{"type":"doc","content":[{"type":"paragraph","content":[{"text":"These procedures outline the process for inventorying, barcoding, and batch cataloging approximately 22,000 Theses, Dissertations, and Plan Bs in the USU University Archives. It includes instructions for doing a shelf inventory, assigning barcodes and call numbers, verifying data, assigning one of three specific batch workflows (Merge (no overlay), Merge (with Overlay), and Original cataloging) and provides step by step instructions for each of the batch workflows.","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph"},{"type":"rule"},{"type":"heading","attrs":{"level":1},"content":[{"text":"Tools Needed","type":"text","marks":[{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sierra (local catalog)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Airtable ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"OCLC Connexion","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"MarcEdit","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Excel","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Barcodes and Barcode Scanner","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Label Printer","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"RFID Tags","type":"text"}]}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":1},"content":[{"text":"Quick Navigation","type":"text","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"minLevel":{"value":"1"},"maxLevel":{"value":"7"}},"macroMetadata":{"macroId":{"value":"fac161c28967e6bfcdea460c485053ab"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"0ede2b50-56db-4bfb-b187-70d8d67ef6ef"}},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Data Collection Process","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Export all USU theses records (in any format) from Sierra into an excel sheet [expand on this]","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sort the records into years","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Clean and reorder Excel sheet by:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy and pasting all records for a year (or decade, if there are sparse records for the year) into a new tab on the spreadsheet, including column labels","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change column order to match Airtable “Next Batch Add” view","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete the 100 field column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Combine the Birth and Death years into one column, add in the correct punctuation, delete individual columns for years","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Isolate the OCLC number","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Isolate the titles","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy the 245 to the very end of the spreadsheet","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Split off 245 c by using the text to column, with a delimiter of “/”. Review to make sure it split at the appropriate place. Correct any issues (|c not moved over or “/” was part of the title)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Remove the ending period using the following formula: =IF(RIGHT(A2,1)=\".\",LEFT(A2,LEN(A2)-1),A2)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Trim the leading/ending spaces with =TRIM([insert cell #])","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Scan and review for errors (leave strange text, it will be reviewed and corrected during Procedure 1)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy the column and paste back into the original 245 space using paste->value","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Split the 502 into Theses Type, Department, Degree Type, and University Name","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Theses Type","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use Text to Columns with a delimiter of “(“ to isolate the theses type","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Scan and review for errors/issues and consistency with the controlled vocabulary in Airtable","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Where found, correct if obvious, or select a default of “Thesis” (this will be reviewed in Procedure 1)","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy and paste into “Theses Type” column after the Year","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Degree Type","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Highlight the column with the remaining text (from the previous step)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use Text to Column with a delimiter of “)” to split out the degree","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Review the degrees and correct typos or punctuation errors. Match against the controlled vocabulary in Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy and paste into a new “Degree” column after the “Theses Type” column","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Department (","type":"text"},{"text":"Note, if the 690 field is consistently applied for the batch, it is a better option for isolating the Department name than the 502","type":"text","marks":[{"type":"em"}]},{"text":".)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Highlight the column with the remaining text (from the previous step)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete the double dashes, University name and the phrase “Dept. of “ from the text strings using find and replace the text string","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use Text to Column with a delimiter of “,” to split out the year from the department","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Review the department names for spelling errors or extraneous text","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy and paste into a new “Department column after the the “Degree” column","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add a column after “Department” and input the university name at the time the theses was issued. (See ","type":"text"},{"text":"University Name changes","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.usu.edu/alumni/history/namechanges"}}]},{"text":" for dates.)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete all the unneeded work columns at the end of the spreadsheet","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Adjust the 300 field","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Replace \"?eaves\" or “ eaves” to \"leaves\"","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy field to end of spreadsheet","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use text to columns with a delimiter of “;” to split off the |c. Verify that only the height information was split off, then delete this column (it is automatically applied in Airtable)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use text to columns with a delimiter of “:” to split off the |b wherever present","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy the controlled vocabulary for |b from Airtable and copy and paste to each occurrence OR in the next column, use the formula =IF(A2<>\"\",\":$billustrations\") and remove all the “FALSE” returns with a find and replace","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Split off any extra informaiton (such as maps, CDs) into the Extra Objects column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy each into separate column that matches Airtable in order","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ensure each subfield matches the spelling, punctuation, and spaces for the controlled vocabulary in Airtable (if relevant)","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add columns for 500-2, 533, 590-1, 590-2, 690-2, 690-3, and 690-4 immediately after the Illustrations column, copy over relevant info. Note that the following information is NOT copied over into the new fields:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"“Library’s copy on microfilm”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"USU ETD","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Department statements","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note that the columns from 500 on may be out of order if there is an extra note or field. Look at later columns to identify if that information should be moved to the left.","type":"text","marks":[{"type":"em"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Dedupe records (this can also take place before step 3, if desired).","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sort and resort by different criteria (title, author, etc.) and scan for duplications","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use the conditional formatting to highlight all duplicates in the combined author name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use the conditional formatting to highlight all the \"z\" in the material type","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If duplicates are found, Preference for a or t records, then b, then z","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Once finished, copy into Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Routinely or after each data load into Airtable, run a dedupe process and scan for potential duplicates","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Once finished, go to the Sign-Up tab and change the following for the year(s) that were just loaded:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Pre-processing (Barcoding) Status: from “Hold off” to “Unclaimed” ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Last Completed Step: from “In Queue” to “Title List Loaded”","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 1: Shelf Inventory","type":"text","marks":[{"type":"strong"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Collection Sign Up and Tracking","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Please note that tracking will need to happen in two places because the Theses Project is part of the larger “Barcoding” project and needs to be reported in ","type":"text","marks":[{"type":"em"}]},{"text":"both the Barcoding Tracking, Issues, and Stats AND the Thesis Data Pull bases","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":". Please fill out both of these bases, as noted below.","type":"text","marks":[{"type":"em"}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Sign Up For A Collection","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the Airtable base “","type":"text"},{"text":"Barcoding Tracking, Issues, and Stats”","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the “","type":"text"},{"text":"Sign Up","type":"text","marks":[{"type":"strong"}]},{"text":"” tab","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Collections are organized by year. Reserve a collection by","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Selecting a name in the “","type":"text"},{"text":"Name","type":"text","marks":[{"type":"strong"}]},{"text":"” column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Changing the ","type":"text"},{"text":"Current Status","type":"text","marks":[{"type":"strong"}]},{"text":" to “In Progress”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter a date in the “","type":"text"},{"text":"Date Assigned","type":"text","marks":[{"type":"strong"}]},{"text":"” column","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the Airtable base “","type":"text"},{"text":"Thesis Data Pull”","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Sign up ","type":"text","marks":[{"type":"strong"}]},{"text":"tab.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Collections are organized by year. Sign up for a collection by","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Selecting your name in the ","type":"text"},{"text":"Pre-processing assigned to ","type":"text","marks":[{"type":"strong"}]},{"text":"field","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fill in the ","type":"text"},{"text":"Pre-processing started","type":"text","marks":[{"type":"strong"}]}]}]}]}]}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Completed Collections","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When you are completely finished with a collection year, fill out the following:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Thesis Data Pull","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"fill out the ","type":"text"},{"text":"Pre-Processing End ","type":"text","marks":[{"type":"strong"}]},{"text":"field on the ","type":"text"},{"text":"Sign Up ","type":"text","marks":[{"type":"strong"}]},{"text":"tab","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change the ","type":"text"},{"text":"Pre-Processing Status","type":"text","marks":[{"type":"strong"}]},{"text":" to “Completed”","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Barcoding Tracking, Issues, and Stats","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fill out the “","type":"text"},{"text":"Date Finished","type":"text","marks":[{"type":"strong"}]},{"text":"” field in the ","type":"text"},{"text":"Sign Up","type":"text","marks":[{"type":"strong"}]},{"text":" Tab","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change the ","type":"text"},{"text":"status","type":"text","marks":[{"type":"strong"}]},{"text":" to “Completed”","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sign up for another collection year.