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serials_title_changes [2017/08/17 13:50] annk [Processing new title] |
serials_title_changes [2017/08/17 16:39] annk [Processing new 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 title, go 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 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. | - 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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- Search the new title in Aleph by the OCLC number noted in the 785 field on the OCLC printout of the old title. | - 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. | + | * If no OCLC record has been downloaded in Aleph for the new title, search for a brief bib by title |
- | - Search Connexion for the new title | + | * Then search Connexion for the new title |
- | - Add the OCLC number into the brief bib using the 035 field. Use the example format below, depending on the number of digits in the OCLC number. | + | * Add the OCLC number from the Connexion record into the brief bib using the 035 field, following the example format below: |
- | - Example: 035 __ (OCoLC)on1234567891 or (OCoLC)ocm12345678 or (OCoLC)ocn123456789 | + | * The format depends on the number of digits in the OCLC number. Ask a cataloger if you have questions. |
- | - Overlay record by exporting from Connexion. | + | * Example: 035 __ (OCoLC)on1234567891 or (OCoLC)ocn123456789 or (OCoLC)ocm12345678 |
- | - If no record for the new title can be found in Connexion, give materials to Cataloger to create an original record. | + | * **NOTE:** 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. | - 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. |