of the plant patent program, and supporting collection, see the Library's Patents and Trademarks subject page:

platform_changes

Anonymous (anonymous@undisclosed.example.com) — 2021-12-01T19:26:32+0000

Platform Changes Publishers of electronic journals, books, databases, etc. may use a third party service provider to host their content. Examples of platform service providers include Atypon, Highwire, Scitation and Silverchair. Periodically, publishers move their content from one platform to another, and this migration usually triggers a number of adjustments that we, the subscriber, need to make to continue providing access to our subscribed content to our users. These changes may include:

policies

Anonymous (anonymous@undisclosed.example.com) — 2019-02-14T13:45:15+0000

IRM Policies Bindery Policy Discovery & Resource Management Systems Enhancements Documentation Policy for IRM Department Microfilm Acquisition Policy Popular Reading Retention Policy Request for Cataloging Open Access Materials Special Processing Requests/Priorities Five College Library Repository Collection (FCLRC) Policies Annex Label Numbering Master List Five College Microforms Repository Five College Libra…

process_marc_records

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:37:52+0000

PAGE OUTDATED ARCHIVED This PAGE is FOR REFERENCE TO PAST Procedures. Processing MARC Records * Remove duplicates when possible. * Fields that can (should) be deleted: * 029 * 035 * 037 * 092 * 096 * 098 * 938 * 994 *

protected_marc_fields

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:34:10+0000

Protected MARC Fields Protected MARC Fields

python

Anonymous (anonymous@undisclosed.example.com) — 2020-07-23T19:43:02+0000

Python General * Jypyter Notebook * Welcome to Python Learn Python * Automate the boring stuff * Data wrangling with Python: tips and tools to make your life easier * Making games with Python * Real Python Tutorials & Documentation PyMarc * PyMarc library on GitHub Other * Pyodide—an experimental project that “gives you a full, standard Python interpreter that runs entirely in the browser, with full access to the browser’s Web APIs.” * Python Virtual Environments: A Pri…

quickmarc_documentation

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:06:58+0000

FOLIO quickMARC Documentation FOLIO quickMARC Documentation

rand_corporation_serials_linking_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Rand Corporation Serials Linking Instructions draft - under construction BACKGROUND The Library accepted as free gifts 3 Rand Corporation serial titles in 1979/1980. Rand note and Rand paper were both cataloged as ser adds, were never bound, and are not linked. R (Rand Corporation) was cataloged as a ser anal, never bound, and is partially linked (about half the pieces are linked).

rapid

Anonymous (anonymous@undisclosed.example.com) — 2021-12-01T19:33:37+0000

RAPID To be run twice a year (Jan and July) Below are the instructions for generating and sending print holdings for serials and monographs to RAPID. For instructions on sending electronic journal holdings to RAPID see the Generating the E-Journal Holdings File for ILL page. RAPID Support:

rda_cataloging_for_e-resource_originals_of_umass_dissertations_and_theses

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:29:03+0000

PAGE OUTDATED ARCHIVED RDA Cataloging for E-Resource Originals of UMass Dissertations and Theses The following are instructions for cataloging e-resource dissertations and theses which are “born digital”, that is, are not reproductions of print copies. If the e-resource is a reproduction, see the instructions in

rda_cataloging_for_e-resource_reproductions_of_umass_print_dissertations

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:29:26+0000

PAGE OUTDATED ARCHIVED RDA Cataloging for E-Resource Reproductions of UMass Print Dissertations and Theses These instructions are for cataloging individual records of print copy dissertations and theses according to RDA cataloging rules. Typically, such requests for cataloging come from the Scholarworks Office once an e-resource version is loaded into scholarworks. NOTE: If the record is for an original (i.e.,

rda_training_materials

Anonymous (anonymous@undisclosed.example.com) — 2020-07-23T19:54:39+0000

RDA Training materials * CONSER program RDA training * Guide for enhancing and editing RDA records (for RDA newbies) from PCC website * Resource Description & Access Training Materials from the Library of Congress

reading_room_retention_policy

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Popular Reading Retention Policy 5/26/2017 In May, 2017, popular reading materials were relocated from the 5th floor to a specified Reading Section on the Lower Level. Kiosks were placed in this area that house 32 magazines and 24 newspapers. These popular reading materials are not purchased for the collections, so the oldest materials are recycled when bins get full.

