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Melanie Shaw

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10/16/2023

Table of Contents

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

General record file workflow

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

Notes

Follett name file example: 716506FB

949 fields as provided by Follett:

=949  \\$a975.3 SMI$i39060018250737$t2

default item gives 092 and mdew

=949  \\$aFIC REX$i39060018250893$lmficb$t2

$lmficb but needs 092 change to 099

=949  \\$aE STE$i39060018250422$t2

needs 092 to 099 and mdew to measy

...

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:

...