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serials_title_changes [2017/11/29 20:35] dpacunas |
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| * 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.*** | * 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.*** | ||
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| - | * 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). | ||
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| * 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.) | ||
| - | === Periodicals: Subscription record === | + | |
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| + | Periodicals: NEW TITLE | ||
| - In the Serials Module, go to [L] Subscription List. Hit Add. | - In the Serials Module, go to [L] Subscription List. Hit Add. | ||
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| - __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. | - __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. | ||
| - | HOLDINGS 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. | + | - 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. | - 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. | ||
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| - Delete dummy item with “Title Change in Process” in the Internal Note. | - Delete dummy item with “Title Change in Process” in the Internal Note. | ||
| - | === Final Procedures === | + | |
| + | - In OCLC, update the LHR for the old title and create a new LHR for the new title. | ||
| - | - Insert a green slip into each piece, with [call no.],[initials] and put it on the serials truck for labeling. | ||
| - | - Local Holdings Records in OCLC. Update the LHR for the old title and create a new LHR for the new title. | ||
| - | NOTE (1): For serials, Latest vol./year in Ref. titles will require a URF HOL record in addition to the UGEN HOL record, and for periodicals, Latest vol./year in Ref. titles will require a URF HOL record in place of the UPERC record when the unbound issues are to be held by Reference instead of Current Periodicals. | ||
| //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. | //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. | ||
