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periodical_receiving [2015/05/13 18:36]
periodical_receiving [2022/02/15 14:51] (current)
annk
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 +====== Serials Workflow: Periodicals Receiving ======
  
 +***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO***
 +
 +Note: Separate workflows for serials and periodicals are under review and may be merged in FOLIO.
 +
 +===== Receiving a new issue =====
 +
 +Receive and create items for individual issues, which are then given to Stacks Management.
 +
 +  * Go to ALEPH Cataloging mode.
 +  * 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.
 +
 +**Done! Be sure all information is saved. This issue is ready for a label.**
 +
 +===== Printing Labels =====
 +
 +  * 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
 +
 +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 |
 +| 293 |
 +| M8 |
 +| M6 |
 +| v.79:no.4 |
 +| 2020 |
 +| June/July |
 +
 +--- //​[[annk@umass.edu|Ann Kardos]]
 +--- //​[[ladydi@library.umass.edu|Diana Pacunas]]//
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