This comprehensive menu of documentation provides links to documents found in all of the Tech Services web sites, those that are considered to be of general interest. A few of a much more specific nature, relating only to work processes used within one area (such as filing guidelines for room 040 file cabinets), may be found on individual department web sites. Links to those menus are provided here for your convenience:

Scholarly Resources Integration Department Cataloging Department

Acquisitions Department Serials/Electronic Resources Department

Special Collections Cataloging Department Historical Documents

*Note: Some of the documents below are on the OhioLINK Database Management and Standards Documents website, and require the OhioLINK password to view.

Quick Jumps:
A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  X  Y  Z

A

• AACR2 Chapter 12, Changes to (PowerPoint presentation)
• AACR2 - Definitions of Terms
• ABC-CLIO E-Book Cataloging Procedures
• Accompanying Material, Cataloging of Items With
• Accompanying Material - Description
• Accompanying Material - Procedures for handling of Printed Materials Accompanied by Sound Disks (TS Memo N.S. 1990-1) (REVISION NEEDED)
• Added Volumes/Duplicates - Processing Online (TS Memo N.S. 88-5) (REVISION NEEDED)
• Adjusting Cutter Number for Serial Title Changes
• Adjusting Cutter Numbers
• Administration - Departmental Reorganization in Technical Services
• Administration of Technical Services, Changes in
• Adobe Acrobat, Printing from - Tweaking Adobe for Printer Friendly Pay Stubs (MS Word document)
• Alternate Access Points for Continuation Records (TS Memo N.S. 94-3) (REVISION NEEDED)
• Analytics - Cataloging Analytics
• Analytics Cataloging, Guidelines for (REVISION NEEDED)
• Analytics - Non-Roman Alphabet (TS Memo N.S. 6) (REVISION NEEDED)
• Analytics: Procedures for Binding Analytics
• Authorities Reference Card (OCLC)
• Author tables, 20th Century - Special Collections Cataloging Procedures
• Authorities User Guide (OCLC)
• Authority records & PCC/NACO (CAT menu)

B

• Back-up: Automatically backing up your word processing documents
• Barcoding Atlases
• Bibliographic Record Codes
• Bibliographic Record - Creating a New Record Based on an Existing Record
• Bibliographic Record - Creating new bibliographic records for printings of literary works (e.g., novels, thesis replacement)
• Bibliographic Record Example and Field Definitions (B.1 a,b,c) )
• Bibliographic Records, ERIC documents
• Bibliographic Records, Overlay of
• Bibliographic Records - Selecting OCLC Records and Standards for Creating Short Bib Records on OSCAR (N.S. 94-1) (REVISION NEEDED)
• Bibliographic Records - Standards for Updating Bibliographic Records' Location Codes (TS Memo N.S. 94-2) (REVISION NEEDED)
• Bibliographic Records - Updating in OSCAR
• Bibliographic Update Tracking (Authorities Processing)
• Bookplates - University Libraries Bookplates (Collection Memoranda Series No. 6) (REVISION NEEDED)
• Bound-With Processing for Monographs
• Boxed Serials, Processing for Storage