receiving_monographic_materials_in_non-shelf-ready_shipments

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Receiving Monographs in Non-Shelf-Ready Shipments DRAFT--PARTIAL Recognizing monographic versus serials mail It's not always clear from the packaging which items are serials(for Diana and Judy to receive) and which are monographs (for Susan) but items likely to be

receiving_physical_items

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:04:13+0000

Receiving Physical Items FOLIO Instructions for Receiving Physical Items

record_import_oclc

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:17:15+0000

Record Import from OCLC Record Import from OCLC

record_types_not_shared_by_five_colleges

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T16:10:29+0000

Record Types Not Shared by the Five Colleges Record Types Not Shared by the Five Colleges Most records will be shared by the Five Colleges. Each school will attach its own item and holdings records to a single shared bib record. However, there are some exceptions, for example, special collections records.

reinstatements

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Reinstatements Circulation brings “newly found” books with “Missing” or “Withdrawn” codes and/or notes in item record(s). * Remove all “Missing” or “Withdrawn” codes and/or notes from the item record. If there are other available items, the process is finished. (You have withdrawn only an item.)

renaissance_center_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2021-03-02T20:31:54+0000

Renaissance Center Cataloging ALEPH 1. Log on to Aleph with Renaissance Center user name and password. See Mike Allard. 2. Check Browse search under title to see if added copy. OCLC 1. Log on to OCLC with RenCen authorization and password. It will greet you with

replacements

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Replacements: Materials without EAST retention commitments Replacement copy arrives with information re call number or barcode of the lost item. Is the replacement copy the same edition as the lost item? If so, proceed to: “Replacements : Matching records.

reporting_access_problems_with_electronic_resources

Anonymous (anonymous@undisclosed.example.com) — 2019-06-10T12:17:10+0000

Procedures for Reporting Access and Functionality Problems with Electronic Resources Who: Service points staff or patrons experiencing access or performance problems with electronic content (e-journals, e-books, streaming files, databases, etc.) How to report:

reserves_documentation

Anonymous (anonymous@undisclosed.example.com) — 2021-02-02T23:53:55+0000

Reserves Documentation

resources_for_student_supervisors

Anonymous (anonymous@undisclosed.example.com) — 2019-09-26T15:17:27+0000

Resources for Student Supervisors All the documents you need are on Libwire (Student Information Sheets, Evaluations, handbooks, etc) * Libwire Home » Online Forms » Student forms So you want to hire a student... * Discuss with your supervisor! They will need to take your request for a student to the IRM leadership team. The team will look at our budget to determine if we can accommodate your request for the fiscal year. Students can be added at an time of the year if funding will acc…

routing_notes_for_new_books

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Routing Notes for New Books Routing Notes are placed in the Library Note field of an item's order record (usually by Rebecca), and are transfered to a routing slip inserted into the book by the person who receives the item (Susan, for the majority of monographic items.)

rush_cataloging_and_processing_workflow

Anonymous (anonymous@undisclosed.example.com) — 2024-05-22T20:25:12+0000

RUSH cataloging and processing workflow EXCEPTION: Items that are going on reserve are shelved in call number order and may be on the reserve shelf for up to a year. We will catalog reserve material as soon as it is received. The procedures are as follows:

safari_marc_loading

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:41:12+0000

PAGE OUTDATED ARCHIVED (Old Instructions - no Longer Valid) Safari MARC Record Loading. Instructions are now on the shared network drive. * Go to: * Click on the “University of Massachusetts Amherst” Account name. * Click on MARC Records

scholarly_communications_materials_to_be_cataloged

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Scholarly Communications Office Materials to be Cataloged Laura Quilter occasionally requests that significant works on copyright be cataloged to the Scholarly Communications Office. These are often loose-leaf services that need to be updated. These materials are non-circulating, although by agreement with Laura, any library user can come and use them.

