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periodical_receiving [2020/09/30 12:01]
annk [Periodical Receiving]
periodical_receiving [2020/10/01 11:50]
annk [Serials Workflow: Periodicals Receiving]
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-====== ​Periodical ​Receiving ====== ​+====== ​Serials Workflow: Periodicals ​Receiving ====== 
 + 
 +//Revised September 2020// 
 + 
 +Note: Separate workflows for serials and periodicals are under review and may be merged in FOLIO. 
 + 
 +===== Receiving a new issue ===== 
 + 
 +UMass no longer binds periodicals. Receive and create items for individual issues, which are then added to orange periodical boxes in the stacks. Each issue will now receive a barcode and a call number label.
  
   * Go to ALEPH Acquisitions/​Serials mode. Click on the pair of binoculars on the upper left side of the screen.   * Go to ALEPH Acquisitions/​Serials mode. Click on the pair of binoculars on the upper left side of the screen.
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   * 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):   * 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):
  
 +| **Month** | **Month** | **Season** |
 | Jan. - 01 | Jul. - 07 | Spr - 21 | | Jan. - 01 | Jul. - 07 | Spr - 21 |
 | Feb. - 02 | Aug. - 08 | Sum - 22 | | Feb. - 02 | Aug. - 08 | Sum - 22 |
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   * 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.   * Go to General Information (1) and scan in barcode.
-  * Go to tab 6 (HOL Links) and update ​holdings. ​Select EditAdd current volume as last volume in the 866If holdings statement ​already says the first volume that we own and a dash (left as empty to represent to the present day), do nothing. If holdings are incomplete, make sure there is a public note for Incomplete holdings. ​See examples:+  * Go to tab 6 (HOL Links) and check the holdings ​statementHoldings should be left open since these are periodicals we are currently receivingIf the holdings statement is not open, select EditCreate 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. 
 + 
 +__Example:__ 
 + 
 +866 41 $a 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 (NOTE: only add Incomplete holdings if needed) +  ​Done! Be sure all information is savedThis issue is ready for label.
-**Ex 2:** 866 41 $v.32 (1972)- $z Incomplete holdings (NOTE: only add Incomplete holdings if needed)+
  
-======Printing Labels======+===== Printing Labels =====
  
   * Go to the label printing station and log in.   * Go to the label printing station and log in.
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 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: 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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