POST-CATALOGING PROCESSING                                                                       Revised: February 1996

After cataloging has been completed and records have successfully downloaded from the bibliographic utilities to GLADIS, the material and worksheets are routed by Serials Cataloging Division as follows:

1. ACTIVE TITLES

   Active titles are routed to the Technical Services Dept., Records Unit to perform additional INNOPAC work and to confirm that the download from GLADIS to INNOPAC has been successful.

   After processing has been completed, the branch is sent the following:

   1. Cataloging worksheets
      
   2. The printouts or forms that initiated the cataloging
      
   3. Blank entering cards (NON-INNOPAC BRANCHES ONLY)
      
   4. The material is returned to the branch along with the above paperwork, with the following exceptions. For these categories the paperwork is sent separately to the branch:
      1. Bound volumes are sent to Marking Division
         
      2. Seps and Anals are released into the monographic cataloging or binding workflow

2. INACTIVE TITLES

   Unbound material and worksheets for inactive titles are usually sent directly to the branch by the Serials Cataloging Division.

   Bound volumes are sent to the Marking Division, and the cataloging worksheets are sent separately to the branch.

INNOPAC BRANCHES perform the attached additional steps in INNOPAC:

NEW TITLES
SUCCESSIVE ENTRY TITLES

See the Appendices for additional information to interpret the cataloging worksheets and series authority records.

Appendix A: MARC-S Format for Serials
Appendix B: Series Treatment for Serials

INNOPAC BRANCHES

1. NEW TITLES

   The Records Unit will already have done any necessary updating of the INNOPAC bibliographic record; added the call number and bdes; and deleted the "In Process" CHECK NOTE. On centrally received titles, the Records Unit will also have done any necessary updating of the checkin card and the order record.

   The branch does the following additional updating:

   1. RECEIVED DIRECT TITLES
      1. Add local shelving and routing instructions

      2. Add binding information

      3. Create checkin card (if none already attached) and check in all issues.

      4. Examine the order record:

         Compare the "Begin with" statement in the IDENTITY field of the order record with the pieces in hand.  If you have received the first issue (or any issue subsequent to the first issue) due on the order, the order is considered active.

         1. If order is active
            
            1. Add RECD DATE as necessary
            2. Be sure there are expected boxes on the checkin card with appropriate transaction dates.

         2. If order is not yet active
            
            1. Do NOT add RECD DATE
               
            2. Do NOT leave any "expected" boxes on the checkin card. (The only boxes on the card should be those for the arrived issues.)
            3. Add CHECK NOTE: "UPDATE"
               (This is to alert you to update the received date of the order record and add expected boxes when next issue is received.

   2. CENTRALLY RECEIVED TITLES
      1. Add local shelving and routing instructions
      2. Add binding information

2. SUCCESSIVE ENTRY TITLES

   The Records Unit will already have done any necessary updating of the INNOPAC bibliographic record; keyed the order record for the new title and closed out the order record for the old title; and added call number and bdes to new title. For centrally received titles, the Records Unit will also have done the updating of the checkin card. If the catalogers decided not to treat it as successive entry, the Records Unit will delete the extra "In Process" records from INNOPAC and GLADIS.

   The branch does the following additional updating:

3. NEW TITLE
   1. Add local shelving and routing information
      
   2. Add binding information
      
   3. Delete box-specific notes "To SERCAT" or "Hold shelf"

4. OLD TITLE
   1. If all issues have been received
      
      1. Bind if appropriate
         
      2. Delete checkin record and card
         
      3. Update GLADIS
         
         1. Update SUM field if necessary
            
         2. Delete CI field
            
         3. Update SHL and V/C as necessary

   2. If claiming is necessary
      
      1. Claim
      2. Update the checkin record as follows:
         1. UPLOAD = D
         2. Delete checkin boxes for any issues not due on this on this record
         3. Be sure there is a final null box "SEC"
         4. Optional: add CHECK NOTE (if received direct) or LOCAL NOTE (if centrally received) for special routing instructions, e.g., "Hand to ... when all issues received"

      3. When all issues have been received:
         
         1. Bind if appropriate
            
         2. Delete checkin record and card
            
         3. Update GLADIS
            
            1. Update SUM field if necesary
               
            2. Delete CI field
               
            3. Update SHL and V/C as necessary

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Last updated Thursday, 04-Aug-2005 12:21:39 PDT Contact