scholarworks_instructions_for_batch_revision_of_one_year_campus_access_etds_to_open_access

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T14:41:49+0000

PAGE OUTDATED ARCHIVED ScholarWorks instructions for batch revision of one year campus access ETDs to open access Login to ScholarWorks Go to SW home page Click on Dissertations and Theses Click on Doctoral Dissertations May 2014 - current or Masters Theses …

scholarworks_theses_and_dissertations_series_abbreviations

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

ScholarWorks Theses and Dissertations Series Abbreviations Dissertations Collection Series Name Program Abbrev. ir_series abbreviation Accounting Department ACCGT accounting_diss Afro-American Studies

scua_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2022-05-18T16:53:59+0000

SCUA Cataloging Obtaining materials from SCUA Contact Steve Robinson a few days before picking up a book truck of materials to be cataloged. This will give Steve time to create labels for each collection. SCUA Cataloging Cheat Sheet In Aleph Search to see if we already have a copy of the book in the general collection in the stacks

scua_cookbook_collections

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:18:46+0000

Cataloging SCUA Cookbook Collections Community cookbooks, regular cookbooks, cookbooks for specific products and cookbooks accompanying applicances are received from SCUA along with a sheet of labels and archival bookmarks. Instructions on using the labels and making any markings to the books are given by SCUA.

scua_finding_aids

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Marc records are being added into the catalogue for SCUA finding aids that are currently on Credo/UMarmot. After an initial batch of approximately 1200 records to start, the project will be on-going, with a list of collections that need to be added coming from SCUA approximately every 6 months.

search_widgets_for_e-resources

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Creating Search Widgets for Electronic Resources Generating code ALEXANDER STREET PRESS * Go to the Alexander Street Press page with links to text files for different databases at * Select the link for the database you want * Go to the section ON-CAMPUS AND OFF-CAMPUS USERS (Authentication through a proxy server)

sel_chemical_reference_titles_designated_as_five_college_copy_of_record

Anonymous (anonymous@undisclosed.example.com) — 2023-08-08T14:10:04+0000

SEL Chemical Reference Titles Designated as Five College Copy of Record -- OUTDATED Review with Rebecca R-Z -- Do not use Ann Kardos 8/7/2023 In 2014, The Five College science librarians agreed to deduplicate large print reference collections within the Five College Consortia when we have the online version.

sel_transfers_to_repository

Anonymous (anonymous@undisclosed.example.com) — 2023-08-08T14:11:34+0000

SEL Transfers to Repository HISTORICAL WORKFLOW DO NOT USE Ann Kardos 8/7/2023 Selection of SEL Items to be Transferred to the Repository SEL staff will determine what SEL items will be transferred to the Repository. Reasons for transferring include (but are not limited to): materials filling in gaps in Repository titles, JSTOR or other affiliate titles*, preservation of important materials, and space considerations at SEL.

selecting_vendors_for_monographs

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Selecting Vendors for Monographs DRAFT Formatting and syntax on this page may still need work. Current U.S. Publications (published within the last 2 years) All University Press publications regardless of age * Check Yankee's GOBI website first

selector_responsibilities_by_lc_class

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Selector Responsibilities by LC Class --- Primary contact: Scott Stangroom

separate_record_policy_for_free_electronic_resources

Anonymous (anonymous@undisclosed.example.com) — 2021-03-02T20:39:48+0000

This PAGE IS FOR REFERENCE ONLY Separate record policy for free electronic resources When cataloging a print item that has a free electronic version listed in some way on the print bib, find a record for the electronic version on OCLC (or in SFX for serials) and export it to Aleph.

