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serials_cancellations [2020/07/09 17:12]
mbanach
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-====== Historical Workflow DO NOT USE ===== 
- 
-See instead [[https://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=ceased_cancelled_serials|Ceased and Cancelled Serials Workflows]] 
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- 
-(Aleph Workflow-Collection Services Division)\\ 
-(Working Draft, 8/25/17) 
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-====== Serials Cancellations ====== 
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- 
-    * 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. 
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-  
-    * Go to the Order record. 
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-    * 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. ​ 
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-    * Under __(3.) Vendor__ enter today'​s date in Subscription End field. ​ Hit Update. 
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-    * 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. 
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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) enter today'​s date in the "To Date" field. ​     
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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. 
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-    * Under (4.) HOL Links (bottom screen), highlight the correct item and hit Edit. 
-  ​ 
-    * Update the 866 field to reflect what we have that is bound. And remove the dash (-) at the end of the statement. ​ 
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-    * Add in a 590 (Ctrl. F6) field and enter: "​CANCELLED;​ record closed, [date], [initials]."​ 
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-    * 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 the record. 
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-    * Update the Local Holdings Record in OCLC. 
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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(s). ​ 
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-//​[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//​. 
  
serials_cancellations.1594314766.txt.gz · Last modified: 2020/07/09 17:12 by mbanach
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