====== Serials Workflow: Title Changes ======

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

===== In OCLC =====

  - Begin by searching for the old title (go into Aleph and grab the OCLC number to search by).
  - Look at the 785 field. The OCLC number in this field is the record for the title change.
  - Overlay the record in Aleph so that Aleph has these new fields with the title change fields (780/785).
  - Search for the new title by using the OCLC number found in the 785 field of the old title.
  - Update holdings by clicking Actions --> Holdings --> Update Holdings.
  - Add initials into 910 field. Export the new title into Aleph.
  - 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, export record and give title to cataloger)
  * **245** Title : $b subtitle / $c statement of responsibility ($c may not be present)
  * **246** Parallel title or variant title (multiple 246 fields possible)
  * **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 (multiple 588 fields possible)
  * **650** check that there is at least one subject heading

**Linking fields**

  * **780:** used in the bib record of the NEW TITLE to link to the record of the preceding title.

Example: 780 00 Blue book building and construction (Connecticut, Western Massachusetts ed.) ǂw (OCoLC)43452693.

  * **785:** used in the bib record of the OLD TITLE to link to the record of the succeeding title.

Example: 785 00 The who's who in building & construction (Connecticut & Western MA.) ǂw (OCoLC)987576564.

**RDA fields**

Please export RDA records, as FOLIO requires RDA carrier fields. Look in the 040 field and find $e rda before exporting. These fields are required in each print serial record:

  * 336 text $b txt $2 rdacontent
  * 337 unmediated $b n $2 rdamedia
  * 338 volume $b nc $2 rdacarrier

**Finishing the record**

When you are done reviewing the record:

  - Add field 928 AUTHORITY
  - Add field 910 with initials and date (Ex: AMK 07/15/2020)
  - 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)

===== In Aleph Cataloging =====
**Close old title**

  - Update 866 field in holdings record for the old title.
  - Delete the 853X field if there is one.
  - 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.

**Finish new title**

  - Barcode item and create a new item record for the issue in hand.
  - Add Sublibrary and Collection in the same way as the old title.
  - Add enum and chron and input this information into Item Description field.
  - Input Order Number into Item List on the General Information (2) tab.
  - Create a holdings record 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 with indicators 41, and enter the first volume(s) of the new title in the holdings statement.
  - Save.

**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.


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