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
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
In the Bulk edit tab, set criteria as “Identifier”, Record types “Inventory-items” and Record identifier as “Item barcode”.
Bulk edit screen showing record identifier and record type
Drag and drop the csv barcode file into the drag and drop area.
- Folio screenshot of drag and drop area.
Select “Start bulk edit” under the Actions menu.
- Start bulk edit in actions menu
Once in Bulk edits:
Under Options select “Temporary item location”.
Under Actions, select “Replace with”.
Under Select location, choose which New Books location the books are going to.
- Folio screenshot of temporary location settings
Click “Confirm changes”
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”.
If successful, there should be a message in green that shows “x records have been successfully changed”.
Transferring Books Back to Main
Retrieve the older NEW BOOKS file of books to be transferred back to main from O:\CatMan Files\NEW BOOKS PROCESSING.
Follow steps 1-4 of NEW BOOKS PROCESSING
Once in Bulk edits:
Under Options, select “Temporary item location”.
Under Actions, select “Clear field”.
Click “Confirm changes”
- Folio screen shot of temporary item location settings for transferring books back to main.
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”
If successful, there should be a message in green that shows “x records have been successfully changed”.
Delete the old file after books have been successfully transferred back to Main.