serials_and_periodicals_bunker_transfer_quick_guide

Anonymous (anonymous@undisclosed.example.com) — 2021-04-29T14:06:02+0000

DO NOT USE! HISTORICAL WORKFLOW Delete all UM items (write count on packing slip) Delete ADM50 May first need to push record to ACQ in order to delete Subs. BIB Change OWN to DP HOL Change OWN to DP 852 first indicator 8 $b UMDPT

serials_continuations_definitions

Anonymous (anonymous@undisclosed.example.com) — 2020-07-17T20:18:49+0000

Serials Continuations Definitions These definitions are under review as of July 2020 --- Contact: Ann Kardos Broad definition of what types of serials and continuations used by this Library: Continuing Resource Bibliographic resources that are issued over time with no predetermined conclusion.

serials_processing

Anonymous (anonymous@undisclosed.example.com) — 2022-06-08T17:57:14+0000

Serials Processing Processing new serials issues or volumes (Anything that has the same title for each issue/volume) Do not need to receive new serial issues or volumes (since we are not claiming missing issues) * Go to inventory app * Search by title limiting resource type to text

serials_ser_anals_transfers_and_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2020-10-14T19:12:50+0000

Serials: Ser Anals (Transfer and Cataloging) There are many ser anal* titles which are bound together that have never been retrospectively converted and linked, or have only been partially converted and linked. Consult with Lucy deGozzaldi when a ser anal titles needs to be transferred or cataloged.

serials_workflow_ceased_cancelled_titles

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T14:46:00+0000

Serials Workflow: Ceased & Cancelled Titles *THIS WORKFLOW DOES NOT MIGRATE TO FOLIO* Serials Ceased Titles * Call up record. Hit Show, hit Serials. You will be in [K] Checkin mode. * Under Expected/Not Arrived (top screen), highlight and delete any expected issues beyond last issue of this title, if they exist.

serials_workflow_creation_maintenance_lhrs

Anonymous (anonymous@undisclosed.example.com) — 2020-07-23T19:02:39+0000

Serials Workflow: Creation & Maintenance of Local Holding Records (LHRs) in OCLC Revised July 2020 Outline of Automated Process For print serial/periodical holdings per local policy NOTE: Do not make any modifications of LHRs in OCLC. This is done by the automated process approximately every quarter. Only holdings statements in Aleph should be updated and maintained to reflect current library holdings. Follow the instructions on

serials_workflow_fixing_field_952_incomplete_holdings

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T14:49:41+0000

Serials Workflow: Fixing Field 952 Incomplete Holdings *THIS WORKFLOW DOES NOT MIGRATE TO FOLIO* *FIELD 952 IS NO LONGER USED AND WILL NOT BE USED* * Open the holdings record and pay attention to the 866 field. * Review item records to see if the item information includes HAS/LACKS notes or other incomplete information.

serials_workflow_holdings_records

Anonymous (anonymous@undisclosed.example.com) — 2021-02-09T19:28:54+0000

Serials Workflow: Holdings Records Revised July 2020 Constructing a Holdings Statement The holdings statement for serials is recorded in the 866 field. All holdings statements require indicators 41 in the 866 field. For information on this field and indicator definitions, please see the Library of Congress MARC documentation for textual holdings at

serials_workflow_new_titles

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T14:50:34+0000

Serials Workflow: New Titles *THIS WORKFLOW WILL NOT MIGRATE TO FOLIO* These instructions are current as of July 2020--however, separate workflows for serials and periodicals as below are under review and may be merged in FOLIO. Serials * If the title is determined to be a new acquisition, search for the new title in OCLC. If there is no record in OCLC, give to a cataloguer to create an original record.

serials_workflow_pocket_parts

Anonymous (anonymous@undisclosed.example.com) — 2020-09-30T18:17:52+0000

Serials Workflows: Pocket Parts Created September 2020 Law materials with pocket parts Some law materials have pocket parts, which are used to update the title. Pocket parts are usually briefly described or mentioned in hte bib record (but not always), but are NOT catalogued or added as items.

