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Using categories – Follett VERSION 6.00 User Manual

Page 319

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Chapter 26 Exporting MARC records

319

S

If you are using a PHD+, PHD+ II, or a PHD Laser+, select the Inventory

mode (press

I

on the main menu). The SCAN BARCODE prompt

appears. Scan or type in the barcodes.

S

If you are using a PHD Dolphin+, choose

F1

-Circulation Plus from the

main menu, then

F4

-Copies, and then

F1

-Scan Copies. Use the

ON SCAN

button to scan the barcodes.

2. When you have collected several scans, your next step is to export and delete

the MARC records for those items.

a. Open Cataloging, and from the menu, select File | Export MARC

21/852 Holdings Format | via PHD.

b. On the Export MARC 21/852 Holdings Format dialog that appears,

select All Records,

select Include Copy Information (see page 315 for details),

select Delete Titles/Copies After Export (see page 316 for details).

c. Select your PHD model and follow the on-screen instructions to

connect the PHD and transmit the scanned barcodes.

d. When prompted, select the destination and name for the file. If the

new library is on the same network, you can save the files to a

network drive. If not, you can use floppy disks. Since you'll probably

create several files, number them sequentially. For example, split.001,

split.002, split.003, and so on.

3. When the export/delete process is finished, erase the scans in the PHD, and

repeat steps 1 and 2 for all the library materials that are moving.

4. When you are finished, import these MARC record files into the new

library's database. From the main menu of their Cataloging module, select

File | Import MARC 21/852 Holdings Format. (See the previous chapter,

Importing MARC records," for complete information.)

Using categories

If you don't have access to a PHD, you'll need some way to mark the copy

records so that you can export and delete the records as a group. The easiest way

is to assign a category to the copies that are moving, and then export and delete

by that category. After importing the MARC records into the new library's

database, you can globally delete the category from the copies.
1. Open the System Setup | Setup | Cataloging |Categories tab at both

libraries. Create a new category, perhaps named Split. Make sure to use the

same code name and number at both libraries. If the library materials are

moving to more than one other library, create a category for each destination

(for example, Smith HS Materials, Jones HS Materials).

2. Open the Cataloging module. Select Edit | Individual Update from the

main menu.

3. On the Individual Update dialog that appears, select Category from the

Assign list, and your new category from the Of list.