Processing for new book shelves with bulk edit

Summary: This procedure shows the process of changing the temporary item location in Folio using Bulk Edit for the New Book Shelves area of the library.

Transferring Books to New Book Shelf

1. Scan barcodes with Opticon scanner and save barcodes into a .csv file. Save file name as (Day)-(date).csv. Example: Friday-01022023.csv
   • Put file into O:\CatMan Files\NEW BOOKS PROCESSING
2. In the Bulk edit tab, set criteria as “Identifier”, Record types “Inventory-items” and Record identifier as “Item barcode”.
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3. Drag and drop the csv barcode file into the drag and drop area.
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4. Select “Start bulk edit” under the Actions menu.
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5. Once in Bulk edits:
   1. Under Options select “Temporary item location”.
   2. Under Actions, select “Replace with”.
   3. Under Select location, choose which New Books location the books are going to.
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6. Click “Confirm changes”
7. A window will pop up with “Are you sure?” and will list the changes that will be made. If everything looks ok, click “Commit changes”.
8. If successful, there should be a message in green that shows “x records have been successfully changed”.

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Transferring Books Back to Main

1. Retrieve the older NEW BOOKS file of books to be transferred back to main from O:\CatMan Files\NEW BOOKS PROCESSING.
2. Follow steps 1-4 of NEW BOOKS PROCESSING
3. Once in Bulk edits:
   1. Under Options, select “Temporary item location”.
   2. Under Actions, select “Clear field”.
   3. Click “Confirm changes”
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4. A window will pop up with “Are you sure?” and will list the changes that will be made. If everything looks ok, click “Commit changes”
5. If successful, there should be a message in green that shows “x records have been successfully changed”.
6. Delete the old file after books have been successfully transferred back to Main.

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