Page History

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I. Instance Record in FOLIO

1. Search FOLIO for the piecea matching Instance.  If no record is found,  Skip to step Ia below.
2. If there is an Instance record in FOLIO, verify that the record matches the book.  If no record is found,   
3. Check for and report an open purchase order associated with the item, if applicable.  If you find an open PO associated with the piece, see Special Instructions below.
4. If the Instance record is suppressed, un-check the "Suppress from Discovery" box in the Instance record, and set the Catalog Date to the CURRENT date.
5. Add a Post-Cataloging Maintenance Code (,,mc) to the Administrative Note of the Instance.
6. Search OCLC for a corresponding bibliographic record to the one we have:
   1. If there is a corresponding record in OCLC, and if the OCLC record does not reflect CUL Holdings, add an additional Shelflisting code to the Administrative note in the Instance (ttype: s ; use macro ,,s), or add our holdings to OCLC if you have the permissions.
7. Save and Closethe Instance record.

IAIa . No Instance Record in FOLIO

1. If no record is found in FOLIO, import one from OCLC, or Input from scratch as applicable. (Instance Statistical Code: Source of Acquisition: miscellaneous)

Display Holdings record.

If the Holdings record in suppressed, make sure to un-check the Suppress From Discovery box so that it displays in the public catalog.

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1. .
2. Add an Administrative Note with the code for Inputting (,,i)
3. If you imported the record from OCLC , assess whether it is fully cataloged, with full encoding level, LC call number and/or subjects, etc. 
   1. If it is fully cataloged, add an Administrative Note in the Instance for shelflisting (macro ,,s).
   2. If the record from OCLC is partial or preliminary, or has a foreign language of cataloging, OR if you had to input it from scratch, pass the item on to the Catalogers for cataloging (and re-marking as necessary), but make sure to follow the appropriate instructions for the Holdings and Item screens (see below).

II. Holdings record.

1. Display the Holdings Record.  If the Instance was just imported or created, skip to step 4. 
2. If the Holdings record in suppressed, make sure to un-check the Suppress From Discovery box so that it displays in the public catalog.
3. Make sure the call number in the Call Number field matches the label and hand-written markings in the book.  Determine if there is a discrepancy between the online call number and the label & handwritten numbers, and correct as necessary.  Have the piece re-labeled in Physical Processing if the label is determined to be in error and needs fixing (see below).  From here, skip step 4 below and proceed to step 5.
4. If the Instance was newly-imported or created, then Add a New Holdings:
   1. Enter the appropriate Holdings Type, Location, Call Number Type, and Holdings Statements as applicable.
      1. For items that will need cataloging, set the Call Number Type to Other, and enter "In Process" in the Call Number field.  Add In the Call Number field, compare the call number of the Instance record with the call number (if any) on the original label or handwritten marking on or inside the piece.  If the old call number on/inside the piece is still valid (i.e. it's LC format, the Classification is correct, with only minor numerical differences in the cuttering), then it can be entered into the Call Number field, and the book will not need to be re-marked (see below).  Consult with a cataloger if needed.  If in doubt, use the call number from the imported record, enter it into the Call Number field, and re-write the call number in the boo to match.  The item will also need to be relabeled in Physical Processing (see below).
5. Add a Holdings Note (Note type: Note) saying "Reinstated", plus the date and your ID.  There may be previous notes that the item had been withdrawn, but we can leave those alone 

• **Make sure the call number on the label matches the call number written in the book, and that BOTH of them match the FOLIO call number: Reinstatements are often the result of a mis-match in the call number, resulting in the item having been "withdrawn/lost" because it was misplaced in the stacks.

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