Technical Services Procedures

Acquisitions

• Ordering
  • Inputting Monographic Firm Orders
  • Electronic Ordering with GOBI and Millennium
• Ordering Backbuys
• Receiving and Invoicing
  • Credits and Check Refunds
  • Invoicing Borders Purchases
  • Invoicing Interdepartmental Orders (IDOs)
  • Monograph Receiving
  • Receiving Rush Orders
  • Vendor Codes
• Interface
• Monograph Claims
• Yankee Processing
  • Processing of Shelf-Ready Materials from Yankee Book Peddler [being revised for -11 9/07]
  • Purchase Orders for Yankee Book Peddler: Account #5718-44
  • PromptCat Records and Invoicing
• Gift Book Processing
• Special Collections
• Reports
      Books Cataloged Report
      Books Received Report
      Weekly Budget Report
      Creating Word Document from Excel Report

• Baker & Taylor Leased books

  • Ordering        

  • Check-in

  • Renew 

  • Returns

          

Cataloging

• Preparation
  • Flagging
  • Pre-cat searching of URSUS
• Cataloging
  • A to Z titles
  • Adding items (Millennium Interface)
  • Agricultural Experiment Station (Maine AES)
  • Baker & Taylor books
  • Call numbers (policy for copy cataloging)
  • Canadiana
  • Copy Cataloging
  • Crosslinking for titles bound together
  • Darling Center books and journals
  • Full text linking of Online Monograph (Ebooks)
    • Lecture Notes in Mathematics
    • Processing Gale Ebooks
  • Government Documents
    • Creating bib records for Gov Doc series
    • David Smith gifts
    • Marcive load: adding item records
    • Microforms for ILL
    • NTIS Research Reports
    • Requestor function items
    • State of Maine maps
  • Journals issues represented as monographs
  • Lawrence collection
  • Learning Materials Center (LMC)
    • Downloading and item creation
    • LMC software
  • Metadata projects
    • ETD Metadata Entry Procedures
    • Kirtas Digitization Project Procedures
      • TIFF2PDF (Yearbooks)
      • Book Scan Editing (Phase  1 - Batch)
      • Book Scan Editing (Phase 2 - Individual page)
      • OCR and Full Text Creation (Town Reports)
      • Post-OCR processing [Draft]
      • Adding a new town to Google Maps
      • Adding town reports links to URSUS
    • Maine Music Box
  • Minimal Level Records (Pamphlets Model)
  • Nonbook Items
    • Audiobooks
    • Kits
    • Maps
    • Media Resources Center (MRC) items (audiovisual, software, etc.)
    • Microform
    • Multiformat items (books with other media)
    • Music scores
    • Withdrawing AV items
  • OCLC
    • Batch processing
    • Copy cataloging (locating and downloading records - Millennium)
    • Constant data records
    • How to Move Connexion Client Save Files and Profile Settings to a New Computer
    • Writing OCLC macros
  • On-the-Fly items
  • Prestamps
  • PromptCat enhanced records
  • Special Collections
    • Children's books (Maine Juv)
    • City and town materials, Maine
    • Maine Maps
    • Multiple copies
    • Pamphlets
    • Rare books
    • Sea Grant publications
    • State documents, Maine
    • University Publications
  • Standards for Engineering
  • Subfield Delimiters
  • Theses
    • University of Maine
      • Assigning Cutter numbers
      • Honors Theses Preliminary Cataloging
    • Other Universities (UMI)
    • Retroconversion project (advisor headings)
  • Transfer attached records (Millennium Interface)
  • Virtual bookplates and inscriptions
• Processing
  • Call number labels
  • Bookplating
  • Bound books and journals (back from bindery)
  • Delivery of physical materials
  • Inventory project
  • Items in Tech Services ("e" status)
  • Labeling (Millennium Interface)
  • Labeling using Epson Printer
  • Phase boxes
  • Processing newly cataloged books
  • Remove from Reference (RFR)
  • Repairs and replacements
  • Security stripping
  • Withdrawing and discarding materials
• Reports and Review File Creation
• Duplicate reports
• Statistics

Serials

• Electronic Resource Processes
  • Setting up an URSUS record for an Electronic Journal
  • Registering E-Journals
  • Closing out E-journals
  • Creating E-journal links to EJS (EbscoHost Journal Service)
  • Generating E-journal Usage Statistics
  • Setting up an Online Resource
• Placing Orders
  • Initiating a Standing Order
  • Processing a Standing Order Transfer
  • Ordering Backbuys
  • Processing the EBSCO Renewal
  • Purging Order Records (UMS System)
• Processing Received Serial Issues
  • Creating a Minimal Level Serial Record
  • Creating a Checkin Card
  • Checking in Newspapers
  • Checking in Periodicals
  • Checking in Standing Orders
  • Claiming
  • Claimchecker Report
  • Closing a Checkin Card
  • Daily mail
  • Ebsco Reports
  • Holdings Record for Closed Serial Titles
  • Inactive Checkin Review
  • New Periodicals and Title Changes 
  • Standing order title changes
• Invoicing
  • Processing Invoices
  • Making a Funds Adjustment
• Binding
  • Bindery and Serials Procedures for Dead Titles
  • Binding Examination and Decision Chart
  • Binding Partial or Split Serial Volumes
  • Checking Serials Out to the Bindery
  • Checking Serials Back in from the Bindery
  • Preparing Pull Slips for Serials to be Bound 
  • Repairs and replacements
  • Thesis binding
  • Types of Binding Chart
• MULS (Maine Union List of Serials)
  • Printing MULS lists

Miscellaneous

• URSUS Accounting Interface: Library Procedures
• Shipping Materials Requested with the URSUS "G" Function
• Creating Web Pages

Return to Technical Services home page

Created by: Sharon Quinn Fitzgerald | Revised: 09/03/2008

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