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periodical_receiving [2020/09/30 11:11]
annk [Periodical Receiving]
periodical_receiving [2021/07/02 13:19] (current)
annk
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-====== HISTORICAL WORKFLOW UNDER REVIEW AS OF JULY 2020 ====== 
  
---- //​[[annk@umass.edu|Questions:​ Ann Kardos]]// 
  
-====== ​Periodical ​Receiving ====== ​+====== ​Serials Workflow: Periodicals ​Receiving ======
  
-  * ALEPH Acquisitions/Serials mode, click on the pair of binoculars on the upper left side of the screen.+//Revised September 2020//
  
-  * Along the left side under Search, select [B] Browse.+Note: Separate workflows for serials and periodicals are under review and may be merged in FOLIO.
  
-  * Open the Base dropdown box and select "UMA Staff Cat".+===== Receiving a new issue =====
  
-  * Open the Headings List dropdown box and select "​Journal Title"​. +Receive ​and create items for individual issueswhich are then given to Stacks Management.
-  +
-  * In the "Enter Starting Text" boxtype 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 and double click (or use "Show" ​on the right side of the screen). +  ​* Go to ALEPH Cataloging mode. 
- +  * Click on the pair of binoculars on the upper left side of the screen. 
-  * Choose the correct title from the list.  ​Make sure that the title is owned by UM and it says "​Per"​ in the call number. +  * Along the left side under Search, select [B] Browse. 
- +  * Open the Base dropdown box and select UMA Staff Cat. 
-  * If you can't find a title: "​Title"​ does a more broad search if you can't locate periodical by the Journal TitleThere 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. +  * 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. 
-  * Highlight it and click on the "​Serials"​ box on the right side. Then choose (M) Item 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). 
- +  * Make sure to select the record ​that is owned by UM and it says "​Per"​ in the call number. ​Highlight ​the record
-  * 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) 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): +  * Choose Items from the lower pane on the right side. 
- +  * Go to the last item received and click on Duplicate. 
-   Jan- 01           Jul- 07                  Spr - 21 +  * 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. Exv.3:no.12 for Enum or 1877 for ChronEnter month if present
-   Feb- 02           Aug- 08                  Sum - 22 +  * 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). 
-   Mar. - 03           Sept. - 09                 Fall - 23 +  * Go to 2. General Information (1), put a barcode on the piece and scan it in. 
-   Apr. - 04           Oct. - 10                  Win - 24 +  * Material type should be issue bound (ISSBD). Item status is 11Click Add. 
-   May - 05            Nov. - 11 +  * 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.
-   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). +
- +
-  * Go to General Information (1) and scan in barcode. +
- +
-  * Go to tab 6 (HOL Linksand update holdingsSelect Edit. Add current volume as last volume in the 866If holdings statement already says the first volume that we own and a dash to the present day, do nothing. If holdings are incomplete, make sure there is a public note for Incomplete holdingsSee example:+
  
-Ex 1: 866 41 $a v.32 (1972)-v.112 (2020) $z Incomplete holdings +**Done! Be sure all information is savedThis issue is ready for label.**
-Ex 2: 866 41 $v.32 (1972)- $z Incomplete holdings+
  
-Printing Labels+===== Printing Labels ​=====
  
   * Go to the label printing station and log in.   * Go to the label printing station and log in.
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   * If there is a Year and Month caption, remove parentheses and split into 2 lines   * 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. See example label below:+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 +SF | 
-293 +293 | 
-M8 +M8 | 
-M6 +M6 | 
-v.79:no.4 +v.79:​no.4 ​| 
-2020 +2020 | 
-June/July+June/​July ​|
  
 --- //​[[annk@umass.edu|Ann Kardos]] --- //​[[annk@umass.edu|Ann Kardos]]
 --- //​[[ladydi@library.umass.edu|Diana Pacunas]]// --- //​[[ladydi@library.umass.edu|Diana Pacunas]]//
periodical_receiving.1601478688.txt.gz · Last modified: 2020/09/30 11:11 by annk
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