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umass_folio_receiving_copy_cataloging [2022/06/08 17:45] mbanach [**Monographs**] |
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 ===== | + | ====== Monographs ====== |
+ | |||
+ | |||
- | ====== Receiving app: ====== | + | **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 | ||
- | * Go to receiving app by clicking apps on the menu at top of the screen | + | **Inventory app:** |
- | * 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: ====== | + | |
* 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 | ||
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- | ====== Review MARC record** ====== | + | **Review MARC record:** |
* In the right pane click actions and view source | * In the right pane click actions and view source | ||
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- | 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 | + | **Check item record:** |
- | * Click add item and fill out barcode and other required fields such as location, etc. | + | * 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 ====== | ||
- | **Series with individual titles (Cat seps)** | ||
- | Receiving app: | + | **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?) | ||
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- | 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 | ||
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- | 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 | + | **Check item record:** |
- | * Click add item and fill out barcode and other required fields such as location, etc. | + | * 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. | ||