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serials_title_changes [2017/11/30 15:51] dpacunas |
serials_title_changes [2017/11/30 16:09] dpacunas [New title] |
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+ | ===== Closing old title ===== | ||
+ | * 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]. | ||
- | ==== Closing old title ==== | ||
- | * 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]. | + | ===== New title ===== |
- | * In (M) item list, remove the Order # from (3.) General Information (2). | + | * In the Serials Module, go to [L] Subscription List. Hit Add. |
- | + | * Fill in the required information under General Information (1): | |
- | * In the Internal Note field of the last item of old title, enter “Title changed, [mo-dy-yr], [initials]." | + | |
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- | * In the Subscription List: Under __2. Subscription Info. (1)__, enter today’s date in the To Date field. | + | |
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- | * **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]." | + | |
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- | ==NEW TITLE== | + | |
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- | - * In the Serials Module, go to [L] Subscription List. Hit Add. | + | |
- | - * 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 11 for bound. 01-Serials) | + | * 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), 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. | |
- | - *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. |
- | + | * In Note field, 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. | + | * 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 or UGEN and link any items to this record as necessary. | |
- | - *In Note field, add "TITLE CHANGE". | + | * If it is a periodical, add an 852 field with subfield m Per. |
- | + | * Add an 866 field, and enter the first volume of the new title in the holdings statement. | |
- | - *Enter Claim Dates and Discard/Binding figure **If it is a serial, make sure "Print Label" box is checked. | + | * 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. | |
- | - *Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary. | + | * **In OCLC, update the LHR for the old title and create a new LHR for the new title.** |
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- | - *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. | + | |
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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.** | + | |
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- | - *Make sure the HOL record is linked to the Subscription record in the Serials Module. | + | |
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- | - *Add a pattern, and “Open All” to generate expected issues for the first year. | + | |
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- | - **In OCLC, update the LHR for the old title and create a new LHR for the new title.** | + | |
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//[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. | //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. |