serials_workflow_supplement_index_statements

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T14:55:42+0000

Serials Workflow: Supplement & Index Statements in the Holdings Record *THIS WORKFLOW WILL NOT MIGRATE TO FOLIO* We have many 952 fields in our holdings records that have information regarding Supplements and/or Indexes: * Move supplement or index information regarding specific volumes/issues to a valid MARC holdings field

serials_workflow_title_changes

Anonymous (anonymous@undisclosed.example.com) — 2022-02-15T14:56:14+0000

Serials Workflow: Title Changes *THIS WORKFLOW WILL NOT MIGRATE TO FOLIO* In OCLC * Begin by searching for the old title (go into Aleph and grab the OCLC number to search by). * Look at the 785 field. The OCLC number in this field is the record for the title change.

setting_holdings_on_oclc

Anonymous (anonymous@undisclosed.example.com) — 2022-01-03T20:33:00+0000

Setting holdings on OCLC There are 2 types of holdings that can be set in OCLC. There are holdings on the master bibliographic record in OCLC. These types of holdings are the most common. The other type of holdings are local holdings records used primarily for print serials or holdings records that have a holdings statement in the 866. The local holdings records are done by a batch process.

setting_up_auto_collect_filters_for_dissertations_and_theses_collections_on_scholarworks

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Setting up auto collect filters for dissertations and theses collections on ScholarWorks 1. Sign in to scholarworks 2. Click on scholarworks.umass.edu Tools to configure this site 3. Click on ir_series: show 344 ir_series (Might show more series than this)

sfx_cron_jobs

Anonymous (anonymous@undisclosed.example.com) — 2019-11-12T13:29:06+0000

SFX Cron Jobs Also See: * SFX Down * SFX Renewals * SFX Routine Maintenance * SFX sid List * SFX Targets - Activating * SFX Update Procedures Job Time (see note below) Notes Google Scholar file 03:30 a.m. on Monday morning SFX file sent to Google Scholar for UMLinks button access out of GS. Initial registration with GS and setup through ExLibris was required. See SFX documentation. This file was also used (2009-?) by OCLC for eSerials service. OCLC ignored ebooks in file.

sfx_down

Anonymous (anonymous@undisclosed.example.com) — 2019-04-30T13:15:43+0000

SFX Down Instructions for reporting SFX failures to ExLibris and the UMass Libraries community. When any SFX component affecting end-users is not functioning, including the A-Z list or SFX menus, there are specific reporting procedures. For the most up to date procedures

sfx_fulltext_not_found

Anonymous (anonymous@undisclosed.example.com) — 2019-04-09T14:17:52+0000

SFX Statistics Query 12: Full-Text Not Found Report As of 2016, Full Text Found reports are no longer reviewed. Query 12 aka the SFX Fulltext not Found report counts the unfilled requests to SFX. It is run monthly on the previous month's data in the offline table, all requests listed.

sfx_renewals

Anonymous (anonymous@undisclosed.example.com) — 2020-03-06T16:35:16+0000

SFX Renewals Procedure This is a catch-page for useful info about processing electronic renewals in SFX. SFX-related files may be found in DRMS(Q):/SFX. For more information, * SFX documentation may be found at the ExLibris Knowledge Center. * Help with SFX terms is available at

sfx_routine_maintenance

Anonymous (anonymous@undisclosed.example.com) — 2020-11-02T13:51:17+0000

SFX Routine Maintenance This is a catch-page for useful info about SFX. SFX-related files may be found in DRMS(Q):/SFX. For more information, * SFX documentation may be found at the ExLibris Knowledge Center. * Help with SFX terms is available at CARLI's SFX glossary. UMassAmherst Library SFX

sfx_sid_list

Anonymous (anonymous@undisclosed.example.com) — 2021-06-24T19:50:43+0000

SFX sid List Use this list to determine the sender of OpenURLs. Primarily for ILL use. For an sid not listed here, email . Also See: * SFX Cron Jobs * SFX Down * SFX Renewals * SFX Routine Maintenance * SFX Targets - Activating * SFX Update Procedures sidDatabase NameNotesMigrated to FTF?achs References in American Chemical Society articles

sfx_statistics_archives_files

Anonymous (anonymous@undisclosed.example.com) — 2019-03-29T15:28:05+0000

SFX Statistics and Archives Files UPDATE 2/2019: Kat decided to maintain all current statistics until FOLIO is in place. After that we might consider running only #2,4,8,12,19 (top 100 only for 12 & 19). Another consideration is which statistics might be relevant to collection development.

