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  •         WITHDRAWN (LOST), 8/21/00 abc
  •         WITHDRAWN (DESELECTED), 8/6/00 abc
  •         WITHDRAWN (REPLACED BY PRESERVATION PHOTOCOPY), 9/24/00 abc
  •         Vol. 3 WITHDRAWN (MISSING), 7/21/00 abc
  •         Suppl. WITHDRAWN (DESELECTED), 8/18/00 abc $z Lacks suppl.
  •         Vol. 8-15 WITHDRAWN (REPLACED BY PRES. PHOTOCOPY), 9/28/00 abc  


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    B. Batch Single Volume Monographic Withdrawals
  • Batch Withdrawal Process has been updated for FOLIO. However, certain aspects of this process are still in development

    For batch withdrawals of single volume monographs, a text file or Excel spreadsheet of barcodes of records to be withdrawn are sent to the batch processing team, (currently Peter DelaCuadra). Batch processing will only perform the batch withdrawal process if the count is greater than 25. Less than 25 will be processed manually by DBQ staff.

    The batch withdrawal process is as follows:

    1. Text file or Excel spreadsheet is imported into DBeaver LDP.
    2. A query, (or queries), is performed to verify that the data is as expected. (Looking for things such as unexpected multi-volume monographs, serials, items checked out, etc., any abnormalities are routed to DBQ for manual processing)
    3. Once data is verified as expected, item records are deleted by means of a Perl or Python script. (as of this writing, 9|17|2021, script is in process of development)
    4. Holdings are then harvested from Folio. MARCEdit will be used to edit the previously harvested holdings to follow the manual withdrawal steps. (Change LDR position 5 to "d" and add staff note in Holdings Note section "Withdrawn ([reason for withdrawal] date, net id)". For example: Withdrawn (lost/missing) 3/12/20, pd36 or Withdrawn (dupe-deselected) 3/12/20, pd36.
    5. The corresponding bibliographic MARC bibs are harvested from Folio as well. A 948 batch withdrawal statistic is added into the MARC record.
      For example: 948 2_ $a 20151212 $b w $d batch $e lts
    6. The MARC bibliographic records are re-imported back into Folio using Data Import with the correct import profile. (as of this writing, 9|17|2021, an import profile has not been written yet).
    7. If the holdings being withdrawn is the last CUL copy, the MARC bibliographic record will need to be suppressed.
    8. The corrected holdings records are also re-imported back into Folio using Data Import with the correct import profile. (as of this writing, 9|17|2021, an import profile has not been written yet).
    9. Develop and run query in Dbeaver to verify bibliographic records of last CUL copy are suppressed and that all withdrawn holdings are suppressed and the items deleted.


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    C. Transfers
     
  • AS OF 9/10/21, THIS SECTION PENDING REVISION

I. Initial Conditions

Transfer the item(s) online according to the instructions found in section "6. Disposition" of the " Selection Policy for Shelf Space Adjustment.  

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6.  In the Holdings notes, enter transactions for Withdrawal (,,w), and for Added Location (,,l) OR added copy (,,a, if transferring something to a collection that already has a copy), plus a note  showing which collection the piece originally came from, and when it was transferred:

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  1. Single Part Item and Complete Multipart Item Transfers  

    a.  Display item record.

    b.  Change Permanent Location field to match location in the holdings record.

    c.  Edit the Permanent Loan Type, if appropriate -- for example: when transferring a title to or from a "Non-Circulating" reference collection. If you are transferring a title to a (Rare Annex #12a) location (e.g. "rmc,anx"), set the Item Type to "Non-Circulating". (NOTE: These are the only Annex locations for which the Item Type should be set to "Non-Circulating")

    d. ***ITEM STATUS CHANGE: POSSIBLE UNDER CURRENT PERMISSIONS?***Click on the graph button. If Withdrawn appears under status, remove it.

    e.  ***SAME AS ABOVE-- WOULD WE REMOVE "Deselected" Holdings note instead? Click on the quill pen button. If deselected note appears, remove note.

    f.  Save the Item record

    g.  Repeat for each item record associated with the transfer.

     

  2. Partial Multipart Item Transfers  

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