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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.