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Daily Tracking","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Pull a cart’s worth of items from the year","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the Airtable base “","type":"text"},{"text":"Barcoding Tracking, Issues, and Stats","type":"text","marks":[{"type":"strong"}]},{"text":"” - > “","type":"text"},{"text":"All Tracking","type":"text","marks":[{"type":"strong"}]},{"text":"”","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add a new line with:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Area","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sign Up ID","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"First and Last call numbers on the cart","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"As call numbers are not formally assigned yet – please use the format YYYY-LastName","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Date Started","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Process items following the steps in “Procedure 1: Shelf Inventory” section","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Return to the Airtable base “","type":"text"},{"text":"Barcoding Tracking, Issues, and Stats","type":"text","marks":[{"type":"strong"}]},{"text":"” - > “","type":"text"},{"text":"All Tracking","type":"text","marks":[{"type":"strong"}]},{"text":"”","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record the following information:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number of items reviewed","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number of items barcoded","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Date Finished ","type":"text"}]}]}]}]}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Statistics are used for tracking the progress of the project and also for reporting to the library administration on current and final numbers. Airtable automatically calculates current projects based on your statistics. It is VERY important to record them as listed above. In general, monthly statistics will be pulled from the ","type":"text"},{"text":"Barcoding Tracking, Issues, and Stats","type":"text","marks":[{"type":"strong"}]},{"text":" Airtable base.","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Procedure 1 Process","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Open the Thesis Data Pull -> Title List tab -> Master Sorted List view","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note: Modifying existing views may cause problems for others who are using the base. If you would like to filter so that you only see the year you are working on, please go to the YYYY-Template view, then select the “duplicate view” from the three dots next to “Share view”. Rename with the year appropriate (or whatever unique name is preferred). ","type":"text","marks":[{"type":"em"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Compare each item on the cart to the list of titles in Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For each item where the theses is found in the collection and also listed in Airtable","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change the status to “Found”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the Barcode to the item and record in the “Barcode” column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify/update/add the following information using the item in hand. ","type":"text"},{"text":"It is very important to match all fields to EXACTLY what is written on the title page and not the front cover of the thesis. ","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":"There is no need to research or add information that is not available from the item in hand. ","type":"text","marks":[{"type":"em"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Author name and information (split into Last, First, Expanded, Suffix, and Birth/Death fields in Airtable. PLEASE NOTE: ","type":"text"},{"text":"Only verify that the information is correct as far as is evident from the title page and/or the author bio/vita, if available. If not readily evident, leave information as is). ","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For the author ","type":"text"},{"text":"Mirla F. W. Morgan","type":"text","marks":[{"type":"strong"}]},{"text":", the name would be recorded as:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Author Last","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ex. Morgan","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Author First","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"This is generally first and middle name and/or initials as represented in the object","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ex. Mirla F. W.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Expanded Form of Name","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use only if there was an initial used in the first or middle name and the full version is available. In these cases record the total first and middle names inside of a parentheses. Add a space before the first parathesis.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ex. (Mirla Francis Whiting)","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Suffix","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Birth/Death Date","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"This will not be commonly available- but might appear in the vita","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record as “comma space birth year dash death year”: , 1929-2012","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"NOTE: the automations in Airtable will combine this information to look like: ","type":"text"},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"Morgan, Mirla F.W. (Mirla Francis Whiting), $d 1929-2012 $e author","type":"text","marks":[{"type":"strong"},{"type":"em"}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Title","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Years","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Theses Type","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Department","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the inventory lists a department but the theses lists no department, cut/paste the department into the “notes” field along with an explanation.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Degree Type","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"University Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Pagination","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Almost all pagination will be leaves. Leaves indicate that the print is only on one-side of the page, whereas pages would mean that both sides of the page are printed on.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record the pagination as noted in the book. Preliminary pages may be indicated as Roman numeral (v, vii, etc.) Main text of item is likely recorded in traditional Arabic numerals (125 or 67, etc.) An example of an item with 7 pages of preliminary text that are numbered as Roman numerals and 82 numbered pages in Arabic numerals would look like this:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"vii, 82 leaves","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Unnumbered paged can be recorded in brackets: [8] leaves","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Illustrations","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"This refers to any illustration at all. Simply select it from the drop down menu ( it is the only option). Leave blank if there are not illustrations.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Bibliographic Reference Page","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check that there is a bibliographic reference page (which is likely the case). If so, checkmark the “Bibliographic Reference” field.","type":"text"}]}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For an item that is in the collection, but not listed in Airtable","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use the Search feature in Airtable to see if the item has been listed under a different year.","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"NOTE: You will need to go to the Master Sorted List to conduct this search across all records. Search for both the title and the author names to be sure it is not listed in another year.","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, verify the information according to step 3, correcting the year (or any other incorrect information) ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If not found:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add a new line to the Airtable base and fill out the fields listed in step 3","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Exception: for Status, select “Added”","type":"text"}]}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For an item that is in Airtable, but is not found in the collection","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the item is not within the year range in process according to the process in step 4.a (i.e. if it was misfiled later in the year and hasn’t been pulled onto the cart.)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, interfile in the appropriate spot and process according to step 3","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If not found in collection, select a status of “Not Found”","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"At the end of every cart, ensure that the order of the material on the cart matches the order of the “Found” titles in Airtable (excluding any items not found). Using filtering in Airtable to limit the view to the year and “Found” status in order to see this list.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Re-shelve and ","type":"text"},{"text":"record statistics in “Barcoding Tracking, Issues, and Stats” Airtable base for each cart","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Reviewed (refers to the number of physical volumes) ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Barcoded (refers to the number of barcodes placed)","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Procedure 1: Known Oddities","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"This list will grow with time. Please add to it as needed, to help collect the issues and actions into one space. For all oddities not listed here, please check the “Flag for Becky” column in Airtable and leave any pertinent information in the Notes fields.","type":"text"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"Plan B Bound-withs","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: Many of the Plan B’s will likely have more than one title bound into the item. Key indicators include title pages or table of contents that list a “Report No. 1” (or 2, 3 etc.) and when the page is open to the second or subsequent reports, they show another title page. Another key indicator is drastic changes in page numbers. In later decades, Plan B reports are bound in blue. This is not true for earlier material, however.","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the status, select “Boundwith”","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"This list will be compiled and cataloging entries created by hand","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"More than one copy or volume of item","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: Sometimes theses were published with more than one volume and/or the library may have collected additional copies of theses/dissertation. They will be housed next to one another on the shelf, but will not show up more than once in the Airtable list","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the barcode and copy/volume number to the appropriate field (1st Multiple) Barcode, (1st Multiple) Copy/Volume or (2nd Multiple) Barcode, (2nd Multiple) Copy/Volume, etc.) ","type":"text"},{"text":"Note: Each additional item will require entry in two fields: Barcode and Copy/Volume. 