Differences

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

--- serials_title_changes [2017/11/29 20:17]
dpacunas
+++ serials_title_changes [2017/11/29 20:38]
dpacunas
@@ Line 48: / Line 48: @@
   * Add field **928** 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 new record in the Aleph Cataloging Module, by copying the number that shows in the pop-up box: FCL01.######### (Just copy everything after the ".")
+  *
       * 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.
     * Find the bib. record for both old and new title, and have both on a split screen. Use the **Tree Editor** tab (three small squares) on top cataloging bar to move the Order record from the old title to the new one. ***You may have to remove the order number from the Subscription Info. List in the old title record.***
-    * Transfer any items from the old title as necessary, and add any new items that are needed.
-        * 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(s).
 ==== Closing old title ====
-  - 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].
+  - In the holdings 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.
+  - Check the item list and make sure that any items which belong to the new title are transferred and that the Order # is removed from 3. General Information (2).
-    * For Main periodicals (except for Reading Room titles):  Collapse received unbound issues belonging to the old title into one item for the bound volume that will result, and enter an Item Process Status of BH (In Process (pre-bindery)).  Make sure Item Status is 11 (Periodical-Bound) and Material Type is ISSBD (Journal Bound).  Update the 866 in the HOL record to include unbound issues of old title going for binding.
-    * For Science periodicals and Reading Room titles. Unlink the UPERC HOL record from the items for unbound issues, and from the current Subscription.  Delete the UPERC HOL record.  Collapse unbound issues belonging to the old title into one item for the bound volume that will result, enter an Item Process Status of BH (In Process (pre-bindery)), and link item to the UPER HOL record.  Update the 866 in the UPER HOL record to include unbound issues of old title going for binding.
     * 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.)
-=== Periodicals: Subscription record ===
+  Periodicals: NEW TITLE
   - In the Serials Module, go to [L] Subscription List.  Hit Add.
+  -  * Fill in the required information under __General Information (1)__:
+            * Sublibrary (UMDUB, UMSCI, etc.)
+            * Collection (UPER for pers, UGEN for serials)
+            * Material Type (ISSUE for unbound pers or ISSBD for anything bound)
+            * Item Status (12 for periodical-unbound, or 01 for regular)
+    * Add item(s).
   - 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)__. 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.
+- Create a holdings record with Collection UPER. Link any transferred items of bound volumes (and items of unbound issues for Main periodicals) to this HOL record.  Add subfield m, “Per” to the call number in the 852.  Add an 866 field, and enter the first volume of the new title in the holdings statement.  For Main periodicals, add a pattern, and “Open All” to generate expected issues for the first year.
+  - For Science periodicals and Current News. & Mags. titles:  Make a HOL record with Collection UPERC.  This will be for the unbound issues.  Make sure this HOL record is linked to the Subscription in the Serials Module.  Add subfield m, “Per” to the call number in the 852.  Add a pattern, and “Open All” to generate expected issues for the first year.
 === Serials: Subscription record ===
@@ Line 84: / Line 98: @@
   - __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 ===
-  - Make a HOL record with Collection UPER.  This will be for the future addition of bound volumes, and for unbound issues of Main periodicals.  Link any transferred items of bound volumes (and items of unbound issues for Main periodicals) to this HOL record.  Add subfield m, “Per” to the call number in the 852.  Add an 866 field, and enter the first volume of the new title in the holdings statement.  For Main periodicals, add a pattern, and “Open All” to generate expected issues for the first year.
-  - For Science periodicals and Current News. & Mags. titles:  Make a HOL record with Collection UPERC.  This will be for the unbound issues.  Make sure this HOL record is linked to the Subscription in the Serials Module.  Add subfield m, “Per” to the call number in the 852.  Add a pattern, and “Open All” to generate expected issues for the first year.
 === Serials: HOL record ===