INTRODUCTION When an item is missing, lost, damaged, or withdrawn, someone somewhere may decide to reinstate the item in the collection. The new item, the replacement or repl, is added to the catalog and the lost, missing, etc. item, the original, is withdrawn by Systems in a quarterly job. This, in a nutshell, is the …
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Created: June 2, 2016
Last revised: November 14, 2016
Review date: None set
Background: Circulation notices are sent via email automatically 3 times per day (6am, noon, 6pm) every day (i.e., seven days per week). During winter closure when most libraries are closed for an extended period in December and January, Library Systems Office adjusts when circulation notices are sent out. This is to avoid potential problems for …
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Created: May 31, 2016
Last revised: December 2, 2016
Review date: None set
Procedure Before you begin labeling for the first time, make sure you have: cleared your jarcache folder (see Appendix A) the appropriate authorizations AND setup (see Appendix B of this document for further information) and make sure you’re using the following label stock: and the following label shields: Login to the Millennium Client. In the …
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Created: May 21, 2016
Last revised: November 22, 2016
Review date: None set
MARC TAG FIELD TAG FIELD NAME 001 o BIB UTIL # 002-009 y MISC 010 l LCCN 011-019 y MISC 020-024 i STANDARD # 025-026 y MISC 027-028 i STANDARD # 029 y MISC 030 i STANDARD # 031-033 y MISC 034 y MISC 035 o BIB UTIL # 036-073 y MISC 074-075 g GOV …
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Created: May 14, 2016
Last revised: November 7, 2016
Review date: None set
Procedure Bibliographic Field Use Changes in Millennium (Tier 1-3; Locally Added Uniform Title Data) – Issued 2/18/2010 Purpose of this Document: Cataloging procedural changes will need to be implemented, where applicable, to support e-resource tier tracking, the retention of locally added data, and ongoing SCP monograph and serial loading on an ongoing basis. In addition, …
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Created: May 12, 2016
Last revised: November 7, 2016
Review date: None set
A B C D E F G H I J K L M N O P Q R S …
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Created: May 11, 2016
Last revised: November 14, 2016
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[Upd. 20100305 CatDept TR/LRO; Appr. TSC Accompanying Material Cataloging and Processing for Monographic Materials ] Introduction This procedure is to be followed for coding, description, and processing of monographs with accompanying material for Doe-Moffitt, self cataloging, affiliate, and all subject specialty libraries. In particular: Sections 1, 2, 3, 4 and 6, 7, 8 apply to …
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Created: May 3, 2016
Last revised: December 14, 2016
Review date: None set
Suggested workflow for Building Use Only (BUO) and Restricted Material at Circulation Desks Suggested workflow for Building Use Only (BUO) and Restricted Material at Circulation Desks When the item arrives from NRLF, check it in and place it on your hold shelf. Then, if the hold is for your unit’s CIRC SUP patron, check the …
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Created: April 28, 2016
Last revised: December 7, 2016
Review date: None set
These guidelines were created in the interest of improving the efficiency and accuracy of processing materials that are sent to Cataloging & Metadata Services for monographic cataloging. Due to the large volume of material received on a daily basis in Cataloging & Metadata Services, the Distribution Unit cannot spend a significant amount of time researching …
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Created: April 28, 2016
Last revised: October 16, 2018
Review date: None set
Sometimes one of the self-cataloging units other than the Main Cataloging Department does special language or format cataloging for another shelving location. This procedure outlines creation of records to track where the material is, and which unit is responsible for what elements. Catalogers who create records for other units can be given the Technical Services …
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Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
Search Procedures Search 1 — Search 2 — Search 3 — RFR (last search) — Flowchart of search process PREPARING MACROS:The following macros must be used to ensure that Internal Notes are entered in the correct format. Search lists are created from these notes. If notes are not entered exactly as shown below, the item will …
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Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
Millennium Scopes 2 Anthropology Library 4 Art History Classics Library 6 Bancroft Library 8 Bioscience and Natural Resources Library 9 Business and Economics Library 10 Center for Tebtunis Papyri 11 Chemistry Library 13 College of Environmental Design Archives 15 Data Lab 16 Doe Reference 17 Earth Sciences and Map Library 18 East Asian Library 19 …
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Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
This procedure describes what to do after the course is over. Note: Processing information for creating the course and adding items to it can be found in: Reserves: putting items on reserve This guide shows how to: Mark items Inactive Delete course records/reserves-taking-items-off-reserve Suppress course records and Item records Deleting Item/Bib Records Created For Reserves Best …
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Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
Note: Processing information for after the course is over can be found in: Reserves: taking items off reserve This guide will show you how to: Search for existing course reserve records Course and instructor naming conventions Create a course record Edit a course record Adding items to a course record Requesting items for reserve Paging items …