sfx_update_procedures

Anonymous (anonymous@undisclosed.example.com) — 2019-08-02T17:38:17+0000

SFX Update Procedures ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. All tasks are done through the SFX Admin unless otherwise noted. HTML and Text reports for the week are available on Monday. The KB update page in the Content Corner is normally available on Tuesdays. We are unsure when exactly during the week our update is actually applied.

shelf-ready_processing_of_approvals_and_selection_slips

Anonymous (anonymous@undisclosed.example.com) — 2021-08-24T15:38:45+0000

Shelf-Ready Shipment Processing Unpacking and Organizing Shipments There are two major types of shelf-ready books we receive reguarly: Music Approval Books, which come in small shipments, usually under ten books, in a single box, and Firm Orders, which sometimes arrive in small shipments, particularly during the summer, but during the academic year often come in much larger shipments of anywhere from about fifty to several hundred books in multiple boxes.

single_monograph_new_record_no_order

Anonymous (anonymous@undisclosed.example.com) — 2022-05-10T15:48:12+0000

Single Monograph New Record No Order Single Monograph New Record No Order Cataloger has a new resource in hand and needs to bring in a new record from Connexion How to add a single record for a single volume resource from Connexion in FOLIO

size-designations

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Size Designations +.................... height 29-40 cm. (Special Collections only!) OVERSIZE ... height 41 cm. & more (all monographs, all serials, all periodicals) OVERSIZE ... depth 30 cm. & more (all monographs, all serials, all periodicals

special_processing_requests_priorities

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

IRM accepts requests for special projects on a routine basis. Project requests should be submitted through the LibWire ticket system, specifically as an Aleph Help Form or Discovery Systems Help Form. Once a ticket is opened, it is reviewed by IRM leadership for prioritization and assigned to an IRM staffer as appropriate.

staff_directory

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

IRM Staff Directory Name Title Unit Phone Email Duties Rebecca Addison Monograph Acquisitions Specialist Acquisitions 7-0838 ordering & invoicing of monographic materials including dvds, ebooks, and music scores Meghan Banach Bergin Bibliographic Access and Metadata Coordinator

stamping_volumes

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Stamping Volumes DRAFT VERSION In order to have the words “UMASS/Amherst Library” appear on each item in the library, stamp each item with a rubber stamp called an ownership stamp, identification stamp, ID stamp, or property stamp. Use a black inkpad.

start

Anonymous (anonymous@undisclosed.example.com) — 2024-06-17T20:23:28+0000

Information Resources Management (IRM) Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research.

tableau_cataloging_statistics

Anonymous (anonymous@undisclosed.example.com) — 2019-08-12T20:39:46+0000

Tableau

textbook_annex_linking_project_instructions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Textbook Annex Linking Project Instructions Starting and Setting up Computers and Laptop Desktop Computers: Turn on desktop computers - no need to login. Double-click on desktop application “Annex VPN shortcut” Click on Annex VPN Click on Connect

transfer_of_orders_and_or_items_to_a_different_bibliographic_record

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Transfer of Orders and/or Items to a Different Bibliographic Record. Transfer an order record with no item to a different bib record 1.Make note of the Adm # for each of the records between which you want to transfer. 2.Retrieve one of the bib records in the acq mode.

