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Create a New Preliminary Instance Record

In the Inventory app default Actions menu, select "New"

(For more information see: Inventory: Inputting and Updating non-MARC bibliographic (Instance) records)

Add the following elements:

Administrative Data

Instance status term: Uncataloged

Mode of issuance: single unit or multipart monograph (as appropriate)

Statistical code if applicable (e.g., source codes) ( see Source Information For The 948 Field  in the Local Tags used in Voyager (LTS Procedure #136#97) document, which needs updating for FOLIO)

Add a Administrative note using the appropriate macro for inputting.

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Title Data

Resource title: the title exactly as it appears (with initial articles) on the preferred source (title page, cover, other source)

Index title: copy and paste the Resource title, removing any initial articles

Alternative titles: add any variant titles that might be needed for identification or access; use default type "other title".  Examples may include cover titles, spine titles, and titles in vernacular characters that have been transliterated in the Resource title field.

Series titles: enter the series title as it appears on the piece; entering numbering if available, preceded by a semicolon

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Identifiers

Add any available identifiers from the piece in hand (such as ISBN)

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Contributors

These are the equivalent of 1xx and 7xx fields for authors, editors, illustrators, etc.

Enter the Name and Name type only, using the authorized form of names, if available, minus any subfield indicators

Name type: Personal name    

Dimsdale, Marcus Southwell.       

Adams, W. A.       

Nash, Ogden, 1902-1971.

Name type: Corporate name

Cornell University. Department of Music.

Name type: Meeting name   

International Symposium on Electronic Engineering (2nd : 1985 : San Francisco, Calif.)      

International Symposium on Electronic Engineering (1985

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Descriptive Data

Publications: Enter the Publisher and Place as they appear on the piece. Enter the Publication date. You can leave Publisher role blank.

Editions: Enter an edition statement only if it appears on the piece.

Physical descriptions: enter pagination and other significant physical information here

Pagination: Include each numbered sequencexiv, 206 pages : illustrations ;  30 cm  

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Other Elements

Resource type: Select "text"

Format: Select "unmediated – volume"

(Resource type + format correspond to the MARC 336, 337, 338 fields)

Languages: Select the appropriate language(s) to indicate the language of the resource

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Select "Save and Closeclose"

In the lower right corner

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Create a Holdings Record

In the detailed view of the instance record you just created, select "Add holdings"

(For more information see: Inventory: Holdings Records)

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Holdings type

Permanent location

Holdings statement if applicable (e.g., for multivols)

N.B. The first or subsequent volume of a multi-vol set that lacks subject headings should be sent to storage.

Holdings notes

Add a Staff only note with the appropriate storage code Add a Staff only Transaction note using the appropriate macro for inputting /[this note will eventually be recorded in the instance record](See Storage Codes Chart (LTS Procedure #3a)

Select "Save and close"

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Create an Item Record

Select "Add item" (next to "View Holdings")

(For more information see: Inventory: Item Records)

Add the following elements:

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Barcode (see LTS Procedure

#12)

Material type: Book

Copy number (only if applicable)

Enumeration (only if applicable, e.g., v.1)

Permanent loan type

Select "Save and close"

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