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umass_folio_receiving_copy_cataloging [2022/06/08 17:12] mbanach created |
umass_folio_receiving_copy_cataloging [2022/06/10 17:54] 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|http://example.com|External Link]] | ||
- | Monographs | ||
- | 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: | + | ====== Monographs ====== |
- | 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 | + | **Receiving app:** |
- | Click add item and fill out barcode and other required fields such as location, etc. | + | * Go to orders app by clicking apps on the menu at top of the screen |
+ | * Search by title and limit to UM under acquisitions unit and by material type so you don't get e-books in your search results | ||
+ | * Always look at order record especially for receiving notes or hold notes | ||
+ | * Click actions receive | ||
+ | * then check off tiny box to the left and click receive again | ||
- | Series with individual titles (Cat seps) | + | **Inventory app:** |
- | 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 |
- | Go to inventory app by clicking apps on the menu at top of the screen | + | * Search inventory |
- | Search inventory | + | * Search by title and click on matching title in the search results |
- | 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 | + | **Review MARC 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 | + | * 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 | ||
+ | |||
+ | |||
+ | **Check item record:** | ||
+ | * To view item record click on text of holdings record where it says Holdings: UM call number and then the items will show up and you can click where it says no barcode | ||
+ | * Check for administrative notes | ||
+ | * If you need to create an item record - Click add item and fill out barcode and other required fields such as location, etc. | ||
+ | |||
+ | |||
+ | |||
+ | ====== Series with individual titles for each volume ====== | ||
+ | |||
+ | |||
+ | **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 | ||
+ | |||
+ | |||
+ | **Check item record:** | ||
+ | * To view item record click on text of holdings record where it says Holdings: UM call number and then the items will show up and you can click where it says no barcode | ||
+ | * Check for administrative notes | ||
+ | * If you need to create an item record - Click add item and fill out barcode and other required fields such as location, etc. | ||
- | 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 | ||