C

• Calculating Estimated Price for Serials
• Call Number Format Parsing (P.6)
• Call Numbers for CGA books - Special Collections Cataloging Procedures
• Call Numbers of Monographs, Dates in (TS Memo N.S. 10) (REVISION NEEDED)
• Call Numbers - OSUL Variations from LC Classification Schedules (.pdf file)
• Card Catalog Removals (TS Memo N.S. 6) (REVISION NEEDED)
• Catalog Card Production (TS Memo N.S. 1992-4) (REVISION NEEDED)
• Cataloging "Analyzable" Serials (TS Memo N.S. 86-1) (REVISION NEEDED)
• Cataloging e-books - Procedure for Cataloging Preservation E-books
• Cataloging Electronic Resources, Standards for (OhioLINK menu)
• Cataloging Government Document Monographs with URLs: Interim Procedures
• Cataloging Local Practices (to be eliminated)
• Cataloging Muse Titles (OhioLINK)
• Cataloging of Items With Accompanying Materials (TS Memo N.S. 88-3) (REVISION NEEDED)
• Cataloging: Procedures for Binding Analytics
• Cataloging - Rush requests (Librush)
• Change in Practice for Counting Non-filing Characters in MARC 21 (LC)
• Change in Usage of ICODE1 for Monographs, Msets and Serials
• Changes to AACR2 Chapter 12 (PowerPoint presentation)
• Changing OSCAR Screen Colors in Telnet (Full version)
• Changing Your Mouse Pointers
• Check-in: Serials Check-in Using Felix (Telnet)
• Check-in: Serials Check-in Using Millennium
• Check-in Record Codes
• CJK (OCLC) links
• Class Web - LC Class/ Subject Correlations Search
• Collection Development and Technical Services: The Division of Responsibility
• Comic book copy cataloging- Special Collections Cataloging Procedures
• Conferences and Editions - Cataloging of
• Connexion - Menu of Documentation for Using OCLC's Connexion Client
• Contact List For Shared Bib Problem Resolution
• Continuation Credits
• Continuation Returns - Actual Pieces
• Copy Cataloging Guidelines
• Copy number assignment policy & procedure
• Copy number assignment (P.5)
• Creating a Desktop Shortcut to Your IE Favorites
• Creating a Personalized WordPerfect Spell Check File
• Creating new bibliographic records for printings of literary works (e.g., novels, thesis replacement)
• Customs Clearance Summary
• Cuttering Tables (.pdf file)
  
  
  

D

• Defunct Fund, Deleting
• Deleting a Defunct Fund
• Deletion of Bibliographic and Item Records
• Depository (STX2, STX3, STX4, STX5) Materials - Handling Guidelines
  
• Dissertations - Processing Procedures for Ohio State Theses and Dissertations (N.S. 89-1) (REVISION NEEDED)
• Dissertations - Purchasing British Dissertations and Theses
• Dissertations - UMI Dissertations Express Workflow
• Donor info in bib record
• Duplicates/Added Volumes - Processing Online (TS Memo N.S. 88-5) (REVISION NEEDED)
• Duplicates, Unindicated (TS Memo N.S. 85-7) (REVISION NEEDED)
• Dust jackets -- retaining and barcoding/labeling

E

• EL Materials, Cataloging of
• Electronic resources - Cataloging Government Document Monographs with URLs: Interim Procedures
• Electronic Resources, Standards for Cataloging (OhioLINK menu)
• Electronic Resources Management (ERM) (PowerPoint presentation, 2005)
• Electronic Resources Management (ERM) Policies
• Electronic Resources Management (ERM): Swets/OhioLINK ERM (PowerPoint presentation 4/06)
• Electronic Theses and Dissertations
• Endowment Account Terms
• Endowment Funds and Deadlines
• Endowment Information, Miscellaneous
• Endowment Policy
• Endowments to Return to Principle
• Envelopes - Printing to Envelopes in MS Word
• ERIC document records and bib overlay
• Error message - Netware Security Error
• Error Reporting Form (OhioLINK)
• Estimated Price - Calculating Estimated Price for Serials
• Eudora 4.3 - Highlights
• Eudora Tips - 1
• Eudora Tips - 2 (Version 4.3)
• Eudora, Unlocking
• External Funds

F

• Facsimiles Reproductions made for Preservation Purposes (TS Memo N.S. 95-6) (REVISION NEEDED)
• FELIX: Logging in
• FELIX: What's Cooking on FELIX?
• Field 793
• Fixed Length Codes and Branch (location) Codes (S.5.a)
• Funds, External
• Funds - How to Stretch Your Approval Funds: UND2 and Added Editions
• Funds - FY05 Inflation Project (password required)
• Funds - Journal Cost Increase Limits
• Funds - Monitoring and Expending Your Funds
• Funds - Moving Serial Monies from Collection Managers’ Funds to Cover High Inflation (> 10%)

