Differences

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--- serials_title_changes [2017/11/29 20:37]
dpacunas
+++ serials_title_changes [2017/11/29 20:42]
dpacunas
@@ Line 86: / Line 86: @@
   - __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.
+  - In OCLC, update the LHR for the old title and create a new LHR for the new title.
 === Serials: Subscription record ===
@@ Line 105: / Line 106: @@
   - Make a HOL record with Collection UGEN.  Make sure this HOL record is linked to the Subscription in the Serials Module.  Link any items transferred from the old title to this HOL record.  Create new items for all issues in hand belonging to the new title, affix a barcode to the pieces and wand it into the items.  These items should have Material Type ISSBD (bound journal), Item Status 01 (regular), and Item Process Status PC (In process—Cataloging).  Enter an 866 field indicating our holdings for the new title.  The transferred Order Record for serials should be Type O (Standing Order) with a budget of SERIALS, as serials are not received through a Subscription pattern; inform Judy if different.
   - Delete dummy item with “Title Change in Process” in the OPAC Note.
-  - Insert a green slip into each piece, with [call no.],[initials] and put it on the serials truck for labeling.
-<file>
-Reference titles require Collection URF in the HOL record. SEE NOTE(1)
-</file>
-=== Periodicals: Unbound issues ===
-  - For any issues that need to be bound, create an item for the bound volume that will result, and link it to the UPER HOL record.  (In the case of Science/Current News.& Mags. titles, if any issues of the new title need to be bound, create a UPER HOL record in addition to the UPERC HOL record.) Adjust the 866 accordingly in the UPER HOL record, add a To Bind slip with “HOK” noted on it, and give to bindery person.
-  - Main library:  For any issues which will remain unbound, place them in a Princeton File (box) and give them to the Periodicals Receiver(s) to check them in, along with a slip requesting a label and title for the box, on which the Aleph Bib. number is included.
-  - Science:   Band unbound issues together and staple a Serials Information Form inside the front cover, including the Aleph Bib. number, and give them to the Periodicals Receiver to send to ISEL.
-  - Current News&Mags:  Make sure notes in the Subscription and HOL records RE Current News.&Mags. designation are transferred to new title.  Band unbound issues together with a Serial Information Form indicating the Current News.&Mags. location, and give to Receiver.
-  - 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]]//.