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librarytechserv
Library Technical Services Procedures
Alma Codes
Alma LINK
Alma operational reports & database checks
Acquisitions operational reports & database checks
Cleaning up PO Lines in status In Review
Cleaning up PO Lines in status Claim
Binding
Binding of Non-Library Volumes
Binding Periodical Issues in Alma
Binding Specifications
Discarding DO NOT BIND Titles
Entering ACME Shipment Information for Monographs
Entering ACME Shipment Information for Serials
Incomplete Volumes
Opening a New Shipment in ABLE
Pickup of Bound Materials by Department Representatives
Re-Binding Monographs in Alma
Receiving and Unpacking Binding Shipments
State MPA for Book Binding
Branches: Ordering, Receiving, Cataloging, Invoices
Cataloging
Basic Cataloging in Alma
Cataloging Media in Alma
Cataloging Procedures for URI Dissertations and Theses in Alma
Procedures for Adding a Portfolio (Electronic Resource)
Untitled
Untitled
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E-Resources
Acquiring Electronic Packages and Portfolios in the Community Zone
Acquiring Local Electronic Collections and Databases
Acquiring Local Standalone Portfolios
Alma Central Discovery Index (CDI)
Alma-Elsevier integration profile for KBART Automation
Alma-OVID integration profile for KBART Automation
Compromised Access Credentials (hack / breach)
Controlling order of e-resources in View It
E-book ordering criteria and available publishers
EBSCO-OCLC collection loading for managing WorldCat holdings (e-books only)
Elsevier-OCLC collection loading through KBART Automation for managing WorldCat holdings
EZproxy prefix
Handling Access Fees for E-Resources
JSTOR-OCLC collection loading for managing WorldCat holdings
License agreements checklist
Linking local electronic collections and portfolios to the CZ
Linking OCLC WorldShare Collection Manager to Alma
Loading Bib Records / Portfolios for a Local Electronic Collection
Managing e-book downloads and checkouts for EBSCOhost e-books
Managing E-Resource Trials in Alma
Managing licenses in Alma
Managing Print + Electronic Combinations
New E-Resources Setup Checklist
Ordering e-books (firm orders) -- without GOBI API
Overlap Analysis
OVID-OCLC collection loading through KBART Automation for managing WorldCat holdings
ProQuest Ebook Central integration profile
ProQuest Ebook Central-OCLC loading for managing WorldCat holdings [ draft ]
Purging all portfolios and bibs from an electronic collection
Retrieving MARC records from OCLC FTP site
Retrieving MARC records from OCLC WorldShare Collection Manager
Springer Nature-Alma integration profile for KBART Automation
Springer Nature-OCLC collection loading through KBART Automation for managing WorldCat holdings
Taylor & Francis-OCLC collection loading through KBART Automation for managing WorldCat holdings
Teton-OCLC collection loading for managing WorldCat holdings
URI FTE Information
URI IP Addresses / Ranges
Wiley collection loading through KBART Automation for managing WorldCat holdings
Wiley integration profile for KBART Automation
Funds
Fiscal Close
Identifying and fixing POLs encumbering funds when they shouldn't be
How to batch-update funds in Alma
URI Foundation / Endowment Funds
Gifts Policies & Procedures
Cataloging gift books in Alma
Gift Book Processing Procedures
Procedure on Gift Book Added Copies
Inventory Project
How to clear items stuck in Technical - Migration
How to create inventory lists in Alma
Inventory Project procedures
Invoices
Adding payment info to an invoice in Alma
Correcting or backing out an invoice
Online management of invoices for URI payment
Paying an Imported EDI Invoice
Paying an Invoice — Manually
Posting a credit
Processing Invoices for Payment
Retrieving EDI invoices from EBSCONET
Special Situation — Multiple Invoices, One PO Line, One-Time Purchase
Special Situation — One Invoice, One PO Line, Multiple Invoice Lines
Suppressed Bibs for Holding PO Line
Updating invoice lines with additional information after closing
URI Chartfield Strings
URI Accounting processes for credit memos
URI tax exempt status
Media Procedures
Media Vendors
Ordering Media
Processing Media Materials
Streaming media purchasing procedures
Monograph Acquisitions
Alternative DVD ordering procedure
Changing Vendor in PO Line
Claiming Books
Closing or Canceling PO Lines
Copy cataloging Alma overview
Creating a PO Line Template
Display of books on order in Primo
GOBI approval plan
Lost / replacement books
New Books List
NOTIFY procedure for book orders
Ordering Books
Ordering books with GOBI API
Ordering new standing orders
Purchasing and Cataloging One-Time-Only Serials
Receiving Books
Receiving Standing Orders
Reserves Orders
Rush ordering books with GOBI API (print books)
Special request orders through GOBI
Strand — posting payment to deposit account
Strand — Receiving Strand Books
What happens when we purchase an additional copy of an e-book with limited concurrent users?
