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| - | (AK--revision in process 4/2020) | ||
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| - | === Serials Title Changes === | ||
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| - | == In OCLC == | ||
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| - | Begin by searching for the old title. Then search for the new title by using the OCLC number found in the 785 field of the old title. **If no record for the new title can be found in Connexion, give to a librarian to create an original record.** | ||
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| - | __Core fields__ | ||
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| - | Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc. | ||
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| - | * **022** ISSN (not present for all serials) | ||
| - | * **050/090** XX1234 $b .X23 (if no call number, still export record then give title to cataloger) | ||
| - | * **245** Title : $b subtitle / $c statement of responsibility (serials may not have $c) | ||
| - | * **246** Parallel title or variant title (You may see multiple 246 fields) | ||
| - | * **264** Place of publication : $b Publisher, $c Date of publication | ||
| - | * **300** volumes ; $c size in cm | ||
| - | * **310** Frequency note | ||
| - | * **362** Statement of first issue or last issue or ceased | ||
| - | * **588** Source of title note (You may see multiple 588 fields) | ||
| - | * **650** check that there is at least one subject heading | ||
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| - | __Linking fields__ | ||
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| - | * **780:** field used in the bib record of the __NEW TITLE__ to link to the name of the previous title. | ||
| - | * Example: 780 00 Blue book building and construction (Connecticut, Western Massachusetts ed.) ǂw (OCoLC)43452693. | ||
| - | * **785:** field used in the bib record of the __OLD TITLE__ to link to the name of the succeeding title. | ||
| - | * Example: 785 00 The who's who in building & construction (Connecticut & Western MA.) ǂw (OCoLC)987576564. | ||
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| - | __RDA fields__ | ||
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| - | We prefer to export RDA records. RDA records should have the following fields: | ||
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| - | * **040** somewhere in this string of libraries, you should also see $e rda | ||
| - | * **336** text $b txt $2 rdacontent | ||
| - | * **337** unmediated $b n $2 rdamedia | ||
| - | * **338** volume $b nc $2 rdacarrier | ||
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| - | __Don't forget!__ | ||
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| - | When you are done reviewing the record: | ||
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| - | * Add field **928** AUTHORITY | ||
| - | * **Update holdings** (Action --> Holdings --> Update holdings). It will add "Held by AUM" to the top of the screen. | ||
| - | * Export record using the **Export** button (square icon with an E and arrow) | ||
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| - | == In Aleph == | ||
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| - | * Search for the new bib record in Cataloging, by copying the number that shows in the pop-up box: FCL01.######### (Copy everything after the ".") | ||
| - | * Using the split screen, open the bib records for both old and new title | ||
| - | * Use the **Tree Editor** tab (three small squares) on top cataloging bar to drag and drop the Order record from the old title to the new title | ||
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| - | === Closing old title === | ||
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| - | - Update 866 field in holdings | ||
| - | - In (M) item list, remove the Order number from (3.) General Information (2). | ||
| - | - In the Subscription List: Under 2. Subscription Info. (1), enter today's date in the To Date field | ||
| - | - Under 3. Subscription Info. (2), in the Check In note field enter Title changed to [the new title Aleph Bib. no.], [mo-dy-yr], [initials]. | ||
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| - | === New title === | ||
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| - | == In Aleph == | ||
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| - | * Use the Serials Module and go to [L] Subscription List | ||
| - | * Add | ||
| - | * Fill in the required information under General Information (1): NOTE THIS SECTION NEEDS TO BE COMPLETELY REVIEWED | ||
| - | * Sublibrary | ||
| - | * Collection (UPER for periodicals, UGEN for serials) | ||
| - | * Material Type (ISSUE for unbound; ISSBD for bound) | ||
| - | * Item Status (12 unbound or 11 for bound periodicals; 01 for serials) | ||
| - | * Add item(s). | ||
| - | * Enter necessary values in Subscription Info.(1): Sublibrary and Collection, Item Status, From Date (today's date), Vendor code (from order record) and End date (12/31/2099). | ||
| - | * Enter Order number in appropriate box. The transferred order record for serials should be Type O (Standing Order) with a budget of **SERIALS** (if not, inform Acquisitions). | ||
| - | * Subscription Info. (2): In check in note, enter any link by instructions if necessary. Info may have already been transferred from the old record to here. | ||
| - | * In Note field, add TITLE CHANGE. | ||
| - | * Enter Claim Dates and Discard/Binding figure. If it is a serial, make sure Print Label box is checked. | ||
| - | * Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary. | ||
| - | * If it is a periodical, add an 852 field with subfield m Per. | ||
| - | * Add an 866 field, and enter the first volume of the new title in the holdings statement. | ||
| - | * Create a prediction pattern and open all to generate expected issues for the coming year. Make sure No is checked under Send Claims and leave values at 0 if it is a Serial. | ||
| - | * Make sure the HOL record is linked to the Subscription record in the Serials Module. | ||
| - | * Add a pattern, and Open All to generate expected issues for the first year. | ||
| - | * **In OCLC, update the LHR for the old title and create a new LHR for the new title.** | ||
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| - | //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. | ||
