Materials in Temporary Locations ("Latest edition...")
Directions for Staff Adding (or Cataloging) New Volumes...
Process the new item as you normally would, with the following inclusions:
- Assign item a temporary location by editing the Sublibrary & Collection arrows
- enter a 90 ("in-library use") value in the item status box (if material circulates, the pre-assigned "in library" value must be changed to a circulation status value)
- Add a "3" to the 1st 85X type/linking no. field (used here to 'mark' the most current "latest edition..." item for staff, etc.)
- "Lock in" edits to the item form by placing a checkmark in the Temporary Location box to the right of the 2nd 85X type/linking no. field
- In the Circ. Note field (under the "3. General Information (2)" tab, insert a "RUSH:Notify [Reference staff] - after shelving, retrieve PREVIOUS edition, clear temp. location box (etc.) on item, then, route to permanent location" notice. Edit any additional fields on the item form as needed (when available, use an existing "Latest Edition" item as a reference)
- Refresh and Update the item form.
- Update/record the information on the holding record ("4. HOL Record"). Edit (or create) MARC holding ('85X/86X') fields, subfields, etc. as needed. when finished, save changes to server.
- Confirm the item's "Latest Edition..." status in the public catalog (from holdings - View in Web OPAC {'Ctrl + O'})
- Place on the RUSH processing shelf (cataloging/metadata - 3rd floor)
Direction for Staff at Library Locations...
When the incoming "Latest Edition..." material is received:
- Scan barcode to confirm items' Temporary Location AND preferred loan status. The "RUSH: Notify ... retrive PREVIOUS edition..." note should appear, stating that an earlier volume will need to be "de-processed" (see below)
- Shelve the new material in the assigned location, while retrieving the PREVIOUS "latest edtion" material
To remove ("de-process") the PREVIOUS "Latest Edtion..." :
- Scan the barcode of the item.
- Delete the checkmark in the Temporary Location box of the item record.
- Change the item status of the material from 90 (in-library use) to the preferred loan status (01 = regular loan, etc.)
- Delete the "3" from the 85X type/linking no. box (used to "mark" the current "Latest Edition" - see above)
- Remove (relocate, etc.) any additional notes, placed on the item form (while it was in Temporary Location)
- Refresh and Update the item form - which should revert the Sublibrary & Collection fields to the permanent (holding) location.
- When item editing is complete, shelve material accordingly
Indexed:
Materials in Temporary Locations ("Latest edition...")
Materials in Temporary Locations ("Latest edition...")
Prepared by: Todd Chisholm, Judy Rummel, Naomi Young
Created: February 20, 2006
Updated: Todd Chisholm, March 17, 2009
