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serials_cancellations [2017/08/25 17:52]
dpacunas
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-(Aleph Workflow-Collection Services Division)\\ 
-(Working Draft, 8/25/17) 
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-====== Serials Cancellations ====== 
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-  - Call up record in Aleph, select Order record. 
-    * 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]"​. 
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-    * Under __3. Vendor__ enter today'​s date in Subscription End field. ​ Hit Update. 
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-    * In checkin mode, Under __2. Expected/​Not Arrived__ (top screen), delete any expected issues beyond the last issue that was received. 
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-    * __Under 1. All__ (top screen), highlight last issue received/​expected ​ before cancellation,​ and insert in the Internal Note field: CANCELLED. Hit Update. 
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-    * Click on __[L] Subscription List (1)__. Under __Subscription Info. (1)__ of current subscription,​ enter today'​s date in the "To Date" field. 
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-  - 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. ​ 
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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. 
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-  - 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. 
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-Update bib. record as necessary, adding notes re numbering irregularities,​ suspensions,​ etc. 
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-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. ​ 
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-//​[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//​. 
  
serials_cancellations.1503683540.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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