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shelf-ready_processing_of_approvals_and_selection_slips [2009/02/19 16:40]
jbajgier created
shelf-ready_processing_of_approvals_and_selection_slips [2009/05/28 16:41]
spease
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 ♦Press "​Update"​ button to save order record changes. ♦Press "​Update"​ button to save order record changes.
  
-♦Arrive the book by clicking on "​Arrival 0/1" to the left of the screen. ​ Then click on "items" button on the right.+♦Arrive the book by clicking on "​Arrival 0/1" to the left of the screen. ​ Then click on "Add" button on the upper right, then on "​add"​ on the lower right. 
 + 
 +♦To get to the item record, click on "​Overview"​ on the left of the screen, then click on "​Items"​ button on the right. 
 + 
 +♦If the book is ready for the stacks (fully processed Reference and Science books), make blank the "Item Process Status"​ code. 
 + 
 +♦If the book will go to the New Book Shelf, change the "Item Processing Status"​ to "​PW"​. 
 + 
 +♦If the books is going to the Cataloging Dept. for extra work, change the "Item Processing Status"​ to "​PC"​. 
 + 
 +♦Click "​Update"​ to save item record changes. 
 + 
 +==== Additional Step for Books going to the P-Cat Truck ==== 
 +Books that will sit for a long period of time before final cataloging  
 + 
 + 
 +♦Go to "​Overview"​ on the order record page and click on "​Cataloging"​ button on the right. 
 + 
 +♦Bring cursor to the field "928 AUTHORITY"​ and delete that field by pressing CTRL F5. 
 + 
 +♦Click icon with red arrow in upper right side, "Save on Server and Local Drive"​. 
 + 
 +♦Press "​Continue",​ then "​Override"​ buttons when prompted. 
 + 
 +==== Books Going to Reference ==== 
 + 
 +♦Change the item status from 01 to 13. 
 + 
 +♦Go to Holdings record in Cataloging and change Collection (852|c) to "​URF"​ if the code is not already URF. 
 + 
 +♦Click icon with red arrow in upper right side, "Save on Server and Local Drive"​. 
 + 
 +♦Press "​Continue",​ then "​Override"​ buttons when prompted. 
 + 
 +♦Affix "​REF"​ label to call number label on spine of book. 
 + 
 +==== Adding "​Oversize"​ note if needed. ==== 
 +An oversized book is one that is over 30cm deep and/or over 40cm high. 
 + 
 +♦In Holdings part of the bibliographic record in Cataloging, go to call number field and type <F7>; "​oversize"​. 
 + 
 +♦Click icon with red arrow in upper right side, "Save on Server and Local Drive"​. 
 + 
 +♦Press "​Continue",​ then "​Override"​ buttons when prompted. 
 + 
 +♦Put "​Oversize " label at botton of call number on spine of book. 
 + 
 +==== Miscellaneous Problems ==== 
 +♦Make sure call numbers match library location code assigned. ​ If may occasionally be necessary to change the location in the holdings record or add or delete a location from a call number label. 
 + 
 +♦Books without call number lables are particularly likely to have a mismatch between the book and the record. ​ You may want to type in the title rather than wanding in the barcode for books without labels, in order to find out if the books is a duplicate to one already in the collection. ​ A wrong title may be the result of the title being changed at the last minute before publication,​ or of the wrong record being assigned by Promptcat. 
 + 
 +♦Books with call number labels sometimes arrive with a minimal bibliographic record. ​ It's a good idea to check for duplicate titles by doing a title search when this happens. 
 + 
 +♦Books that belong to numbered series the library collects on standing order are sometimes sent in error via the Approval Plan as monographs. ​ Search by series title for any monograph sent that is also part of a numbered series to be sure it's not a duplicate to one coming on standing order. 
 + 
 +♦The first volume of a multi-volume monograph may be sent.  This will need additional attention as you need to find out if other volumes are wanted (create a standing order record) and to add the volume number to the call number label on the book. 
 + 
 +♦Look out for possible reference books sent on approval and not coded with a Reference location. 
  
shelf-ready_processing_of_approvals_and_selection_slips.txt · Last modified: 2021/08/24 15:38 by mbanach
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