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serials_title_changes [2009/02/02 20:23] ldegozzaldi |
serials_title_changes [2017/08/17 13:42] annk [Serials Cataloging Assistant] |
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====== Serials Title Changes ====== | ====== 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 from the Current Periodical Room, Templok (Main stacks) or branch library as appropriate. | ||
- | - Call up record. Hit Show, hit Serials. You will be in [K] Checkin mode. | + | - Call up record. Hit Show, then 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 __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]. **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. | * 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 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. |
- | * 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.) | + | * Download this record into Aleph (see instructions below), and call it up by OCLC number into the Serials Module. |
+ | * If not found in OCLC, create a brief bib record in Aleph. | ||
+ | * **Cataloging Module**, under the Cataloging tab on the top bar | ||
+ | * **New Record**, choose SE for Serials and fill in the required fields | ||
* In the Serials Module, hit [M] Item List | * 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). | + | * Create a new Item by selecting New at top of right column. 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) | ||
* 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.) | - 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.) | ||
- | ===== Serials Cataloging Assistant ===== | + | ===== Cataloging ===== |
==== Closing old title ==== | ==== Closing old title ==== | ||
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- 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 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)__. 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. | - __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. |