G

• Gift and Withdrawn Monograph Processing Procedure (Interim) (TS Memo N.S. 88-1) (REVISION NEEDED)
• Gift Books Processing (TS Memo N.S. 9) (REVISION NEEDED)
• Gift Materials: Control and Processing (TS Memo N.S. 7) (REVISION NEEDED)
• Gifts - Responsibility for Moving Gift Collections (REVISION NEEDED)
• @GOBX Short Bibliographic Records and PromptCAT Overlays
• Government documents - Cataloging Monographs with URLs: Interim Procedures
• Government Documents Processing
• Guidelines for the Use of Field 856 (LC)

H

• Hardbacks vs. Paperbacks (REVISION NEEDED)
• Holdings - Maintenance of Holdings Information on LCS / "Closing" of Holdings Record Function of the Shelflist (TS Memo N.S. 88-6) (REVISION NEEDED)
• Holdings - Maintenance of LCS Holdings File (TS Memo N.S. 12) (REVISION NEEDED)
• How To Access the III User Manual
• How to Stretch Your Approval Funds: UND2 and Added Editions
• How to Tell Who Owns the Record at Central (OhioLINK)

I

• Icons - Missing Desktop Icons
• IMESSAGE: Use of IMESSAGE for Collection Management Team (CMT)
• Inflation - FY05 Inflation Project (password required)
• Information Technology: OSUL IT Documentation Menu
• In process (status "p") materials, Procedure for processing of
• Integrating Resources: A Cataloging Manual (BIBCO; See Appendix A) (.pdf file)
• Internet Explorer - Creating a Desktop Shortcut to Your IE Favorites
• Internet Resources, Cataloging of (OCLC)
• Internet Resources, Free - Selection and Cataloging of
• ISBN-13
• Item Record Codes
• Item Record: STATUS Code , Fixed Field 21(I.2)
• Item Record SUPPRESSION Code, Fixed Field 3, ICODE2 (I.3)
• Item Record Usage for Serial Holdings
• Item Records: Create (Add to OSCAR) (I.5)
• Item Records: Delete (I.6)
• Item Records: Practice transactions (I.0)
• Item Records: Status M vs. Status S ("missing")
• Item Records: Update (I.4)
• Item Records: Update, add, delete (using Millennium)
• Item Records: Update, Delete, Add: QUICK GUIDE (I.7)

J

• Japanese manga cataloging project, CGA/EAS - Special Collections Cataloging Procedures
• Japanese Romanization Change (TS Memo N.S. 11) (REVISION NEEDED)
• Journal Cost Increase Limits

K

• Key Substitution Phrases (S.8)
• Knowledge Bank Metadata Application Profile
        PDF file
• Knowledge Bank Metadata Application Profile for Digital Still Images
• Knowledge Bank Metadata Application Profile for Digital Video
• Knowledge Bank Metadata Application Profile for Electronic Texts
• Knowledge Bank Metadata Application Profile for Electronic Theses
• Korean Materials (TS Memo N.S. 6) (REVISION NEEDED)

L

• LC Class/ Subject Correlations Search
• LCS Display of Records for Withdrawn Issues of Serials (Replaced by Microform) (TS Memo N.S. 85-6) (REVISION NEEDED)
• Letterhead:
              • Printing All Pages to Letterhead Stationery in MS Word
              • Printing First Page Only to Letterhead Stationery in MS Word
  
