Differences

This shows you the differences between two versions of the page.

--- serials_title_changes [2017/11/30 15:07]
dpacunas
+++ serials_title_changes [2020/07/17 19:30]
annk removed
@@ Line 1: / Line 1: @@
-(Working Draft, updated 11/30/2017)
+(AK--revision in process 4/2020)
-====== Serials Title Changes ======
-==Search old title in OCLC and make a printout.
+=== Serials Title Changes ===
-==Search new title in OCLC (F2), by using the OCLC number found in the 785 field of the old title.  Catalog according to fastcat instructions below. **If no record for the new title can be found in Connexion, give issues to Ann to create an original record.**
+== In OCLC ==
+Begin by searching for the old title. Then search for the new title by using the OCLC number found in the 785 field of the old title. **If no record for the new title can be found in Connexion, give to a librarian to create an original record.**
+__Core fields__
-==These are many of the core fields that will likely be seen in serials records. Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc.
+Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc.
-  - **022** ISSN (not present for all serials)
+  * **022** ISSN (not present for all serials)
-  - **050/090** XX1234 $b .X23 (if no call number, still export record, then give title to cataloger)
+  * **050/090** XX1234 $b .X23 (if no call number, still export record then give title to cataloger)
-  - **245** Title : $b subtitle / $c statement of responsibility (serials may not have statement of responsibility, or author)
+  * **245** Title : $b subtitle / $c statement of responsibility (serials may not have $c)
-  - **246** Parallel title or variant title, generally seen in foreign language titles (You may see multiple 246 fields)
+  * **246** Parallel title or variant title (You may see multiple 246 fields)
-  - **264** Place of publication : $b Publisher, $c Date of publication
+  * **264** Place of publication : $b Publisher, $c Date of publication
-  - **300** volumes : $b illustrations (this field may not be present) ; $c size in cm
+  * **300** volumes ; $c size in cm
-  - **310** Frequency note
+  * **310** Frequency note
-  - **362** Statement of first issue or last issue or ceased
+  * **362** Statement of first issue or last issue or ceased
-  - **588** Source of title note (You may see multiple 588 fields)
+  * **588** Source of title note (You may see multiple 588 fields)
-  - **650** check for subject headings here
+  * **650** check that there is at least one subject heading
-You will generally see one or more of these linking fields in serials records
+__Linking fields__
   * **780:** field used in the bib record of the __NEW TITLE__ to link to the name of the previous title.
@@ Line 29: / Line 30: @@
       * Example: 785 00 The who's who in building & construction (Connecticut & Western MA.) ǂw (OCoLC)987576564.
+__RDA fields__
-**RDA records will always have an 040 $e rda**
+We prefer to export RDA records. RDA records should have the following fields:
+      * **040** somewhere in this string of libraries, you should also see $e rda
       * **336** text $b txt $2 rdacontent
       * **337** unmediated $b n $2 rdamedia
       * **338** volume $b nc $2 rdacarrier
-      * Add field **910** Initial and date in this format: ABC 06/20/2017
-      * Add field **928** AUTHORITY
-==**Update holdings** (Action --> Holdings --> Update holdings). You will now see that it says Held by AUM                                  at the top of the screen.
-==Export record to overlay using the **Export** button (square icon with an E and arrow)
-==Search for the new bib record in **Aleph** Cataloging Module, by copying the number that shows in the pop-up box: FCL01.######### (Just copy everything after the ".")
-***Remove the order number from the Subscription Info. List in the old title record*** Find the bib. record for both old and new title, and have both on a split screen. Use the **Tree Editor** tab (three small squares) on top cataloging bar to move the Order record from the old title to the new one.
+__Don't forget!__
+When you are done reviewing the record:
+      * Add field **928** AUTHORITY
+      * **Update holdings** (Action --> Holdings --> Update holdings). It will add "Held by AUM" to the top of the screen.
+      * Export record using the **Export** button (square icon with an E and arrow)
+== In Aleph ==
-==== Closing old title ====
+      * Search for the new bib record in Cataloging, by copying the number that shows in the pop-up box: FCL01.######### (Copy everything after the ".")
+      * Using the split screen, open the bib records for both old and new title
-    * Update 866 field in holdings. Remove “-” at end of holdings statement or add two slashes "//" if we hold the last issue of title.  Add a 590 field saying:  “Title changed, [mo-dy-yr],[initials].
+      * Use the **Tree Editor** tab (three small squares) on top cataloging bar to drag and drop the Order record from the old title to the new title
-    * In (M) item list, remove the Order # from (3.) General Information (2).
-    * In the Internal Note field of the last item of old title, enter “Title changed, [mo-dy-yr], [initials]."
-    * In the Subscription List:  Under __2. Subscription Info. (1)__, enter today’s date in the To Date field.
-    * **Some of this information may need to be transferred over to the new title before you delete any of this information.** Under 3. Subscription Info. (2), in the Check In note field enter: “Title changed to [the new title Aleph Bib. no.], [mo-dy-yr], [initials]. Some of this information may need to be transferred over to the new title.
-  ==NEW TITLE==
-  - In the Serials Module, go to [L] Subscription List.  Hit Add.
-  -  * Fill in the required information under __General Information (1)__:
-            * Sublibrary (UMDUB, UMSCI, etc.)
