Procedure

Scope

This procedure outlines the process for cataloging electronic versions of oral history transcripts produced the by the Oral History Center. This is a suggested workflow. There may be other expediencies that work better for individual catalogers.

This procedure outlines how to process maintenance materials in Metadata Services, focusing on how the materials enter and leave the department.

Item templates in Alma enable staff who have a need to create many item records with similar characteristics to prefill specific fields in those records with desired values, making the item creation process more efficient and accurate.

Several processes/functions in Alma write files to the Uploads server, some of which are retrieved manually and would require direct access to the /exports subdirectory in the Alma directory in Uploads. Previously, all the processes which wrote to /exports were managed by Systems and Discovery, but now we are in the process of handing off some work, including processes which write to /exports, to specific staff members in the Collections Services Division (CSD).

Build experience creating a Drupal document page and complete without errors on the SILS Documentation Site sandbox environment in order to gain access to editing privileges on the production SILS Documentation Site.

The purpose of this document is to outline the steps required to access training materials for Drupal and access the SILS Documentation Site.

This procedure outlines the process for cataloging gift materials in Metadata Services.

This procedure outlines the process for sending physical materials to Metadata Services for cataloging or record maintenance, including scanning items into the Acquisitions Technical Services work order.

This procedure outlines the process for checking whether a newly received item arriving at a shelving location from a source other than Acquisitions/Metadata Services can be added to an existing fully cataloged record or if it needs to be referred to your local Tech Lead or Cataloging Unit for records work before adding to the collection. This documentation is NOT to be used for replacements for lost copies (forthcoming).

Item records in Alma provide the basis for a wide range of operations in technical and public services, such as checking things in/out, placing requests, billing, labeling, binding, tracking of in-process materials, and compiling statistics. Every item record in Alma must be attached to a holdings record, which is attached to the bibliographic (bib) record.