General CIP Policies and Procedures
Acquisitions Policies and Procedures
Cataloging Policies and Procedures
Voyager Procedures
Cross Departmental Procedures and Policies

Guidelines for Submitting Documents to the Web
Guidelines for Writing Documentation

General CIP Policies and Procedures

• Color Code for Location Flags
• Gift Plates for CUL
• Glossary
• Local 9XX Fields on the Bibliographic Record
• Location Selection
• Ordering and Processing Materials Purchased with Gift Money
• Priorities Implementation Team (PIT) Requests
• Voyager Location Codes - IN COLOR

Acquisitions Policies and Procedures

        Ordering | Receiving | Financial Accounting

          Ordering

• Cancellation of Firm Orders
• Creating Purchase Orders for Combination Packages Received as Continuations
• Creating Purchase Orders for Memberships Received as Continuations
• Creating Purchase Orders for Unnumbered Standing Order Analytics
• Creating Vendor Records
• Degolyer Material-In-Hand
• Entering Orders Exported from OCLC Select
• Entering Orders for Material-In-Hand
• Entering Orders for Slips (With Defaults)
• Entering Orders for Slips (Without Defaults)
• Entering Requester Information in 939 Field
• Memberships, Blanket Orders, Package Plans, and Combinations
• Posting Vendor Reports
• Processing Materials Received on Approval Plans
• Retrieving Orders from OCLC Select
• Workflow for Ordering and Cataloging Electronic Resources

          Receiving

• Check-In of Material Received as Continuations
• Claiming of Continuations
• Claiming of Firm Orders
• Claiming Periodicals on EBSCONET
• Delayed Periodical Issues
• Periodicals Check-In
• Processing Numbered Standing Order Materials With Barcodes
• Processing Numbered Standing Order Materials Without Barcodes
• Receiving Firm Orders
• Returns

          Financial Accounting

• Creating Invoices for Firm, Slip, and Approval Orders
• Creating Invoices for Standing Order Analytics
• CUL Funds
• Fund Structure in Voyager
• Subject Codes
• Verifying Vendor Statements

Cataloging Policies and Procedures

General | Books | Electronic Resources | Music | Serials | Sound Recordings | Video Recordings

General Policies and Procedures

• Accompanying Material
• Add Volume
• Authority Records, Local Additions
• Change In Series Classification Practice
• Check-In of Material Received as Continuations
• Classed Separately Series Received as Continuation Orders
• Degolyer Library Cataloging
• Electronic Resources as Accompanying Material
• Fiction Genre Headings
• Formatting the Call Number
• Gift / Donor Notes
• Gift / SMU Related
• Glossary
• Holdings Record
• Importing OCLC Records
• In Analytics
• Interim Series Treatment Policy
• Item Record
• LC Cutter Table
• LC Translation Table
• List of Initial Articles
• MARC Tags to Delete
• Monthly Cataloging Statistical Records (stats template [click to download])
• Non-Roman Character Cataloging
• Order Record Not Used for Cataloging
• Preparing Books and Serials for End Processing
• Record Relationships  (pdf version for printing) 
• Retrieving and Searching for Series Authority Records
• Selecting OCLC Bibliographic Records
• Special Processing of Materials
• Withdrawals and Replacements

Books

• Copy Cataloging Checklist for Monographs
• Beginning the Copy Cataloging Process in Voyager
• Fixed Fields
• Variable Fields
• 020 International Standard Book Number
• 035 OCLC Control Number
• 042 Authentication Code
• 050 & 090 Library of Congress Call Numbers
• 1XX Main Entry (Personal, Corporate and Conference Names)
• 130 Main Entry/Uniform Titles
• 240 Uniform Titles
• 245 Title and Statement of Responsibility
• 246 Varying Form of Title (Title Added Entry)
• 250 Edition Statement
• 260 Publication, Distribution (Imprint)
• 300 Physical Description
• 4XX & 8XX Series in the Bibliographic and Authority Records
• 5XX Notes
• 6XX Subject Headings
• 7XX Added Entries
• 856 Electronic Location and Access
• Formatting the Call Number
• Preparing Books and Serials for End Processing
• LC Cutter Table
• LC Translation Table
• List of Initial Articles
• Abbreviations and Numerals
• LC Copy Cataloging Guidelines, Books

Electronic Resources

• Bibliographic Elements for CD-ROMs/DVD-ROMs (Monograph)
• Bibliographic Elements for Remote Access Electronic Integrating Resources
• Bibliographic Elements for Remote Access Electronic Serials
• Holding Record Information for Remote Access Electronic Resources
• Online Resources Subject Keyword Macro Guide
• Process for Managing E-Journals
• Processes for Managing Indexes, Databases, Reference Sources and More
• Single vs. Multiple Record Approach for Electronic Resources
• Workflow for Ordering and Cataloging Electronic Resources

Music

• Bibliographic Elements for Music Scores
  • Call number
  • Holdings
  
  
  • Item
  
  
  • End processing
• Copy Cataloging Checklist for 050 and 090 Music Scores
  

    Serials

• Copy Cataloging Checklist for 050 Serials
• Binding Procedure for Not Analyzed Serials
• Ceased or Canceled Titles Received as Continuations
• Changes that May Require a New Serial Bibliographic Record
• Copy Cataloging of Classed Together Serials Guidelines
• Copy Cataloging of Periodicals Guidelines
• Flags Used By Continuations Team
• OCLC Union Listing
• Title Change Checklist
• CONSER Standard Record Local Practices

Sound Recordings

• Bibliographic Elements for Music Sound Recordings (CD)

Video Recordings

Voyager Procedures

• Acquisition Session Preferences
• Setting Preferences in the Cataloging Module
• Voyager Macro Template

• Binding Procedure for Not Analyzed Serials
• Cataloging Policy for SMU Related Gifts
• Electronic Resource Contract Information on MFHD
• Process for Managing E-Journals
• Processes for Managing Indexes, Databases, Reference Sources and More
• Requesting Material From Hamon Arts Library
• Withdrawals and Replacements

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Last updated 03/10/2010