Middlebury

Endowed funds book procedure

Revision as of 17:18, 9 January 2012 by Michele McHugh (talk | contribs)

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Endowed Funds

  1. In October Ruth Hardy (Budget Office) sends me a list of endowed funds and the interest earned in the previous fiscal year. (Oct 09: get the list for fy09—not for the current year)
  2. I try to get all the titles 541ed and the book lists to Doreen before Christmas break.
  3. Create spreadsheet graph (O:\ORGS\LIS\LISstaff\Collection Management Cluster\Endowed Funds)
    (I just add new lines to last year’s chart)
  4. 10/11: $75.00 each for non science donations; $85.00 each for science donations
  5. Determine how many books per donor line


For new material received in necessary fiscal year

  1. Create List
  2. TYPE FIELD CONDITION VALUE A VALUE B
  3. Order Recv Date between 07-31-08 and 06-30-09
  4. Bib Material equal to A (books)
    (These dates since we change fiscal year late in July)
    (You do get electronic books on this list but no videos, cds or other formats)

Many of the donors have nonsubjects identified for book topics. This is the list I use.


As I mark them with a 541 field, I delete them from the master list so they won’t be used again.


To Add Donor 541 field to Marc record

  1. Top of screen: ADMIN, SETTINGS, MACROS (top row)
  2. Click on SHIFT tab
  3. SHIFT F1 is the macro that will automatically add a 541 field
  4. Highlight the NAME and type new one
  5. Highlight the fund number: usually just the last 3 digits need be changed but sometimes all six
    (This info is found on the spreadsheet)
  6. At bottom click on SAVE SETTINGS and OK (do not click RESET)
  7. On Create List
  8. Highlight a title
  9. Click Edit (top)
  10. Order record will open
  11. From here click SHIFT and F1


You will see the MARC record appear and the 541 field start to be loaded

Then the record automatically closes on the list. No need to save it: that’s automatic.

Click on REMOVE (at top) so that title won’t be 541ed again


To create a list that has no 541 fields already in use

Use to locate records that do not contain a particular variable-length field -- You can use “equal to nothing” (= then a blank box) to retrieve records that lack a particular variable-length field. Select this operator and do not specify any characters after the equal sign.

For example, the search for "marc tag 541=" retrieves all records that do not contain a 541 field. Think of this as a search for "541 equals nothing", which retrieves all records with no authors.


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