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monographs_workflow_overview [2009/05/20 14:15]
ghough
monographs_workflow_overview [2019/01/07 12:20] (current)
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-Acquisitions creates or downloads a bib. record at the time the order is placed, and creates an order record and an item record, with item processing status OO (On Order). ​ Sublibrary location is set as UMDUB, or UMSCI if known. ​ Collection code in the item record is set as UAAA.  There is no collection code in the order record. ​ There will not be a call number in these item records. ​ It is more efficient to make the item record from the order record. ​ Special cataloging instructions will be put in a Library Note field in the order record, e.g. “Cat to Ref.” ​  For Reserve books, it is important to distinguish between books that will be put on Reserve, which should ​get the note “Send to Reserve,” and books that will be cataloged to a permanent reserve collectionwhich should get the note “Cat to Perm Reserve.”+Acquisitions creates or downloads a bib. record at the time the order is placed, and creates an order record and an item record, with item processing status OO (On Order). ​ Sublibrary location is set as UMDUB, or UMSCI if known. ​ Collection code in the item record is set as UAAA.  There is no collection code in the order record. ​ There will not be a call number in these item records. ​ It is more efficient to make the item record from the order record. ​ Special cataloging instructions will be put in a Library Note field in the order record, e.g. “Cat to Ref.” ​  For Reserve books notes should ​read "Prof. NameClassSemester"​
  
-When the item is received, ​Acquisitions ​changes item processing status to PC (In Process, Cataloging) and sends the item to Cataloging ​and Processing ​Acquisitions barcodes the item at this point, and scans the barcode into the item record. ​ If more than one volume is received for the mono title,  Acquisitions ​creates additional item records for the additional volumes or copies and codes them appropriately. ​ There is no need to write the order number on a routing slip, since the record can be called up by scanning the barcode. ​ Routing slips with the requestor information are still necessary for Rush books, or other special cataloging instructions.+When the item is received, ​the receiver ​changes item processing status to PC (In Process, Cataloging) and BAMU (Bibliographic ​and Metadata Unit) and MMT Materials Management) processes continueThe item gets a barcode ​at this point, and the barcode ​is scanned ​into the item record. ​ If more than one volume is received for the mono title the receiver ​creates additional item records for the additional volumes or copies and codes them appropriately. ​ There is no need to write the order number on a routing slip, since the record can be called up by scanning the barcode. ​ Routing slips with the requestor information are still necessary for Rush books, or other special cataloging instructions.
  
 When the item is cataloged, the cataloger establishes the call number in the bib. record, corrects the sublibrary and collection codes, then creates a HOL record from the item record. ​ The item processing status is left at PC.  ​ When the item is cataloged, the cataloger establishes the call number in the bib. record, corrects the sublibrary and collection codes, then creates a HOL record from the item record. ​ The item processing status is left at PC.  ​
  
-When the item is sent out of the Cataloging and Processing Dept., after processing and labeling, the item processing status is changed to PW,when we begin applying the batch process for the New Book Shelf process updating, or [blank] until then.+When the item is sent out of the MMT unit, after processing and labeling, the item processing status is changed to PW,when we begin applying the batch process for the New Book Shelf process updating, or [blank] until then.
  
 ===== Approvals ===== ===== Approvals =====
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 Item status is changed to PC for items going to Cataloging for further work. Item status is changed to PC for items going to Cataloging for further work.
  
-For items going to Ref Consid shelves, item processing status is changed to PC, and a note is entered in the Internal Note field in the item record to that effect. ​ If an item is selected for Reference, ​Acquisitions ​changes the Holdings and Item records to the appropriate codes, i.e. collection code for Reference in HOL and Item records, Reference in item status. ​ The Internal Note field needs to be deleted when the item is removed from the Ref Consid shelves, whether going to Reference or not, to avoid future confusion.+For items going to Ref Consid shelves, item processing status is changed to PC, and a note is entered in the Internal Note field in the item record to that effect. ​ If an item is selected for Reference, ​BAMU changes the Holdings and Item records to the appropriate codes, i.e. collection code for Reference in HOL and Item records, Reference in item status. ​ The Internal Note field needs to be deleted when the item is removed from the Ref Consid shelves, whether going to Reference or not, to avoid future confusion.
  
    
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-There is no need to make an order record, so the process can begin directly in Cataloging and Processing.  The Statistic field in the item record should be coded as Gift.+There is no need to make an order record, so the process can begin directly in BAMU.  The Statistic field in the item record should be coded as Gift.   
 + 
 +Also, if you know who donated the book, add a 793 0_ field with the name of the person who donated it. Follow the example [[793_note|here]].
  
 ===== Ser Anals, Contin Anals ===== ===== Ser Anals, Contin Anals =====
monographs_workflow_overview.1242843303.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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