PinTech Weekly Cleanup Report

Each Monday, Technical Services staff will receive an Excel workbook of cataloging cleanup reports.  These are ongoing cleanup projects that PinTech has identified as tasks that cataloging staff should be working on. 

The report can also be run manually, via WebReports.

Each cleanup task appears as a separate tab in the workbook and is filtered to only show records from a specific library.  A tab will only display in the report if a library has items that need to be corrected.

Reports Included in the Workbook

Missing Collection-Stat

• Lists items that are missing Collections or Stat Codes
• Libraries should add necessary codes to the records

Bibs with No Items

• Lists bib records owned at the system level with no items attached but cannot be deleted
• Libraries should address the issue(s) preventing deletion, then delete the bib record

OTF Items

• Lists all items owned by a library with an On-the-Fly block
  
• Libraries should identify any items with a circulation status of "Available" and provide full cataloging / remove the OTF block.

No 300

• Lists recently added records that do not have a proper 300 tag.
  
• Libraries should add a 300 tag to the bib record.

No OCLC

• Lists circulating bib records that are missing OCLC numbers
  
• OCLC numbers should appear in an 035 field with prefix "(OCoLC)"
• If the item is designated for local use and should not be sent to OCLC, add a 945 tag with "OCLC DO NOT SET"

Bibs with 099

• Lists fully cataloged records that still have an 099 tag
• Libraries should remove the 099 tag from the record

On Order over "X" Months

• Lists items that have been "on order" for an extended period of time.
  
• Libraries should ensure the item is still on order with the vendor and remove it if necessary.

Provisional Record

• Lists items and/or bibs that have a record status of "Provisional"
• Libraries should correct the status, by saving the record as final or merging with another record.

In Processing Over "X" Months

• Lists Items that have been "In Processing" for an extended period of time.
• Libraries should ensure the item is still in the department awaiting cataloging.

Volume Cleanup

• Lists items on bibliographic records where some items have volume information and some don't
• Libraries should adjust call numbers so that all items on a record have volume information or no items have it.