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archive:depository_transfers_monograph_prep_with_items_remaining_in_uma50 [2012/03/27 18:39] mbanach created |
archive:depository_transfers_monograph_prep_with_items_remaining_in_uma50 [2019/01/07 17:20] |
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| - | ====== Depository Transfer Instructions: Monographs ====== | ||
| - | |||
| - | ===== Items Remaining In UMA50 ===== | ||
| - | |||
| - | * ALEPH tab settings (upper left corner of screen) should be: | ||
| - | * Connect to = FCL01 | ||
| - | * Select ADM Library = UMA50 | ||
| - | * Wand in Barcode in Aleph’s Item line, bring up Bib. | ||
| - | * CTRL+N (or CATALOGING tab, Duplicate Record). | ||
| - | * Click OK through (11) screens. | ||
| - | * Click OK to FCL01 in Select Library box. | ||
| - | * Change OWN field to DP. Ctrl L to save. Check for LKR field. | ||
| - | * Change ALEPH tab setting to: | ||
| - | * Select ADM Library = DEP50 | ||
| - | * Double-click ITEMS under DEP50 (last item on Bib tree, lower left screen) | ||
| - | * Click NEW for new item. | ||
| - | * Fill in the following item tab 2 fields (by macro): | ||
| - | * Sublibrary = UMDPT | ||
| - | * Collection = UDBKS | ||
| - | * Material Type = BOOK | ||
| - | * Call Number Type = 8 | ||
| - | * Description and Enum Level1 filled in for multiple volumes. (This is important. Our student won't catch it.) | ||
| - | * Item Status = | ||
| - | * 01 for regular monographs (06 should be changed to 01) | ||
| - | * 02 for theses | ||
| - | * Item Process Status = TR | ||
| - | * Check Temporary Location Box. | ||
| - | * Wand barcode into Item record. | ||
| - | * Add Circulation notes if necessary (i.e. "3 maps in end pocket - date - initials"). | ||
| - | * [If boxing items, fill in Tab 3 fields (by macro): Internal note field should display box number, “Box ### - date - initials” and any bindery notes should be deleted.] | ||
| - | * Click HOL Links (Item tab 6), then CREATE NEW, then EDIT. | ||
| - | * OWN field = DP. | ||
| - | * Tab down HOL record to field 852 | ||
| - | * 1st indicator is 8. | ||
| - | * Delete LC call numbers found in subfield h and i. | ||
| - | * Make sure 590 JSTOR note is present if applicable. “JSTOR TITLE. (Transferred to FCD, date, initials)” | ||
| - | * [THESES ONLY. Create a new field with the url for in-house use in the 856 55 field. For an example to copy see Sys# 4887826.] | ||
| - | * Save changes to HOL (Ctrl L). | ||
| - | * Change ALEPH tab setting back to: | ||
| - | * Select ADM Library = UMA50 | ||
| - | * Delete Item from UMA50 record. | ||
| - | * If no other items are linked to the HOL (but there is another HOL), delete UGEN HOL. To delete: click the HOL Links tab, click the HOL record, click Edit, Ctrl R. | ||
| - | |||
| - | ===== Tips and Troubleshooting ===== | ||
| - | |||
| - | ==== Admin Records (UMA50): ==== | ||
| - | |||
| - | * Usually we delete UMA50 records on Depository bibs. If an order record is attached and cannot be deleted (needs higher permission), either let it go through or, if there are a group of volumes, ask a serials person to delete the order records. | ||
| - | |||
| - | ==== Bunker Trays: ==== | ||
| - | |||
| - | * Maximum size for items sent to Bunker is 14” wide x 24” tall. | ||
| - | * Bunker trays beginning with U are UMass volumes. | ||
| - | |||
| - | ==== Electronic Copy Remaining in UM ==== | ||
| - | |||
| - | * Retain the UM Bib and Hol for the electronic item. Delete the HOL for items being sent to the Depository if all items on that HOL are being sent. | ||
| - | |||
| - | ==== FCDPT Existing Records and Items: ==== | ||
| - | |||
| - | * When adding a UMDPT item to a Bunker record with FC items, use UM codes (UMDPT / UDBKS). The checked temp location box allows this without changing the HOL. HOL record codes should not be changed. | ||
| - | |||
| - | ==== LKR Fields: ==== | ||
| - | |||
| - | * Check bound-withs and x-links. New x-links need to be created when in the DEP50 admin. | ||
| - | |||
| - | ==== Missing Volumes: ==== | ||
| - | |||
| - | * See Depository Transfer Instructions: Ser & Pers. | ||
| - | |||
| - | ==== OCA Project: ==== | ||
| - | |||
| - | * Add Internal Note to the UM Box #### note: “Scanned for OCA Digitization Project – date – initials.” | ||
| - | |||
| - | ==== Packing Slips ==== | ||
| - | |||
| - | * Monographs do not need a packing slip. | ||
| - | |||
| - | ==== Statistics ==== | ||
| - | |||
| - | * Monographs should already be linked so should not need to be counted. | ||
| - | |||
| - | ==== Theses and Dissertations: Variations from Monographs ==== | ||
| - | |||
| - | * Check Bib to see if there should be an accompanying CD-ROM. If so, check back pocket to be sure it is included. | ||
| - | * Item Status = 02 for theses | ||
| - | * Insert in-house use URL into the | ||
| - | * HOL: 856 55 For an example to copy see Sys# 4887826. | ||
| - | * No spine labels for theses being sent to the Bunker. | ||
| - | |||
| - | ==== URL text ==== | ||
| - | |||
| - | * 856 55 |uhttp://www.fivecolleges.edu/depository/fcdepbook.html|zRequest item from Five College Depository for use in UMass Special Collections and Archives | ||
| - | |||
| - | --- //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]// | ||
