Key Websites and References

• Workast

• ScholarWorks@UMBC/MD-SOAR

• Metadata Chart:

• MD-SOAR Advanced Searching

• Proxy Server (UMBC login required)

• Proxy Prefix for Off-Campus Access (limited access)

Emergencies and Problems

Open

Adding Embargoes and Fixing Special Characters

• Reference: Unicode Tables or Unicode Character Search

• Procedure: Adding embargoes

• Procedure: Fixing Special Characters

Rights, Rights URI, Publisher Requirements and Embargoes

• Transfer from the notes to the appropriate column; fill in the rights URI column based on the content of the rights.

Titles, Abstracts, Languages, Types, DOIs, Sponsors, and Conferences

• Tutorial on Records, Works, and Finding Information:

• Procedure: Filling in Titles, Abstracts, Languages, Types, DOIs, Sponsors, and Conferences

• Reference: Language codes for non-English languages can be found in the 2nd column on this page https://www.loc.gov/standards/iso639-2/php/code_list.php  

Coversheets, Files, Dates, and Extent

1. Use the Documentation: File Combination Tool

2. If the dc.format.extent column is blank, add the extent.

3. Check the value given in the dc.date.issued column. If it’s not the YEAR-MO-DY format, put it in that format. If it’s blank, add it using the YEAR-MO-DY format.

4. Coversheet Template:

Authors, Collections, ORCIDs

• Use the Documentation: Author Details Update Tool

• UMBC Directory

• ORCID

• Collections File:

• ORCID and Collections Excel Spreadsheet:

• ORCID and Collections Google Doc: https://docs.google.com/spreadsheets/d/1VAOp1hw6mlJAWsAk_gCnD4mTg8lK5C40HECCmAz1M9g/edit?usp=sharing

• Faculty Job Titles

• Tutorial on ORCID Searching: (Word File)

• Procedure: Adding Authors, Collections and ORCIDs to a Spreadsheet

Formats, Versions, Publishers

• Genre Terms:

• Version Chart (preprint vs. postprint. vs. final published version)

• Tutorial on Formats, Versions, and Publishers: (Word File)

Citations

• Citation Examples

• Citation tutorial #1:

• Citation tutorial #2:

Keywords

• Tutorial on keywords

Combining Sets and Moving works from Zotero to a Spreadsheet

• Procedure: Combining Sets and Moving works from Zotero to a Spreadsheet

Processing

• Policies on File

• Sherpa Romeo

• Federal Government Document Rights notes

• Google Advanced Search

• Works that must go on the same record and works that must go on separate records

• Vendors/Platforms that are Paywall Protected unless on a Creative Commons License

• Tutorial:

• Procedure: Processing Works Using Zotero

• Procedure: Sreyas' Processing Procedure

• Tutorial on Free Works: (Word file)

• Tutorial on Sherpa-Romeo: (Word File)

• Tutorial on finding policies on publisher’s websites:

Completing a Load and Sending to Tech Support

• Running the SAFBuilder and Zipping the SAF Folder

• User Documentation for Mapping Script

Training Material

New Staff Orientation and Training

• Library Student Assistant Manual (with out-of-date portions removed)

• IR Assistant Trainee Expectations

Checking Work

• Checking Processing with Zotero

• Checking Spreadsheets

Standard Communication with Faculty

• Outreach Emails

ETD Procedures for Special Collections

ETD Load Procedures

• ScholarWorks ETD Load Procedures

• Removing restrictions from a bitstream

• Student ETD Procedures  

• Downloading ETD Publication Forms from the Proquest ETD Administrator Site

Other Procedures

Affiliation Checking for Increasing Citation Counts

Structure--Setting Up Collections

Permanent URL Construction

New User Notices

Editing Metadata (for catalogers)

 (for ILL and Special Collections, Word Document Download)

Public Libguides Created and Maintained by Digital Scholarship Services

• Guide to Submitting Works to Scholarworks@UMBC

• Copyright Libguide

• Guide to Open Access

• UMBC Open Access Agreements

• UMBC Open Access Policy

• Guide to ORCID

• Guide to Research Data

Old Inputting Training Materials

• Empty Spreadsheet:

•  (Word file)

• Inputting Procedure

• (Excel file)

Old/Out-of-Date Procedures

• Procedure: Using Zotero to collect works to be loaded

• ETDs Scanned in House

• Google Alerts

• Adding a Work To ScholarWorks@UMBC (not working from spreadsheet)

• ETDs ContentDM

• Procedure for Adding a New Faculty Publication to ContentDM

• Duplicate Searching

• ORCID Searching

• Preparing a Spreadsheet of Items to Enter (Full Procedure) (updated 9/8/20)

• Chicago/Turabian Citation Quick Guide

• Versions Quiz (Word file)

• Conference Papers and Presentations (Word file)

• Processing Notations

• Rights Retention Policy Proposal