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cat:pre-cats_adding_brief_title_records_to_the_pines_database [2019/07/24 13:40] – [Miscellaneous reminders] ehardycat:pre-cats_adding_brief_title_records_to_the_pines_database [2019/08/27 12:04] – [Transferring precat items to a matching bibliographic record] ehardy
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   * Checking in a precat does delete it, even though it is marked as deleted in item status. If the item is not routed to cataloging for resolution and is sent to the shelves instead, if it is brought back up to the desk for checkout again, circulation staff will have to re-enter the precat. Cataloging staff have to either delete the precat or transfer it to a good record and edit the attributes.\\   * Checking in a precat does delete it, even though it is marked as deleted in item status. If the item is not routed to cataloging for resolution and is sent to the shelves instead, if it is brought back up to the desk for checkout again, circulation staff will have to re-enter the precat. Cataloging staff have to either delete the precat or transfer it to a good record and edit the attributes.\\
  
-  * Do not delete the precat if it is still on the shelves.\\+  * Do not delete the precat if it is still on the shelves. Weed it or resolve it. Otherwise, every time it is brought to circulation a precat will be created for it.\\
  
   * Do not mark a precat item missing or damaged. Resolve it or delete it.\\   * Do not mark a precat item missing or damaged. Resolve it or delete it.\\
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 1. Display the Precat item in Item Status (F5) or open the copy bucket with that item.\\ 1. Display the Precat item in Item Status (F5) or open the copy bucket with that item.\\
 2. Open a new tab and search for a matching record in the PINES database.\\ 2. Open a new tab and search for a matching record in the PINES database.\\
-3. Once a matching record is found, from holdings view, select the volume to be the transfer destination. From the Actions menu—MARK – Volume for item transfer destination.\\+3. Once a matching record is found, from holdings view, select the volume to be the transfer destination. From the Actions menu— MARK – Library/Call number as Transfer Destination.\\
  
-{{ :cat:precat_mark_vol_as_item_transfer_dest.png?400 |}}+{{:cat:pasted:20190827-070054.png}}
  
-A message will briefly flash in the lower right corner of the screen noting that the item transfere target is set.+A message will briefly flash in the lower right corner of the screen noting that the item transfer target is set.
  
 {{ :cat:precat_item_transfer_warning.png?400 |}} {{ :cat:precat_item_transfer_warning.png?400 |}}
  
 4. Return to the item status or copy bucket tab and select the precat item to be transferred.\\ 4. Return to the item status or copy bucket tab and select the precat item to be transferred.\\
-5. a. In item status, from the actions menu, choose Transfer—Items to previously Marked Volume.\\+5. a. In item status, from the actions menu, choose Transfer—Items to previously Marked Destination.\\
  
-{{ :cat:precat_transfer_items_to_prev_mark_vol.png?400 |}}+{{:cat:pasted:20190827-070303.png}}
  
-b. From a copy bucket, Actions menu, select Items – Transfer Selected Copies to Marked Volume.+b. From a copy bucket, Actions menu, select Items – Transfer Selected Items to Marked Call Number.
  
-{{ :cat:precat_copy_bucket_transfer.png?400 |}}+{{:cat:pasted:20190827-070433.png}}
  
 There will be no dialog box to confirm; the transfer will immediately occur.\\ There will be no dialog box to confirm; the transfer will immediately occur.\\
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 **When there is not an existing record with your library holdings attached** **When there is not an existing record with your library holdings attached**
  
-1. Display the Precat item in Item Status (F5) or open the copy bucket with that item.\\ +1. Display the Precat item in Item Status (F5) or open the copy bucket with that item. 
-2. Open a new tab and search for a matching record in the PINES database or import a matching record from OCLC.\\ + 
-3. Since there is no existing call number/volume for your library on the record you will need to create a volume and dummy item. Currently in the Evergreen Web Client, there is not a way to create an empty volume. Do so as you would add a regular volume and item.\\+2. Open a new tab and search for a matching record in the PINES database or import a matching record from OCLC. 
 + 
 +3. If your library does not have a volume already attached to the destination record, you must first create an empty volume to be the target for the item. 
 + 
 +4. From Holdings View, select the destination library. From the Actions menu, choose Add – Volumes. The volume creator will open. Enter the call number and click on Save & Exit. 
 + 
 +5. You will need to redisplay the record to see the volume with no items attached you just created for the library.
  
-{{ :cat:precat_adding_vol_and_dummy_item.png?400 |}}+6. Now mark the volume for transfer from the Actions menu - Mark – Library/Volume as Transfer Destination.
  
-<note tip>The barcode you use does not matter since you will be deleting it after you transfer the precat item. Barcode precat1 is used here for illustration.</note>+7. From the item record to be transferred, in Holdings View choose --- Actions menu – Transfer – Item to Previously Marked Destination.
  
-4. Follow directions above for transferring and editing the item.\\ +8. A confirmation dialog box will flash acknowledging that the item transferred.
-5. Delete the dummy item.\\+
  
 +9. Edit the item according to local and PINES policy.
  
  
cat/pre-cats_adding_brief_title_records_to_the_pines_database.txt · Last modified: 2024/02/12 20:13 by tlittle