• LibHas Field Standardization
• LibHas Statements Crib Sheet (.pdf file; 7/6/04 condensed version of summary of procedures; prints on one page)
• LibHas Statements, OSUL Policy on
• LibHas Statements: Policies and Philosophies
• LibHas Statements Procedure, General Guidelines
• LibHas Statements Reference Tool (Compilation, 3/25/04)
• LibHas Statements: Samples
• LibHas Statements: Summary of Procedures (Compilation, 5/27/04)
• Location Code "maise"
• Location Code "wth"
• Location Codes  (One-page printable version)
• Location Codes for Special Collections
• Location codes - Standards for Updating Bibliographic Records' Location Codes (TS Memo N.S. 94-2) (REVISION NEEDED)
• Locked PC - PC Locks Up When Trying To Release Your Password Protected Screensaver
• Logon to OSCAR/FELIX for Staff Update Functions (S.7)

M

• Maintenance of Holdings Information on LCS / "Closing" of Holdings Record Function of the Shelflist (TS Memo N.S. 88-6) (REVISION NEEDED)
• Manga Cataloging Project, CGA/EAS
• MARC Field 856, Guidelines for the Use of (LC)
• Materials Requiring Special Handling
• Materials with Item Status In-Process
• Metadata, non-MARC - Knowledge Bank Metadata Application Profile
        Word document
        PDF file
• Minimal Record Input Standards (OhioLINK)
• Missing Desktop Icons
• Monitoring and Expending Your Funds
• Monographs - Cataloging Government Document Monographs with URLs: Interim Procedures
• Moving Serial Monies from Collection Managers’ Funds to Cover High Inflation (> 10%)
• Multi-Volume Works (TS Memo N.S. 85-2) (REVISION NEEDED)
• Muse Titles (OhioLINK), Cataloging of
• Music-related Materials to Music Library (TS Memo N.S. 11) (REVISION NEEDED)

N

• Netware Security Error
• New Record Based on an Existing Record
• Newspapers on LCS (TS Memo N.S. 85-4) (REVISION NEEDED)
• Non-English materials, Acquiring, receiving, and cataloging - Special Collections Cataloging Procedures
• Non-filing Characters in MARC 21, Change in Practice for Counting
• Non-Roman Materials, Subject Slips for Manual Caataloging of (TS Memo N.S. 6) (REVISION NEEDED)
• Notes Fields (5XX) - Special Collections Cataloging
  

O

• OCLC Cataloging Documentation
  
• OCLC CJK links
• OCLC MARC 246 Field - Quick Reference Guide
• OCLC Numbers for Elsevier Titles (OhioLINK)
• OCLC - Selecting OCLC Records and Standards for Creating Short Bib Records on OSCAR (N.S. 94-1) (REVISION NEEDED)
• Office Collections, OSCAR Titles in
• Online Serials: Copy Cataloging Guidelines
• Order Record Codes
• Order Record Standards (OhioLINK)
• Ordering Journal Titles from Publishers in Negotiation with OhioLINK
• OSCAR/Felix - Adjusting Screen Colors in OSCAR/Felix (VT100) (Brief version)
• OSCAR/Felix: Bibliographic Record Example and Field Definitions (B.1 a,b,c) )
• OSCAR/Felix - Changing OSCAR/Felix Screen Colors in Telnet (Full version)
• OSCAR/Felix: Choosing a Safe and Secure OSCAR/Felix Password (S.4)
• OSCAR/Felix: Fixed Length Codes and Branch (location) Codes (S.5.a)
• OSCAR/Felix (INNOPAC) Codes
• OSCAR/Felix: Item Record: STATUS Code , Fixed Field 21(I.2)
• OSCAR/Felix: Item Record SUPPRESSION Code, Fixed Field 3, ICODE2 (I.3)
• OSCAR/Felix: Item Records: Create (Add to OSCAR) (I.5)
• OSCAR/Felix: Item Records: Delete (I.6)
• OSCAR/Felix: Item Records: Update (I.4)
• OSCAR/Felix: Item Records: Update, Delete, Add: QUICK GUIDE (I.7)
• OSCAR/Felix: Key Substitution Phrases (S.8)
• OSCAR/Felix: Logon to OSCAR/Felix for Staff Update Functions (S.7)
• OSCAR/Felix Maintenance Guidelines (S.6)
• OSCAR/Felix - OSCAR Format Codes, Selected
• OSCAR/Felix - OSCAR System Overview Diagram
• OSCAR/Felix - OSCAR Titles in Office Collections
• OSCAR/Felix - Printing Reports from Felix
• OSCAR/Felix: System Introduction for Technical Services (S.3)
• OSCAR/Felix: System Overview (S.1 & S.2)
• OSCAR/Felix - What's Cooking on FELIX?
• OSUL Acquisitions Records Retention Schedule
• OSUL Variations from LC Classification Schedules (.pdf file)
• OSUPFW Document
• Oversize (maisu) materials, Procedure for identifying and processing of

