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10/16/2023

Table of Contents

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

I-Record file as

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they are received in the Tracking sheet:

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

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

  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 bib code 3 of “k” (no SkyRiver)

  • 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

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

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A-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.

In Create Lists: create separate fiction and easy reader Review files by basing them on the Copied review file of the full loaded (inserted) Follett records

Search Records

For Fiction:

  1. Select a clear spot under in the list

  2. Search Records

  3. fill in Review File Name: Follett Fic (or similar)

  4. Change Range to Review and select Follett Load Review file

  5. Change Store Record Type to: Item i

  6. either Bibliographic  MARC Tag 949|a  starts with  fic

    • or Item Call No. starts with fic

  7. and Search

For Easy Readers:

  1. Select 2nd clear spot

  2. Change Range to Review and find Load file

  3. Search Records

  4. Either Bibliographic  MARC Tag 949|a  starts with e

    1. or Item Call No. starts with e

  5. and Search

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B-Rapid Update Item Location change:

For Easy Reader only

change fixed field item

from:

mdew 

to:

measy

for EASY READER

Function-->Rapid Update

  1. Find Review file for E

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

  3. Start:

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C-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

  1. Select records

    1. Record Type: Item

    2. Find Review File Follett Fic

    3. Search

  1. Command Input

    1. accept the default: Change variable length field

    2. ALWAYS uncheck “Use Displayed Field” - this is critical

  1. leave the everything else blank except for:

    • MARC Tag

      • 092

      • 099

    • OK

  1. Preview

    1. If all looks correct in the Preview-->Process

  2. Statistics will show the number changed changes (total should match number in review list)

Quality Check: go back to the create lists Follett Fic and look at 1 or 2 Item records
  • Do the same steps to change the Easy Readers 092 to 099 as well.

  • Finally, Check the all changes went through in your item review files, then delete them, BUT leave the just the item lists. LEAVE the original Load review file for Tyler to finish editing with attach the order information)

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

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IV-Clean up Data Exchange

V-email Tyler that Follett has been loaded