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periodical_receiving [2012/02/17 19:01]
dpacunas
periodical_receiving [2022/02/15 14:51] (current)
annk
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-====== ​Periodical ​Receiving ======+====== ​Serials Workflow: Periodicals ​Receiving ======
  
- +***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO***
  
-  * After logged into Aleph:+NoteSeparate workflows for serials and periodicals are under review and may be merged in FOLIO.
  
-  * On your desktop double click on the Word Document shortcut called "​Shortcut of Arrival Labels",​ then minimize  +===== Receiving a new issue =====
-    the screen to leave open.  +
-  +
-  * Once back on the desktop, you need to double click on the Acquisitions shortcut to open.+
  
-  * Now that you are in the ALEPH Acquisitions/​Serials mode(will say that along the top of screen) +Receive and create items for individual issueswhich are then given to Stacks Management.
-    click on the pair of binoculars on the upper left side of the screen.+
  
-  * Along the left side of the page in the box you will see it says "Search" and under that you want to  +  ​* Go to ALEPH Cataloging mode. 
-    ​select [B] Browse.+  * Click on the pair of binoculars on the upper left side of the screen. 
 +  ​* Along the left side under Search, select [B] Browse. 
 +  * Open the Base dropdown box and select UMA Staff Cat. 
 +  * Open the Headings List dropdown box and select Journal Title. 
 +  * In the "Enter Starting Text" box, type in the name of the periodical ​in your 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). 
 +  * Make sure to select the record that is owned by UM and it says "Per" ​in the call number. Highlight the record. 
 +  * Choose Items from the lower pane on the right side. 
 +  * 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 5. Serial Levels and enter Enum Level (ex: volume and number) and Chron Level (ex: Month and Year). Enter the information as it is on the piece. Ex: v.3:no.12 for Enum or 1877 for Chron. Enter month if present. 
 +  * Then move to 4. Serial Information. 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'​s date). 
 +  * Go to 2. General Information (1), put a barcode on the piece and scan it in. 
 +  * Material type should be issue bound (ISSBD). Item status is 11. Click Add. 
 +  * Go to 6. HOL and check to see if the piece is linked to the holdings. Look for a checkmark under "​Linked"​. If there is no checkmark, click on the Link button on the right.
  
-  ​A "​Browse"​ tab will appear on the upper middle of the page.+**Done! Be sure all information is savedThis issue is ready for a label.**
  
-  * Open the drop box that is in the "​Base"​ category and select "UMA Staff Cat".+===== Printing Labels =====
  
-  * Open the drop box that is in the "​Headings List" category select "​Journal Title". +  * Go to the label printing station and log in. 
-  +  * Scan in the barcode
-  * In the "Enter Starting Text" categorytype in the name of the periodical you are checking in.+  * On the right sideselect Label. 
 +  * Remove ​the period from in front of the Cutter number 
 +  * Remove the line that says Per. 
 +  * If there is a Year and Month caption, remove parentheses and split into 2 lines
  
-  * Highlight the correct title you are searching for (it is usually the one already highlighted,​ the 2nd line)and click on the "​Show"​ box on the right side of the screen +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:
-  * Look up in the top red outlined section to choose the correct title You must make sure that it has a "​Per"​ in the call no. and the owner is UM...there could be more than one of these to choose from +
-  * When you find the correct record from that list, highlight it and click on the "​Serials"​ box on the right side +
-  * Usually the line is highlighted of the correct volume and issue number that should be checked in, but not always. ​ If this isn't the correct issue, locate and highlight the line you wish to check in +
-  * Always compare on Aleph with the periodical in hand to make sure you have the correct date, month, year, season, volume, issue number, and title (sometimes you will come across a title change) +
-  * Be sure to look at the "​Check-In Note" and check to see if there are any specific instructions for you when checking the item in +
-  * After all information ​is correct and you are ready to check in periodical, click on the "​Arrive"​ box on the right side of the screen +
-  * Now you will have to click on the "​Arrive"​ box again that you see half way down on the screen to the right +
-  * The "​Serial Activity Log" box will appear saying that your check in was a success and at that point you can click on the "​Close"​ box +
-  * The screen will now have the next issue to be checked in highlighted. ​ You need to go back up to the item you just received and highlight that so you can print a label for that issue +
-  * In order to print a label, you need to put your cursor somewhat near the "Print Label" box but do NOT click on the box.  Hit Ctrl. and backslash and after a few seconds (things will come up and flash on and off on the screen) then you should be having a printed call no. label come out on the Dymo label printer +
-  * Proofread the label to make sure it is for the issue you just checked in and not from the previous record, that happens sometimes +
-  * Place the label on the periodical without covering up and pertinent information such as volume, issue number or dates on the front cover+
  
-IF YOU CAN'T FIND A TITLE:+| SF | 
 +| 293 | 
 +| M8 | 
 +| M6 | 
 +| v.79:no.4 | 
 +| 2020 | 
 +| June/July |
  
-"​Title"​ does a more broad search if you can't  +--- //​[[annk@umass.edu|Ann Kardos]] 
-    locate ​ periodical by the Journal Title)  +--- //​[[ladydi@library.umass.edu|Diana Pacunas]]//
- +
- +
- +
- +
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- --- //​[[ladydi@library.umass.edu|Primary contact: ​Diana Pacunas]] ​2009/05/20 14:25//+
periodical_receiving.1329505279.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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