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periodical_receiving [2020/09/30 11:11]
annk [Periodical Receiving]
periodical_receiving [2020/10/13 10:12] (current)
mbanach
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-====== HISTORICAL WORKFLOW UNDER REVIEW AS OF JULY 2020 ====== 
  
---- //​[[annk@umass.edu|Questions:​ Ann Kardos]]// 
  
-====== ​Periodical ​Receiving ====== ​+====== ​Serials Workflow: Periodicals ​Receiving ======
  
-  * ALEPH Acquisitions/Serials mode, click on the pair of binoculars on the upper left side of the screen.+//Revised September 2020//
  
-  * Along the left side under Search, select [B] Browse.+Note: Separate workflows for serials and periodicals are under review and may be merged in FOLIO.
  
-  * Open the Base dropdown box and select "UMA Staff Cat".+===== Receiving a new issue =====
  
-  * Open the Headings List dropdown box and select "​Journal Title"​. +UMass no longer binds periodicals. Receive ​and create items for individual issueswhich are then added to orange periodical boxes in the stacks. Each issue will now receive a barcode and a call number label.
-  +
-  * In the "Enter Starting Text" boxtype in the name of the periodical you are checking in.+
  
-  * The title you are looking for is usually the second line down from the list. Highlight and double click (or use "Show" ​on the right side of the screen). +  ​* Go to ALEPH Acquisitions/​Serials mode. Click on the pair of binoculars on the upper left side of the screen. 
- +  * Along the left side under Search, select [B] Browse. 
-  * Choose the correct title from the list.  Make sure that the title is owned by UM and it says "​Per"​ in the call number. +  * Open the Base dropdown box and select UMA Staff Cat. 
- +  * Open the Headings List dropdown box and select Journal Title. 
-  * If you can't find a title"​Title"​ does a more broad search if you can'​t ​locate periodical by the Journal Title. There are a few different ​ways to search for a title. ​ ISSN, Author, Title and Journal title are the most common ​that I use All of those can be chosen ​if you go back to the "Headings List" and change your information there. +  * In the "Enter Starting Text" box, type in the name of the periodical in hand. 
- +  ​* The searched ​title usually ​appears as the second line on the list. Highlight and double click the title (or use Show on the right side of the screen). 
-  * Highlight ​it and click on the "Serials" ​box on the right side. Then choose (M) Item List. +  * Choose the bib record ​from the list. Make sure the record ​is owned by UM and it says "​Per"​ in the call number. 
- +  * NOTE: If you can't find a title"​Title"​ does a broader ​search if you are unable to locate periodical by the Journal Title. There are also a few other ways to search for a title. ISSN, Author, Title and Journal title are the most common. All of those can be chosen ​in the Browse --> ​Headings List. 
-  * Go to the last item received and click on Duplicate. Create an item based on the information from the item in hand. Enter the appropriate information on the corresponding tabs. Start at Serial Levels (tab 5) enter Enum Level (ex: volume and number) and Chron Level (ex: Month and Year). This chart may be helpful for adding information in Chron Level (2):+  * Highlight ​the bib record ​and click on the Serials box on the right side. Then choose (M) Item List. 
 +  * Go to the last item received and click on Duplicate. Create an item based on the information from the item in hand. Enter the appropriate information on the corresponding tabs. Start at Serial Levels (tab 5) and enter Enum Level (ex: volume and number) and Chron Level (ex: Month and Year). This chart may be helpful for adding information in Chron Level (2):
  
-   Jan. - 01           ​Jul. - 07                  Spr - 21 +| **Month** | **Month** | **Season** | 
-   ​Feb. - 02           ​Aug. - 08                  Sum - 22 +Jan. - 01 Jul. - 07 Spr - 21 | 
-   ​Mar. - 03           ​Sept. - 09                 ​Fall - 23 +Feb. - 02 Aug. - 08 Sum - 22 | 
-   ​Apr. - 04           ​Oct. - 10                  Win - 24 +Mar. - 03 Sept. - 09 Fall - 23 | 
-   ​May - 05            Nov. - 11 +Apr. - 04 Oct. - 10 Win - 24 | 
-   ​Jun. - 06           ​Dec. - 12            +May - 05 Nov. - 11 | | 
 +Jun. - 06 Dec. - 12 | |           
  
   * Then move to Serial Information (tab 4). Type a Description based off of the information on the piece. Ex: v.79:no.4 (2020:​June/​July). Add Arrival Date by selecting from the calendar (choose today).   * Then move to Serial Information (tab 4). Type a Description based off of the information on the piece. Ex: v.79:no.4 (2020:​June/​July). Add Arrival Date by selecting from the calendar (choose today).
 +  * Go to General Information (1) and scan in barcode. ​ Material type should be issue bound (issbd) so they can be loaned for 3 days instead of just 1 day.
 +  * Go to tab 6 (HOL Links) and check the holdings statement. Holdings should be left open since these are periodicals we are currently receiving. If the holdings statement is not open, select Edit. Create a holdings statement lists the first volume that we own and a dash (left as empty to represent to the present day). If holdings are incomplete, make sure there is a public note for Incomplete holdings. Also be sure that all holdings statements have indicators 41.
  
-  * Go to General Information (1) and scan in barcode.+__Example:​__
  
-  * Go to tab 6 (HOL Links) and update holdings. Select Edit. Add current volume as last volume in the 866. If holdings statement already says the first volume that we own and dash to the present day, do nothingIf holdings ​are incomplete, make sure there is a public note for Incomplete holdings. See example:+866 41 $v.32 (1972)- $z Incomplete ​holdings ​(only add Incomplete holdings ​if needed)
  
-Ex 1: 866 41 $a v.32 (1972)-v.112 (2020) $z Incomplete holdings +  * Done! Be sure all information is savedThis issue is ready for label.
-Ex 2: 866 41 $v.32 (1972)- $z Incomplete holdings+
  
-Printing Labels+===== Printing Labels ​=====
  
   * Go to the label printing station and log in.   * Go to the label printing station and log in.
Line 50: Line 49:
   * If there is a Year and Month caption, remove parentheses and split into 2 lines   * If there is a Year and Month caption, remove parentheses and split into 2 lines
  
-Note: Only 7 lines are allowed on a label. You may have to make decisions. See example label below:+Note: Only 7 lines are allowed on a label. You may have to make decisions ​to print the most useful information on a label. See example label below:
  
-SF +SF | 
-293 +293 | 
-M8 +M8 | 
-M6 +M6 | 
-v.79:no.4 +v.79:​no.4 ​| 
-2020 +2020 | 
-June/July+June/​July ​|
  
 --- //​[[annk@umass.edu|Ann Kardos]] --- //​[[annk@umass.edu|Ann Kardos]]
 --- //​[[ladydi@library.umass.edu|Diana Pacunas]]// --- //​[[ladydi@library.umass.edu|Diana Pacunas]]//
periodical_receiving.txt · Last modified: 2020/10/13 10:12 by mbanach
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