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serials_title_changes [2017/11/30 16:04] dpacunas [Closing old title] |
serials_title_changes [2020/04/21 15:15] mbanach |
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+ | ====== Revise this page also includes new titles instructions at bottom of page ====== | ||
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(Working Draft, updated 11/30/2017) | (Working Draft, updated 11/30/2017) | ||
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* 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**, if not, inform Judy. |
* 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. | ||
- | * In Note field, add "TITLE CHANGE". | + | * 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. | + | * 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. | * 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. | + | * 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. | * 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.** | + | * 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. | * 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.** | ||
//[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. | //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. |