Differences

This shows you the differences between two versions of the page.

--- umass_folio_receiving_copy_cataloging [2022/06/10 17:54]
mbanach
+++ umass_folio_receiving_copy_cataloging [2022/06/23 15:45] (current)
mbanach
@@ Line 2: / Line 2: @@
+Instructions will be added
-====== Monographs ======
-**Receiving app:**
-  * Go to orders app by clicking apps on the menu at top of the screen
-  * Search by title and limit to UM under acquisitions unit and by material type so you don't get e-books in your search results
-  * Always look at order record especially for receiving notes or hold notes
-  * Click actions receive
-  * then check off tiny box to the left and click receive again
-**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.
-====== 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.