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periodical_receiving [2020/10/01 11:40]
annk [Receiving a new issue]
periodical_receiving [2021/07/02 13:19] (current)
annk
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 //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.
  
 ===== Receiving a new issue ===== ===== Receiving a new issue =====
  
-UMass no longer binds periodicals. ​Receive and create items for individual issues, which are then added to orange periodical boxes in the stacks. Each issue will now receive a barcode and a call number label.+Receive and create items for individual issues, which are then given to Stacks Management.
  
-  * Go to ALEPH Acquisitions/​Serials ​mode. Click on the pair of binoculars on the upper left side of the screen.+  * 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.   * Along the left side under Search, select [B] Browse.
   * Open the Base dropdown box and select UMA Staff Cat.   * Open the Base dropdown box and select UMA Staff Cat.
   * Open the Headings List dropdown box and select Journal Title.   * 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.+  * 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).   * 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. +  * Make sure to select ​the record ​that is owned by UM and it says "​Per"​ in the call number. ​Highlight ​the record
-  * 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. ISSN, Author, Title and Journal title are the most common. All of those can be chosen in the Browse --> Headings List+  * Choose Items from the lower pane on the right side. 
-  * 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 Duplicate. 
-  * 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) 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):+  * 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.
  
-**Month** | **Month** | **Season** | +**Done! Be sure all information is saved. This issue is ready for a label.**
-| 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 | |            +
- +
-  * 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 Links) and check the holdings statement. Holdings should be left open since these are periodicals we are currently receiving. If the holdings statement is not open, select Edit. Create a holdings statement lists the first volume that we own and a dash (left as empty to represent to the present day). If holdings are incomplete, make sure there is a public note for Incomplete holdings. Also be sure that all holdings statements have indicators 41. +
- +
-__Example:​__ +
- +
-866 41 $a v.32 (1972)- $z Incomplete holdings (only add Incomplete holdings if needed) +
- +
-  ​* Done! Be sure all information is saved. This issue is ready for a label.+
  
 ===== Printing Labels ===== ===== Printing Labels =====
periodical_receiving.1601566818.txt.gz · Last modified: 2020/10/01 11:40 by annk
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