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umass_folio_receiving_copy_cataloging [2022/06/08 17:19] mbanach |
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|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 ====== |
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| + | **Receiving app:** | ||
| + | * 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 | ||
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| + | **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 | + | |
| + | **Review MARC record:** | ||
| * In the right pane click actions and view source | * In the right pane click actions and view source | ||
| * Check record according to fastcat guidelines | * Check record according to fastcat guidelines | ||
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| * Don't forget to remove holdings on the old record and set holdings on the new record in Connexion | * Don't forget to remove holdings on the old record and set holdings on the new record in Connexion | ||
| - | Check holdings record | + | |
| + | **Check holdings record:** | ||
| * Click view holdings and Make sure UMass holdings record looks okay | * 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 | * Click the X at the top left to close out of viewing holdings record | ||
| - | Add item record | ||
| - | * Click add item and fill out barcode and other required fields such as location, etc. | ||
| - | **Series with individual titles (Cat seps)** | + | **Check item record:** |
| - | Receiving app: | + | * 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. | ||
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| + | ====== Series with individual titles for each volume ====== | ||
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| + | **Receiving app:** | ||
| * Go to receiving app by clicking apps on the menu at top of the screen | * Go to receiving app by clicking apps on the menu at top of the screen | ||
| * Search by title (series title or individual title?) | * Search by title (series title or individual title?) | ||
| Line 42: | Line 56: | ||
| * Click receive | * Click receive | ||
| - | Inventory app: | + | |
| + | **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 | + | |
| + | **Review MARC record:** | ||
| * In the right pane click actions and view source | * In the right pane click actions and view source | ||
| * Check record according to fastcat guidelines | * Check record according to fastcat guidelines | ||
| Line 54: | Line 70: | ||
| * Don't forget to remove holdings on the old record and set holdings on the new record in Connexion | * Don't forget to remove holdings on the old record and set holdings on the new record in Connexion | ||
| - | Check holdings record | + | **Check holdings record:** |
| * Click view holdings and Make sure UMass holdings record looks okay | * 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 | * Click the X at the top left to close out of viewing holdings record | ||
| - | Add item record | + | |
| - | * Click add item and fill out barcode and other required fields such as location, etc. | + | **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. | ||
