Scope: LTS staff tabulate nearly all most acquisitions and cataloging functions on a monthly basis, based on data in the FOLIO Instance Administrative Notes, Instance Status, Cataloged Date, and Instance Statistical Codes. Units and individuals may choose to record other statistics manually (e.g. NACO contributions, etc.)

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Batch Processes

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Individual Processes

A. Transaction data note and Statistical codes

Statistics for individual transactions are recorded in the Administrative note and in Statistical codes (Instance record). The codes in these elements are very similar to those that were used in the MARC 948, but the format to record them is different.

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This means on August 3, 2021, a user in LTS (ploc=physical location) with netid lew235 copy cataloged the title.

For reference, see 948 replacements (Transaction Data)

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We no longer have the equivalent of 1st indicators that we had in Voyager (explicitly differentiating between Pre-cataloging, Cataloging, and Post-cataloging). We do have the same codes that we used in the 948 $c to indicate the specific transaction. The type of transaction can be inferred from the code.

1.  Pre-Cataloging Transactions

Transaction data note (

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formerly 948, 1st indicator 0)

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i Inputting: pre-catalog creation of online bibliographic record

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r     Receiving: receipt of new monographs

2. Cataloging transactions

Transaction data note (

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formerly 948, 1st indicator 1)

c Non-fastcat copy: item with full or core level copy cataloged according to guidelines
in the "the Copy Cataloging (Non-Fastcat – need to update link)"   procedure.

f Fastcat: item with full or core level copy, cataloged according to guidelines in the "Fastcat" procedure.

k Shelf ready, vendor processed material, to be used during loading of shelf ready bibliographic records (Formerly Batchmatch/Marcadia fast processing: item processed from backlog)

l Added location: location added to existing bibliographic record

o Original cataloging, to include:

Minimal level cataloging, according to guidelines in "MLC Cataloging"

PCC core cataloging, according to guidelines in "PCC cataloging" (obsolete--DO NOT USE)PCC original cataloging, according to guidelines in "PCC cataloging"

s Fastshelve: creation of preliminary record for items that have been pre-assigned
classification or call numbers, including Cornell theses. Items are shelved
and available to the public before a complete bibliographic record is created.

u Upgrade to PCC: e.g. copy lacking LC-style call number and/or subject
headings or minimal level copy upgraded locally to PCC core level

z Classification on receipt: to be used for printed monographic materials that, upon receipt, are ineligible for fast or copy cataloging and that are not immediately selected for original cataloging

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These codes are the same codes that were used in Voyager, but are selected from a drop-down menu instead.

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Add table/list of Special format codes here

C. Macros

 Many macros have been created to make the addition of transaction data notes easier for staff.

See the work and web presence of the Technical Services Macro Express Task Force.

Note:  The stats program counts some formats (serials, videorecordings, scores) but not others.  Memo from Gary Branch, June 25, 2018: "We’ve discovered our current statistics system does not accurately count microforms. It only counts very sporadically. It would require a complete retooling of the statistics program, testing, and rebuilding of the tables so we will have to live with this reality."  [Added to procedure by Sarah Ross, June 28)., using MacroExpress

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