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umass_folio_receiving_copy_cataloging [2022/06/08 17:13] mbanach |
umass_folio_receiving_copy_cataloging [2022/06/23 15:45] (current) mbanach |
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| ====== UMass FOLIO Receiving and Copy Cataloging ====== | ====== UMass FOLIO Receiving and Copy Cataloging ====== | ||
| - | [[https://docs.google.com/document/d/1N49fkKqZN_tA3FR9cbYB8by8zfwKHDi0WCofmst9vr8/edit?usp=sharing|UMass FOLIO Receiving and Copy Cataloging]] | ||
| - | Monographs | + | Instructions will be added |
| - | 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 | + | |
| - | 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 | ||
| - | |||
| - | Add item record | ||
| - | Click add item and fill out barcode and other required fields such as location, etc. | ||
| - | |||
| - | Series with individual titles (Cat seps) | ||
| - | 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 | ||
| - | |||
| - | Add item record | ||
| - | Click add item and fill out barcode and other required fields such as location, etc. | ||
| - | |||
| - | |||
| - | Processing new serials issues or volumes | ||
| - | (Anything that has the same title for each issue/volume) | ||
| - | Do not need to receive new serial issues or volumes | ||
| - | Go to inventory app | ||
| - | Search by title limiting resource type to text | ||
| - | Click on UMass holdings record on right pane | ||
| - | Click add item | ||
| - | Barcode the issue and fill out item record | ||
| - | Click save and close | ||