2nd Note: Copy/Volume is set with a drop down for copies 2-5, volumes 2-5, and second copies of volumes 1-5.","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"FOR MULTI-VOLUMES ONLY","type":"text","marks":[{"type":"strong"}]},{"text":", please check the “This is the first volume in a multi-volume set”. This will be used to generate the first volume number in the call number field","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Also change the pagination to “X volumes” where X = the number of volumes. There is no need to record the exact leaves or pagination in this case.","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"type":"hardBreak"},{"text":"Cover has a different title than the title page","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: Sometimes there are discrepancies between the title page and the cover or spine. These are typically due to typos. Regardless of which version is the correct grammar or spelling, the title page is always the main source of information. ","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify or record the title from the title page in the “Title” field in Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record the title from the alternate source (almost always the cover) in the “Alternate Title” field","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the source for the alternate title in the “Alternate Title Came from” field","type":"text"}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"More than one entry in Airtable","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: Titles may appear more than once in Airtable because the title list was pulled from all the records currently in Sierra (for physical or microform). Prior to upload, the titles were de-duped. But sometimes, the information did not match up one-for-one, so they will appear twice in the Airtable list.","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Preferred records have a ","type":"text"},{"text":"material type of “a” or “t”","type":"text","marks":[{"type":"strong"}]},{"text":" along with a ","type":"text"},{"text":"bib record number","type":"text","marks":[{"type":"strong"}]},{"text":" and an ","type":"text"},{"text":"OCLC number","type":"text","marks":[{"type":"strong"}]},{"text":". If not present, look for the next best record along these priorities","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Material of “a” or “t”","type":"text","marks":[{"type":"strong"}]},{"text":". If none, then look for:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Material type of “b” ","type":"text","marks":[{"type":"strong"}]},{"text":"(preference for records with bib number and OCLC number). If none, then look for:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Material type of “z”.","type":"text","marks":[{"type":"strong"}]},{"text":" If more than one, select the best of the records in Airtable (more accurate information or simply more information).","type":"text"}]}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “Found” on the preferred record and proceed with verifying the item in hand as usual","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “Duplicate” on the non-preferred record. Please flag both items by checking the “Duplicate – Needs Review” field.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"Thesis is from a different University","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: Theses submitted to the archives from other universities may have been interfiled with USU theses. ","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the thesis was not produced at USU (under the current or previous names of the institution) by examining the title page and if needed, additional pages such as the abstract or introduction.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Mark the Status field in Airtable as “Other University”","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note: Selecting this status will automatically create a new entry on the “Non-USU Theses” tab","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Put the thesis in the “Other University” shelf next to the barcoding table near the back stairwell in the stacks","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the thesis has already been assigned a number, leave a comment on the record (tagging the Student Supervisor) so that the number can be reassigned ","type":"text"}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"Thesis has more than one author","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: On rare occasions, theses will list more than one author. Sometimes when this happens, there are two theses with the same title and content, but both authors are listed and are in opposite order on each thesis. ","type":"text","marks":[{"type":"em"}]}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Set the status to “Found”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check the “Flag for Becky” column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Leave a note in the Notes column that explains why the item is flagged for Becky","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When the year is being numbered, be sure to include this item in the numbering, using the first author last name as the filing order.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Statistics for Procedure 1","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Please refer to the ","type":"text"},{"text":"Collection Sign Up and Tracking","type":"text","marks":[{"type":"strong"}]},{"text":" portion of these instructions for the full information on how to sign out carts and also track the work done. The final statistics that will be pulled for reporting purposes (not tracking) are as follows:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In Airtable base “","type":"text"},{"text":"Barcoding Tracking, Issues, and Stats","type":"text","marks":[{"type":"strong"}]},{"text":"” - > “","type":"text"},{"text":"All Tracking","type":"text","marks":[{"type":"strong"}]},{"text":"”","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number of items reviewed","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number of items barcoded","type":"text"}]}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 1a: Quality Control for Shelf Inventory","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sign up for a year in the “Student QC” column in the “Sign Up” tab in the Theses Data Pull Airtable base","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Where possible, arrange to work with another student tech on a year","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check order of authors on the shelf","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Grouped by year, then alphabetized by Last Name, First Name.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check spelling and punctuation in “Title” field against the physical book","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Remove any strange characters and type out with your keyboard.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For example, if your thesis has a title with a “β”, then the transfer process probably put funky symbols in the title field. Delete the unnecessary symbols, and write out “beta”.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make sure the only things that are capitalized are 1) The first letter of the title, 2) Any proper names, and 3) The first letter of any Latin names (ex: Clostridium botulinum).","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Compare the year in the thesis to the year on Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check Theses Type","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Double check Department","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"We’re going with whatever is in the book – if it says they received a M.S. in Education, use Education as the Department. If they specifically state the Department, use that. If you can’t find the Department, make sure the one listed in Airtable sounds reasonable for the content of the thesis, and then leave as-is.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check Degree Type","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check University Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Under “Pagination”, make sure it says “leaves” at the end. Leaves are one-sided, pages are front and back. Most, if not all, of the theses should be leaves.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Double check the multiples are recorded and that the section that says “(1","type":"text"},{"text":"st","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]},{"text":" Multiple) Copies” has a selection underneath it (usually c.2), as well as a barcode in the “(1","type":"text"},{"text":"st","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]},{"text":" Multiple) BARCODE” field.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check Status","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If there are two titles bound in the same book (most commonly found with Plan B Reports) then your Status should be marked “Boundwith” – this is going to be in the main thing you’re looking for. Some indicators that you might have Boundwith, besides the obvious point of having two titles, is pagination that starts over in the middle of the book.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you have to add a thesis to your year because it’s found its way back to the shelf after the barcoding process:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search Master Sorted List to avoid duplicate records.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, change the status to “Found” and verify the information according to the instructions above","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If not found, add according to the instructions above","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Once added, comment on the year under the “Sign Up” tab and tag either @Seth Westenburg or @Bryn Larsen. ","type":"text","marks":[{"type":"strong"}]},{"text":" This is an important step for all material prior to 1975 because the entire year will need to be re-numbered.","type":"text"}]}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When the year is finished, return to the Sign Up Tab and check the “Student QC Complete” field for the year","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Statistics for Procedure 1a","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Because statistics for the initial barcoding have already been recorded in the “Barcoding Tracking, Issues, and Stats” Airtable base. Only record statistics in the main “Statistics” Airtable base.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For each item reviewed, count the total in the “Batch Record Prep” column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If during the QC process, missing information is applied, count each record once in the “Batch Record Prep” except the following","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Newly barcoded items = Record in the “Barcoding Tracking, Issues, and Stats” Airtable base in the “Barcoded” column","type":"text"}]}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 1b: Assigning Call Numbers","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Refer to the “Shelf List/Call Number Assignment” view in the “Title List” in Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Limit view to one year at a time","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Print off the list (go to the ellipses …. And select the “print view”) or pull up on mobile device","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Bring list to Theses shelves","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Compare Airtable title order to shelf order and make sure they align","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"They should be sorted in this order:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Year","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Alphabetically by Author Last Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Alphabetically by Author First Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Alphabetically by Title","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Starting with the first item, assign a number to each item starting with 1. Only assign an integer and no other characters, for example: 1, 2, 3, 4, etc.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"With the exception of copies and multi-volumes","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record the number in Airtable (or on sheet and then transfer to Airtable).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify all multi-copies are listed correctly","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Statistics for Procedure 1b","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"For all assigned call numbers, count each record once in the “Batch Record Prep” column in the “Statistics” Airtable base.