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Melanie Shaw

Melanie Shaw

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10/16/2023

Table of Contents

Box procedures and tracking: https://usu.app.box.com/file/1323623260743

Complete Workflow for Follett shelf-ready for Moore Library

  1. Edith Bowen Librarian orders (former librarian, Vaughn, retired June 2023)

  1. Tyler receives notice from Follett and downloads MARC record file

  1. Tyler passes MARC record file to Cheryl to load (email attachment)

  1. Cheryl loads records and uses Global Update to fix:

  • call number item fields for FIC (fiction) and E (easy reader) (092 to 099)

  • location for E (easy reader) (mdew to measy)

  1. Cheryl creates review file when loading and lets Tyler know name and availability

  1. Tyler uses review file to attach orders and pay

...

No need to MarcEdit.  All edits can be done in Sierra.

Loading

Load table = BATCH LOAD Follett shelf ready (.follett)

  • no overlay; load always as new (Use Review Files as usual for batch loads)

  • default bib template provides Moore Library location and bcode3 of “k” (no SkyRiver contribution)

  • default item template provides location of “mdew” and item call number line in load table provides call number field of “092”

  • load table deletes 510, 940, 856, all 6XX other than LC (2nd indicator 0), and 035

  • load table adds 910  Follett shelf ready

Easiest way to fix locations and call number fields for FICTION and EASY READER is to load whole file and then update using create lists and global update or rapid update.

Global or Rapid Update (or for small files, manual) for item record call number type and location:

Create Review Files for each

To create separate fiction and easy reader review files:

Base them on the review file of the full loaded (inserted) Follett records

  • Change Range to Review find Load file

  • Bibliographic  MARC Tag 949|a  ^ (starts with)  fic

  • Change Range to Review find Load file

  • Bibliographic  MARC Tag 949|a  ^ (starts with) e

Edits needed

change variable-length field item

from:

092

to:

099

for both FICTION and EASY READER

(This will have to be done manually or by using Global Update.  Cheryl doesn't think that you can do this in Rapid Update)

This did not work for some reason…

If I can get the Global Edit to work; it would need to be done for the Easy Readers 092 to 099 edit as well.

2nd edit for Easy Reader only

change fixed field item

from:

mdew 

to:

measy

for EASY READER

(this can be done in Rapid Update)

  • Find Review file for E

  • Item Fixed Field: 79 - Location to Value: measy (Moore Easy Readers)

  • Start: