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cat:pre-cats_adding_brief_title_records_to_the_pines_database [2019/07/24 08:41]
ehardy
cat:pre-cats_adding_brief_title_records_to_the_pines_database [2019/08/28 14:34] (current)
ehardy [Miscellaneous reminders]
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   * MS Excel excludes initial zeros and spaces. Any scanned barcode that might have an initial zero(s) or space(s), either correctly or incorrectly,​ won’t have it in the Excel report. Check the tabular view of your precat report for any barcodes you cannot find in the database. Even in tabular view, initial spaces can be difficult to ascertain. Copying the entire cell usually picks up all spaces.\\   * MS Excel excludes initial zeros and spaces. Any scanned barcode that might have an initial zero(s) or space(s), either correctly or incorrectly,​ won’t have it in the Excel report. Check the tabular view of your precat report for any barcodes you cannot find in the database. Even in tabular view, initial spaces can be difficult to ascertain. Copying the entire cell usually picks up all spaces.\\
 +
 +  * MSExcel also limits the number of numbers that can be displayed correctly in a cell. You may see numbers stored as, for example, 9.6E+10 or 3.1E+26. These can be converted to numbers, however some may not convert correctly. 3.1E+26 converts to 310190058185431000000000000 when in reality it is 310190058185431019005818722. You can check the tabular view for any of these.\\
  
   * If a barcode is scanned incorrectly when creating a precat, the item will remain on a patron record when the actual item is returned. A common mis-scanning is extra spaces before or after the number. Catalogers should refer any suspicious barcode found on the report for an overdue or lost item to circulation staff for resolution. Then the precat should be sent back to cataloging for bibliographic resolution, once it has been removed from the patron record.\\   * If a barcode is scanned incorrectly when creating a precat, the item will remain on a patron record when the actual item is returned. A common mis-scanning is extra spaces before or after the number. Catalogers should refer any suspicious barcode found on the report for an overdue or lost item to circulation staff for resolution. Then the precat should be sent back to cataloging for bibliographic resolution, once it has been removed from the patron record.\\
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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 ​volume ​and dummy item. Currently in the Evergreen Web Clientthere is not a way to create an empty volumeDo 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 ​recordyou must first create ​an empty volume ​to be the target for the item. 
 + 
 +4. From Holdings View, select ​the destination library. From the Actions menuchoose Add – VolumesThe 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.
  
-4Follow directions above for transferring and editing ​the item.\\ +8A 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.1563975666.txt.gz · Last modified: 2019/07/24 08:41 by ehardy