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 1c: Print Labels","type":"text"}]},{"type":"paragraph","content":[{"text":"This process can be done immediately after assigning call numbers or it can be done at the end of Procedure 4’s batch processing routines. Printing labels can be done individually using Sierra (after the batch processing), individually using a PDF, or in batches. Below is listed the methods for printing individually via a PDF and in batches using mail merge.","type":"text","marks":[{"type":"em"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Print Labels Using PDF","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Print labels for each year. You can create them by hand by inserting the appropriate year and number into this label template: ","type":"text"},{"text":"https://usu.box.com/s/wn0dhynskjnjb1rvu3fkgib6auf91tph","type":"text","marks":[{"type":"link","attrs":{"href":"https://usu.box.com/s/wn0dhynskjnjb1rvu3fkgib6auf91tph"}}]},{"text":" and then saving as a PDF before sending to the label printer. ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Batch Printing Labels","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"For this part of the process, you’ll be creating the data with which we will print the call # labels.","type":"text"}]},{"type":"paragraph","content":[{"text":"Create an excel file","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Open Excel file and title it “Mail Merge Template”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create two columns: one for “Year” and a column for “No”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Input the year you are processing under “Year”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"From the total shown in the number of rows in Airtable, create as many lines in Excel.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Keep in mind copy 2s and multiple volumes, which will require creating labels by hand (see above).","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To quickly and simply create the entries you need:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":" Input the year into two lines, and then under number input just the “1” and “2”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the years and number cells.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click and hold on the bottom right square of the selection.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"While continuing to hold the mouse button, drag downward. If done correctly you will see a grey box by the mouse cursor showing a number. This number increases as you drag further and represents the current number created.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"“Save as” the Excel template with a unique name to the year (no need for strict naming rules, just saving it as something else).","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Mail Merge (in Word)","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Through Mail Merge, you’ll create a document that will automate the call # label printing process. The main purpose of using “Mail Merge” is for creating a bunch of address labels. Since you aren’t sending out wedding invites, the terminology might not make much sense but it’ll still do what we need.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Open the “Thesis Mail Merge Template” Word document: ","type":"text"},{"text":"https://usu.box.com/s/wn0dhynskjnjb1rvu3fkgib6auf91tph","type":"text","marks":[{"type":"link","attrs":{"href":"https://usu.box.com/s/wn0dhynskjnjb1rvu3fkgib6auf91tph"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The “USU Spec Coll” section is a header created in Word. You do not (and should not) need to make any edits here.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"There should be an empty line between “Theses” and “no.”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"There should be no space after “no.”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To begin the Mail Merge Process, click on “Mailings” in the top tool bar.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on “Select Recipients”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on “Use Existing List”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the Excel file you created and saved and click “Open”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For the next dialogue box, you should be able to just hit “Ok”, but ensure that the checkbox is selected for “contains headers”. This will omit the top line in the Excel file that denotes the columns for “Year” and “No.”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"At this point, your document will be prepped for pulling information from the Excel file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"While still under the “Mailings” category in Word, find the “Insert Merge Field” button. Click on it, and notice that it gives you options for “Year” and “No”. You’ll use this to pull in information from the Excel file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the empty line under “Theses”. The line should contain no spaces.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on “Insert Merge Field.”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on “Year”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"You should now see <>.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click directly after the “no.”. Again, there should be no space after “no.”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on “Insert Merge Field”. This time, select “No”. You should see <>.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Through this, Mail Merge will create a page for each line in the Excel file, inserting the year and number listed. It doesn’t necessarily need to be sequential: you could (and likely later will need to) create a custom Excel file that lists any further labels you might need, such as copy 2s.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For copy 2s or volume whatevers: the Word template should have space under the “no.” line where you could enter “c.2”. Make sure there are no spaces after “c.2” and that Word doesn’t create another blank page. (If it does just click at the top of the second page and hit backspace until it goes away.)","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For the last steps, click on “Finish & Merge”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click “Print Documents”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the next dialogue box, “All” should be selected. Click “ok”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For the printer, select “Adobe PDF” and select “Ok”.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"You will now save the document under whatever name works best for you.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The file should open automatically. If not, find it and open it.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Did you notice that “Merge to Adobe PDF” button? Yeah you’d think that would be a shortcut but it creates a PDF file for EACH label, which I discovered after testing. Now if you’ll excuse me I have to clean up a bunch of PDF files from my desktop.","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Print the document to the label printer.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Before you print, you may want to make sure there are enough labels in the printer. It will resume printing upon replacing the roll if it runs out, so don’t worry if you forget to check.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Do not save the Word Template! It keeps some residual info that might mess something up later. Haven’t played around with it enough to be sure, but just close the Word document without saving.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Statistics for Procedure 1c","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"For each item where the label is printed and/or applied, count it in the “Processing-Physical Item” column in the “Statistics” Airtable base.","type":"text"}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 1d: Attach RFID tags","type":"text"}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 1e: Review Numbering and Attach Labels (use only when directed)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sign up for a year in the \"","type":"text"},{"text":"Renumbering View","type":"text","marks":[{"type":"link","attrs":{"href":"https://airtable.com/tblByRjugr1SMQELt/viwm0nnE43sbu0Zo5?blocks=hide"}}]},{"text":"\" in SignUp tab in Airtable by adding your name to the 'Counting Assigned to\" column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Open the view \"","type":"text"},{"text":"Verifying Call Numbers","type":"text","marks":[{"type":"link","attrs":{"href":"https://airtable.com/tblSEK4W7ICh0KRP4/viw8MMg5fhadaHNpu?blocks=hide"}}]},{"text":"\" in the Title List","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Limit view to the year signed up for","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Print off the list (go to the ellipses …. And select the “print view”) or pull up on mobile device","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Bring list to Theses shelves","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Compare Airtable title order to shelf order and make sure they align","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"They should be sorted in this order:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Year","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Alphabetically by Author Last Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Alphabetically by Author First Name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Alphabetically by Title","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify all multi-copies are listed correctly","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If all looks well, follow ","type":"text"},{"text":"Procedure 1c: Print Labels","type":"text","marks":[{"type":"link","attrs":{"href":"https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1006338104/Theses+and+Dissertation+Remediation+Project#Procedure-1c%3A-Print-Labels"}}]},{"text":". ","type":"text"},{"text":"Note that for now, it is best to use the \"Print Labels Using PDF\" instructions - which prints labels individually. Batch processing needs to be updated for multi-volume or multiple copies.","type":"text","marks":[{"type":"em"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If there are problems, notify they should notify the Student Technician Supervisor (Seth) or the Head of Cataloging (Liz)","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Once finished, go back to the \"","type":"text"},{"text":"Renumbering View","type":"text","marks":[{"type":"link","attrs":{"href":"https://airtable.com/tblByRjugr1SMQELt/viwm0nnE43sbu0Zo5?blocks=hide"}}]},{"text":"\" in SignUp tab in Airtable and change the status to Numbered and Labeled","type":"text"}]}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 2: ","type":"text","marks":[{"type":"strong"}]},{"text":"Verifying Sierra and OCLC Records ","type":"text","marks":[{"type":"underline"},{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sign up for a year (or years) on the ","type":"text"},{"text":"Sign Up","type":"text","marks":[{"type":"strong"}]},{"text":" tab under the view “","type":"text"},{"text":"Sierra Comparison Signup","type":"text","marks":[{"type":"strong"}]},{"text":"”. Find any year with a current status of “Labeled”.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add your name to the Sierra Comparison Sign Up column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change the Sierra Comparison Status to “In Progress”","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Using the “","type":"text"},{"text":"Comparison to Sierra","type":"text","marks":[{"type":"strong"}]},{"text":"” view in the “","type":"text"},{"text":"Title List","type":"text","marks":[{"type":"strong"}]},{"text":"” tab","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Look up each item ","type":"text"},{"text":"BY THE TITLE","type":"text","marks":[{"type":"strong"}]},{"text":" in your assigned years in Sierra. If present verify the Material Type:","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For ","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":"Material Type of \"a” (book) or “t” (manuscript)","type":"text","marks":[{"type":"underline"},{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1725,"id":"64b11bf1-5ceb-4e8f-8600-33c10007ec17","collection":"contentId-1006338104","type":"file","height":172}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add an item record to Sierra, using info from Airtable:","type":"text","marks":[{"type":"strike"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Barcode","type":"text","marks":[{"type":"strike"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Call Number (change 090 to 099)","type":"text","marks":[{"type":"strike"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Location: ithes","type":"text","marks":[{"type":"strike"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Item Type: 57 (theses or dissertations) or 56 (Plan B report)","type":"text","marks":[{"type":"strike"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note: if an ","type":"text","marks":[{"type":"strike"}]},{"text":"item record already exists ","type":"text","marks":[{"type":"strike"},{"type":"em"}]},{"text":"with the call number starting with “INQUIRE AT SPECIAL COLLECTIONS DESK”, delete this item record and ","type":"text","marks":[{"type":"strike"}]},{"text":"create a new one ","type":"text","marks":[{"type":"strike"},{"type":"em"}]},{"text":"with the information above. ","type":"text","marks":[{"type":"strike"}]},{"text":"DO NOT DELETE","type":"text","marks":[{"type":"strike"},{"type":"strong"}]},{"text":" any other item records (including items in the stacks, other areas of SCA, or microfilm.)","type":"text","marks":[{"type":"strike"}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify the Sierra bib number is the same in Airtable, replace with correct number if needed","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Look up item in OCLC. