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  1. Search FOLIO for a matching Instance.  If no record is found,  Skip to step section Ia below.
  2. If there is an Instance record in FOLIO, verify that the record matches the book.  
  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).
  7. Save and Close the Instance.

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  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).
  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 catalogedadd 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 write "reinstatement" on the top of the location flyer, and follow the appropriate instructions for the Holdings and Item screens (see below).

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  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.
      2. For items that have full cataloging  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 piece(s) to match.  The item will also need to be relabeled in Physical Processing (see below).
      3. If you use the original or new call number (as opposed to sending it to cataloging), make sure to apply any Oversize information that may be applicable.
  5. Add a Staff-only 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 staff can leave those alone 

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  • **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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Display item record[s]. If no item record is found, create item record[s] and barcode book[s].

Re-display the bibliographic record. Add a 948 local statistics (Procedure #136 ) field to the record using the value "s" for the type of transaction.

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    • If there are multiple holdings records for the title:
      • Display holdings record that matches book in hand.
      • Remove |x WITHDRAWN [date] and [initials] from the 852 field following the call number.
      • Add |x REINSTATED [date] to the 852 field following the call number.
      • If necessary, add 8XX fields .
      • Select system tab.
      • Uncheck the Suppress from OPAC box. Record should display in the OPAC.
      • Click on Leader.  Change the record status value to 'c'.
      • Save the record.
      • Display item record[s]. If no item record is found, create record[s] and barcode book[s].
      • Re-display the bibliographic record. Add a 948 local statistics field to the record using the value "s" for the type of transaction.  
  • 1.  Process the physical pieces as follows:

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  1. these alone, to preserve the maintenance history of the piece:

Example 1:

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Example 2:

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6.  Save the Holdings record.


III. Item Records.

  1. Examine the piece carefully for a barcode.  It may be on the front cover, on the first page, on the title page, or even on the back cover, inside back cover, or back pages of the book.  
    1. If the piece lacks a barcode, attach one, following normal procedure.
  2. Check to see if the FOLIO record has an Item record. 
    1. If it HAS an Item record, does the barcode match the barcode in the book?
      1. If YES, check further Enumeration/Chonology information, and make sure it's entered.  If everything matches, skip to step 4 below. 
      2. If NO, and you're sure the piece in-hand is not simply a second copy that needs a new Holdings, change the barcode number in the Barcode field to match the barcode in the book.  (The original barcode may have fallen off, or it may have been given a "smart" barcode, which were barcode numbers that were not actually attached to the items in many cases.  These can be recognized by the low number after (up to "050") that occurs AFTER the initial "31924")
    2. If it LACKS an Item record, Add a New Item Record, enter the barcode from the book, and enter any appropriate Enumeration/Chronology information, if applicable.
  3. Make sure the Item record is UN-SUPPRESSED.
  4. Save the Item record.

IV. Final Steps - 

  1. Process the physical pieces as follows:
    1. Cross out all "withdrawn" stamps.
    2. Edit penciled locations and call numbers, if needed.
    3. Bring the piece to Physical Processing if the label needs changing, but make sure the handwritten call number inside is correct.
    4. If the piece does not need re-labeling, take the piece to the "Return To Stacks" shelf (if location is Olin, Kroch/Asia, or Uris), or to Physical Processing, to be routed to the appropriate library.

** IMORTANT NOTE ** Reinstatements are often the result of a mis-match or typo between the online call number and the physical piece, resulting in the item having been "withdrawn/lost" because it was misplaced in the stacks.  Make sure the call number in FOLIO matches both the call number written in the book, and the one on the label (or eventual label, if it's going to be replaced

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