Differences

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

--- periodical_receiving [2012/02/17 19:41]
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.
-  * We need to make sure that the computer is hooked up to the correct label printer.  Click on the "Start"
+===== Receiving a new issue =====
-    button at the bottom left side of the screen.  Click on the "Devices and Printers" section on
-    the right. Right click on the DYMO Label Printer 400 Turbo and set as your default.
-  * On your desktop double click on the Word Document shortcut called "Shortcut of Arrival Labels", then minimize
+Receive and create items for individual issues, which are then given to Stacks Management.
-    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),
+  * Go to ALEPH Cataloging mode.
-    click on the pair of binoculars on the upper left side of the screen.
+  * 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.
-  * Along the left side of the page in the box you will see it says "Search" and under that you want to
+**Done! Be sure all information is saved. This issue is ready for a label.**
-    select [B] Browse.
-  * A "Browse" tab will appear on the upper middle of the page.
+===== Printing Labels =====
-  * Open the drop box that is in the "Base" category and select "UMA Staff Cat".
+  * Go to the label printing station and log in.
+  * Scan in the barcode.
+  * 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
-  * Open the drop box that is in the "Headings List" category select "Journal Title".
+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:
-  * In the "Enter Starting Text" category, type 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 that line and
+| SF |
-    click on the "Show" box on the right side of the screen.
+| 293 |
+| M8 |
+| M6 |
+| v.79:no.4 |
+| 2020 |
+| June/July |
-  * Look up in the top red outlined section to choose the correct title.  You must make sure that it
+--- //[[annk@umass.edu|Ann Kardos]]
-    has says "Per" in the call no. and the owner is UM...often there is more than one title to
+--- //[[ladydi@library.umass.edu|Diana Pacunas]]//
-    choose from, some having no call no. listed or it will say [electronic version].
-  * When you find the correct record from that list, highlight it and click on the "Serials" box on the right side.
-  * 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) if so, put aside and let me know.
-  * 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.
-  * Now you need to make a label for the issue.  Unfortunately is isn't as easy as it sounds.
-    The first thing you need to do is re-highlight the issue you just checked in.  It automatically
-    jumps to the next issue to be checked in after you receive an item. We want to print a label for
-    the item you just checked in so it has the received date on it.
-  * When you have the correct line highlighted for the issue you just checked in, 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//