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Created: April 28, 2016
Last revised: January 27, 2017
Review date: None set
Introduction Adding relator terms or codes to added entries is always OPTIONAL. The need for added entries to contain relator terms, and the specificity of the terms, must be determined by the owning library’s policies, selectors, curators, etc. Recording the roles that various added entries perform is particularly important in special collections and rare materials …
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Created: April 28, 2016
Last revised: December 5, 2016
Review date: None set
Note: updated 2/15/11 to reflect changes in tagging of holdings fields “t”, “n”, and “r”. GLADIS MILLENNIUM GLADIS Field Field Data Where did it go? Where should it go now? Notes BIB Note Binding Description Bib: (n)590 Bib: (n)563 See: COPY-SPECIFIC INFORMATION IN MILLENNIUM BIB Note Imperfect Copy Bib: (n)590 Bib: (n)590 See: COPY-SPECIFIC INFORMATION …
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Created: April 28, 2016
Last revised: December 5, 2016
Review date: None set
Placing Holds on items on behalf of a patron (in the Millennium client). (If a patron doesn’t have a patron record, the hold can be placed for the requesting unit’s departmental patron id, for example CIRC SUP/ENGI.) Holds for Unrestricted or Building Use Only (BUO) items (location codes n***u; n***b): **Placing a hold in the …
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Created: April 28, 2016
Last revised: December 5, 2016
Review date: None set
In Gladis, notes used by catalogers to indicate that a title was to be analyzed or was an analytic were entered in the SLF field. These notes migrated to the 990 field of the bibliographic record in Millennium (as well as the legacy Gladis Data field in holdings records for serials and MVMs). However, it …
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Created: April 27, 2016
Last revised: December 2, 2016
Review date: None set
How to use “Modify Group” in Millennium: – Go to the summary for the record you want to edit and select ALL items that you want to change. – Chose “Edit” up on the menu bar and select Modify Group”. – In “Modify Group” choose the field you wish to edit (for example: “Item Type”) as the …
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Created: April 27, 2016
Last revised: December 2, 2016
Review date: None set
Background (About Templates) A template comes into play every time a new record of (almost) any type is created, whether interactively on Millennium, through interactive export from OCLC, or through batch loading. Templates are necessary because every fixed field in every record type must have a valid value — even if the value is one …
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Created: April 27, 2016
Last revised: December 1, 2016
Review date: None set
Millennium passwords expire every 360 days. Millennium is supposed to warn you 25 days prior to expiration that your password needs to be changed. Passwords (other than front desk circ logins) must NOT be shared. See policy details below. Password construction rules: New password must not match old password 8 characters (no more, no less) …
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Created: April 27, 2016
Last revised: December 1, 2016
Review date: None set
Using Java Components. Shortcut Keys via CSDirect (ask Systems for credentials if you don’t have them). There are two types of keyboard shortcuts that can be used in the Millennium Client: Underlined letters Programmed shortcuts Underlined letters Underlined letters are relatively simple and consistent. When you see an underlined letter, you can use the Alt …
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Created: April 27, 2016
Last revised: December 1, 2016
Review date: None set
Millennium Character Map Code Tables see also: Diacritics in Millennium BASIC LATIN Hex Diacritic 0020 SPACE, BLANK / SPACE 0021 ! EXCLAMATION MARK 0022 ” QUOTATION MARK 0023 # NUMBER SIGN 0024 $ DOLLAR SIGN 0025 % PERCENT SIGN 0026 & AMPERSAND 0027 ‘ APOSTROPHE 0028 ( OPENING PARENTHESIS / LEFT PARENTHESIS 0029 ) CLOSING …
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Created: April 27, 2016
Last revised: November 30, 2016
Review date: None set
MILLENNIUM BIBLIOGRAPHIC RECORD OVERLAY DEFINITIONS Incoming Record – The new OCLC record that will replace the old record in Millennium. Target Record – The record in Millennium that is to be overlaid. Bibliographic overlay can be done by anyone with OCLC Connexion authorization. While this means that catalogers can now do their own overlays (unlike …
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Created: April 27, 2016
Last revised: November 30, 2016
Review date: None set
Procedure Introduction: When and how to use holdings records — forthcoming Fixed fields Variable fields Checkin card — forthcoming Fixed Fields Label Type Claim On Mark for Deletion Acq Type(C) Location Frequency Upload Recv Location Update Count Copies Vendor Piece Count Fixed field default values Label Type The format of labels printed from the checkin …
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Created: April 27, 2016
Last revised: November 15, 2016
Review date: None set
HOLDINGS MAINTENANCE FOR SETS SPLIT BETWEEN CAMPUS AND NRLF Note: These procedures apply only when performing cleanup or record maintenance. Procedures for depositing sets and adding new volumes to fully or partially deposited sets are addressed in this document: Storage editing requirements. Definition: A set (serial or MVM) is “split” when some volumes of the title owned …
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Created: April 27, 2016
Last revised: November 14, 2016
Review date: None set
After access and holdings have been confirmed and tested: (1) Look up order record in Millennium. (2) Click EDIT button to edit Bib record. (3) Position cursor at the end of the last MARC field. (4) Use the appropriate Millennium Macro. ERU will input the URLs in every case as 856 40 without making the …
