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--- umass_folio_receiving_copy_cataloging [2022/06/08 17:13]
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+++ umass_folio_receiving_copy_cataloging [2022/06/10 17:54]
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 ====== UMass FOLIO Receiving and Copy Cataloging ======
-[[https://docs.google.com/document/d/1N49fkKqZN_tA3FR9cbYB8by8zfwKHDi0WCofmst9vr8/edit?usp=sharing|UMass FOLIO Receiving and Copy Cataloging]]
-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