====== Depository Transfers Serials and Periodicals Student Coder/Packers ======

Following are instructions for student coder/packers who are sending serials and periodicals to the Depository.  The macros listed are to be used with "tech1" login.

==== Setup ====

  * ALEPH tab settings (upper left corner of screen) should be:
     * Connect to = FCL01
     * Select ADM Library=DEP50
  * Packing Slip – All serials/periodicals should be sent with a packing slip in the first volume of each title (or title change).   Monographs do not need a packing slip.  
  * The total number of volumes being sent should be on the packing slip.
  * Statistics:  Subtract the “deleted items” (also written on packing slip) from the total number of volumes being sent and record the result as linking statistics.
  * Wand in the Barcode of first volume.    
  * Macros provided below are for the "tech1" login.

  * Check Tab 2 item fields of the first item.  These fields should be filled in by a screener for you.  When duplicating an item these field values should transfer into the template.
     * Sublibrary = UMDPT  
     * Collection = UDPER for periodicals, UDBKS for serials 
     * Material Type = ISSBD 
     * Item Status:  “11” for UDPER (noncirculating), “01” for serials (circulating).  
     * Item Process Status = TR  
  * Check Tab 6: Is item linked to HOL (check mark)?

==== Items ====

  * CTRL+D to Description field, adding “8” in the Call Number Type.
  * Add description, following the format set up by the screener.
     * For Depository linking only: Spell out “June” “July” and “Sept” for item Description fields.  Otherwise use the first three letters of the month.  
     * Incompletes: Add “Inc.” for incompletes and a “LACKS” or “HAS” note in the OPAC note field (tab 3).  Notes are formatted: "LACKS #4,6-8,10" or "HAS v.5#4-7; v.6#1-4,6"
  * Tab 3x and add Enum level(s).  Examples:  
     * For a description "v.55 no.2 1966", Enum level 1=55, Enum level 2=2, Chron level 1=1966.
     * For a description "1986 no.2" or "Feb 1986" or "1986 Feb", Enum level 1=1986, Enum level 2=2, Chron level 1=1986.
  * WIN+1  Wand in Barcode.
  * Tab2: CHECK Temporary Location Box (will transfer to template).  
  * If pages are coming out or a volume is not holding together well, please tie the volume or ask for help from Lorraine, Catherine or Marcelle.
  * ALT+N to add “UM Box ####, date, initials” 
     * Change macro for each new box by going into MacroExpress (icon on lower right screen), ALT+N, change box#, click Save and CTRL+S to save.  Wipe off box before adhering box number label, and remove or mark out existing labels.
     * ALT+B is used for OCA scanned materials (”UM Box ####  Scanned for OCA Digitization Project - date – initials.”)
  * WIN+4 to go to Tab 4, Arrival Date.
  * WIN+5 to add date.
  * WIN+6 if filling dates in Chron level1.
  * Enter
  * F12 to Duplicate.  

==== Final Check ====

  * Quickly check the Barcode and Notes columns of the item list to be sure that barcodes have scanned and box numbers were added.
  * ALT+1 to bib, then CTRL O to public view.  
        * Check items on public view against holdings statement to be sure all items are accounted for.  
        * Are all items “In Transit”? 
        * Do all incompletes have a "LACKS" or "HAS" note?
        * For UDPER items, check for a clickable link, "Click here to request article from Five College Depository."  If this is missing please check with a supervisor.