====== Serials Workflow: New Titles ======

***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO***

These instructions are current as of July 2020--however, separate workflows for serials and periodicals as below are under review and may be merged in FOLIO.

===== Serials =====

  - If the title is determined to be a new acquisition, search for the new title in OCLC. If there is no record in OCLC, give to a cataloguer to create an original record.
  - Check the fastcat standards list for serials on the [[serials_workflow_title_changes|Title Changes]] instructions page.
  - Add 928 field (AUTHORITY) and 910 field, [initials] [date].
  - Update holdings (Action –> Holdings –> Update holdings). This action adds “Held by AUM” to the top of the screen.
  - Export record using the Export button (square icon with an E and arrow).
  - Search for the new bib record in Aleph Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”)
  - Create item with sublibrary, collection, material type, item status, process status.
  - Create a holding record in UGEN. Verify the 852 field--be sure there are subfields h and i with the call number. If there is no call number, give the title to a cataloguer.
  - Add 866 field with indicators 41 and input the volumes/issues we hold. Make sure the item is linked to the holding.
  - Go to Aleph Serials and attach an order record with budget code, method of acquisitions, vendor, order group, etc. Gifts do NOT need an order record.
  - In subscription info. [1.], enter sublibrary, collection, item status, order number, from/to date, delivery type. Add bind mark instructions and any notes needed for receiving in check in note.
  - Make sure HOL record is linked to subscription record.

===== Periodicals =====

  - If the title is determined to be a new acquisition, search for the new title in OCLC. If there is no record in OCLC, give to a cataloguer to create an original record.
  - Check the fastcat standards list for serials on the [[serials_workflow_title_changes|Title Changes]] instructions page.
  - Add 928 field (AUTHORITY) and 910 field, [initials] [date].
  - Update holdings (Action –> Holdings –> Update holdings). This action adds “Held by AUM” to the top of the screen.
  - Export record using the Export button (square icon with an E and arrow).
  - Search for the new bib record in Aleph Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”)
  - Create item with sublibrary, collection, material type, item status, process status.
  - Create a holding record in UGEN. Verify the 852 field--be sure there are subfields h and i with the call number. If there is no call number, give the title to a cataloguer.
  - Add subfield k Per. This allows the Per suffix to be printed on the label that is affixed to the periodical.
  - Add 866 field with indicators 41 and input the volumes/issues we hold. Make sure the item is linked to the holding.
  - Go to Aleph Serials and attach an order record with budget code, method of acquisitions, vendor, order group, etc. Gifts do NOT need an order record.
  - In subscription info. [1.], enter sublibrary, collection, item status, order number, from date/to date, delivery type. In subscription info. [2], check the “print label” box and select yes for “send claims”. Enter claim dates, binding instructions in note field and other notes needed for receiving.
  - Create a prediction pattern, and “open all” for expected issues.
  - Make sure HOL record is linked to subscription record.
  - Label and barcode an orange box, receive issues and send to stacks. For science titles, send over with a note saying new title and they will label their own box.

**NOTE: Item records for issues in orange boxes need to reflect all issues in the box. Orange boxes are barcoded!!!**

Example:
An orange box for a title has volumes 1-10. There will be one barcode on the orange box and one item. Item description will say v.1-10.

--- //[[annk@umass.edu|Contact: Ann Kardos]]//
--- //[[ladydi@umass.edu|Contact: Diana Pacunas]]//