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  Technical Services Division >Policies, procedures & work flow

POLICIES, PROCEDURES & WORK FLOW DOCUMENTATION


CONTENTS:
Definitions & tutorials

Accompanying materials | Audiovisual materials |Authorities | Continuing resources | Electronic resources | Government documents | Items/holdings | Monographs |Music | Physical handling |Special processing |
Theses/dissertations | Transfers/withdrawals

UM policies | Local system documentation


Accompanying materials ("mixed media")
 Accompanying materials policy and cataloging examples [3/2005]
 Current practices for storing non-print accompaniments
 Media descriptors to be used in call numbers for accompanying material
 Processing of "mixed media" materials

Audiovisual materials
 Cataloging audiovisual materials at UM Libraries
 Genre and subject headings used for feature films and television programs in College Park's catalog

Authorities
 Policy for names on UM theses & dissertations
 Training module for name verification at UM Libraries
 Training module for series verification at UM Libraries
 University of Maryland names established for use on theses or Upubs (with BRANCH designations)
 University of Maryland series policy

Continuing resources
 ALEPH serial holdings records maintenance under the single record approach to journals in multiple formats [BG 11/27/07]   password lock M drive
 Collapsing issues in ALEPH for binding periodicals   password lock M drive
 Continuing resources and title, format, and numbering changes
 CR contact list for UM Libraries
 Creating and editing summary holdings  password lockM drive
 Editing Aleph Serial Holdings Records  password lockM drive
 First periodical bindable unit processing procedure   password lock M drive
 Guidelines for item records (derived from NISO Z39.71-1999)  password lock M drive
 Identifying good copy serial bibliographic records in OCLC
 Items for collecting in-house usage statistics for unbarcoded serial issues (a.k.a., journal usage study items)   password lock M drive
 LARS serial information sheet
 Limited retention deletions   password lock M drive
 Merging Records in Aleph   password lock M drive
 Orientation to Acquisitions Continuing Resources processing   password lock M drive
 Punctuation & captions in bound item records  password lock M drive
 Serial Analytics [10/2004]
 Serials Acquisitions glossary
 Serials with new accompanying materials: Procedure [BG 12/19/07]   password lock M drive
 Standard Continuing Resources Acquisitions Workflow   password lock M drive
 Step-by-step (CR copy cataloging)   password lock M drive
 University of Maryland series policy
 USMAI captions list

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Definitions & tutorials
 Glossary of words used in TSD
 Identifying good copy serial bibliographic records in OCLC
 Knowledge at risk: the brittle books problem
 Orientation to Acquisitions Continuing Resources processing   password lock M drive
 Serials Acquisitions glossary
 Training module for name verification at UM Libraries
 Training module for series verification at UM Libraries
 Training module for subject verification at UM Libraries

Electronic resources
 College Park Single Record Policy for Multiple Formats
 Interim cataloging policy for remote resources (April 19, 2005)

Government documents
 MARCIVE record processing in catalogusmai

Items/holdings
Call numbers: tagging local call numbers with inventory of local call numbers (Mar. 18, 2003)
 Call numbers for juvenile collection materials
 Class Number Sublibrary/Collection Mapping Scheme
 Clearing IPS in labeling
 Coding holdings & items for Aleph
 Collapsing issues in ALEPH for binding periodicals   password lock M drive
 Creating and editing summary holdings   password lock M drive
 Current practices for storing non-print accompaniments
 First periodical bindable unit processing procedure   password lock M drive
 Guidelines for item records (derived from NISO Z39.71-1999)  password lock M drive
 Item codes for use in catalogusmai
Item processing status (IPS) policy
 Item Processing Status Procedures in TSD
 Items for collecting in-house usage statistics for unbarcoded serial issues (a.k.a., journal usage study items)   password lock M drive
 Limited retention deletions   password lock M drive
 Material type codes used at UM Libraries
 Media descriptors to be used in call numbers for accompanying material
 Policy on format of post 1999 UM thesis/dissertation call numbers
 Punctuation & captions in bound item records  password lock M drive
 Reclassification requests policy
 Sublibrary collection codes for use in catalogusmai
Use of 099 Tags in Aleph (Jan. 14, 2003)
 USMAI captions list

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Monographs
 599 Notes (donor notes)
 Cataloging Latin American imprints
 College Park Single Record Policy for Multiple Formats 12/21/2007; rev. 4/16/2008
 Preservation Photocopies Procedure
 Preservation reformat microform log
Preservation Replacement Policies (Aug. 5, 2003)

Music
 Music cataloging local policies

Physical handling
 Barcoding instructions
 Batch processing (brittle materials and preservation action decisions)
 Brittle Materials actions
 Clearing IPS in labeling
 Condition criteria for weeding
 End processing procedures
 First periodical bindable unit processing procedure   password lock M drive
 Guidelines for handling wet and moldy books
 Guidelines for proper handling of books during processing
 Identifying brittle materials
 LARS bindery slip procedures
 LARS serial information sheet
 Preservation considerations decision tree
 Preservation shelving guidelines
 Procedure for affixing spine labels (Label application procedures)
 Procedures for checking related holdings (brittle materials and preservation action decisions)
 Stacks cleaning procedures
 University of Maryland Libraries Disaster Plan

Special processing
 In Process requests
 Maurer Library processing instructions
 Procedure for Sending MOSS Materials to Database Management

Thesis/dissertations
 Policy for names on UM theses & dissertations
 Policy on format of post 1999 UM thesis/dissertation call numbers
 Procedures for processing electronic thesis and dissertation (ETD) [April 24, 2006]
 Thesis & dissertation processing
 University of Maryland names established for use on theses or Upubs (with BRANCH designations)

Transfers/withdrawals
 Internal transfer process using IPS= TX   password lock M drive
 Limited retention deletions   password lock M drive
 Requirements for material to be permanently pulled from MOSS

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UM Policies
Call numbers: tagging local call numbers with inventory of local call numbers (Mar. 18, 2003)
 College Park Single Record Policy for Multiple Formats 12/21/2007; rev. 4/16/2008
 Interim cataloging policy for remote resources (April 19, 2005)
Item processing status (IPS) policy (Apr. 1, 2003)
Processing of preservation photocopies (Jan. 2, 2003)
 Reclassification requests policy
Use of 099 Tags in Aleph (Jan. 14, 2003)
 University of Maryland series policy

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Local system documentation
 ALEPH bib overlay tips   password lock M drive
 ALEPH Acquisitions/Serials cheatsheets (USMAI)
 ALEPH database specifications (USMAI)   password lock
 ALEPH loader & other catalog/db reports (USMAI)   password lock
 ALEPH tables (USMAI)   password lock
 Aleph V.18 Cataloging Overview (USMAI)   password lock
 Aleph V.18 Guide for USMAI Catalogers (USMAI)   password lock
Aleph V.16 Staff Searching, USMAI version (USMAI)   password lock
BIB/ADM deletion complicated by existence of Reserves record link   password lock M drive
 Coding holdings & items for Aleph
 CP Aleph user names
 Indexing worksite (USMAI)
 Item codes for use in catalogusmai
 Item Processing Status Procedures in TSD
 Material type codes used at UM Libraries
 Merging Records in Aleph   password lock M drive
 Sublibrary collection codes for use in catalogusmai
 Training Document on Moving Items (USMAI)   password lock
 USMAI Cataloging Codes and Affiliations (USMAI)
 USMAI captions list
 USMAI Libraries catalogusmai bibliographic standards (USMAI)

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Last modified: June 24, 2008

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