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10/16/2023

Table of Contents

...

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

I-Record file as you download them in the Tracking sheet:

https://usu.app.box.com/file/1323623260743

II-Loading

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

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

  1. Remember to select Use Review File as usual; Test, and if all looks good, then Load

  2. In Create Lists, Copy, and find Follett load file as usual

  • no overlay should occur

  • Follett default bib template provides Moore Library location and bcode3 bib code 3 of “k” (no SkyRiver contribution)

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

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

  • Follett load table adds 910  Follett shelf ready

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

III-Create Review Files for each

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 In Create Lists: to create separate fiction and easy reader review Review files:

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

For Fiction:

  1. Change Range to Review and find Load

file
  1. Review List

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

For Easy Readers:

  1. Change Range to Review find Load file

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

...

IV-Rapid Update Item Location change:

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:

V-Global Update (or Manual edits) for Item Call Number Tag change:

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. It can’t be done in Rapid Update)

Function: Global Update

Find review file; click Search

Go to 2. Command Input; chose Change variable length field:

ALWAYS uncheck "Use Displayed Field."  This is critical.
On the Follett changes, leave the Field Group Tag field blank.(I changed one item back to 092 for my experiment with Global Update and then fixed it with Global Update)

If all looks well, Process

Do the same steps to change the Easy Readers 092 to 099 as well.

  • Finally, Check the changes went through in your item review files, then delete them,

(
  • BUT leave the original Load review file for Tyler to finish editing with the order information)

V-Finish recording in tracker: https://usu.app.box.com/file/1323623260743

VI-Clean up Data Exchange