Receiving app:

• Go to orders app by clicking apps on the menu at top of the screen
• Search by title and limit to UM under acquisitions unit and by material type so you don't get e-books in your search results
• Always look at order record especially for receiving notes or hold notes
• Click actions receive
• then check off tiny box to the left and click receive again

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.

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.