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shelf-ready_processing_of_approvals_and_selection_slips [2014/02/19 20:41]
kdion
shelf-ready_processing_of_approvals_and_selection_slips [2021/08/24 15:38]
mbanach [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 ==== 
 + 
 + 
 +  * 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 
 +  * Wand in one book after bulk receiving the shipment, to make sure that the status has been automatically updated to blank. If it has not, see Steve Bischoff 
 +  * Separate SEL books from Main library books 
 +  * Wand in SEL books individually. 
 +  * 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 
 + 
 +==== Receiving Books Individually ​====
 ♦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://​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.
  
-♦If everything matches correctly then the book is ready for the stacks ​or the New Book Shelf so leave the Order status as "​SV"​.+♦If everything matches correctly then the book is ready for the stacks so leave the Order status as "​SV"​.
  
 ♦If the book needs a call number label or other work you cannot complete, change the Order Status to "​WP"​. ♦If the book needs a call number label or other work you cannot complete, change the Order Status to "​WP"​.
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 ♦To get to the item record, click on "​Overview"​ on the left of the screen, then click on "​Items"​ button on the right. ♦To get to the item record, click on "​Overview"​ on the left of the screen, then click on "​Items"​ button on the right.
  
-♦If the book is ready for the stacks ​(fully processed Reference and Science books)change ​the "Item Process Status" ​code to NI (New Item.) +♦If the book is ready for the stacks, ​check that the "Item Process Status" ​field is blank.
- +
-♦If the book will go to the New Book Shelf, change the "Item Processing Status"​ to "​PW"​. +
- +
-******EXCEPTION:​** ​ If there are more books than the new book shelf can hold (15 red book truck shelves or the equivalent of 2.5 red book trucks using both sides of the trucks) the item processing status should be set to blank on the excess books and they should be put on trucks for items going to Stacks Management for shelving directly to the Du Bois stacks +
  
 ♦If the book is not yet ready for the New Book Truck or the Science Truck, change the "Item Processing Status"​ to "​PC"​. ♦If the book is not yet ready for the New Book Truck or the Science Truck, change the "Item Processing Status"​ to "​PC"​.
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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. ​ 
  
 ==== 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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 ♦Delete our Holdings in OCLC from the originally-used OCLC record ♦Delete our Holdings in OCLC from the originally-used OCLC record
  
-♦Add ​both a "928 AUTHORITY" field and a "930 OCLC" field to the newly-overlaid bibliographic record in ALEPH+♦Add a "928 AUTHORITY"​ field to the newly-overlaid bibliographic record in ALEPH 
 + 
 +Make sure OCLC holdings are set on new record in Connexion
  
 For both of the above overlay situations, it is necessary to delete the old Holdings record in ALEPH and create a new one, IF the old record lacked an LC Call Number OR if the new record'​s LC Call Number is in any way different from the old record'​s (Check carefully, as the call numbers may be similar but not identical. The most frequent difference is the year at the end of the number, but less obvious differences also occur.) For both of the above overlay situations, it is necessary to delete the old Holdings record in ALEPH and create a new one, IF the old record lacked an LC Call Number OR if the new record'​s LC Call Number is in any way different from the old record'​s (Check carefully, as the call numbers may be similar but not identical. The most frequent difference is the year at the end of the number, but less obvious differences also occur.)
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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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