Follett Shelf-Ready batches for Edith Bowen - periodic (annual)

Complete Workflow for Follett shelf-ready for Moore Library

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

2. Tyler receives notice from Follett and downloads MARC record file

3. Tyler passes MARC record file to Cheryl to load (email attachment)

4. 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)

5. Cheryl creates review file when loading and lets Tyler know name and availability

6. 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 (Use Review Files as usual for batch loads)

• 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 or rapid update.

To create separate fiction and easy reader review files:

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

• Change Range to Review find Load file

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

• Change Range to Review find Load file

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

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:

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)

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

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)