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serials_title_changes [2017/11/30 14:42] dpacunas |
serials_title_changes [2017/11/30 15:49] dpacunas |
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| (Working Draft, updated 11/30/2017) | (Working Draft, updated 11/30/2017) | ||
| - | ====== Serials Title Changes ====== | ||
| - | == Search old title in OCLC and make a printout. | + | ====== **Serials Title Changes** ====== |
| - | == 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. | ||
| + | * Search old title in OCLC and make a printout. | ||
| - | ==Fastcat standards for serials== | + | * 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.** |
| - | 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. |
| - | + | ||
| - | 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) | - **022** ISSN (not present for all serials) | ||
| Line 25: | Line 22: | ||
| - **362** Statement of first issue or last issue or ceased | - **362** Statement of first issue or last issue or ceased | ||
| - **588** Source of title note (You may see multiple 588 fields) | - **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 | You will generally see one or more of these linking fields in serials records | ||
| Line 35: | Line 32: | ||
| - | **RDA records will always have an 040 $e rda** Seen in all RDA records (with 040 $e rda) | + | **RDA records will always have an 040 $e rda** |
| * **336** text $b txt $2 rdacontent | * **336** text $b txt $2 rdacontent | ||
| Line 43: | Line 40: | ||
| * Add field **928** AUTHORITY | * 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. | + | **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) | + | 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 ".") | + | 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. | |
| - | * ***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. | + | |
| Line 58: | Line 54: | ||
| ==== Closing old title ==== | ==== Closing old title ==== | ||
| - | * Update 866 field in holdings. Remove “-” at end of holdings stetement or add two slashes "//" if we hold the last issue of title. Add a 590 and insert: “Title changed, [mo-dy-yr],[initials]. | + | * Update 866 field in holdings. Remove “-” at end of holdings statement or add two 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 # from (3.) General Information (2). | * In (M) item list, remove the Order # 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 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. | * In the 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 [the new title Aleph Bib. no.], [mo-dy-yr], [initials] in the Check In 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.) | + | * **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]." |
| - | Periodicals: NEW TITLE | + | ==NEW TITLE== |
| - | - In the Serials Module, go to [L] Subscription List. Hit Add. | + | - * In the Serials Module, go to [L] Subscription List. Hit Add. |
| - | - * Fill in the required information under __General Information (1)__: | + | - * Fill in the required information under General Information (1): |
| * Sublibrary (UMDUB, UMSCI, etc.) | * Sublibrary (UMDUB, UMSCI, etc.) | ||
| * Collection (UPER for pers, UGEN for serials) | * Collection (UPER for pers, UGEN for serials) | ||
| * Material Type (ISSUE for unbound pers or ISSBD for anything bound) | * 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. | + | |
| - | - __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. | + | - *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)__. 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). In check in note, enter any link by instructions if necessary. Info may have already been transferred from the old record to here. | ||
| + | |||
| + | - *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. | ||
| - | - 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. | + | - *Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary. |
| - | - 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. | + | |
| + | - *Add subfield m, “Per” to the call number in the 852 if it is a periodical. | ||
| - | - In OCLC, update the LHR for the old title and create a new LHR for the new title. | + | - *Add an 866 field, and enter the first volume of the new title in the holdings statement. |
| - | === Serials: Subscription record === | + | - *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.** |
| - | - In the Serials Module, go to [L] Subscription List. Hit Add. | + | - *Make sure the HOL record is linked to the Subscription record in the Serials Module. |
| - | - 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. | + | |
| + | - *Add a pattern, and “Open All” to generate expected issues for the first year. | ||
| - | === Serials: HOL record === | + | - **In OCLC, update the LHR for the old title and create a new LHR for the new title.** |
| - | - 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. | ||
| - | |||
| - | - In OCLC, update the LHR for the old title and create a new LHR for the new title. | ||
