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: 12/8/23
Date of next review: Dec. 2024
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. Creating a 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
Place issue received on the appropriate selector's review shelf in 110 Olin, along with the Decision Flyer filled out with the Instance HRID and print out of newly imported Instance record.