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umass_folio_receiving_copy_cataloging [2022/06/08 21:28] mbanach [Series with individual titles for each volume] |
umass_folio_receiving_copy_cataloging [2022/06/23 15:45] mbanach |
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- | ====== Monographs ====== | + | |
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- | **Receiving app:** | + | |
- | * Go to receiving app by clicking apps on the menu at top of the screen | + | |
- | * Search by title | + | |
- | * Click on title in search results | + | |
- | * In right pane click receive | + | |
- | * Add barcode | + | |
- | * Check off little box all the way to the left | + | |
- | * Click receive | + | |
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- | **Inventory app:** | + | |
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- | * Go to inventory app by clicking apps on the menu at top of the screen | + | |
- | * Search inventory | + | |
- | * Search by title and click on matching title in the search results | + | |
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- | **Review MARC record:** | + | |
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- | * In the right pane click actions and view source | + | |
- | * Check record according to fastcat guidelines | + | |
- | * Click the X at the top left to close out of viewing source | + | |
- | * If record needs to be overlaid follow overlaying instructions | + | |
- | * Don't forget to remove holdings on the old record and set holdings on the new record in Connexion | + | |
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- | **Check holdings record:** | + | |
- | * Click view holdings and Make sure UMass holdings record looks okay | + | |
- | * Click the X at the top left to close out of viewing holdings record | + | |
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- | **Check item record:** | + | |
- | * To view item record click on text of holdings record where it says Holdings: UM call number and then the items will show up and you can click where it says no barcode | + | |
- | * Check for administrative notes | + | |
- | * If you need to create an item record - Click add item and fill out barcode and other required fields such as location, etc. | + | |
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- | ====== Series with individual titles for each volume ====== | + | |
- | + | ||
- | + | ||
- | **Receiving app:** | + | |
- | * Go to receiving app by clicking apps on the menu at top of the screen | + | |
- | * Search by title (series title or individual title?) | + | |
- | * Click on title in search results | + | |
- | * In right pane click receive | + | |
- | * Add barcode | + | |
- | * Check off little box all the way to the left | + | |
- | * Click receive | + | |
- | + | ||
- | + | ||
- | **Inventory app:** | + | |
- | * Go to inventory app by clicking apps on the menu at top of the screen | + | |
- | * Search inventory | + | |
- | * Search by title and click on matching title in the search results | + | |
- | + | ||
- | + | ||
- | **Review MARC record:** | + | |
- | * In the right pane click actions and view source | + | |
- | * Check record according to fastcat guidelines | + | |
- | * Click the X at the top left to close out of viewing source | + | |
- | * If record needs to be overlaid follow overlaying instructions | + | |
- | * Don't forget to remove holdings on the old record and set holdings on the new record in Connexion | + | |
- | + | ||
- | **Check holdings record:** | + | |
- | * Click view holdings and Make sure UMass holdings record looks okay | + | |
- | * Click the X at the top left to close out of viewing holdings record | + | |
- | + | ||
- | + | ||
- | **Check item record:** | + | |
- | * To view item record click on text of holdings record where it says Holdings: UM call number and then the items will show up and you can click where it says no barcode | + | |
- | * Check for administrative notes | + | |
- | * If you need to create an item record - Click add item and fill out barcode and other required fields such as location, etc. | + | |