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"First use the TITLE and/or AUTHOR, then use the OCLC number, if needed (add “#” or “no:” to search OCLC by number","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check each print or manuscript record for the best match (title, author, and year).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify it is a print record (FORM : [blank] or r) ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1722,"id":"398fa3d4-0c61-41c3-b8bb-fafc7e9a62d9","collection":"contentId-1006338104","type":"file","height":218}}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the “","type":"text"},{"text":"Batch Type","type":"text","marks":[{"type":"strong"}]},{"text":"” column in Airtable, select “","type":"text"},{"text":"Item Added – Overlay batch change”","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For ","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":"Material Type of “b” (microform) or “z” (online, electronic)","type":"text","marks":[{"type":"underline"},{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1330,"id":"c47f050e-79cd-496b-a79c-f9543a92fc5d","collection":"contentId-1006338104","type":"file","height":96}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search Sierra by title to confirm that there are no other appropriate records with “a” or “t” material types. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, replace the Sierra bib number in Airtable with bib number for the record to be overlayed. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Update the Sierra Material Type.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Follow the steps for 2.b listed above (","type":"text"},{"text":"For Material Type of \"a” (book) or “t” (manuscript)","type":"text","marks":[{"type":"strong"}]},{"text":")","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If no other other records are found, proceed to searching OCLC","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"First use the TITLE and/or AUTHOR, then use the OCLC number, if needed (add “#” or “no:” to search OCLC by number","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check each print or manuscript record for the best match (title, author, and year).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify it is a print record (FORM : [blank] or r) ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1722,"id":"64b20c8a-0c16-42d5-b6ed-a3a8ad1b7ec2","collection":"contentId-1006338104","type":"file","height":218}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the OCLC record is print AND the Sierra record is a “b” material type","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “","type":"text"},{"text":"Merge","type":"text","marks":[{"type":"strong"}]},{"text":"” as the “","type":"text"},{"text":"Batch type” ","type":"text","marks":[{"type":"strong"}]},{"text":"in Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the OCLC record # matches the # in Airtable, replace with correct number if needed","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the OCLC record is print AND the Sierra record is a “z” material type","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “","type":"text"},{"text":"Merge OCLC, No Sierra","type":"text","marks":[{"type":"strong"}]},{"text":"” as the “","type":"text"},{"text":"Batch type” ","type":"text","marks":[{"type":"strong"}]},{"text":"in Airtable","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the OCLC record # matches the # in Airtable, replace with correct number if needed","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If there is no OCLC record for a print item, do the following to the Airtable record:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “","type":"text"},{"text":"Original","type":"text","marks":[{"type":"strong"}]},{"text":"” as the ","type":"text"},{"text":"Batch type","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete the OCLC # from its column","type":"text"}]}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For items “Added” to Airtable","type":"text","marks":[{"type":"underline"},{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search for item in Sierra by searching for title,","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, check the “Flag for Becky” column and leave a note in the “Notes” column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If not found, proceed to next step","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search for item in OCLC","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If a print record is found (has OCLC Fixed Fields ","type":"text"},{"text":"Form","type":"text","marks":[{"type":"strong"}]},{"text":": [blank] or r), add the following to Airtable","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add the OCLC #","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “","type":"text"},{"text":"Merge","type":"text","marks":[{"type":"strong"}]},{"text":"” as the “","type":"text"},{"text":"Batch type” ","type":"text","marks":[{"type":"strong"}]},{"text":"in Airtable","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If no print record is OCLC and no record in Sierra, record the following in Airtable:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select “","type":"text"},{"text":"Original","type":"text","marks":[{"type":"strong"}]},{"text":"” as the ","type":"text"},{"text":"Batch","type":"text","marks":[{"type":"strong"}]},{"text":" type","type":"text"}]}]}]}]}]}]}]}]}]}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"e. ","type":"text"},{"text":"For brief local bibs in Sierra (usually for Plan B reports)","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":" (which have recently been loaded into OCLC during bib reclamation for the migration to FOLIO):","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"i. Check for a missing 300 field and a 500 field with “Local cataloging record.”","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"ii. In OCLC, they will also have ","type":"text"},{"text":"ELvl: M","type":"text","marks":[{"type":"strong"}]},{"text":" or","type":"text"},{"text":" 3 + 936 BATCHLOAD","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"iii. Change Batch type to:","type":"text"},{"text":" Needs review","type":"text","marks":[{"type":"strong"}]},{"text":" and click","type":"text"},{"text":" flag for Becky","type":"text","marks":[{"type":"strong"}]},{"text":"; then add a comment like:","type":"text"},{"text":" Sierra brief bib; OCLC reclamation bib","type":"text","marks":[{"type":"strong"}]},{"text":" (good idea to add the new OCLC# too)","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":623,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2112,"alt":"image-20250221-162602.png","id":"e6a9d244-e365-4472-8f1a-2a8a5ebcf7b0","collection":"contentId-1006338104","type":"file","height":1038}}]},{"type":"orderedList","attrs":{"order":3},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When finished, return to the “Signup” tab and update the following","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Last Completed Step - change to “Sierra Comparison” ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sierra Comparison Status - change to Completed","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Procedure 2: Known Oddities","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"This list will grow with time. Please add to it as needed, to help collect the issues and actions into one space. For all oddities not listed here, please check the “Flag for Becky” column in Airtable and leave any pertinent information in the Notes fields.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Year is different between Airtable and OCLC or Sierra","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: If there is a discrepancy in the theses/dissertation year listed in Airtable and the year listed in Sierra or OCLC, then the master records will need to be adjusted by a cataloger.","type":"text"}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check the “Flag for Becky” column in Airtable and leave a note in the “Notes” column explaining the issue (for example: “The year is listed differently in Sierra from Airtable”","type":"text"}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"OCLC returns no records when it is obvious one should exist","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Explanation: Likely caused by beginner articles (a, the, an) or the use of Boolean terms in the title (AND, OR, NOT)","type":"text"}]},{"type":"paragraph","content":[{"text":"Action:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Strip out articles and Boolean terms or simplify to just the keywords in the title","type":"text"}]}]}]},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Statistics for Procedure 2","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Because there is no need to pull items physically for Procedure 2 (unless there are oddities to check) and the number of items barcoded and reviewed has already been recorded, there is no need to record statistics in the “Barcoding Tracking, Issues, and Stats” Airtable base. Only record statistics in the main “Statistics” Airtable base.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For every item record added in Sierra, count as “Sierra - Items Added”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For every record checked (","type":"text"},{"text":"including ","type":"text","marks":[{"type":"strong"}]},{"text":"the items where item records were added), count as an “Intermittent Project” using “Thesis (Procedure 2 Comparison)” category","type":"text"}]}]}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 3 - Final Quality Control","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"This process will review the information recorded in each year and the batch type assigned to the item prior to Batch Record Creation process.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sign up for a year on the “Sign Up” tab in Airtable, including recording the name of the quality controller, the status (changed to “In Progress”), and the date the review started.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the “Title List” tab, use the “Batch Check” view and filter for the year being checked.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Look for pastel colored lines to indicate where information is missing. