Serials - Cataloging work orders

Serials Cataloging Work Orders

Place item/s into Serials Cataloging Process. There are three ways to initiate the work order: from the Receiving area, from items on the holdings record, or by scanning barcodes into the Resource Requests area of the Fulfillment module.

1. From Receiving
   1. Find or create the item in question and click ‘Edit Inventory item’
   2. In the Physical Item Editor, set the Process type to “Serials Cataloging” and, as needed, add an Internal Note 1, with more explanation. Click Save.
   3. Change your work location from your home location to Serials Cataloging
   4. Go to Fulfillment, then “Manage In Process Items”
   5. Find your item, click the check box to select it, and then click “Change Status” from the link above the list of items. You can then add the category of work needed (new title, title change, etc.)
   6. Place the items on the SerCat shelf in 42, or, for SSLs, route to SerCat. Label items for SerCat and send to Doe 42.

2. From the Item in the Holdings record
   1. Locate the item, then use the ellipses menu to select ‘Work Order’
   2. Select Process Type: Serials Cataloging
   3. Make sure “Do not pick from shelf” is selected (otherwise the request will go to circulation)
   4. Do not use the Note field on the Place Item in Process page (Notes should be placed in Internal Note 1 in the Item editor.
   5. Change work location to Serials Cataloging.
   6. Go to Fulfillment, then “Manage In Process Items”
   7. Find your item, click the check box to select it, and then click “Change Status” from the link above the list of items. You can then add the category of work needed (new title, title change, etc.) You can also now add an Internal Note 1, if needed.
   8. Place the items on the SerCat shelf in 42, or send to Sercat in Doe 42 via mail

3. Scanning In

   1. Change your work location to Serials Cataloging
   2. Go to Fulfillment, then “Scan in Items”
   3. Set Status first, to indicate type of work needed
   4. Scan in item, or paste in barcode. Hit Enter, then Exit
   5. If you need to add an internal note, go to “Manage In Process Items”, edit the item and add the Internal Note 1.
   6. Place item on SerCat shelf in 42. (or route to Sercat)

    

4. Serials Cataloger’s Steps
   1. Set your location to Serials Cataloging.
   2. Go to Fulfillment -> Manage In Process Items
   3. You will see the list of items sent to SerCat, the Status (type of work needed) will be visible. 
   4. Click Edit Inventory Item, to check for an Internal Note
   5. Corresponding items should be on the SerCat shelf in 42 if from Main, or routed to Sercat from SSL.
   6. After doing the work, find the item in the queue again, edit the item and change the process type to Acquisitions Technical Services . Return the item to SerCat shelf or route back to SSL. (need an outgoing Sercat shelf….)

5. Receive the item back at the originating location.

1. When the item is returned to the SerCat shelf, or arrives in the mail, it will have left the Serials Cataloging process and be in Acquisitions Technical Service process already.