P

• Passwords: Novell Account, Eudora, Felix, etc.
• PC Locks Up When Trying To Release Your Password Protected Screensaver
• Pinyin documentation
• Pinyin links
• Plug-ins: Software "Plug-ins" and Cataloging Web Sites
• Policy and Practice - Technical Services
• Policy for Handling and Processing of Pre-1900 Imprints
• Policy for transferring 1800-1899 imprints from Main Library to OSU Book Depository
• Poor Condition Procedure (TS Memo N.S. 87-4) (REVISION NEEDED)
• Pop-ups - Windows XP and Internet Explorer's Pop-up Blocker (MS Word document)
• Practice transactions: Item records (I.0)
• Pre-1900 Imprints, Policy for Handling and Processing of
• Printers: Networked Laser Path
• Printing:
              • Printing All Pages to Letterhead Stationery in MS Word
              • Printing First Page Only to Letterhead Stationery in MS Word
              • Printing Reports from Felix
              • Printing to Envelopes in MS Word
  
• Procedure for Cataloging Preservation E-books
• Procedure for Identification and Addition Of Holdings to LCS In the Acquisition Department (TS Memo N.S. 88-2) (REVISION NEEDED)
• Procedures for Creating Multiple Duplicate Bibs to Hold Item Records (Serials and Monographic Sets)
• Procedures for De-duping Multiple Bibs (Serials)
• Procedures for handling of Printed Materials Accompanied by Sound Disks (TS Memo N.S. 1990-1) (REVISION NEEDED)
• Processing Boxed Serials for Storage
• Processing Codes for Special Collections Cataloging
• Processing Duplicates/Added Volumes Online (TS Memo N.S. 88-5) (REVISION NEEDED)
• Public Access - Guidelines for Public Access to Printed Materials Housed in the Cataloging Department (TS Memo N.S. 1992-3) (REVISION NEEDED)
• Purchasing British Dissertations and Theses

Q

R

• Recommendations for Subfield $v (OhioLINK DMSC 6/14/99)
• Recommendations on Cataloging OhioLINK Consortially-Owned Electronic Resources (OhioLINK)
• Reinstatement Policy
• Reinstatements to OSCAR (P.3)
• Remote Storage, Selecting Library Materials for
• Reorganization - Changes in Administration of Technical Services
• Reorganization - Departmental Reorganization in Technical Services
• Replacement copy processing: "swapping" gift books (P.4)
• Research Foundation Grant Funds Expenditure
• Responsibility for Moving Gift Collections (REVISION NEEDED)
• Returns, Continuation - Actual Pieces
• Rush Processing (TS Memo N.S. 87-2) (REVISION NEEDED)
• Rush requests (Librush)