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, use the commenting feature in each record to request a check and verification of the missing information","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Review the ","type":"text"},{"text":"Batch Type","type":"text","marks":[{"type":"underline"}]},{"text":" and ensure the following parameters","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Merge","type":"text","marks":[{"type":"strong"}]},{"text":" - verify that there is both an OCLC # and a bib #, material should be set to be “","type":"text"},{"text":"b","type":"text","marks":[{"type":"strong"}]},{"text":"”","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the material type is “a” or “t” – double check Sierra for a print version bib that might have been missed in Procedure 2","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the material type is empty or OCLC or Sierra is empty – double check Sierra to check for a print version bib","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you do find a print version bib for either (not microform or electronic) – make a new Item record using Procedure 2, step 2-b","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete any “INQUIRE AT SPECIAL COLLECTIONS DESK” item records","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change the Batch Type to “Item Added” and add the Sierra/OCLC numbers, plus “a” or “t”","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Item Added","type":"text","marks":[{"type":"strong"}]},{"text":" - verify that there is both an OCLC # and a bib #, material type should be an “","type":"text"},{"text":"a","type":"text","marks":[{"type":"strong"}]},{"text":"” or “","type":"text"},{"text":"t","type":"text","marks":[{"type":"strong"}]},{"text":"”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Original","type":"text","marks":[{"type":"strong"}]},{"text":" - verify that there is no OCLC #, bib #, or material type listed. ","type":"text"},{"text":"(Note: the only exception is for a “z” material type, in which case there may also be an OCLC # or bib #, but these can be ignored & often are for electronic versions.)","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Merge OCLC, no Sierra","type":"text","marks":[{"type":"strong"}]},{"text":" - verify that there is an OCLC # and that there is no Sierra record ","type":"text"},{"text":"(Note: These are often incorrectly labelled as “Merge” and can be spotted when “Merge” records have a “z” Material type record with both an OCLC# and a Sierra bib #. )","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Catalog Individually","type":"text","marks":[{"type":"textColor","attrs":{"color":"#bf2600"}},{"type":"strong"}]},{"text":" - not a batch catalog prospect","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Review ","type":"text"},{"text":"author’s","type":"text","marks":[{"type":"underline"}]},{"text":" name fields, in particular:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fix errors caused by diacritics","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add “","type":"text"},{"text":"$q","type":"text","marks":[{"type":"strong"}]},{"text":"” before all expanded forms and enclose the terms in parentheses: ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Expanded Form of Name:","type":"text"},{"text":" $q(Sidney Walker)","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add “","type":"text"},{"text":", ","type":"text","marks":[{"type":"strong"}]},{"text":"“ [comma and a space] before all suffixes [","type":"text"},{"text":"See OCLC’s Bibformats ","type":"text","marks":[{"type":"em"}]},{"text":"page ","type":"text","marks":[{"type":"em"},{"type":"link","attrs":{"href":"https://www.oclc.org/bibformats/en/accesspoints/x00.html"}}]},{"text":"about personal names for more info","type":"text","marks":[{"type":"em"}]},{"text":"]","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make sure the suffix is not repeated in the expanded form:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Expanded:","type":"text"},{"text":" Sidney Walker","type":"text","marks":[{"type":"strong"}]},{"text":", jr.","type":"text","marks":[{"type":"strike"},{"type":"textColor","attrs":{"color":"#ff5630"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"<--take out duplicate suffix","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Suffix: ","type":"text"},{"text":"Jr.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"rare exception: ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Author first: ","type":"text"},{"text":"Laurence J.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Expanded: ","type":"text"},{"text":"Laurence Junior","type":"text","marks":[{"type":"strong"}]}]}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add periods to initials, if missing","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Review the ","type":"text"},{"text":"Title","type":"text","marks":[{"type":"underline"}]},{"text":" field, in particular:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fix errors caused by diacritics","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Remove ending periods","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Remove any subfield c information","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ensure a","type":"text"},{"text":" subfield b ","type":"text","marks":[{"type":"strong"}]},{"text":"is placed before any remainder of title (usually after a colon)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fix obvious spelling errors or typos. Be sure not to change scientific names or personal names.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Assign the ","type":"text"},{"text":"Theses Type","type":"text","marks":[{"type":"strong"}]},{"text":" (Standardized) based on the Theses Type field","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Thesis = Theses","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Plan B Report = Plan B Report","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Dissertation = Dissertation","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Any other type in the Theses Type field = Book Noncirculating","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the ","type":"text"},{"text":"Department","type":"text","marks":[{"type":"underline"}]},{"text":" name does not have any spelling or punctuation errors","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the ","type":"text"},{"text":"Degree","type":"text","marks":[{"type":"underline"}]},{"text":" type does not have a spacing, punctuation, or capitalization errors ","type":"text"},{"text":"(Note: This may be done batch changes periodically.)","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the ","type":"text"},{"text":"University ","type":"text","marks":[{"type":"underline"}]},{"text":"Name is correct and correctly assigned for the time frame. (See ","type":"text"},{"text":"University Name changes","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.usu.edu/alumni/history/namechanges"}}]},{"text":" for dates.) If the latter appears incorrect, use the comment feature to request a check on the item. The information found on the thesis will be the final information recorded in the Airtable record.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Review the ","type":"text"},{"text":"pagination","type":"text","marks":[{"type":"underline"}]},{"text":" and make sure they are listed as “leaves”, check for egregious errors","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that there is a ","type":"text"},{"text":"barcode","type":"text","marks":[{"type":"underline"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check the multiple copies/volumes for the number of additional items that might belong to the title (Note: These are also flagged in purple.) Ensure that a barcode and copy/volume number is provided for each additional item.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that a ","type":"text"},{"text":"number","type":"text","marks":[{"type":"underline"}]},{"text":" has been assigned to the item","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For the entire year, ","type":"text"},{"text":"check the Numbering","type":"text","marks":[{"type":"em"}]},{"text":" to ensure that there are sequential (no skipped numbers) and match the “Numbered” column in the Sign Up table.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If there is a mismatch, check the “All Items Sorted by Date and Author” view in the Title. Missing numbers may be filtered out of your view because they have been flagged for review in a previous process","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Replace all double ","type":"text"},{"text":"quotation","type":"text","marks":[{"type":"em"}]},{"text":" marks (“) with a single quotation (')","type":"text"},{"text":" [note this is to make the find and replace in the batch processing simpler]","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}},{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For all “Item Added - Overlay batch changes”, check the item in Sierra to make sure the added item number matches the thesis call number in Airtable.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For items that meet all of the above criteria, check the “Ready for Batch Cataloging” column","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Please skip any items listed as “","type":"text"},{"text":"Catalog Individually","type":"text","marks":[{"type":"textColor","attrs":{"color":"#bf2600"}},{"type":"strong"}]},{"text":"” in the Batch Type","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record the status of the collection","type":"text","marks":[{"type":"underline"}]},{"text":" (year) on the Sign Up page and date when the review is completed.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Complete = all items have been approved and no items are waiting to be reviewed by the cataloger","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Reviewed, some items remain = the year has been thoroughly reviewed and all applicable items approved, but there are remaining items in the year that need to be addressed. Record which items they are and needs to happen with them. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Hold off = there is a problem with all records in this year. These items will need to be revisited at a later date.","type":"text"}]}]}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Statistics for Procedure 3","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Because there is no need to pull items physically for Procedure 3 (unless there are oddities to check) and the number of items barcoded and reviewed has already been recorded, there is no need to record statistics in the “Barcoding Tracking, Issues, and Stats” Airtable base. Only record statistics in the main “Statistics” Airtable base.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For every record checked, count as an “Batch Record Prep”","type":"text"}]}]}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Procedure 4 - Batch Record Creation and Importing","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"This process will outline how to take the data from Airtable and merge with or create original records for OCLC. There are three processes used depending on the needs of the record:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Merge:","type":"text","marks":[{"type":"strong"}]},{"text":" Used for records where an existing OCLC record can be merged with the updated and verified Airtable table. Records are brought into Sierra as new records.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Overlay:","type":"text","marks":[{"type":"strong"}]},{"text":" Used for records where an existing OCLC record can be merged with the updated and verified Airtable table. Records are overlayed on top of existing Sierra records.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Original:","type":"text","marks":[{"type":"strong"}]},{"text":" Used to create new records where none exist in OCLC or in Sierra.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Please note that a single year may include all three workflows. Once all items in a year are accounted for, change the “Last Completed Step” column in the ","type":"text","marks":[{"type":"em"}]},{"text":"Thesis Remediation Airtable","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":" to the value ‘Complete’. Otherwise, change the value in this column to the last completed batch process.","type":"text","marks":[{"type":"em"}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":3},"content":[{"text":"Thesis Batch Merge Processes (","type":"text","marks":[{"type":"strong"}]},{"text":"with and without overlay","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":")","type":"text","marks":[{"type":"strong"}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"General Merge Workflow Overview","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"MarcEdit Brief record creation for merging:","type":"text","marks":[{"type":"textColor","attrs":{"color":"#bf2600"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"export from","type":"text"},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"AirTable → Open in Excel spreadsheet and edit → useMarcEdit Tab Delimited Convertor to make brief MARC records (.mrk) → check/edit MarcEdit Brief Records → save for merging.","type":"text"}]},{"type":"paragraph","content":[{"text":"OCLC records batch-search and edit","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":": change (OCoLC) prefix to * → copy entire OCLC# column → save in notepad → load notepad txt file in OCLC batch processor → point to empty OCLC local save file → run OCLC Batch Process search → export all searched records → convert OCLC file to MarcEdit mnemonic (.mrk) → delete certain fields (such as the ","type":"text"},{"text":"502","type":"text","marks":[{"type":"strong"}]},{"text":"'s) → save for merging.","type":"text"}]},{"type":"paragraph","content":[{"text":"Merge brief & OCLC batchsearched records together","type":"text","marks":[{"type":"textColor","attrs":{"color":"#006644"}},{"type":"strong"}]},{"text":":","type":"text","marks":[{"type":"textColor","attrs":{"color":"#006644"}}]},{"text":" batch edit → compile into MARC (.mrc) format → load into Sierra → make Create List of LOAD → global edit Item call numbers to 099 → DONE!","type":"text"}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":4},"content":[{"text":"Changes needed for the two Batch Merge Processes","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Brief record will have:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"OCLC # - match point","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Title – match point","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"099","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"100 – cleaned up author","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"245 – cleaned up title","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"264 – correct year","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"300 – concatenated from the pagination column and the illustration column","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"500 – DEPARTMENT","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"500 – Transcribed university name (","type":"text"},{"text":"where different from the official name","type":"text","marks":[{"type":"em"}]},{"text":").","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"502 – statement: DEGREE $cGRANTING INSTITUTION NAME AT TIME OF AWARD $dYEAR","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"520 – Summary scraped from digital theses.