Follett Batch Loads for Edith Bowen (school library) - periodic (usu. annual)

Procedures / Workflow for Follett shelf ready for Moore Library

1. Vaughn orders (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

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 good (unique with prefix for Follett):

=001  fol14172509

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

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

• no overlay; load always as new

• 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.

Global or Rapid Update for item record call number type and location:

change variable-length field 

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)

change fixed field

from

mdew 

to

measy

for EASY READER

(this can be done in Rapid Update)

To create the fiction and easy reader files:

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

Bibliographic  MARC Tag 949|a  starts with  "fic"

Or

Bibliographic  MARC Tag 949|a  starts with  "e"