Differences
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serials_title_changes [2017/11/30 15:31] dpacunas |
serials_title_changes [2017/11/30 15:35] dpacunas |
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| * 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), Today's date in From date, End date 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). 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). In check in note, enter any link by instructions if necessary. Info may have already been transferred from the old record to here. | ||
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| - *Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary. | - *Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary. | ||
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| - *Add subfield m, “Per” to the call number in the 852 if it is a periodical. | - *Add subfield m, “Per” to the call number in the 852 if it is a periodical. | ||
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| - *Add an 866 field, and enter the first volume of the new title in the holdings statement. | - *Add an 866 field, and enter the first volume of the new title in the holdings statement. | ||
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| - *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.** | - *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.** | ||
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| - *Make sure the HOL record is linked to the Subscription record in the Serials Module. | - *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. | ||
| + | - *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. | ||
| + | - **In OCLC, update the LHR for the old title and create a new LHR for the new title.** | ||
| - | === 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. | ||
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