This is an old revision of the document!
(AK–revision in process 4/2020)
Serials Title Changes
In OCLC
Begin by searching for the old title. Then search for the new title by using the OCLC number found in the 785 field of the old title. If no record for the new title can be found in Connexion, give to a librarian to create an original record.
Core fields
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)
050/090 XX1234 $b .X23 (if no call number, still export record then give title to cataloger)
245 Title : $b subtitle / $c statement of responsibility (serials may not have $c)
246 Parallel title or variant title (You may see multiple 246 fields)
264 Place of publication : $b Publisher, $c Date of publication
300 volumes ; $c size in cm
310 Frequency note
362 Statement of first issue or last issue or ceased
588 Source of title note (You may see multiple 588 fields)
650 check that there is at least one subject heading
Linking fields
RDA fields
We prefer to export RDA records. RDA records should have the following fields:
040 somewhere in this string of libraries, you should also see $e rda
336 text $b txt $2 rdacontent
337 unmediated $b n $2 rdamedia
338 volume $b nc $2 rdacarrier
Don't forget!
When you are done reviewing the record:
In Aleph
Search for the new bib record in Cataloging, by copying the number that shows in the pop-up box: FCL01.######### (Copy everything after the “.”)
Using the split screen, open the bib records for both old and new title
Use the Tree Editor tab (three small squares) on top cataloging bar to drag and drop the Order record from the old title to the new title
Closing old title
Update 866 field in holdings
In (M) item list, remove the Order number from (3.) General Information (2).
In the Subscription List: Under 2. Subscription Info. (1), enter today's date in the To Date field
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].
New title
In Aleph
Use the Serials Module and go to [L] Subscription List
Add
Fill in the required information under General Information (1): NOTE THIS SECTION NEEDS TO BE COMPLETELY REVIEWED
Sublibrary
Collection (UPER for periodicals, UGEN for serials)
Material Type (ISSUE for unbound; ISSBD for bound)
Item Status (12 unbound or 11 for bound periodicals; 01 for serials)
Add item(s).
Enter necessary values in Subscription Info.(1): Sublibrary and Collection, Item Status, From Date (today's date), Vendor code (from order record) and 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 Acquisitions).
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 or UGEN and link any items to this record as necessary.
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.
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.
Primary contact: Diana Pacunas.