Cataloging Procedures Manual

Chapter VII: Maintenance Holdings
Monograph and Serial Adds, Lost, Transfer, Withdrawn Procedures
Part A: Workflow Wizards

Contents:

I. Edit Copies Wizard
II. Add Copies Wizard
III. Existing Volumes and Call Numbers Wizard
IV. Add Volumes and Call Numbers Wizard
V. Maintain Existing Title Wizard

1. Edit Copies Wizard - Modify Copy Information

1. Open the EDIT COPIES wizard.

2. Enter the search for the title and click on ok.

3. From the search results box, highlight the title and click on modify copy.

4. The vol/copy folder tab displays (one call number)

   Edit copy information and click on ok.

   OR,

   The all volumes folder tab displays (multiple call numbers)
   Highlight the call number that needs editing and click on modify/copy. Edit the copy information.

5. Click on ok to save the changes.

2. Add Copies Wizard - Create a Copy

1. Open the ADD COPIES wizard.

2. Enter the search for the title and click on ok.

3. From the search results box, highlight the title and click on add copy.

   The New copy folder tab displays (one call number)

   OR,

   The all volumes folder tab displays (multiple call numbers). Highlight the call number for the library the copy is being added and click on add copy and the new copy folder tab will display.

   New copy folder

   Call number info - displays but can't edit from this screen

   Call number
   
   Class scheme
   
   Library

   Copy info

   Barcode: enter barcode
   
   Type: book - change as necessary
   
   Home location: change as necessary
   
   Item cat1: change to ADD
   
   Item cat2: change to RUSH as needed
   
   Current location: change as needed
   
   Comments: add ID and date
   
   Example: cmd4s 2/13/2001

   Click on ok to save the changes.

3. Existing Volumes and Call Numbers Wizard

1. Open the EDIT EXISTING VOLUMES AND CALL NUMBERS wizard.

2. Enter the search for the title and click on ok.

3. From the search results box, highlight the title and click on modify vol/copy.

4. The vol/copy folder tab displays (one call number)

   OR,

   The all volumes folder tab displays (multiple call numbers)

5. Highlight the call number to be edited and click on modify vol/copy.

   Vol/copy folder tab

   Call number info

   Call number: check call number; correct any spacing problems
   

   Class scheme:
   

   LC (monographs)
   

   MONOSER (multi volume monographs)
   

   LCPER (serial)
   

   Library: check for accuracy

   Copy info

   Barcode: check for accuracy
   

   Type: book - change as needed
   

   Home location: change as needed
   

   Item cat1: change to ADD
   

   Item cat2: change to RUSH as needed
   

   Current location: change as needed
   

   Comments: Add ID and date
   

   Example: cmd4s 2/13/2001

   After all changes have been entered, click on OK button to save the changes

4. Add Volumes and Call Numbers Wizard

1. Open the ADD VOLUMES AND CALL NUMBERS wizard.

2. Enter search for the title and click on ok.

3. From the search results box, highlight the title and click on add call number.

   Highlight the call number the library the volume is being add and click on add call number.

   Library for new call number
   

   Enter library and click on ok.

   New volume tab:

   Call number info:
   

   New call number field: after the base call number add |z delimiter and the volume number (no spaces between the base call and |z delimiter and the volume designator).
   

   Class scheme: MONOSER (monographs: LCPER (serials)
   

   Library: check and change as necessary

   Copy info:
   

   Barcode: enter barcode (if wanding, may want to save this for last step)
   

   Type: book - change as necessary
   

   Home location: enter location
   

   Item cat1: change to ADD
   

   Item cat2: change to RUSH as needed
   

   Current location: change as needed
   

   Comments: add ID and date
   

   Example: cmd4s 2/13/2001

   After all changes have been entered, click on ok to save the changes

5. Maintain Existing Title Wizard

MAINTAIN EXISTING TITLES wizard is used to make changes to material already in the catalog.

1. Open MAINTAIN EXISTING TITLES wizard.

2. Enter the search for the title and click on ok.

3. To make changes to the fixed field and bibliographical information, click on the bib folder tab.

4. To make changes to the MARC Hldgs (mhld) record, click on MARC Hldgs folder tab.

5. To make changes to copy and volume information, click on the vol/copy or all volumes folder tab.

Table of Contents

Chapter 7B