Example Scenarios

Author: smoody
Posted in: Storage Editing Requirements, Systems

Start with a list of records:

  1. Use a list of records as the starting point in the process.  List may be produced using criteria relating to item use history and/or presence of copies elsewhere, etc. with additional manual culling/additions as desired. Dup checking can happen at this point or later in the process.
  2. Items in the list are updated with the status of STORAGE PREP either by Systems or by staff as records are reviewed.
  3. List is sorted in call number order in Millennium and used as a pull list to put items on a truck.
  4. Any items not found are put into the ON-SEARCH process
  5. Any item de-selected for storage at times physical pieces are examined can be checked in at the circ desk to remove the STORAGE PREP status and reshelved.
  6. Holdings records are updated according to the specifics in the procedure – every record has the internal note added showing which volumes are being sent, based on what is on the truck. 866 “Lib Has” fields are updated as well, but complex ones may be set aside to be worked on by higher level staff as time allows, ideally before the shipment is sent.

Start in the stacks:

  1. Pull materials for storage onto a truck. Barcodes can be wanded during the pulling process to have Systems update the item status to STORAGE PREP if desired.
  2. Look the records up to make final storage selection decisions (based on the dup check/use history in the item record, etc). If barcodes were not wanded above to set the item status, set the item status as items are selected.
  3. Any items not selected can be checked in at the circ desk to remove the STORAGE PREP status and reshelved.
  4. Holdings records are updated according to the specifics in the procedure – every record has the internal note added showing which volumes are being sent, based on what is on the truck. 866 “Lib Has” fields are updated as well, but complex ones may be set aside to be worked on by higher level staff as time allows, ideally before the shipment is sent.

Created: August 22, 2016
Last revised: December 15, 2016
Review date: None set

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