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serials_title_changes [2017/08/17 16:39]
annk [Processing new title]
serials_title_changes [2017/08/17 17:41]
annk [Closing old title]
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 ===== Receiving ===== ===== 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. Click on Show --> 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. 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. ​Catalog according to fastcat for serials section ​below. 
-    * 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 with the following fields : 100, 245 and 260. Ask Rebecca if you have questions.
-    ​* ​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, select **[M] Item List** +  - Create a new item 
-    Create a new Item by selecting ​New at top of right column. ​Fill in the required information under __General Information (1)__: +        ​* In the Serials Module, select **[M] Item List** 
-        * Sublibrary (UMDUB, UMSCI, etc.) +        Click on New 
-        * Collection (UPER for Main periodicals,​ UPERC for unbound Science and Reading Room periodicals,​ UGEN for serials) +        * Fill in the required information under __General Information (1)__: 
-        * Material Type (ISSUE for pers or ISSBD for sers) +            * Sublibrary (UMDUB, UMSCI, etc.) 
-        * Item Status (12 for periodical-unbound,​ or 01 for regular) ​  +            * Collection (UPER for Main periodicals,​ UPERC for unbound Science and Reading Room periodicals,​ UGEN for serials) 
-    * Go to __General Information (2)__ and type in the OPAC Note field: Title change in process, [mo-dy-yr],​[initials]  ​+            * Material Type (ISSUE for pers or ISSBD for sers) 
 +            * Item Status (12 for periodical-unbound,​ or 01 for regular) ​   ​
     * Add item.     * Add item.
-  - 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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       - Note “HOK” next to vol. information.       - Note “HOK” next to vol. information.
       - Note “Title changed” at bottom of slip.       - 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.)     * 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 ==== ==== Processing new title ====
 === Bibliographic record === === Bibliographic record ===
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           * Add the OCLC number from the Connexion record into the brief bib using the 035 field, following the example format below:           * Add the OCLC number from the Connexion record into the brief bib using the 035 field, following the example format below:
               * The format depends on the number of digits in the OCLC number. Ask a cataloger if you have questions.               * The format depends on the number of digits in the OCLC number. Ask a cataloger if you have questions.
-              * Example: 035 __ (OCoLC)on1234567891 or (OCoLC)ocn123456789 or (OCoLC)ocm12345678 +              * Example: 035 _ _ (OCoLC)on1234567891 or (OCoLC)ocn123456789 or (OCoLC)ocm12345678 
-      ​* ​**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.+**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** 
 + 
 +Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc. 
 +  - **022** $a ISSN 
 +  - **245** $a Title : $b subtitle / $c statement of responsibility (serials may not have statement of responsibility,​ or author) 
 +  - **246** $a (Parallel title or variant title, generally seen in foreign language titles) 
 +  - **264** $a Place of publication : $b Publisher, $c Date of publication 
 +  - **300** $a volumes : $b illustrations (this field may not be present) ; $c size in cm 
 +  - **310** $a (Frequency note) 
 +  - **362** $a (Statement of first issue or last issue or ceased) 
 +  - **588** $a (Source of title note) 
 +  - 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.
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