Differences

This shows you the differences between two versions of the page.

--- periodical_receiving [2012/02/17 19:18]
dpacunas
+++ periodical_receiving [2022/02/15 14:51] (current)
annk
@@ Line 1: / Line 1: @@
-====== Periodical Receiving ======
+====== Serials Workflow: Periodicals Receiving ======
+***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO***
-  * After logged into Aleph:
+Note: Separate 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 issues, which 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 saved. This 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" category, type in the name of the periodical you are checking in.
+  * On the right side, select 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
-  * The title you are looking for is usually the second line down from the list. Highlight that line and
+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:
-    click on the "Show" box on the right side of the screen.
-  * Look up in the top red outlined section to choose the correct title.  You must make sure that it
+| SF |
-    has says "Per" in the call no. and the owner is UM...often there is more than one title to choose
+| 293 |
-    from, some having no call no. listed or it will say [electronic version].
+| M8 |
+| M6 |
+| v.79:no.4 |
+| 2020 |
+| June/July |
-  * When you find the correct record from that list, highlight it and click on the "Serials" box on the right side.
+--- //[[annk@umass.edu|Ann Kardos]]
+--- //[[ladydi@library.umass.edu|Diana Pacunas]]//
-  * Most times the issue that we are waiting to receive will be highlighted.  If not, go to the correct
-    issue and highlight.
-  * 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 if the
-    titles don't seem to match up exactly).
-  * 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.  For ex. some might want you in insert page nos. in the Internal Note.
-  * Any information that needs to be corrected must be done in the "Serial Levels" section located on the
-    middle of the  page.  There you can edit dates, issue nos., seasons, etc.
-   Jan. - 01           Jul. - 07                  Spr - 21
-   Feb. - 02           Aug. - 08                  Sum - 22
-   Mar. - 03           Sept. - 09                 Fall - 23
-   Apr. - 04           Oct. - 10                  Win - 24
-   May - 05            Nov. - 11
-   Jun. - 06           Dec. - 12
-  * After all information is correct and you are ready to check in issue, 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:
-"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.
- --- //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]] 2009/05/20 14:25//