Moving orders and items from brief to full bib records
This document describes the procedure for moving an order
record and its linked barcoded item from a brief record created by acquisitions
to a fully cataloged bibliographic record. The moved item is updated
and linked to the holding record. The brief bib record is deleted from the server;
if the order was monographic, MonoAcq is notified (see step 10).
- In the OPAC module, wand in the barcode; the brief record will appear.
- Add to Nav. Map.
- If this is a monographic order, make
a printout now of the brief bib record created in the order process,
with the left window expanded to show the order number.
- Search for the full bib record in the OPAC.
- Add to Nav. Map.; now both brief and full records are on the Nav. Map.
- Display each bib's attached ADM and HOL records by clicking the '+' boxes.
- In the left window of the Nav. Map, drag the brief record's Order
number and drop it on the full bib record's ORDERS
box. In this one move, both the order and the attached item
move to the full bib's ADM record.
- When the order and item are successfully moved, the 'Create move request
- Status' window pops up. Click OK, and the box disappears.
- The item is now linked to the full bib's ADM record. It is not yet linked
to the HOL record. To establish the HOL link, push the record to the ITEMS
module by clicking the "Items" button on the nav map. In the ITEMS
module, highlight the item you moved; choose "Retrieve HOL"; make
sure the correct HOL record is highlighted; choose "Link to item."
Now the call number and location fields will be filled in. Follow standard
procedures to update the item's material type (if necessary), enumeration,
and chronology.
- For monographic orders:
- Only make printouts for orders that do
not have specific volume information in the LIBRARY NOTES field of the
order record, e.g. "SEE ORDER LOG FOR CAT/PROC NOTES" or "OTHERS
AVAILABLE".
- Make TWO printouts:
- the printout you made in step 3 of the brief bib record created
in the order process, with the left window expanded
to show the order number
- the full bib record to which the item and order are now attached.
- For both serial and monographic orders: in the cataloging module, delete
the brief bib record from the server. You have to delete the ADM
record first in order to do so. quick tip: <Ctrl>+R
shortcut
- For monographic orders: leave the printouts in the basket labeled "Arnie
& BAS." It's on the bookshelf between Debbie and Charlene.
Back to: Serials cataloging manual / Working
in Barton
