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serials_cancellations [2017/08/25 17:49] dpacunas |
serials_cancellations [2020/07/17 18:33] annk [Serials Cancellations] |
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| - | (Aleph Workflow-Collection Services Division)\\ | + | ====== Historical Workflow DO NOT USE ===== |
| - | (Working Draft, 8/25/17) | + | |
| - | ====== Serials Cancellations ====== | + | See instead [[https://www.library.umass.edu/wikis/acp/doku.php?id=ceased_cancelled_serials|Ceased and Cancelled Serials Workflows]] |
| - | - Call up record in Aleph, select Order record. | + | (Aleph Workflow-Collection Services Division)\\ |
| - | * Under __2. General__ make sure there is some kind of cancellation code in the Order Status field (usually LC=Library cancelled, or CLS=closed). In the Library Note field, insert a brief statement as to why the title is cancelled, i.e. “Cancelled for online, etc., [date], [initials]". | + | (Working Draft, 8/25/17) |
| - | + | ||
| - | * Under __3. Vendor__ (bottom screen), enter today's date in Subscription End field. Hit Update. | + | |
| - | + | ||
| - | * In checkin mode, Under __2. Expected/Not Arrived__ (top screen), highlight and delete any expected issues (if they exist) beyond the last issue received/expected before the subscription is cancelled. | + | |
| - | + | ||
| - | * __Under 1. All__ (top screen), highlight last issue received/expected before cancellation, and insert in the Internal Note field: CANCELLED. Hit Update. | + | |
| - | + | ||
| - | * Click on __[L] Subscription List (1)__. Under __Subscription Info. (1)__ of current subscription, enter today's date in the "To Date" field. | + | |
| - | + | ||
| - | - If the print copy is cancelled for online, (with an Order Record Status of CE), make sure we have online access before cancelling. If not, notify Electronic Resources staff. | + | |
| - | + | ||
| - | - If the title is “Latest vol. only retained” and we are not keeping any of the pieces, pull and discard the pieces we have. Delete the record from Aleph. | + | |
| - | - Update the Local Holdings Record in OCLC. | + | |
| - | + | ||
| - | - Go to __4. HOL Links__ (bottom screen). Highlight the correct item and hit Edit. Update the holdings statement in the 866 field. | + | |
| - | - Remove dash “-“ at end of statement. Add a 590 (staff note) field and enter: CANCELLED; record closed, [date], [initials]. If the title is a periodical with a pattern added, delete the 853X field. This will prevent the pattern from being opened for any issues being checked in after cancellation, while preserving the pattern setup in the 853 field in case the title is reactivated. Save record to server. | + | |
| - | + | ||
| - | Update bib. record as necessary, adding notes re numbering irregularities, suspensions, etc. | + | |
| - | + | ||
| - | + | ||
| - | If the title was cataloged to a Reference or Science location, notify them that the title has been cancelled and see what they would like done with the piece. | + | |
| - | //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//. | ||
