UMass FOLIO Receiving and Copy Cataloging

http://example.com|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: 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 Click add item and fill out barcode and other required fields such as location, etc.

Series with individual titles (Cat seps) 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

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