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10/16/2023

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Complete Workflow for Follett shelf-ready for Moore Library

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

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

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

  1. Cheryl Discovery Systems Librarian 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 Discovery System Librarian creates review file when loading and lets Tyler know name and availability

  1. Tyler uses review file to attach orders and pay

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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

001 fields are already good (unique with prefix for Follett):

=001  fol14172509

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

I-Record file

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when received, in the Tracking sheet:

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

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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 changes (total should match review list)

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

  • Finally, Check all changes went through in your item review files

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