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Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
The Systems Office reports to BadCat a subset of duplicate barcodes (barcodes which appear in more than one Millennium item record) and duplicate OCLC numbers (OCLC numbers which appear in more than one Millennium bib record). These reports come 3-5 times a week and can have anywhere from 5-50 items on each report. Some number …
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Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
Barcode duplication is always a problem in Millennium. If Millennium warns you that the item barcode you added is a duplicate, the issue should be resolved quickly. This error should never be ignored unless the duplication is between a staff patron barcode and an NRLF barcode. Barcode duplication problems fall into two categories: 1. Staff …
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Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
To view large statistical reports or do analysis on report from Web Management Reports you will need to download them. To download statistical reports from Web Management Reports: Click the Download button in the top menu Edit the name of the downloaded file to add a .csv file extension Open in Excel or other spreadsheet application Legacy …
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Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
see also: Millennium Character Map Code Tables Best Practices Make diacritic and special character edits in OCLC whenever possible. When forced to use Millennium Character Maps, be sure to use only those character maps which have been identified as containing characters within the MARC21 Unicode character repertoire values. Remember that Millennium Character Maps that have …
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Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
Items that represent materials that are part of the collection should not be deleted. Checked out items and billed-not paid items should NEVER be deleted. Examples of situations where an item might be deleted: personal copies put on reserve items created mistakenly in the course of file loads or manual work dummy item records You should have …
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Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
This guide is broken up into mini-lessons. The first one is the longest at 9 pages. The rest are typically a few pages long, covering a single subject. The typical lesson should take about ten minutes to complete, including interaction with the live system. A good practice will be to open the Create List module …
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Created: April 26, 2016
Last revised: October 3, 2019
Review date: None set
Image that shows choices of MARC 008 values in Create Lists for these formats: All, books, computer files, maps, music, continuing resources, visual mats. Legacy Data Author: Jim Lake Approval Group: ILSSC Update Group: Integrated Library System Steering Committee Last updated date: 02/12/13
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Created: April 26, 2016
Last revised: October 24, 2016
Review date: None set
[image shows choices of MARC 007 values in Create Lists for these formats: map, e-resources, globe, tactile mats., proj. graphic, micro, non-proj graphic, motion picture, remote sensing image, sound recording, video] Legacy Data Author: Jim Lake Approval Group: ILSSC Update Group: Integrated Library System Steering Committee Last updated date: 02/12/13
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Created: April 26, 2016
Last revised: November 10, 2016
Review date: None set
[image shows choices of MARC 006 values in Create Lists for these formats: books, e-resources, maps, mixed, music, continuing res., visual mats.] Legacy Data Last updated date: 02/12/13 Author: Penny Swanson, Simon Fraser University Update Group: Integrated Library System Steering Committee
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Created: April 26, 2016
Last revised: November 10, 2016
Review date: None set
RESERVE ITEM TYPES: Item Type Loan Period Allows Renewal? Allows Overnight? 23 N/A (electronic) N/A N/A 87 1 week yes yes 88 1 day yes yes 89 1 day no yes 90 2 hours yes yes 91 2 hours no yes 92 2 hours yes no 93 2 hours no no Legacy Data Last …
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Created: April 26, 2016
Last revised: November 10, 2016
Review date: None set
Last CMC review/update 20180417 Skip to Best Practices | Skip to Background and Clean-up Bound-withs | Restrictions | Bindings | Imperfections | Miscellaneous | Provenance | Source of Acquisition | Combined Notes | Added Access Points Introduction Recording copy-specific information is always OPTIONAL. The need for copy-specific notes, and the level of detail contained in …
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Created: April 26, 2016
Last revised: June 4, 2018
Review date: None set
Call numbers consist of classification, 1-3 cutters, and a date (year). The following are examples of how to format call numbers in OCLC and Millennium. (class) = (classification) Call numbers consist of classification, 1-3 cutters, and a date (year). The following are examples of how to format call numbers in OCLC and Millennium. (class) = …
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Created: April 26, 2016
Last revised: April 25, 2018
Review date: None set
Procedure vetted by: Technical Services Council; 10/2009 document owner: Catalog Department Analytic Cataloging Procedures These procedures are for use by catalogers in all OskiCat libraries: Doe/Moffitt Catalog Department (CD) Self Cataloging Units (SCU), including Affiliated Libraries Subject Specialty Libraries (SSL) However, they are written using MAIN and SSLs as contextual examples. Introduction These procedures detail …
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Created: April 26, 2016
Last revised: January 25, 2017
Review date: None set