Processing & Mending
Attaching Labels to Books
GBC Therm-a-Bind Machine
In Process of Technical Services - remove date
Label Pre-Stamps and Abbreviations
Label Printer & Labels
Label printing from Alma - LIBstick
Label Printing from Alma - SpineOMatic
Marking processed items done in Alma
Mending Tools & Supplies
Pamphlet Binding
Pockets for Supplementary Material
Processing Books
Processing CML Materials
Processing Government Publications
Processing Newspapers
Processing Tools & Supplies
Restringing Bound Journals
Special Collections & Archives Cataloging & Processing Procedures
Tip-Ins
Torn Pages
Tying Unbindable Materials
Work Orders
Reports & Statistics
Fund balances for subject selectors
URI Peers
Serials Acquisitions
Checking Status of Bill-Later / Standing Order Titles Acquired Through EBSCO
Claiming Serials Issues
Indicating Enumeration and Chronology in Alma
Manual vs. Auto renewal on PO Line
MARC Holdings Records (Monographs and Serials)
Moving PO Line to new Bib
Ordering a New Print Subscription
Receiving Print Subscriptions (Serials Check-In)
Special Situation — Memberships or Combinations with Multiple Publications
Special situation — Parent / Child Periodicals Paid on One PO Line
Special Situation — Periodical with Regular Supplements on Same Record
Special situation — pocket parts and loose-leaf updates
Unidentified Receipts / Mystery Titles
Withdrawals
Microform Discard Projects
Serials Discard Projects
Used Journal and Book Vendors
Weeding & Last Copy Procedures
Scores
Cleaning up PO Lines in Status "Sent"
Alma Administration
Collection Management Documentation & Procedures
Policy on Purchasing "One-Time-Only" Serials
Department Forms & Documents
Digital Initiatives Procedures
DigitalCommons@URI Journal Setup
Creating DOI's with CrossRef
Digitization Projects & Procedures
Digitization Projects
Faculty Senate Bills
Retrospective Theses, Dissertations and Major Papers
Digitization Specifications
Greenstone Metadata Guidelines
On-Demand Scanning: Theses & Dissertations
Scanning Instructions (Photographs)
Scanning Instructions (Textual Materials)
Selection Criteria
Uploading to DigitalCommons@URI
Uploading Books
ETD Procedures
Faculty Publications Project
Copyright Clearance
Obtaining Article PDFs
Uploading faculty article PDFs to DigitalCommons@URI
Harvesting of DigitalCommons@URI into Primo
Open Access Policy Procedures
Generating an OA Policy Waiver
List of Faculty Publications Series in DigitalCommons@URI
OAP Outreach and Publicity
OAP Statistics and Documentation
Searching for URI Faculty Articles by Author Affiliation
Template: Email to Faculty Requesting Author Manuscript
Uploading OAP Articles to DigitalCommons@URI
Shared Shelf Procedures
University Archives Photos Project
Fulfillment Procedures
How to clear items stuck in Transit
How to create an automated NOTIFY email for e-resources
How to customize sender of system emails
How to include URI logo in system emails
How to make patron letters say "Dear Firstname Lastname"
letters-logo
Position Descriptions in Technical Services
librarytechserv
How to create inventory lists in Alma
How to Create Inventory Lists in Alma.docx
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