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Refresher on Catalog Updates for Withdrawals and Transfers

Refresher on Catalog Updates for Withdrawals and Transfers. Catalog Updates for Withdrawals and Transfers - Overview. Goal : Move MUS to SEL for Sullivant Renovation Update the catalog for accuracy of records Minimize service disruptions and loss.

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Refresher on Catalog Updates for Withdrawals and Transfers

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  1. Refresher on Catalog Updates for Withdrawals and Transfers

  2. Catalog Updates for Withdrawals and Transfers - Overview • Goal: • Move MUS to SEL for Sullivant Renovation • Update the catalog for accuracy of records • Minimize service disruptions and loss

  3. Catalog Updates for Withdrawals and Transfers - Overview • Important General Principles: • Accuracy • Caution • Coordination • When in doubt, just don’t. Stop and ask.

  4. Catalog Updates for Withdrawals and Transfers - Overview • Three Sections: • Withdrawals • Monograph Transfers • Serial Transfers

  5. Withdrawals

  6. Catalog Updates for Withdrawals and Transfers - Withdrawals Preliminary Work / Preparation: • Shipments • Don’t mix transfers with withdrawals • Sorting • Keep problems separate; Send to Aaron or Nick separate from actual transfers or withdrawals • Monoset? Verify Piece in Hand

  7. Catalog Updates for Withdrawals and Transfers - Withdrawals Search the Item in Millennium

  8. Catalog Updates for Withdrawals and Transfers - Withdrawals Verify Monograph in Hand • Call number • Author • Title • Imprint • BIB LVL = “M” • CAT DATE ≠ blank • BCODE3 = “-” • 001 MARC exists • 6xx MARC subjects(except fiction) exist • Link to other record does not exist

  9. Catalog Updates for Withdrawals and Transfers - Withdrawals Verify Serial in Hand • Call number • Author (if present) • Title • Imprint • BIB LVL = “S” • CAT DATE ≠ blank • BCODE3 = “-” • 001 MARC exists • 6xx MARC subjects • 910 ≠ “ANYL” • Link to other record does not exist

  10. Catalog Updates for Withdrawals and Transfers - Withdrawals Verify that the Item should be Withdrawn: • High demand? • Signed copy? • Named collection? • Faculty Recognition Program bookplate? • We KEEP those!

  11. Catalog Updates for Withdrawals and Transfers - Withdrawals Specific Withdrawal Check: Is It An Analytic?

  12. Catalog Updates for Withdrawals and Transfers - Withdrawals Specific Withdrawal Check: Is There a Title Change?

  13. Catalog Updates for Withdrawals and Transfers - Withdrawals Refer Problems to CMT (Felt.1) or COL (Olivera.3) • Last copy • Signed copy • Named collection • Bookplate • Analytic or linked • Title change • Any doubt

  14. Catalog Updates for Withdrawals and Transfers - Withdrawals Update the Item Record: ICODE 2 = S

  15. Catalog Updates for Withdrawals and Transfers - Withdrawals Update the Item Record: LOCATION = WTH

  16. Catalog Updates for Withdrawals and Transfers - Withdrawals Update the Item Record: STATUS = W

  17. Catalog Updates for Withdrawals and Transfers - Withdrawals Update the Item Record: STAFF NOTE

  18. Catalog Updates for Withdrawals and Transfers - Withdrawals If Last Copy Withdrawal: Send Printout to Nick

  19. Monograph Transfers

  20. Catalog Updates for Withdrawals and Transfers - Monograph Transfers Search the Item in Millennium

  21. Catalog Updates for Withdrawals and Transfers - Monograph Transfers Compare Piece in Hand with the Bib Record • Physical Condition? • Copies already in STX? • Exact Match? • Call number • Author • Title • Imprint • BIB LVL = M • CAT DATE not blank • BCODE3 = “-” • MARC field 001 exists • 6xx MARC fields exists (except fiction)

  22. Catalog Updates for Withdrawals and Transfers - Monograph Transfers Compare Piece in Hand with the Item Record • Copy Number • Volume • Year • ITYPE = 0 • PATRON # = 0 • BARCODE

  23. Catalog Updates for Withdrawals and Transfers - Monograph Transfers Update the Item Record: LOCATION = [stx1]

  24. Catalog Updates for Withdrawals and Transfers - Monograph Transfers Update the Item Record: STATUS = k

  25. Catalog Updates for Withdrawals and Transfers - Monograph Transfers Update the Item Record: STAFF NOTE

  26. Serial Transfers

  27. Catalog Updates for Withdrawals and Transfers - Serial Transfers Search the Item in Millennium

  28. Catalog Updates for Withdrawals and Transfers - Serial Transfers Compare Piece in Hand with the Bib Record • Physical Condition? • Copies already in STX? • Exact Match? • Call number • Author • Title • Imprint • BIB LVL = S • CAT DATE not blank • BCODE3 = “-” • MARC field 001 exists • 6xx MARC fields exist

  29. Catalog Updates for Withdrawals and Transfers - Serial Transfers Compare Piece in Hand with the Item Record • Copy Number • Volume • Year • ITYPE = 0, 1, 11, or 23 • PATRON # = 0 • BARCODE

  30. Catalog Updates for Withdrawals and Transfers - Serial Transfers Before Making Any Changes: Is It An Analytic?

  31. Catalog Updates for Withdrawals and Transfers - Serial Transfers Before Making Any Changes: Is There a Title Change?

  32. Catalog Updates for Withdrawals and Transfers - Serial Transfers Update the Item Record

  33. Catalog Updates for Withdrawals and Transfers - Serial Transfers Update the Item Record: LOCATION = STX1

  34. Catalog Updates for Withdrawals and Transfers - Serial Transfers Update the Item Record: STATUS = K

  35. Catalog Updates for Withdrawals and Transfers - Serial Transfers Update the Item Record: STAFF NOTE

  36. Catalog Updates for Withdrawals and Transfers - Serial Transfers Print Out: Bib Record for LibHas. Send printout to Deb for LibHas updates

  37. Thank you!

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