This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
umass_folio_receiving_copy_cataloging [2022/06/08 17:13] mbanach |
umass_folio_receiving_copy_cataloging [2022/06/23 15:45] (current) mbanach |
||
---|---|---|---|
Line 1: | Line 1: | ||
====== 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 | + | Instructions will be added |
- | 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 | ||