Differences

This shows you the differences between two versions of the page.

--- serials_title_changes [2009/02/02 20:18]
ldegozzaldi
+++ serials_title_changes [2017/08/18 18:15]
annk [Processing new title]
@@ Line 4: / Line 4: @@
 ====== Serials Title Changes ======
-===== Serial Receivers =====
+===== Receiving =====
-  - Retrieve unbound issues and pam box from the Current Periodical Room, Templok (Main stacks) or branch library as appropriate.
+  - Retrieve unbound issues and pam box.
-  - Call up record. Hit Show, hit Serials. You will be in [K] Checkin mode.
+  - Call up record. Click on Show --> Serials. You will be in **[K] Checkin** mode.
-    * Under __1. All__ (top screen), highlight last item of old title, go to __2. Arrival Form__ (bottom screen), and insert the OPAC Note field:  Title changed with [vol./issue]. To C&P, [mo-dy-yr],[initials].  Hit Update.
     * Under Expected/Not Arrived (top screen), highlight and delete any expected issues beyond last issue of this title.  NOTE: Don’t delete any issues/bound volumes already arrived; some of these may need to be transferred to the new title, along with any valid barcodes.
     * Search old title in OCLC and make a printout.
-  - Search new title in OCLC, using the OCLC number found in the 785 field of the old title.
+  - Search new title in OCLC, using the OCLC number found in the **785 field** of the old title. Catalog according to fastcat for serials section below.
-    * Download this record into Aleph, and call it up by OCLC number into the Serials Module.  If not found in OCLC, create a brief bib. record in Aleph. (In the Cataloging Module, under the Cataloging tab on the top bar, hit New Record, choose SE for Serials and fill in the required fields.)
+  - If not found in OCLC, and not being cataloged right away, create a brief bib record in Aleph with the following fields : 100, 245 and 260. Ask Rebecca if you have questions.
-    * In the Serials Module, hit [M] Item List
+        * **Cataloging Module**, under the Cataloging tab on the top bar
-    * 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).
+        * **New Record**, choose SE for Serials and fill in the required fields
-    * Go to __General Information (2)__ and insert in the OPAC Note field: Title change in process, [mo-dy-yr],[initials]
+  - Create a new item
+        * In the Serials Module, select **[M] Item List**
+        * Click on New
+        * Fill in the required information under __General Information (1)__:
+            * Sublibrary (UMDUB, UMSCI, etc.)
+            * Collection (UPER for Main periodicals, UPERC for unbound Science and Reading Room periodicals, UGEN for serials)
+            * Material Type (ISSUE for pers or ISSBD for sers)
+            * Item Status (12 for periodical-unbound, or 01 for regular)
     * 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.)
+===== Cataloging =====
-===== Serials Cataloging Assistant =====
+==== Processing new title ====
+=== Bibliographic record ===
+**NOTE:** Catalog according to the standards listed below!
+**NOTE:** If no record for the new title can be found in Connexion, give materials to Cataloger to create an original record.
+==Fastcat standards for serials==
+**RDA records will always have an 040 $e rda**
+First check the title.
+These are many of the core fields that will likely be seen in serials records. Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc.
+  - **022** ISSN
+  - **050/090** XX1234 $b .X23 (if no call number, give to cataloger)
+  - **245** Title : $b subtitle / $c statement of responsibility (serials may not have statement of responsibility, or author)
+  - **246** (Parallel title or variant title, generally seen in foreign language titles)
+  - **264** Place of publication : $b Publisher, $c Date of publication
+  - **300** volumes : $b illustrations (this field may not be present) ; $c size in cm
+  - **310** (Frequency note)
+  - **362** (Statement of first issue or last issue or ceased)
+  - **588** (Source of title note)
+  - **650** just check for subject headings here
+Seen in all RDA records (with 040 $e rda)
+      * **336** text $b txt $2 rdacontent
+      * **337** unmediated $b n $2 rdamedia
+      * **338** volume $b nc $2 rdacarrier
+Then catalog the new title
+  * Add field **910** $a [initials] [day/mo/year] in this format: ABC 06/20/2017
+  * Add field **928** $a AUTHORITY
+  * **Update holdings** (Action --> Holdings --> Update holdings). You will now see that it says Held by AUM at the top of the screen.
+  * Export record to overlay using the **Export** button (square icon with an E and arrow)
+  * Search for the record again in the Aleph Cataloging Module, using ADM Sys No.
+      * Put 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 (see description of fields below). Edit as necessary.
+    * Use the **Tree Editor** tab (three small squares) on top cataloging bar, and move the Order record from the old title to the new one. You may have to remove the order number from **Subscription** in the old title record.
+    * Transfer any items from the old title as necessary, and add any new items that are needed.
 ==== Closing old title ====
-  - 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. Update the record as necessary, 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.
   - Periodicals with unbound issues.
@@ Line 32: / Line 78: @@
       - Note “HOK” next to vol. information.
       - 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].
     * 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 ====
-=== Bibliographic record ===
-  - Search the new title in Aleph by the OCLC number noted in the 785 field on the OCLC printout of the old title.  If no OCLC record has been downloaded in Aleph for the new title, search the brief bib. by Title and check Connexion for the new title, enter its OCLC number into the brief bib. and overlay.  If no record for the new title can be found in Connexion, give materials to Cataloger to create an original record.
-  - 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.
-    - 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.
-    - Transfer any items from the old title as necessary.
 === Periodicals: Subscription record ===
   - 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 ===
-    - __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 ===