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serials_title_changes [2017/08/17 13:50]
annk [Processing new title]
serials_title_changes [2017/08/17 16:33]
annk [Closing old title]
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   - 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, then 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 titlego to __2. Arrival Form__ (bottom screen), and insert ​the OPAC Note field: ​ Title changed with [vol./​issue]. **Update**.+    * Under __1. All__ (top screen), highlight last item of old title. Then go to __2. Arrival Form__ (bottom screen), and type in 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 (see instructions below), and call it up by OCLC number into the Serials Module.+    * Download this record into Aleph (see cataloging ​instructions below). Then call it up by OCLC number into the Serials Module.
     * If not found in OCLC, create a brief bib record in Aleph.     * If not found in OCLC, create a brief bib record in Aleph.
         * **Cataloging Module**, under the Cataloging tab on the top bar         * **Cataloging Module**, under the Cataloging tab on the top bar
         * **New Record**, choose SE for Serials and fill in the required fields         * **New Record**, choose SE for Serials and fill in the required fields
-    * In the Serials Module, ​hit [M] Item List+    * In the Serials Module, ​select **[M] Item List**
     * Create a new Item by selecting New at top of right column. Fill in the required information under __General Information (1)__:     * 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.)         * Sublibrary (UMDUB, UMSCI, etc.)
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         * Material Type (ISSUE for pers or ISSBD for sers)         * Material Type (ISSUE for pers or ISSBD for sers)
         * Item Status (12 for periodical-unbound,​ or 01 for regular)  ​         * 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 type 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.)+  - Make sure new issues of new title have been date stamped. (If issues are in Templok binder, give entire binder to Serials Cataloging Assistant.)
  
 ===== Cataloging ===== ===== Cataloging =====
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 ==== Closing old title ==== ==== Closing old title ====
  
-  - Use printout of old title to call up Aleph record by OCLC numberin 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.   - 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.
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