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umass_folio_receiving_copy_cataloging [2022/06/08 17:48] mbanach [Receiving app:] |
umass_folio_receiving_copy_cataloging [2022/06/23 15:45] (current) 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]] | ||
- | + | Instructions will be added | |
- | ====== Monographs ====== | + | |
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- | **Receiving app:** | + | |
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- | * 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 | + | |
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- | ====== Inventory app: ====== | + | |
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- | * 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 | + | |
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- | ====== Review MARC record** ====== | + | |
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- | * 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 | + | |
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- | 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 | + | |
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- | Add item record | + | |
- | * Click add item and fill out barcode and other required fields such as location, etc. | + | |
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- | **Series with individual titles (Cat seps)** | + | |
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- | 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. | + | |