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Documentation: Policies and Procedures

Guidelines for creating documentation

• Submitting Documents to the Web
• Writing Documenation

• General Tech Services
  • 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
  • Procedure for Cataloging Sensitive Material
  • Voyager Location Codes - IN COLOR
• Acquisitions
  • 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
    • Setting Up and Editing Patterns for Periodicals
  • 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
  • General
    • 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 in CUL@Inside.SMU (CUL Staff only)
    • 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
    • RDA Records Policy
    • 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
    • Music Documenation in CUL@Inside.SMU (CUL Staff only)
  • 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)
• Voyager
  • Acquisition Session Preferences
  • Setting Preferences in the Cataloging Module
  • Voyager Macro Template
• Cross Departmental
  • 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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