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periodical_receiving [2020/09/30 12:08]
annk [Periodical Receiving]
periodical_receiving [2020/10/13 10:12]
mbanach
Line 5: Line 5:
 //Revised September 2020// //Revised September 2020//
  
-These instructions are current as of September 2020--however,​ separate ​workflows for serials and periodicals are under review and may be merged in FOLIO.+Note: Separate ​workflows for serials and periodicals are under review and may be merged in FOLIO.
  
-===== Periodical ​Receiving =====+===== Receiving ​a new issue =====
  
-  - Go to ALEPH Acquisitions/​Serials mode. Click on the pair of binoculars on the upper left side of the screen. +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. 
-  ​Along the left side under Search, select [B] Browse. + 
-  ​Open the Base dropdown box and select UMA Staff Cat. +  * Go to ALEPH Acquisitions/​Serials mode. Click on the pair of binoculars on the upper left side of the screen. 
-  ​Open the Headings List dropdown box and select Journal Title. +  ​Along the left side under Search, select [B] Browse. 
-  ​In the "Enter Starting Text" box, type in the name of the periodical in hand. +  ​Open the Base dropdown box and select UMA Staff Cat. 
-  ​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). +  ​Open the Headings List dropdown box and select Journal Title. 
-  ​Choose the bib record from the list. Make sure the record is owned by UM and it says "​Per"​ in the call number. +  ​In the "Enter Starting Text" box, type in the name of the periodical in hand. 
-  ​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. +  ​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 the bib record 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. 
-  ​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):+  ​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. 
 +  ​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):
  
 | **Month** | **Month** | **Season** | | **Month** | **Month** | **Season** |
Line 28: Line 30:
 | Jun. - 06 | Dec. - 12 | |            | 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. +  ​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 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 | 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 | 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.
periodical_receiving.txt · Last modified: 2020/10/13 10:12 by mbanach
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