This procedure outlines how to input cataloging information for a physical item using Quick Cataloging. The item is created on a NEW bibliographic record. This method is for items that do not have an already extant Bibliographic record or simply need a basic record to allow work orders/transfer request.
The primary method used will be via the "Resources" tab. Methods for creating an item via the Fulfillment tabs will not be covered here.
By default, all on-the-fly/quick cataloging creates a work order to route the item to Technical Services for cataloging. IF this item does not need to be routed to Technical Services, please cancel the work order that is created using this process. Directions for removing this work order can be found under Item Requests/Cancelling Work Orders. Failure to cancel these work orders results in extra processes for staff.
Things to Remember:
From the Resources icon on the left-hand side of the page, choose ADD PHYSICAL ITEM
Choose Holding Type
New On-the-Fly are for items not in the system, so you need to create a New Holding. Default selection for Citation Type is “Book” – do not change.
Placement of new record
Choose INSTITUTION
Resource Information
Fill out TITLE, AUTHOR (if available), and CALL NUMBER for the item. Make sure to select Suppress From Discovery
Item Information
Enter LOCATION and BARCODE. Location selections should be limited to the drop down options located under Archives & Special Collections or LDRF.
Enter MATERIAL TYPE for format of item (Book, Poster, etc.) Do not use Box for record center or other containers – instead use Archival Material.
Enter ITEM POLICY as Archival Materials. Do NOT select another item policy for any item held in Spec/Archives.
Result
The item has now been created and can be assigned a workflow or process.
