Read the update request info provided in the planner Description and Comments that usually include the ER OCLC number of the UFDC records, BIBID, fields that need to be updated;
Use the ER OCLC number to pull out the UFDC records in the original UFDC:
If no record is found, check again to see if a wrong OCLC number has been used; if not, this means, the OCLC number in UFDC has not been updated to the right ER OCLC number, one issue noted. Use the BIBID usually comes with the planner card name to pull out the records and proceed to the next step.
if the records are found, proceed to the next step.
Check if requested changes have been conducted. If needed, pull out the ER OCLC records from OCLC connexion to check the details. Results can be reviewed in any records. It's a sample check.
If all requested changes have been done, but in Step 2, the ER OCLC number was not found
Inform the worker to update ER OCLC number in the "Comments".
Assign "Feedback Given" to the planner card.
The worker will add or update ER OCLC number to UFDC and ask to check final results again for this task.
If some of requested changes have not been done
Inform the worker of the undone part in the "Comments".
Assign "Feedback Given" to the planner card.
The worker will work more on this card and ask to check final results again for this task.
If all requested changes have been done, and the records were pulled out by the ER OCLC number
Inform the worker in the "Comments" that the task is done.
Set the planner Progress status as "Complete" to close this task
