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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

E-government documents

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


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