Differences

This shows you the differences between two versions of the page.

--- serials_title_changes [2017/11/30 15:55]
dpacunas
+++ serials_title_changes [2017/11/30 16:00]
dpacunas
@@ Line 56: / Line 56: @@
+===== New title =====
+  * In the Serials Module, go to [L] Subscription List. Hit Add.
-  ==NEW TITLE==
+  * Fill in the required information under General Information (1):
-  - * 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 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".
+  * Add subfield m, “Per” to the call number in the 852 if it is a periodical.
+  * 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.**
-  - *Add subfield m, “Per” to the call number in the 852 if it is a periodical.
-  - *Add an 866 field, and enter the first volume of the new title in the holdings statement.
-  - *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.
-  - **In OCLC, update the LHR for the old title and create a new LHR for the new title.**
 //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//.