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shelf-ready_processing_of_approvals_and_selection_slips [2012/04/17 13:25]
spease
shelf-ready_processing_of_approvals_and_selection_slips [2017/03/13 14:33]
spease [Batch Receiving of Shelf-Ready Books]
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 ==== Unpacking and Organizing Shipments ==== ==== Unpacking and Organizing Shipments ====
  
-There are two major types of shelf-ready books we receive reguarly: Music Approval Books, which come in small shipments, usually under ten books, in a single box, and Firm Orders, which arrive in much larger shipments of anywhere from about fifty to several hundred books in multiple boxes.+There are two major types of shelf-ready books we receive reguarly: Music Approval Books, which come in small shipments, usually under ten books, in a single box, and Firm Orders, which sometimes ​arrive ​in small shipments, particularly during the summer, but during the academic year often come in much larger shipments of anywhere from about fifty to several hundred books in multiple boxes.
  
 === Unpacking Shelf-Ready Music Books === === Unpacking Shelf-Ready Music Books ===
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 Boxes that comprise large shipments (over 150 books) of Shelf-Ready books need to be organized before unpacking, because such shipments contain multiple invoices. Each box has a number on its label corresponding to its invoice number. ​ Boxes with the same associated invoice number should be unpacked together, in alphabetical order by title, onto book trucks. ​ The Monographic Receiver then checks each book off its invoice, but doesn'​t give the invoice to the Ordering Assistant until after all books have been received. (Although Shelf-Ready books cannot usually be returned to the vendor, there are some situations, such as missing pages found during receiving, in which they must be, and a refund or replacement sought from the vendor.) Boxes that comprise large shipments (over 150 books) of Shelf-Ready books need to be organized before unpacking, because such shipments contain multiple invoices. Each box has a number on its label corresponding to its invoice number. ​ Boxes with the same associated invoice number should be unpacked together, in alphabetical order by title, onto book trucks. ​ The Monographic Receiver then checks each book off its invoice, but doesn'​t give the invoice to the Ordering Assistant until after all books have been received. (Although Shelf-Ready books cannot usually be returned to the vendor, there are some situations, such as missing pages found during receiving, in which they must be, and a refund or replacement sought from the vendor.)
  
-==== Processing Procedures for Each Book ====+==== Batch Receiving of Shelf-Ready Books ==== 
 + 
 + 
 +  * Watch for books with SEL call numbers that lack SEL designation,​ and set aside for individual receiving. 
 +  * Go to Bulk Arrival screen in Aleph 
 +  * Enter invoice number and click “refresh filter.” 
 +  * Look for information in “Requester Name” field 
 +  * Take books with information in this field out of shipment (Notify and Hold books) 
 +  * Receive these book individually. Give rush books an item processing status of “NI,” and give them to Circulation. Put “Notify” books back on truck.  
 +  * Take any books with volume/​part/​etc information on their spine labels off of truck and receive individually,​ making any necessary corrections 
 +  * After receiving Notify/​Hold, ​ multi-vol books, and any other books with problems, return to Bulk Arrival Screen, refresh, and click “Arrive All” button 
 +  * Separate SEL books from Main library books 
 +  * Wand in SEL books individually,​ changing “PW” status in item record to “NI.” 
 +  * Insert blank routing slips in SEL books and place on Science shelf 
 +  * Put books going to Main library stacks on New Book Shelf truck 
 +  * Give invoice to Rebecca 
 + 
 +==== Processing Procedures for Each Book (Before Batch Receiving was implemented) ​====
 ♦Go to the Search function in the Acquisitions Mode of Aleph and scan in the book's barcode. ♦Go to the Search function in the Acquisitions Mode of Aleph and scan in the book's barcode.
  
-♦Check to make sure that the book and Aleph record match in terms of call number, title, author, publishing information,​ and number of pages. For more detail about the minimal standards required for a book to be sent to the stacks without further cataloging work, consult [[http://wws.library.umass.edu/​wikis/​acp/​doku.php?​id=fastcat_instructions|FASTCAT Instructions]]+♦Check to make sure that the book and Aleph record match in terms of call number, title, author, publishing information,​ and number of pages. For more detail about the minimal standards required for a book to be sent to the stacks without further cataloging work, consult [[http://www.library.umass.edu/​wikis/​acp/​doku.php?​id=fastcat_instructions|FASTCAT Instructions]]
  
 ♦Click on "​Orders"​ button on the right hand side and go to the "​2.General"​ tab, if not brought there automatically,​ and look at Order Status box. ♦Click on "​Orders"​ button on the right hand side and go to the "​2.General"​ tab, if not brought there automatically,​ and look at Order Status box.
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 ♦Click "​Update"​ to save item record changes. ♦Click "​Update"​ to save item record changes.
 +
 +===Science versus Du Bois locations===
 +
 +Make sure call numbers match library location code assigned. It's sometimes necessary to change the location in the holdings record and add or delete a location from a call number label. Books labeled as “SCIENCE” sometimes have a call number that indicates they should instead be shelved in the Du Bois Library, and visa versa. Consult the [[AA Chart for Cataloging to Locations As Appropriate]] to aid in determining the correct location for a book based on call number. If uncertainty remains, consult with Cindy Spell to determine proper location/​coding for the book.
  
