Website and Documentation Review
Jennifer and Arnie are overseeing the review of Sercat documentation on our website, primarily the Policies and Procedures page.
Jen proposed this plan (9/17):
What needs to be done:
- Review Sercat documents and decide what to keep/update and what can be tossed (or archived)
- just Policies/Procedures page
- divide into categories: general cataloging, local Aleph procedures, e-resources
- Distribute pages to be updated to staff--who does them and how?
- Develop plan for writing updates (docs or on wiki?), converting to HTML (if needed), uploading to web
- List/brainstorm topics, documents, policies, etc. need to write/create/develop
- develop plan for who will write, convert, upload
- Review Staff Web, SerAcq, Processing, Monocat other pages for policies and procedures written by other staff/units that we want to link to
Meet weekly?
Try to get updated documents done by the holidays?
We set up weekly meetings, on Weds. at 9:30, starting 9/23.
9/23 meeting notes
Jen had marked all the documents that SerCat wrote with paw prints to make them easier to identify.
Arnie and Jen looked at each of these documents and decided which ones could be updated (and the best person to do that), which can be deleted (archived), and which need to be investigated further (policy still valid?, written elsewhere?)
We also came up with an idea for how to arrange the updated page: section 1: Sercat policies and procedures; section 2: links to other Libraries policies and procedures (seracq, processing, monocat, etc.); section 3: links to outside sources (CONSER, MARC, etc.)
There are three methods we can use to update the pages: in HTML; Word docs with screenshots (then convert to HTML); on the wiki (then convert to HTML)
Pages to be reviewed/updated, and by whom
Continuations -- Arnie
Deletion of bibliographic records -- Arnie
Moving orders and items from brief to full bib records -- Arnie
"Bound with" items -- Walter
Copy cataloging checklist -- Kathy
White Slip process / Series title changes process -- Jen: consult SerAcq site
Serials in classed-together series : item labeling -- Walter
Pages that need more investigation
Macro downloads -- Jen: these procedures are for an older version of Macro Express; need to review macros, update download procedures, QUESTION for SERCAT: create/document other macros? other macros developed by others (Monocat, processing) want to include?
Moving items between holdings records -- Jen: available through Processing site?
Moving items from record to record (policy) -- Jen: available through Acquisition, Processing sites?
Cataloging a separately ordered serial/journal issue -- Jen: policy in Monocat? review with CAMS management group?
Adding a summary holding statement / deleting a holding record (usually used for transfers) -- Jen: check Processing site
"Duplicate" to create a new holding record -- Jen: check Processing site
852 subfield codes: $b location ; $c collection ; $k call number prefix -- Jen: available Monocat?
949 subfields -- Jen: available Monocat?
Differences between MIT's and NACO's authority records [from 1997] -- Jen: review with CAMS management group?
Pages to set aside for other projects
Electronic resources -- Jen: start from scratch -- mini project in itself!
MARC Holdings Leader and 008 : examples -- Jen: incorporate into CSR review
MARC Holdings field definitions -- Jen: incorporate into CSR review
Pages to be deleted/archived
Keyboard shortcuts in CAT module (v.14?)
Guidelines for discarding serials directly
Holdings permissions: SerCat vs. Local Processing Units
Materials delivered to Serials Cataloging sort shelf
List of serials in numbered series
Series authority work policy (1999)
Pages to be written
Procedures for reporting to other organizations: e.g. Duplicate records, "J"ing records ; new ISSNs, authorities, etc. -- Jen
MIT Publications (T171.M4x) -- Jen: consult with Bobby
9/30 meeting
agenda: review Monocat , Collection Services , Processing , and Serials Acquisitions pages for items we want to link to
We looked at the pages above and decided on some pages we can link to (as "Instructional materials" or "FYI" sections?).
After looking at the MCU documentation, we thought it would be a good idea to write up a summary of our (SerCat) physical processing policies and procedures.
After our meeting, Arnie learned from Melissa that the Processing website is being updated, and that Maria should be our contact.
Jen will put together new page incorporating all of the above.
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