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umass_folio_receiving_copy_cataloging [2022/06/08 21:28]
mbanach [Series with individual titles for each volume]
umass_folio_receiving_copy_cataloging [2022/06/23 15:45]
mbanach
Line 2: Line 2:
  
  
- +Instructions ​will be added
-====== 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:** +
- +
-  * 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. +
- +
- +
- +
-====== 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.+
  
  
umass_folio_receiving_copy_cataloging.txt · Last modified: 2022/06/23 15:45 by mbanach
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