Scope: This document outlines the procedure that Library Technical Services serials receiving staff follow when an issue is received in response to a sample request/order.
Contact: Joanna Cerro
Unit: Serials Management
Date last updated: 09/15/22
Date of next review: Sept. 2023
A. If a record exists in OCLC, import the record into FOLIO by taking the following steps:
- From Inventory, click Actions → Import
- Enter the OCLC number you wish to import, then click Import
- Once the record has been uploaded, click Actions from the righthand panel → Edit Instance
- Click Suppress from discovery (catalogers will unsuppress once it's been cataloged)
- Click Add administrative note, enter the following information to indicate that this record is in a pre-cataloged state: date:YYYYMMDD ttype:mpre userid:[enter your userid] ploc:lts
- Click Save and close
B. Holdings Record
- Click Add holdings
- Click Suppress from discovery
- Under Location → Permanent*, select LTS Review Shelves from the drop-down menu (this indicates that it's being placed on the selector's shelf in 110 for review)
- In the Call number field, write DECISION PENDING
- Under Holdings notes, select Note as note type, write a brief description of what is being done with the sample issue (for example, if it's being placed on a specific selector's shelf), and check the Staff only box (indicating that patrons will not be able to see this note)
- Click Save and close
C. Routing
Send issue received to the selector, along with the Decision Flyer