 ==== Additional Steps for Non-Rush Books Lacking Call Numbers and/or completed Physical Information (300) Fields ==== ==== Additional Steps for Non-Rush Books Lacking Call Numbers and/or completed Physical Information (300) Fields ====
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 ♦Press "​Continue",​ then "​Override"​ buttons when prompted. ♦Press "​Continue",​ then "​Override"​ buttons when prompted.
  
-♦Note the date of the unsuccessful OCLC search on a post-it or the slip in the book, and place the book on the PCat Problem Shelf. ​ Periodically,​ Susan and/​or ​Eva will check this shelf and search for improved OCLC copy.+♦Note the date of the unsuccessful OCLC search on a post-it or the slip in the book, and place the book on the PCat Problem Shelf. ​ Periodically,​ Susan and/​or ​Kay will check this shelf and search for improved OCLC copy.
  
 ==== Books Going to Reference ==== ==== Books Going to Reference ====
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 ♦Affix "​REF"​ label to call number label on spine of book. ♦Affix "​REF"​ label to call number label on spine of book.
  
-♦Change the "Item Process Status"​ code to NI (New Item) and place the book on the "New Reference Books" ​shelf (near Christine'​s desk and next to the Masha Rudman books.+♦Change the "Item Process Status"​ code to NI (New Item) and place the book on the REF shelf.
  
 ==== Adding "​Oversize"​ note if needed. ==== ==== Adding "​Oversize"​ note if needed. ====
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 ==== Miscellaneous Problems ==== ==== Miscellaneous Problems ====
-♦Make sure call numbers match library location code assigned.  ​If may occasionally be necessary to change the location in the holdings record or add or delete a location from a call number label. ​ Books labeled as "​SCIENCE"​ sometimes have a call number that indicates they should instead be shelved in the Du Bois Library, and visa versa. Consult the [[AA Chart for Cataloging to Locations As Appropriate]] ​ to aid in determining the correct location for a book based on call number.+♦Make sure call numbers match library location code assigned.  ​It may occasionally be necessary to change the location in the holdings record or add or delete a location from a call number label. ​ Books labeled as "​SCIENCE"​ sometimes have a call number that indicates they should instead be shelved in the Du Bois Library, and visa versa. Consult the [[AA Chart for Cataloging to Locations As Appropriate]] ​ to aid in determining the correct location for a book based on call number.
  
 ♦Books without call number labels are particularly likely to have a mismatch between the book and the record. ​ You may want to type in the title rather than wanding in the barcode for books without labels, in order to find out if the books is a duplicate to one already in the collection. ​ A wrong title may be the result of the title being changed at the last minute before publication,​ or of the wrong record being assigned by Promptcat. ♦Books without call number labels are particularly likely to have a mismatch between the book and the record. ​ You may want to type in the title rather than wanding in the barcode for books without labels, in order to find out if the books is a duplicate to one already in the collection. ​ A wrong title may be the result of the title being changed at the last minute before publication,​ or of the wrong record being assigned by Promptcat.
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 ♦Books that belong to numbered series the library collects on standing order are sometimes sent in error via the Approval Plan as monographs. ​ Search by series title for any monograph sent that is also part of a numbered series to be sure it's not a duplicate to one coming on standing order. ♦Books that belong to numbered series the library collects on standing order are sometimes sent in error via the Approval Plan as monographs. ​ Search by series title for any monograph sent that is also part of a numbered series to be sure it's not a duplicate to one coming on standing order.
 +
 +♦If a shelf ready monograph belongs to a series (either ser add or ser anal) for which the library no longer has a standing order (the series has been cancelled), treat the book as a monograph. Do not give it the serial call no. or add it to the serial holdings.
  
 ♦The first volume of a multi-volume monograph may be sent.  This will need additional attention as you need to find out if other volumes are wanted (create a standing order record) and to add the volume number to the call number label on the book. ♦The first volume of a multi-volume monograph may be sent.  This will need additional attention as you need to find out if other volumes are wanted (create a standing order record) and to add the volume number to the call number label on the book.
shelf-ready_processing_of_approvals_and_selection_slips.txt · Last modified: 2021/08/24 15:38 by mbanach
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