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serials_title_changes [2017/11/30 16:04]
dpacunas [Closing old title]
serials_title_changes [2017/11/30 16:08]
dpacunas [New title]
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   * Enter necessary values in Subscription Info.(1), including Sublibrary and Collection, Item Status 12, From Date and Vendor code (from order record), Today'​s date in From date, 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**,​ as serials are not received through a subscription pattern; inform Judy if different.   * Enter necessary values in Subscription Info.(1), including Sublibrary and Collection, Item Status 12, From Date and Vendor code (from order record), Today'​s date in From date, 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**,​ as serials are not received through a subscription pattern; inform Judy if different.
   * 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.   * 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"+  * 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.+  * 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.   * Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary.
-  * Add subfield m, “Per” to the call number in the 852 if it is a periodical.+  * 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.   * 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.**+  * 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.   * 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.+  * 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.**   * **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]]//​. //​[[ladydi@library.umass.edu|Primary contact: Diana Pacunas]]//​.
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