S

• Screen Saver - PC Locks Up When Trying To Release Your Password Protected ScreenSaver
• Screen Savers
• Selecting Library Materials for Remote Storage
• Selecting OCLC Records and Standards for Creating Short Bib Records on OSCAR (REVISION NEEDED)
• Selection and Cataloging of Free Internet Resources
• "Send Direct" Orders (TS Memo N.S. 6) (REVISION NEEDED)
• Serial Labeling Instructions on LCS (TS Memo N.S. 10) (REVISION NEEDED)
• Serial Note on LCS (TS Memo N.S. 10) (REVISION NEEDED)
• Serial Unit Order Processing in SER
• Serials acquisitions - Moving Serial Monies from Collection Managers’ Funds to Cover High Inflation (> 10%)
• Serials Check-in Using Felix (Telnet)
• Serials Check-in Using Millennium
• Serials - Processing Boxed Serials for Storage
• Serials Shelf List (TS Memo N.S. 6) (REVISION NEEDED)
• Setting the Communications Connection Using the Logon Guide
• Sets - Multiple Volume, Prepaid Sets on Discretionary Funds (REVISION NEEDED)
• Shared Bibliographic Records: Updating guidelines
• Shelf List Cards for "M" Classification (TS Memo N.S. 6) (REVISION NEEDED)
• Shelving of Microform Guides in Microforms Room, Main Library (TS Memo N.S. 1992-2) (REVISION NEEDED)
• Software "Plug-ins" and Cataloging Web Sites
• Special Collections, Cataloging of - Processing Codes
• Special Collections Cataloging - Special Situations
• Special collections - Field 793
• Specifications for Preservation E-Books Cataloging
• Standards for Cataloging Electronic Resources (OhioLINK menu)
• Standards for Creating New Records
• Standards for Updating Bibliographic Records' Location Codes (TS Memo N.S. 94-2) (REVISION NEEDED)
• Standing Order Plan Processing in SER
• Standing Order Plans (password required)
• Status "p" (in process) materials, Procedure for processing of
• Storage - Processing Boxed Serials for Storage
• Student Employees, Acquisition Department Guidelines for
• Student Employees, OSUL Personnel Policies for
• Suppression Code Standardization (OhioLINK)
• System Introduction OSCAR/Felix

T

• Table of Contents Document
• Task Manager, NT
• Technical Services Deadlines & Schedules
• Technical Services Memorandum N.S. 6 (miscellaneous subjects) (REVISION NEEDED)
• Technical Services Memorandum N.S. 10 (miscellaneous subjects) (REVISION NEEDED)
• Technical Services Memorandum N.S. 11 (miscellaneous subjects) (REVISION NEEDED)
• Technical Services Memorandum N.S. 85-1 (Removing cards from catalog) (REVISION NEEDED)
• Technical Services Policy and Practice
• Temp Files, Deleting
• Theses - Processing Procedures for Ohio State Theses and Dissertations (N.S. 89-1) (REVISION NEEDED)
• Theses - Purchasing British Dissertations and Theses
• Thesis Cataloging
• Training Needs Survey
• Transfer of Expense from the Libraries' Account to Another Department's Account
• Transfer of Expense Between Library Accounts
• Transferring 1800-1899 imprints from Main Library to OSU Book Depository, Policy for
• Transfers (Change location of library materials)
• Transfers to STX, Procedures for
• Translation Tables (.pdf file)

U

• UMI Dissertations Express Workflow
• Unindicated Duplicates (TS Memo N.S. 85-7) (REVISION NEEDED)
• Use of $v instead of $x for Form Subdivisions
• Uses of the LCS Holdings File and Holdings File Notes (TS Memo N.S. 87-1) (REVISION NEEDED)

V

• Video Conversion
• Volume Identification Authority for Serials (TS Memo N.S. 13) (REVISION NEEDED)
• Volume Identifiers Policy

W

• Withdrawal of Last or Only Copy (TS Memo N.S. 11) (REVISION NEEDED)
• Withdrawal of Library Holdings, Guidelines for
• Withdrawals (WTH) from OSCAR (P.2)
• Word Tips (See also "Printing".)
• WordPerfect Spell Check File, Creating a Personalized...
• WWW Resources Processing Form for FREE Web Resources:
           http://library.osu.edu/about/departments/serials-electronic-resources-and-rights-management/add-a-free-electronic-resource-form
• W-9 Form (OSU Substitute W-9 Form)

X

Y

Z

Last updated 06/15/06.

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Page last modified: 8 November 2011

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