transferring_etd_files_from_proquest

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:09+0000

Transferring ETD files from Proquest Create a new folder on the ScholarWorks drive and call it Month Year dissertations transferred as of 00-00-0000 Use WinSCP host name = www.library.umass.edu port # 22 SFTP username and password - see S:\ETDs\winscp passwords.txt

trials_procedures

Anonymous (anonymous@undisclosed.example.com) — 2019-01-31T19:41:31+0000

E-Resource Trial Setup and Take down Procedures Setup * Trial request submitted () * Contact vendor with request for pricing, license and trial with IP authentication. Provide network IP addresses if new vendor. * Add record to CORAL with trial dates, pricing,

uma_worldcat_service_configuration_management

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:42:33+0000

PAGE OUTDATED ARCHIVED - Past Practices when UMass had OCLC Local Discovery UMA WorldCat Local Management in OCLC Service Configuration * Login at ! * Choose institution: “University of Massachusetts Amherst: W.E.B. DuBois Library (1361)” for production, or (116991) for SANDBOX

umass_authors

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

UMass Amherst Authors UMass Amherst Authors are identified in Aleph with a 590 1 $aUMass Amherst Author in the MARC record. This information is used by the Visual Browse and can be used in an Aleph CCL search to find books by authors who have been identified as being from UMass Amherst (wno=

umass_folio_receiving_copy_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2022-06-23T15:45:45+0000

UMass FOLIO Receiving and Copy Cataloging Instructions will be added

usage_statistics_for_e-resources_-_rationale

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:43:13+0000

PAGE OUTDATED ARCHIVED Usage Statistics for Electronic Resources - A Rationale for Collecting Data UMass Amherst Libraries (August 2006) Overview As the Library allocates more of its acquisitions funds to electronic formats, increasingly in lieu of other formats, the Library and its staff seek evidence that we are investing in resources which serve the research and teaching needs of our community. Collecting and analyzing electronic use data, however, is not a simple and straightforward endea…

usage_statistics_for_e-resources_-_reporting

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:43:31+0000

PAGE OUTDATED ARCHIVED Usage Statistics for E-Resources - Reporting Procedure Notes Please forward all correspondence and data files regarding e-resource use statistics to Nancy Washburn. * Working files for this project are located at: S (coll_management):\Acquisitions\ER Usage Statistics.

using_marcedit_for_batch_conversions

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:44:09+0000

PAGE OUTDATED ARCHIVED USING MarcEdit for Batch Conversions of OCLC records via Connexion These instructions are for those tasks which involve pulling OCLC records into a local Connexion Save File and running these records through MarcEdit for any conversions needed. The records are then imported back into Connexion and batch uploaded to OCLC. These particular instructions are for Scholarworks dissertation/theses URLs which need to be uploaded into Aleph.

wccm_record_loading

Anonymous (anonymous@undisclosed.example.com) — 2022-05-16T19:44:20+0000

PAGE OUTDATED ARCHIVED WorldCat Collection Manager MARC Record Loading. Setting up collections for loading: * Go to: * Login with your User Name and Password * Click on Collection Manager. * Search for collection you are configuring. *

wiki_documentation_master_list

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

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.

wiki_frequently_asked_questions

Anonymous (anonymous@undisclosed.example.com) — 2019-01-07T17:20:08+0000

Wiki Frequently Asked Questions (FAQ) Why would I need an account for the wiki? The wiki is open for the public to read, with the exception of a few protected pages. There is a general account for members of the UMass Amherst Libraries staff to read these protected pages (contact

withdrawal_of_library_materials

Anonymous (anonymous@undisclosed.example.com) — 2021-10-19T15:16:26+0000

Withdrawal of Library Materials from the Collection There are many reasons why books are withdrawn. Many are withdrawn by Circulation because they have been missing for a long time. Others are damaged or duplicates. Follow the instructions on the Google doc linked below for items that have been deaccessioned, those that have been declared missing after three searches, and those that have been billed to a patron more than five years ago. Holding, ADM & Bib records that no longer have Item rec…

y_federal_documents_cataloging

Anonymous (anonymous@undisclosed.example.com) — 2021-03-02T20:41:44+0000

Procedures for Cataloging Y federal documents Search Aleph in FCLO 1 by title (or other field(s) if title is not distinct). Are there any other copies in the 5C? If so, put on Y doc discard shelf. (Note: titles listed at Mt Holyoke “limited access