Differences

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--- serials_title_changes [2009/02/02 20:10]
ldegozzaldi
+++ serials_title_changes [2009/02/02 20:18]
ldegozzaldi
@@ Line 15: / Line 15: @@
     * In the Serials Module, hit [M] Item List
     * Create a new Item by hitting New at top of right column.  Go to __General Information (1)__ and fill in the required information:  Sublibrary (UMDUB, UMSCI, etc.); Collection (UPER for Main periodicals, UPERC for unbound Science and Reading Room periodicals, or UGEN for serials); Material Type (ISSUE for pers or ISSBD for sers), and Item Status (12 for periodical-unbound, or 01 for regular).
-    - Go to __General Information (2)__ and insert in the OPAC Note field: Title change in process, [mo-dy-yr],[initials]
+    * Go to __General Information (2)__ and insert in the OPAC Note field: Title change in process, [mo-dy-yr],[initials]
-    - Add item.
+    * Add item.
   - Give issues, printout of old title and any pertinent serial information to [Serials Cataloging Assistant].  Make sure issues of new title, just received, have been date stamped.  (If issues are in Templok binder, give entire binder to Serials Cataloging Assistant.)
@@ Line 27: / Line 27: @@
   - Check the item list of the old title, and make sure that any received unbound or bound items which belong to the new title, and need to be transferred, are unlinked from the HOL record(s) of the old title, and that the Order # is removed from 3. General Information (2).  Delete any unnecessary items.
   - Periodicals with unbound issues.
-    - For Main periodicals (except for Reading Room titles):  Collapse received unbound issues belonging to the old title into one item for the bound volume that will result, and enter an Item Process Status of BH (In Process (pre-bindery)).  Make sure Item Status is 11 (Periodical-Bound) and Material Type is ISSBD (Journal Bound).  Update the 866 in the HOL record to include unbound issues of old title going for binding.
+    * For Main periodicals (except for Reading Room titles):  Collapse received unbound issues belonging to the old title into one item for the bound volume that will result, and enter an Item Process Status of BH (In Process (pre-bindery)).  Make sure Item Status is 11 (Periodical-Bound) and Material Type is ISSBD (Journal Bound).  Update the 866 in the HOL record to include unbound issues of old title going for binding.
-    - For Science periodicals and Reading Room titles. Unlink the UPERC HOL record from the items for unbound issues, and from the current Subscription.  Delete the UPERC HOL record.  Collapse unbound issues belonging to the old title into one item for the bound volume that will result, enter an Item Process Status of BH (In Process (pre-bindery)), and link item to the UPER HOL record.  Update the 866 in the UPER HOL record to include unbound issues of old title going for binding.
+    * For Science periodicals and Reading Room titles. Unlink the UPERC HOL record from the items for unbound issues, and from the current Subscription.  Delete the UPERC HOL record.  Collapse unbound issues belonging to the old title into one item for the bound volume that will result, enter an Item Process Status of BH (In Process (pre-bindery)), and link item to the UPER HOL record.  Update the 866 in the UPER HOL record to include unbound issues of old title going for binding.
-    - Give issues to bindery person, along with a Binding Form which should include in addition to required information:
+    * Give issues to bindery person, along with a Binding Form which should include in addition to required information:
-      * Note “HOK” next to vol. information.
+      - Note “HOK” next to vol. information.
-      * Note “Title changed” at bottom of slip.
+      - Note “Title changed” at bottom of slip.
-    - In the Internal Note field of the last item of old title, enter “Title changed, [mo-dy-yr], [initials].  Delete the OPAC note, “Title changed with [vol./issue] etc.” if present.
+    * In the Internal Note field of the last item of old title, enter “Title changed, [mo-dy-yr], [initials].  Delete the OPAC note, “Title changed with [vol./issue] etc.” if present.
-    - Subscription List:  Under __2. Subscription Info. (1)__, enter today’s date in the To Date field.  Under __3. Subscription Info. (2)__, enter: “Title changed to [Aleph Bib. no.], [mo-dy-yr], [initials] in the Checkin Note field.  (If note is too long, delete unnecessary information/instructions for the old title, which we are no longer receiving. WARNING: In some cases, some of this information may have to be transferred into Subscription List for new title; cut & paste as necessary before deletion.)
+    * Subscription List:  Under __2. Subscription Info. (1)__, enter today’s date in the To Date field.  Under __3. Subscription Info. (2)__, enter: “Title changed to [Aleph Bib. no.], [mo-dy-yr], [initials] in the Checkin Note field.  (If note is too long, delete unnecessary information/instructions for the old title, which we are no longer receiving. WARNING: In some cases, some of this information may have to be transferred into Subscription List for new title; cut & paste as necessary before deletion.)
 ==== Processing new title ====
@@ Line 67: / Line 67: @@
   - Delete dummy item with “Title Change in Process” in the OPAC Note.
   - Insert a green slip into each piece, with [call no.],[initials] and put it on the serials truck for labeling.
+<file>
+Reference titles require Collection URF in the HOL record. SEE NOTE(1)
+</file>
 === Periodicals: Unbound issues ===
@@ Line 75: / Line 79: @@
   - Current News&Mags:  Make sure notes in the Subscription and HOL records RE Current News.&Mags. designation are transferred to new title.  Band unbound issues together with a Serial Information Form indicating the Current News.&Mags. location, and give to Receiver.
   - Delete dummy item with “Title Change in Process” in the Internal Note.
-  - Insert a green slip into each piece, with [call no.],[initials] and put it on the serials truck for labeling.
-______________
-*Reference titles will require a Collection of URF in the HOL record(s).  For serials, Latest vol./year in Ref. titles will require a URF HOL record in addition to the UGEN HOL record, and for periodicals, Latest vol./year in Ref. titles will require a URF HOL record in place of the UPERC record when the unbound issues are to be held by Reference instead of Current  Periodicals.
+=== Final Procedures ===
-.	Insert a green slip into each piece, with [call no.],[initials] and put it on the serials truck for labeling.
+  - Insert a green slip into each piece, with [call no.],[initials] and put it on the serials truck for labeling.
+  - Local Holdings Records in OCLC.  Update the LHR for the old title and create a new LHR for the new title.
-F.	Local Holdings Records in OCLC.  Update the LHR for the old title and create a new LHR for the new title.
+NOTE (1): For serials, Latest vol./year in Ref. titles will require a URF HOL record in addition to the UGEN HOL record, and for periodicals, Latest vol./year in Ref. titles will require a URF HOL record in place of the UPERC record when the unbound issues are to be held by Reference instead of Current Periodicals.
+//[[lucyd@library.umass.edu|Primary contact: Lucy deGozzaldi]]//.