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serials_workflow_title_changes [2020/09/23 15:35] annk [In Aleph Cataloging] |
serials_workflow_title_changes [2022/02/15 14:56] (current) annk |
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| ====== Serials Workflow: Title Changes ====== | ====== Serials Workflow: Title Changes ====== | ||
| - | //Revised July 2020// | + | ***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO*** |
| ===== In OCLC ===== | ===== In OCLC ===== | ||
| Line 56: | Line 56: | ||
| ===== In Aleph Cataloging ===== | ===== In Aleph Cataloging ===== | ||
| - | |||
| - | **Move order record** | ||
| - | |||
| - | - Search for the new bib record in Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”) | ||
| - | - Select the split screen view in Aleph. The changed title record should appear in one of the two windows. | ||
| - | - Click on the blank window in the split screen view and open the bib record for the old title record. | ||
| - | - 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. | ||
| - | - If there is an associated Subscription Record with the Order Record, delete the order number from the old Subscription List before moving the order record. | ||
| - | |||
| **Close old title** | **Close old title** | ||
| Line 70: | Line 61: | ||
| - Delete the 853X field if there is one. | - Delete the 853X field if there is one. | ||
| - In (M) item list, remove the Order number from (3.) General Information (2). | - In (M) item list, remove the Order number from (3.) General Information (2). | ||
| + | - Delete the order number in Subscription List. | ||
| - In the Subscription List: Under 2. Subscription Info. (1), enter today's date in the To Date field. | - In the Subscription List: Under 2. Subscription Info. (1), enter today's date in the To Date field. | ||
| - | - Delete the order number. | ||
| **Finish new title** | **Finish new title** | ||
| Line 84: | Line 75: | ||
| - Save. | - Save. | ||
| - | ===== In Aleph Serials ===== | + | **Move order record** |
| - | **__NOTE THIS SECTION IS UNDER REVIEW AS OF JULY 2020__** | + | - Search for the new bib record in Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”) |
| + | - Select the split screen view in Aleph. The changed title record should appear in one of the two windows. | ||
| + | - Click on the blank window in the split screen view and open the bib record for the old title record. | ||
| + | - 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. | ||
| - | - Use the Serials Module and go to [L] Subscription List. | ||
| - | - Add. | ||
| - | - Fill in the required information under General Information (1): Sublibrary, Collection, Material Type, Item Status. | ||
| - | - 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. | ||
| - | - 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. | ||
| --- //[[annk@umass.edu|Contact: Ann Kardos]]// | --- //[[annk@umass.edu|Contact: Ann Kardos]]// | ||
| --- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// | --- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// | ||
