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serials_title_changes [2009/02/02 20:12] ldegozzaldi |
serials_title_changes [2010/03/23 19:02] ldegozzaldi |
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| - Use printout of old title to call up Aleph record by OCLC number, in the Cataloging Module. Recatalog to update/close/add appropriate fixed and variable fields referring to OCLC printout and last issue. If changing or adding subject or author fields, enter a 928 field with AUTHORITY in caps. | - Use printout of old title to call up Aleph record by OCLC number, in the Cataloging Module. Recatalog to update/close/add appropriate fixed and variable fields referring to OCLC printout and last issue. If changing or adding subject or author fields, enter a 928 field with AUTHORITY in caps. | ||
| - | - UPER HOL record. Update 866 field to remove “-” at end of holdings and add two slashes “//” at end of holdings statement, if we hold the last issue of title. Add a 590 and insert: “Title changed, [mo-dy-yr],[initials]. | + | - UPER HOL record. Update 866 field to remove “-” at end of holdings and add two slashes at end of holdings statement, if we hold the last issue of title. Add a 590 and insert: “Title changed, [mo-dy-yr],[initials]. |
| - 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. | - 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. | - Periodicals with unbound issues. | ||
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| - Catalog new title, adding a 928 field (AUTHORITY), and a 910 field, [initials][date]. No 930 field is needed if a Local Holdings Record is created in OCLC. | - Catalog new title, adding a 928 field (AUTHORITY), and a 910 field, [initials][date]. No 930 field is needed if a Local Holdings Record is created in OCLC. | ||
| - In the Aleph Cataloging Module, place the bib. record of the new title on one side of a split screen, and the bib. record of the old title on the other side. | - In the Aleph Cataloging Module, place the bib. record of the new title on one side of a split screen, and the bib. record of the old title on the other side. | ||
| - | - Check to make sure the 780 and 785 fields of the new and old titles are correct. Edit as necessary. | + | * Check to make sure the 780 and 785 fields of the new and old titles are correct. Edit as necessary. |
| - | - Hit the “Tree Editor” tab (three small squares) on top cataloging bar, and move the Order record from the old title to the new one. | + | * Hit the “Tree Editor” tab (three small squares) on top cataloging bar, and move the Order record from the old title to the new one. |
| - | - Transfer any items from the old title as necessary. | + | * Transfer any items from the old title as necessary. |
| === Periodicals: Subscription record === | === Periodicals: Subscription record === | ||
| - In the Serials Module, go to [L] Subscription List. Hit Add. | - In the Serials Module, go to [L] Subscription List. Hit Add. | ||
| - | - Enter necessary values in __Subscription Info.(1)__, including Sublibrary and Collection, Item Status 12, From Date and Vendor code (from Order Record), To Date from Order Record if closed; if open, enter 12/31/2099. Enter Order number in appropriate box. | + | - Enter necessary values in __Subscription Info.(1)__, including Sublibrary and Collection, Item Status 12, From Date and Vendor code (from Order Record), To Date from Order Record if closed; if open, enter 12/31/2099. Enter Order number in appropriate box. |
| - | - __Subscription Info. (2)__. Note field. In most cases, take this information from Subscription Info. of old title. Enter Claim Dates and Discard/Binding figure. Make sure Print Label box is checked. In Note field, enter binding information per the following example: BIND MARK: vol, yr. Class A$0075$gold. Add TITLE CHANGE. | + | - __Subscription Info. (2)__. Note field. In most cases, take this information from Subscription Info. of old title. Enter Claim Dates and Discard/Binding figure. Make sure Print Label box is checked. In Note field, enter binding information per the following example: BIND MARK: vol, yr. Class A$0075$gold. Add TITLE CHANGE. |
| - | - __Subscription Info. (2)__. Checkin Note field. Enter “Send to stacks/Science/Reading Room” as appropriate. Also add instructions for the Periodicals Receiver regarding irregularity of the pattern, etc. | + | - __Subscription Info. (2)__. Checkin Note field. Enter “Send to stacks/Science/Reading Room” as appropriate. Also add instructions for the Periodicals Receiver regarding irregularity of the pattern, etc. |
| === Serials: Subscription record === | === Serials: Subscription record === | ||
| - | - __Subscription Info. (2)__. Note field. Make sure “No” is checked under Send Claims and leave values at 0. | + | - In the Serials Module, go to [L] Subscription List. Hit Add. |
| - | - __Subscription Info. (2)__. Checkin Note field. Enter “Ser Add. *See Notes* and designations such as LATEST YEAR IN REF., etc. Transfer special instructions from Subscription Info. of old title as appropriate, or add new instructions if necessary. | + | - Enter necessary values in __Subscription Info.(1)__, including Sublibrary and Collection, Item Status 01, From Date and Vendor code (from Order Record), To Date from Order Record if closed; if open, enter 12/31/2099. Enter Order number in appropriate box. |
| + | - __Subscription Info. (2)__. Note field. Make sure “No” is checked under Send Claims and leave values at 0. | ||
| + | - __Subscription Info. (2)__. Checkin Note field. Enter “Ser Add. *See Notes* and designations such as LATEST YEAR IN REF., etc. Transfer special instructions from Subscription Info. of old title as appropriate, or add new instructions if necessary. | ||
| === Periodicals: HOL record === | === Periodicals: HOL record === | ||
| Line 67: | Line 69: | ||
| - Delete dummy item with “Title Change in Process” in the OPAC Note. | - 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. | - 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 === | === Periodicals: Unbound issues === | ||
| Line 75: | Line 81: | ||
| - 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. | - 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. | - 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 === | ||
| - | 3. 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]]//. | ||