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"690s - Local Subject String","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"907 Sierra bib-number matchpoint (needed only for merge & OVERLAY)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"949 info (barcode and call # and location code and item type code* )","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Batch Changes to OCLC record will be:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete existing 100, 245, 264, 300, and 502 fields (merge afterwards)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add 33x fields if missing","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change 504 to “Includes bibliographical references.”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add in 655_7 Academic theses |2 lcgft","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add 590 “Thesis Remediation Project”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Change 049 from UUSA to UUSP","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add a 710 for Utah State University","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add a 909 for CMS stats","type":"text"}]}]}]}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":3},"content":[{"text":"I. DETAILED PROCEDURE FOR MERGE ","type":"text","marks":[{"type":"strong"}]},{"text":"(with no overlay)","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"em"}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":"workflow","type":"text","marks":[{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"MarcEdit Templates to download: ","type":"text"},{"text":"under revision","type":"text","marks":[{"type":"em"}]}]}]}]},{"type":"mediaGroup","content":[{"type":"media","attrs":{"id":"73fa289e-a459-4bd6-908e-104b8cfc3da8","collection":"contentId-1006338104","type":"file"}}]},{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Thesis-MERGEnoover-TEMPLATE3","type":"text","marks":[{"type":"strong"}]},{"text":" is used during the conversion of the spreadsheet to MARC.","type":"text"}]}]}]},{"type":"mediaGroup","content":[{"type":"media","attrs":{"id":"efa79af0-d564-4c4c-99e1-c7b79eecac98","collection":"contentId-1006338104","type":"file"}}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"ThesisMERGEnoover-MergeSettings2 ","type":"text","marks":[{"type":"strong"}]},{"text":"is used during brief & OCLC bib record merging.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Spreadsheet Manipulations:","type":"text","marks":[{"type":"textColor","attrs":{"color":"#bf2600"}},{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"AirTable Thesis Data Pull","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Sign Up","type":"text","marks":[{"type":"strong"}]},{"text":" tab, ","type":"text"},{"text":"Batch Loading","type":"text","marks":[{"type":"strong"}]},{"text":" view; and sign up for a theses year","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Batch Loader","type":"text","marks":[{"type":"strong"}]},{"text":": you","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Batch Load Status","type":"text","marks":[{"type":"strong"}]},{"text":": ","type":"text"},{"text":"In Progress","type":"text","marks":[{"type":"textColor","attrs":{"color":"#00b8d9"}},{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fill in ","type":"text"},{"text":"Batch Load Start 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","type":"text"},{"text":"If already created, skip this step.\\","type":"text","marks":[{"type":"em"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Configure the path; Close.","type":"text","marks":[{"type":"em"}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":" ","type":"text"},{"text":"Each time: If the File Path has already been set up:","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Any time you are ready to import new records into OCLC, make sure there are no earlier records left in the save file: especially important for this workflow","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}},{"type":"strong"},{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"F3","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"return without inputting a search","type":"text","marks":[{"type":"strong"}]},{"text":"; then delete any bibs found.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In Connexion, but ","type":"text"},{"text":"without logging in:","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}},{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"File; Import Records","type":"text","marks":[{"type":"strong"}]},{"text":"; navigate to record file in MARC21/MARC8.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Import to Local Save File","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"Bibliographic","type":"text","marks":[{"type":"strong"}]},{"text":": should show the new File Path for the save file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"OK","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Connexion will immediately import the file into the Save File, but since you are ","type":"text"},{"text":"not logged in**","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"7649b0f8-755b-40f1-bad9-050be60fc36a"}}]},{"text":" the records will not yet receive OCLC record numbers. 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and remember to click on “use review files”; and do a test load first; then if the test goes well; Load.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Create Lists","type":"text","marks":[{"type":"strong"}]},{"text":"; ","type":"text"},{"text":"Copy","type":"text","marks":[{"type":"strong"}]},{"text":"; find file, looking somewhat like this:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"LOAD: inserted files for ThesesOriginal-MARC-year (6)","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on a few records and make sure the records loaded properly.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Leave the ","type":"text"},{"text":"Load","type":"text","marks":[{"type":"strong"}]},{"text":" list in Create Lists for later ","type":"text"},{"text":"Global Edit ","type":"text","marks":[{"type":"strong"}]},{"text":"in Sierra.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Follow the process for Global Edits to change the 090 to 099 in the item record : ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://usulibrary.atlassian.net/l/cp/z0cUb0Ur"}},{"text":" (note: this is a restricted workflow)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Titles with multiple copies per record","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use list of item records created for 090 to 099 change.","type":"text"}]},{"type":"paragraph","content":[{"text":"Derive lists of items that have the same copy number -- e.g., a list of all “copy two” records – by searching for whose","type":"text"},{"text":" 099 field has “, c.X”","type":"text","marks":[{"type":"strong"}]},{"text":" where X is the copy number","type":"text"}]},{"type":"paragraph","content":[{"text":"Global updates:","type":"text"}]},{"type":"paragraph","content":[{"text":"· ","type":"text"},{"text":"Edit variable-length field","type":"text","marks":[{"type":"strong"}]},{"text":": 099[i] “, c.X” => “[blank]”","type":"text"}]},{"type":"paragraph","content":[{"text":"· ","type":"text"},{"text":"Edit fixed-length field","type":"text","marks":[{"type":"strong"}]},{"text":": Copy number: 1 => X","type":"text"}]},{"type":"paragraph","content":[{"text":"These two edits can be made simultaneously.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Fixing $ error:","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Use the newly created bibliographic-type review list to perform a batch update.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create a second bibliographic-type list by searching the first list with the added condition:","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":" Bibliographic MARC Tag 520 matches \"|[0-9]\"","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":"iii. In the Global Update function, search for the second review list","type":"text"}]},{"type":"paragraph","content":[{"text":"iv. Perform a “Variable-length field edit” on the 520 fields, changing all “|” to “$”","type":"text"}]},{"type":"paragraph","content":[{"text":"v. Finally, because this will convert the initial subfield A delimiter to a “$” as well, perform a second ““Variable-length field edit” to change all “$a” to “|a”","type":"text"}]},{"type":"paragraph","content":[{"text":"iv. Check a couple of records as normal to verify no errors were created in the process","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Return to the ORIGINAL view in the ","type":"text"},{"text":"Thesis Remediation Airtable","type":"text","marks":[{"type":"strong"}]},{"text":" & record the ","type":"text"},{"text":"Date Loaded in Sierra","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the Sign-Up Tab, change the following:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"“Original Batch Loaded Status” to Completed","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"“Original Batch Load Started” and “Original Batch Load Ended” dates are filled in with the correct information","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add any notes that will be needed for future in the Batch Loaded Notes field (for example, if there were issues encountered or records that need to be reviewed by someone)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"“Last Completed Step” column to “Original Batch Loaded” UNLESS the “Remaining Items to be loaded into Sierra” value is 0 (zero) - in which case, change to “Complete”","type":"text"}]}]}]}]}]}]}]}]}]},{"type":"paragraph","content":[{"text":" Done!","type":"text","marks":[{"type":"strong"}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Statistics for Procedure 4","type":"text","marks":[{"type":"strong"}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Because there is no need to pull items physically for Procedure 4 and the number of items barcoded and reviewed has already been recorded, there is no need to record statistics in the “Barcoding Tracking, Issues, and Stats” Airtable base. 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","type":"text","marks":[{"type":"strong"}]},{"text":"[year] [thesis number].","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"AND a 590 for ","type":"text"},{"text":"Thesis Remediation Project.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"There should also be at least 1 item record for the project: ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"099 ","type":"text"},{"text":"THESES COLL ","type":"text","marks":[{"type":"strong"}]},{"text":"year no.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Location: ","type":"text"},{"text":"ithes","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Item Type: ","type":"text"},{"text":"57","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If no markers are in the bib record","type":"text","marks":[{"type":"strong"}]},{"text":", ","type":"text"},{"text":"but there is an item record","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":" for it, then skip step 2 (checking Airtable) and go ","type":"text"},{"text":"To copy catalog a missing bib for the Thesis archival copy.","type":"text","marks":[{"type":"strong"}]}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://airtable.com/appUfDCSIMhNvaqGp?"