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periodical_receiving [2020/09/30 12:08]
annk [Periodical Receiving]
periodical_receiving [2021/07/02 13:19] (current)
annk
Line 5: Line 5:
 //Revised September 2020// //Revised September 2020//
  
-These instructions are current as of September 2020--however,​ separate ​workflows for serials and periodicals are under review and may be merged in FOLIO.+Note: Separate ​workflows for serials and periodicals are under review and may be merged in FOLIO.
  
-===== Periodical ​Receiving =====+===== Receiving ​a new issue =====
  
-  - Go to ALEPH Acquisitions/​Serials mode. Click on the pair of binoculars on the upper left side of the screen. +Receive ​and create items for individual issueswhich are then given to Stacks Management.
-  - 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 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). +
-  - Choose the bib record from the list. Make sure the record is owned by UM and it says "​Per"​ in the call number. +
-  - NOTE: If you can't find a title, "​Title"​ does a broader search if you are unable to locate periodical by the Journal Title. There are also a few other ways to search ​for a title. ISSNAuthor, Title and Journal title are the most common. All of those can be chosen in the Browse --> Headings List. +
-  - Highlight the bib record and click on the Serials box on the right side. Then choose (M) Item List. +
-  - Go to the last item received and click on DuplicateCreate 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) and 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):+
  
-**Month** **Month** **Season** | +  ​Go to ALEPH Cataloging mode. 
-| Jan- 01 | Jul- 07 | Spr - 21 | +  ​Click on the pair of binoculars on the upper left side of the screen. 
-| Feb- 02 | Aug- 08 | Sum - 22 | +  ​Along the left side under Search, select [B] Browse. 
-| Mar- 03 | Sept- 09 | Fall - 23 | +  ​Open the Base dropdown box and select UMA Staff Cat. 
-| Apr- 04 | Oct- 10 | Win - 24 | +  ​Open the Headings List dropdown box and select Journal Title. 
-| May - 05 | Nov11 | | +  ​In the "Enter Starting Text" box, type in the name of the periodical in your hand. 
-| Jun- 06 | Dec- 12 | |           +  ​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 handEnter the appropriate information on the corresponding tabsStart 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 ChronEnter month if present
 +  * Then move to 4Serial 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 2General 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 6HOL 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.
  
- - Then move to Serial Information (tab 4). Type a Description based off of the information ​on the pieceEx: v.79:no.4 (2020:​June/​July). Add Arrival Date by selecting from the calendar (choose today). +**Done! Be sure all information ​is savedThis issue is ready for label.**
-  - Go to General Information (1) and scan in barcode. +
-  - Go to tab 6 (HOL Links) and update holdings. Select Edit. Add current volume as last volume in the 866. If holdings statement already says the first volume that we own and a dash (left as empty to represent to the present day), do nothing. If holdings are incomplete, make sure there is a public note for Incomplete holdingsSee examples:+
  
-| **Ex 1:** 866 41 $a v.32 (1972)-v.112 (2020) $z Incomplete holdings | only add Incomplete holdings if needed | +===== Printing Labels =====
-| **Ex 2:** 866 41 $a v.32 (1972)- $z Incomplete holdings | only add Incomplete holdings if needed | +
- +
-======Printing Labels======+
  
   * Go to the label printing station and log in.   * Go to the label printing station and log in.
periodical_receiving.1601482081.txt.gz · Last modified: 2020/09/30 12:08 by annk
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