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| - | ====== Depository Transfers: Serials and Periodicals Student Coder/Packers ====== | ||
| - | Following are instructions for student coder/packers who are sending serials and periodicals to the Depository. The macros listed are to be used with "tech1" login. | ||
| - | ==== Setup ==== | ||
| - | |||
| - | * ALEPH tab settings (upper left corner of screen) should be: | ||
| - | * Connect to = FCL01 | ||
| - | * Select ADM Library=DEP50 | ||
| - | * Packing Slip – All serials/periodicals should be sent with a packing slip in the first volume of each title (or title change). Monographs do not need a packing slip. | ||
| - | * The total number of volumes being sent should be on the packing slip. | ||
| - | * Statistics: Subtract the “deleted items” (also written on packing slip) from the total number of volumes being sent and record the result as linking statistics. | ||
| - | * Wand in the Barcode of first volume. | ||
| - | * Macros provided below are for the "tech1" login. | ||
| - | |||
| - | * Check Tab 2 item fields of the first item. These fields should be filled in by a screener for you. When duplicating an item these field values should transfer into the template. | ||
| - | * Sublibrary = UMDPT | ||
| - | * Collection = UDPER for periodicals, UDBKS for serials | ||
| - | * Material Type = ISSBD | ||
| - | * Item Status: “11” for UDPER (noncirculating), “01” for serials (circulating). | ||
| - | * Item Process Status = TR | ||
| - | * Check Tab 6: Is item linked to HOL (check mark)? | ||
| - | |||
| - | ==== Items ==== | ||
| - | |||
| - | * CTRL+D to Description field, adding “8” in the Call Number Type. | ||
| - | * Add description, following the format set up by the screener. | ||
| - | * For Depository linking only: Spell out “June” “July” and “Sept” for item Description fields. Otherwise use the first three letters of the month. | ||
| - | * Incompletes: Add “Inc.” for incompletes and a “LACKS” or “HAS” note in the OPAC note field (tab 3). Notes are formatted: "LACKS #4,6-8,10" or "HAS v.5#4-7; v.6#1-4,6" | ||
| - | * Tab 3x and add Enum level(s). Examples: | ||
| - | * For a description "v.55 no.2 1966", Enum level 1=55, Enum level 2=2, Chron level 1=1966. | ||
| - | * For a description "1986 no.2" or "Feb 1986" or "1986 Feb", Enum level 1=1986, Enum level 2=2, Chron level 1=1986. | ||
| - | * WIN+1 Wand in Barcode. | ||
| - | * Tab2: CHECK Temporary Location Box (will transfer to template). | ||
| - | * If pages are coming out or a volume is not holding together well, please tie the volume or ask for help from Lorraine, Catherine or Marcelle. | ||
| - | * ALT+N to add “UM Box ####, date, initials” | ||
| - | * Change macro for each new box by going into MacroExpress (icon on lower right screen), ALT+N, change box#, click Save and CTRL+S to save. Wipe off box before adhering box number label, and remove or mark out existing labels. | ||
| - | * ALT+B is used for OCA scanned materials (”UM Box #### Scanned for OCA Digitization Project - date – initials.”) | ||
| - | * WIN+4 to go to Tab 4, Arrival Date. | ||
| - | * WIN+5 to add date. | ||
| - | * WIN+6 if filling dates in Chron level1. | ||
| - | * Enter | ||
| - | * F12 to Duplicate. | ||
| - | |||
| - | ==== Final Check ==== | ||
| - | |||
| - | * Quickly check the Barcode and Notes columns of the item list to be sure that barcodes have scanned and box numbers were added. | ||
| - | * ALT+1 to bib, then CTRL O to public view. | ||
| - | * Check items on public view against holdings statement to be sure all items are accounted for. | ||
| - | * Are all items “In Transit”? | ||
| - | * Do all incompletes have a "LACKS" or "HAS" note? | ||
| - | * For UDPER items, check for a clickable link, "Click here to request article from Five College Depository." If this is missing please check with a supervisor. | ||
| - | |||
| - | |||
| - | --- //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]// | ||