-            * Collection (UPER for pers, UGEN for serials)
-            * Material Type (ISSUE for unbound pers or ISSBD for anything bound)
-            * Item Status (12 for periodical-unbound, or 01 for regular)
-    * Add item(s).
-  - Enter necessary values in __Subscription Info.(1)__, including Sublibrary and Collection, Item Status 12, From Date and Vendor code (from Order Record), To Date from Order Record if closed; if open, enter 12/31/2099.  Enter Order number in appropriate box.
-  - __Subscription Info. (2)__.  Note field.  In most cases, take this information from Subscription Info. of old title. Enter Claim Dates and Discard/Binding figure.  Make sure Print Label box is checked.  In Note field, enter binding information per the following example:   BIND MARK: vol, yr. Class A$0075$gold.  Add TITLE CHANGE.
-  - __Subscription Info. (2)__. Checkin Note field.  Enter “Send to stacks/Science/Reading Room” as appropriate.  Also add instructions for the Periodicals Receiver regarding irregularity of the pattern, etc.
-- Create a holdings record with Collection UPER. Link any transferred items of bound volumes (and items of unbound issues for Main periodicals) to this HOL record.  Add subfield m, “Per” to the call number in the 852.  Add an 866 field, and enter the first volume of the new title in the holdings statement.  For Main periodicals, add a pattern, and “Open All” to generate expected issues for the first year.
-  - For Science periodicals and Current News. & Mags. titles:  Make a HOL record with Collection UPERC.  This will be for the unbound issues.  Make sure this HOL record is linked to the Subscription in the Serials Module.  Add subfield m, “Per” to the call number in the 852.  Add a pattern, and “Open All” to generate expected issues for the first year.
-  - In OCLC, update the LHR for the old title and create a new LHR for the new title.
-=== Serials: Subscription record ===
-  - In the Serials Module, go to [L] Subscription List.  Hit Add.
-  - Enter necessary values in __Subscription Info.(1)__, including Sublibrary and Collection, Item Status 01, From Date and Vendor code (from Order Record), To Date from Order Record if closed; if open, enter 12/31/2099.  Enter Order number in appropriate box.
-  - __Subscription Info. (2)__.  Note field.  Make sure “No” is checked under Send Claims and leave values at 0.
-  - __Subscription Info. (2)__. Checkin Note field.  Enter “Ser Add. *See Notes* and designations such as LATEST YEAR IN REF., etc.  Transfer special instructions from Subscription Info. of old title as appropriate, or add new instructions if necessary.
-=== Serials: HOL record ===
-  - Make a HOL record with Collection UGEN.  Make sure this HOL record is linked to the Subscription in the Serials Module.  Link any items transferred from the old title to this HOL record.  Create new items for all issues in hand belonging to the new title, affix a barcode to the pieces and wand it into the items.  These items should have Material Type ISSBD (bound journal), Item Status 01 (regular), and Item Process Status PC (In process—Cataloging).  Enter an 866 field indicating our holdings for the new title.  The transferred Order Record for serials should be Type O (Standing Order) with a budget of SERIALS, as serials are not received through a Subscription pattern; inform Judy if different.
+=== Closing old title ===
-  - Delete dummy item with “Title Change in Process” in the OPAC Note.
+  - Update 866 field in holdings
+  - In (M) item list, remove the Order number from (3.) General Information (2).
+  - In the Subscription List:  Under 2. Subscription Info. (1), enter today's date in the To Date field
+  - Under 3. Subscription Info. (2), in the Check In note field enter Title changed to [the new title Aleph Bib. no.], [mo-dy-yr], [initials].
-  - In OCLC, update the LHR for the old title and create a new LHR for the new title.
+=== New title ===
+== In Aleph ==
+  * Use the Serials Module and go to [L] Subscription List
+  * Add
+  * Fill in the required information under General Information (1): NOTE THIS SECTION NEEDS TO BE COMPLETELY REVIEWED
+            * Sublibrary
+            * Collection (UPER for periodicals, UGEN for serials)
+            * Material Type (ISSUE  for unbound; ISSBD for bound)
+            * Item Status (12 unbound or 11 for bound periodicals; 01 for serials)
+  * Add item(s).
+  * Enter necessary values in Subscription Info.(1): Sublibrary and Collection, Item Status, From Date (today's date), Vendor code (from order record) and End date (12/31/2099).
+  * Enter Order number in appropriate box. The transferred order record for serials should be Type O (Standing Order) with a budget of **SERIALS** (if not, inform Acquisitions).
+  * Subscription Info. (2): In check in note, enter any link by instructions if necessary. Info may have already been transferred from the old record to here.
+  * In Note field, add TITLE CHANGE.
+  * Enter Claim Dates and Discard/Binding figure. If it is a serial, make sure Print Label box is checked.
+  * Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary.
+  * If it is a periodical, add an 852 field with subfield m Per.
+  * Add an 866 field, and enter the first volume of the new title in the holdings statement.
+  * Create a prediction pattern and open all to generate expected issues for the coming year. Make sure No is checked under Send Claims and leave values at 0 if it is a Serial.
+  * Make sure the HOL record is linked to the Subscription record in the Serials Module.
+  * Add a pattern, and Open All to generate expected issues for the first year.
+  * **In OCLC, update the LHR for the old title and create a new LHR for the new title.**
 //[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//.