Differences

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--- serials_title_changes [2017/11/29 20:37]
dpacunas
+++ serials_title_changes [2017/11/30 16:04]
dpacunas [Closing old title]
@@ Line 1: / Line 1: @@
-(Working Draft, updated 08/25/2017)
+(Working Draft, updated 11/30/2017)
-====== Serials Title Changes ======
-===== Cataloging =====
+====== **Serials Title Changes** ======
-==== Processing new title ====
-=== Bibliographic record ===
-**NOTE:** Catalog according to the standards listed below!
+  * Search old title in OCLC and make a printout.
+  * Search new title in OCLC (F2), by using the OCLC number found in the 785 field of the old title.  Catalog according to fastcat instructions below. **If no record for the new title can be found in Connexion, give issues to Ann to create an original record.**
+  * These are many of the core fields that will likely be seen in serials records. Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc.
-**NOTE:** If no record for the new title can be found in Connexion, give materials to Ann to create an original record.
-==Fastcat standards for serials==
-**RDA records will always have an 040 $e rda**
-First check the title.
-These are many of the core fields that will likely be seen in serials records. Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc.
   - **022** ISSN (not present for all serials)
   - **050/090** XX1234 $b .X23 (if no call number, still export record, then give title to cataloger)
@@ Line 28: / Line 18: @@
   - **362** Statement of first issue or last issue or ceased
   - **588** Source of title note (You may see multiple 588 fields)
-  - **650** just check for subject headings here
+  - **650** check for subject headings here
 You will generally see one or more of these linking fields in serials records
@@ Line 37: / Line 27: @@
       * Example: 785 00 The who's who in building & construction (Connecticut & Western MA.) ǂw (OCoLC)987576564.
-Seen in all RDA records (with 040 $e rda)
+**RDA records will always have an 040 $e rda**
       * **336** text $b txt $2 rdacontent
       * **337** unmediated $b n $2 rdamedia
       * **338** volume $b nc $2 rdacarrier
+      * Add field **910** Initial and date in this format: ABC 06/20/2017
+      * 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 bib record in **Aleph** Cataloging Module, by copying the number that shows in the pop-up box: FCL01.######### (Just copy everything after the ".")
+**Remove the order number from the Subscription Info. List in the old title record but write down the number first!!** 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.
-Then catalog the new title
-  * Add field **910** Initial and date in this format: ABC 06/20/2017
+===== Closing old title =====
-  * 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.***
+  * Update 866 field in holdings. Remove the dash at end of holdings statement or add two back slashes if we hold the last issue of title.  Add a 590 field saying title changed, [mo-dy-yr],[initials].
+  * In (M) item list, remove the Order number from (3.) General Information (2).
+  * In the Internal Note field of the last item of old title, enter title changed, [mo-dy-yr], [initials].
+  * In the Subscription List:  Under 2. Subscription Info. (1), enter today's date in the To Date field.
+  * **Some of this information may need to be transferred over to the new title before you delete any of this information.**
+  * Under 3. Subscription Info. (2), in the Check In note field enter Title changed to [the new title Aleph Bib. no.], [mo-dy-yr], [initials].
+===== New title =====
+  * In the Serials Module, go to [L] Subscription List. Hit Add.
-==== Closing old title ====
+  * Fill in the required information under General Information (1):
-  - 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 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).
-    * 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: 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)
+            * Item Status (12 for periodical-unbound, or 11 for bound.  01-Serials)
-    * Add item(s).
+  * 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.
+  * Enter necessary values in Subscription Info.(1), including Sublibrary and Collection, Item Status 12, From Date and Vendor code (from order record), Today's date in From date, End date 12/31/2099.  Enter Order number in appropriate box.  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.
-  - __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). In check in note, enter any link by instructions if necessary. Info may have already been transferred from the old record to here.
-  - __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.
+  * In Note field, add "TITLE CHANGE".
+  * Enter Claim Dates and Discard/Binding figure  **If it is a serial, make sure "Print Label" box is checked.
-   HOLDINGS RECORD:
+  * Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary.
+  * Add subfield m, “Per” to the call number in the 852 if it is a periodical.
-- 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.
+  * Add an 866 field, and enter the first volume of the new title in the holdings statement.
-  - 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.
+  * Create a prediction pattern and "open all" to generate expected issues for the coming year. **Make sure “No” is checked under Send Claims and leave values at 0 if it is a Serial.**
+  * Make sure the HOL record is linked to the Subscription record in the Serials Module.
+  * Add a pattern, and “Open All” to generate expected issues for the first year.
-=== Serials: Subscription record ===
+  * **In OCLC, update the LHR for the old title and create a new LHR for the new title.**
-  - In the Serials Module, go to [L] Subscription List.  Hit Add.
-  - Enter necessary values in __Subscription Info.(1)__, including Sublibrary and Collection, Item Status 01, 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.  Make sure “No” is checked under Send Claims and leave values at 0.
-  - __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.
-=== Serials: HOL record ===
-  - 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 ===
-  - 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]]//.