}},{"text":" Theses Remediation Project Airtable, then ","type":"text"},{"text":"Master List--DO NOT CHANGE","type":"text","marks":[{"type":"strong"}]},{"text":" (also, be careful not to change anything)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search for the theses in question by title or author:","type":"text"}]}]},{"type":"listItem","content":[{"type":"mediaSingle","attrs":{"layout":"center","width":514,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1143,"alt":"image-20241125-185612.png","id":"83390da2-c84a-4244-a68a-884630b462d1","collection":"contentId-1006338104","type":"file","height":277}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If found, Expand record and scroll down to ","type":"text"},{"text":"Hide 93 fields","type":"text","marks":[{"type":"strong"}]},{"text":" (click to un-hide), then search for ","type":"text"},{"text":"Status","type":"text","marks":[{"type":"underline"}]},{"text":": ","type":"text"},{"text":"Not Found","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If physical copy Status is Not Found, go back to Cleanup Workflow A and use that to make a Microform only bib.","type":"text"}]}]}]}]}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"To copy catalog a missing bib for the Theses Collection copy","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":3},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add to the Sierra bib for the microform record:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"001 ","type":"text"},{"text":"micro","type":"text","marks":[{"type":"strong"}]},{"text":"11111","type":"text"},{"text":"nmic","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Add prefix and postfix to 001 ","type":"text"},{"text":"micro11111nmic ","type":"text","marks":[{"type":"strong"}]},{"text":"version.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"change 33x fields to microform/microfiche versions:","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"337 ","type":"text"},{"text":"microform|bh|2rdamedia","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"338 ","type":"text"},{"text":"microfiche|bhe|2rdacarrier","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go onto next step in OCLC.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Find the OCLC bib and add these fields to the OCLC record, but if ","type":"text"},{"text":"there is already an item record for the","type":"text","marks":[{"type":"strong"}]},{"text":" ithes","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}},{"type":"strong"}]},{"text":" item","type":"text","marks":[{"type":"strong"}]},{"text":", attached to the microform bib, ","type":"text"},{"text":"do not add a 949 field:","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"500\t ","type":"text"},{"text":"Department: ","type":"text","marks":[{"type":"strong"}]},{"text":"WHAT EVER IT IS.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"590\t ","type":"text"},{"text":"Thesis Remediation Project.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"655\t 7 ","type":"text"},{"text":"Academic theses.|2lcgft","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"690\t ","type":"text"},{"text":"Thesis","type":"text","marks":[{"type":"strong"}]},{"text":". ","type":"text"},{"text":"U","type":"text","marks":[{"type":"strong"}]},{"text":"--- ","type":"text"},{"text":"DEPARTMENT","type":"text","marks":[{"type":"strong"}]},{"text":". <--whatever USU is called in that year.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Link to USU name chart is here: ","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"690\t","type":"text"},{"text":"Utah State University Theses.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Do not add a 907 - we are not overlaying anything.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"909 Sign your record","type":"text"}]}]}]},{"type":"orderedList","attrs":{"order":5},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Export into Sierra as a new record.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Bring up both bibs by title in Sierra, and transfer archival Thesis item record (if it exists) to the new print bib. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Choose the THESES COLL bib first to bring up the item record to move","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Edit-->Transfer; search title again.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Choose the new micro form theses bib and click ","type":"text"},{"text":"Use Bib","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ta da!","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Statistics: 1 Sierra Edit and 1 copy catalog ","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the Create Lists review file: find the title; and Remove it.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"paragraph"},{"type":"rule"},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"DO NOT USE: For bibs with no overlay, no print records: This procedure has already been done (kept for historical purposes):","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"double check there are no print records in list (maybe export to spreadsheet and check items location/callno & bib 001):","type":"text"}]}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Create List review ","type":"text"},{"text":"file: microformthese-micro-AndNot0","type":"text","marks":[{"type":"link","attrs":{"href":"#"}}]},{"text":", exported to Excel:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":626,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1392,"alt":"image-20241119-224156.png","id":"3570957c-8cd3-4b28-906b-756018a2180e","collection":"contentId-1006338104","type":"file","height":1021}},{"type":"caption","content":[{"text":"Entire file has no book items attached (bonus: I can preview the 33x needing changes); since this has no overlays, the global edit can be used to change the 33x fields","type":"text"}]}]},{"type":"orderedList","attrs":{"order":2},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Global Edit (use extreme caution)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make sure ","type":"text"},{"text":"Review","type":"text","marks":[{"type":"strong"}]},{"text":" is selected in dropdown","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Find the review file, in this case: ","type":"text"},{"text":"microformthese-micro-AndNot0","type":"text","marks":[{"type":"strong"}]}]}]}]}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"c. Click ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"strong"}]},{"text":" to bring it in","type":"text"}]},{"type":"orderedList","attrs":{"order":3},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Command input","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"then ","type":"text"},{"text":"Add","type":"text","marks":[{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Match Whole Field","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"uncheck (use displayed field)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"r 337 b b ","type":"text"},{"text":"unmediated|bn|2rdamedia","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"r 337 b b ","type":"text"},{"text":"microform|bh|2rdamedia","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":608,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":748,"alt":"image-20241119-225106.png","id":"c68685ae-6c24-4fd1-85d3-465fee49c289","collection":"contentId-1006338104","type":"file","height":210}},{"type":"caption","content":[{"text":"Make sure to type the correct","type":"text"},{"text":" Field Group Tag","type":"text","marks":[{"type":"strong"}]},{"text":": “","type":"text"},{"text":"r","type":"text","marks":[{"type":"strong"}]},{"text":"” (small R) or it messes it up","type":"text"}]}]}]}]}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"c. Click ","type":"text"},{"text":"OK","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":2}}],"content":[{"text":"r 337 unmediated|bn|2rdamedia → r 337 microform|bh|2rdamedia","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":2}}],"content":[{"text":"Note: I filled in all the ","type":"text"},{"text":"Replace","type":"text","marks":[{"type":"strong"}]},{"text":" values also, because otherwise, Sierra couldn’t find them…","type":"text"}]},{"type":"orderedList","attrs":{"order":4},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Double check for any typos:","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":572,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1095,"alt":"image-20241119-225952.png","id":"108e1dc0-4386-4528-807a-e94001020046","collection":"contentId-1006338104","type":"file","height":358}},{"type":"caption","content":[{"text":"This shows ","type":"text"},{"text":"two ","type":"text","marks":[{"type":"em"}]},{"text":"commands loaded, but deleted one, and ","type":"text"},{"text":"ran each one separately, ","type":"text","marks":[{"type":"em"}]},{"text":"because I tend to be paranoid about large numbers of Global Edit commands","type":"text"}]}]},{"type":"orderedList","attrs":{"order":5},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Preview","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Double check that it is indeed doing what it should, in the preview window:","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":469,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1141,"alt":"image-20241119-230147.png","id":"7bd94436-66b0-4eb8-aa9b-6b1d6778d83f","collection":"contentId-1006338104","type":"file","height":1022}}]},{"type":"orderedList","attrs":{"order":7},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Then ","type":"text"},{"text":"Process","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":565,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1105,"alt":"image-20241119-230619.png","id":"eb553aa2-a0be-493c-8b1f-0acc9847342d","collection":"contentId-1006338104","type":"file","height":360}},{"type":"caption","content":[{"text":"Note that some of the records had different 337 field terms, so they needed to be done with separate commands, later","type":"text"}]}]},{"type":"orderedList","attrs":{"order":8},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you did the 337 separately, go back to Select record and click Search to bring the bibs back in again to do the matching 338 fields…","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Add ","type":"text","marks":[{"type":"strong"}]},{"text":"again and fill in the values for the 338.","type":"text"}]}]},{"type":"listItem","content":[{"type":"mediaSingle","attrs":{"layout":"center","width":610,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":767,"alt":"image-20241119-232207.png","id":"1904c59e-433b-407d-9a3c-bc7398e0b314","collection":"contentId-1006338104","type":"file","height":210}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"r 338 unspecified|bzu|2rdacarrier → r 338 microfiche|bhe|2rdacarrier","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Preview","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Process","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":626,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":767,"alt":"image-20241119-225754.png","id":"edaaf992-bf0e-4220-864d-24bfe433e6ed","collection":"contentId-1006338104","type":"file","height":210}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If necessary, between Global edits, go back to review list to look at the 337 or 338 terms and subfields needing different terms to change","type":"text"}]}]},{"type":"listItem","content":[{"type":"mediaSingle","attrs":{"layout":"center","width":644,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":767,"alt":"image-20241119-225754.png","id":"edaaf992-bf0e-4220-864d-24bfe433e6ed","collection":"contentId-1006338104","type":"file","height":210}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"…and keep Global Editing until there’s just a handful to fix.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To clean out the few remaining (18 bibs for these):","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"go back to the same review file and add a line to the search for removing the fixed bibs.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In this review file, there were just some odd 338 terms left, so I restricted it further to those missing the correct term “microfiche” there:","type":"text"}]}]},{"type":"listItem","content":[{"type":"mediaSingle","attrs":{"layout":"center","width":691,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1036,"alt":"image-20241119-234227.png","id":"5e9e9f79-3889-4d71-b110-ab046eb7c4c8","collection":"contentId-1006338104","type":"file","height":600}}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Here are the 18 bibs:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"mediaSingle","attrs":{"layout":"center","width":691,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":955,"alt":"image-20241119-235424.png","id":"2b5d5b66-ee62-4ffb-b3a7-f49638f0f603","collection":"contentId-1006338104","type":"file","height":98}}]},{"type":"paragraph"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"At which point, I just manually edited them in the ","type":"text"},{"text":"Create Lists","type":"text","marks":[{"type":"strong"}]},{"text":" review file (because they were an odd group of errors).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Count each bib edited (but ","type":"text"},{"text":"not","type":"text","marks":[{"type":"underline"}]},{"text":" each edit within them) as Sierra Edit in statistics (9194 in this batch).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Just a bit complicated, but better than having someone manually editing them.","type":"text"}]}]}]}],"version":1}

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