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serials_cancellations [2017/08/25 18:45]
dpacunas
serials_cancellations [2017/08/25 18:51]
dpacunas
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-    * 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.+    * If the title is “Latest vol. only retained” pull and discard ​all of the pieces. ​ 
 +    * Delete the record from Aleph. ​ 
 +    * Update the Local Holdings record in OCLC.
    
-    * Call up record in Aleph, select ​Order record.+    * Go to the Order record.
    
-    * Under __2. General__ make sure there is some kind of cancellation code in the Order Status field (LC=Library cancelled, CLS=closed or CE=cancelled for online version). ​ In the Library Note field, insert a brief statement why title is cancelled, i.e. “Cancelled for online, etc., [date], [initials]"​. If the print copy is cancelled for online, (Order Record Status of CE), make sure we have online access before cancelling. If not, notify Electronic Resources staff. ​+    * Under __(2.General__ make sure there is some kind of cancellation code in the Order Status field (LC=Library cancelled, CLS=closed or CE=cancelled for online version). ​ In the Library Note field, insert a brief statement why title is cancelled, i.e. “Cancelled for online, etc., [date], [initials]"​. If the print copy is cancelled for online, (Order Record Status of CE), make sure we have online access before cancelling. If not, notify Electronic Resources staff. ​
  
-    * Under __3. Vendor__ enter today'​s date in Subscription End field. ​ Hit Update.+    * Under __(3.Vendor__ enter today'​s date in Subscription End field. ​ Hit Update.
    
-    * In checkin mode (stack of books icon), Under __2. Expected/​Not Arrived__ (top screen), delete any  expected issues beyond the last issue that was received.+    * In checkin mode (stack of books icon), Under __(2.Expected/​Not Arrived__ (top screen), delete any  expected issues beyond the last issue that was received.
    
-    * __Under 1. All__ (top screen), highlight last issue received/​expected ​ before cancellation,​ and insert in the Internal Note field: CANCELLED. Hit Update.+    * __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) enter today'​s date in the "To Date" field. ​    +    * Click on [L] __Subscription List__(1.Under __Subscription Info.__(1) enter today'​s date in the "To Date" field. ​    
  
     * 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.     * 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.
    
-    * Under (4) HOL Links (bottom screen), highlight the correct item and hit Edit.+    * Under (4.) HOL Links (bottom screen), highlight the correct item and hit Edit.
   ​   ​
-    * Update the 866 field to reflect what we have bound. ​+    * Update the 866 field to reflect what we have that is bound. And remove the dash (-) at the end of the statement
  
-    ​* Remove dash “-“ at end of statement. ​  +    * Add in a 590 (Ctrl. F6) field and enter: ​"CANCELLED; record closed, [date], [initials]."
- +
-    ​* 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.)     * 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.+    * Save the record.
  
     * Update the Local Holdings Record in OCLC.     * Update the Local Holdings Record in OCLC.
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