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shelf-ready_processing_of_approvals_and_selection_slips [2009/02/19 17:19]
jbajgier
shelf-ready_processing_of_approvals_and_selection_slips [2012/02/17 15:22]
spease
Line 18: Line 18:
 ♦To get to the item record, click on "​Overview"​ on the left of the screen, then click on "​Items"​ button on the 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 is ready for the stacks (fully processed Reference and Science books), ​change ​the "Item Process Status"​ code to NI (New Item.)
  
 ♦If the book will go to the New Book Shelf, change the "Item Processing Status"​ to "​PW"​. ♦If the book will go to the New Book Shelf, change the "Item Processing Status"​ to "​PW"​.
 +
 +******EXCEPTION:​** ​ If there are more books than the new book shelf can hold (15 red book truck shelves or the equivalent of 2.5 red book trucks using both sides of the trucks) the item processing status should be set to blank on the excess books they should be put on trucks for items going to Stacks Management for shelving directly to the Du Bois stacks.
  
 ♦If the books is going to the Cataloging Dept. for extra work, change the "Item Processing Status"​ to "​PC"​. ♦If the books is going to the Cataloging Dept. for extra work, change the "Item Processing Status"​ to "​PC"​.
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 ♦Click "​Update"​ to save item record changes. ♦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). ====+==== 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. ♦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. 
  
 + --- //​[[sep@library.umass.edu|Primary contact: Susan Pease]]//
shelf-ready_processing_of_approvals_and_selection_slips.txt · Last modified: 2021/08/24 15:38 by mbanach
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