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serials_title_changes [2020/04/28 18:01]
annk
serials_title_changes [2020/07/17 19:30]
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-====== Revise this page also includes new titles instructions at bottom of page ======+(AK--revision in process 4/2020)
  
  
-(AK--revising in process 4/2020)+=== Serials Title Changes ===
  
 +== In OCLC ==
  
-====== Serials Title Changes ======+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__
  
-  - Search old title in OCLC. +Please ensure all information has been accurately transcribed from the title page, title page verso, colophon, cover, etc.
-  - Search new title in OCLC 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 a librarian to create an original record.** +
-  - 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.+
  
   * **022** ISSN (not present for all serials)   * **022** ISSN (not present for all serials)
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   * **650** check that there is at least one subject heading   * **650** check that there is at least one subject heading
  
-You will generally see one or more of these linking fields below:+__Linking fields__
  
   * **780:** field used in the bib record of the __NEW TITLE__ to link to the name of the previous title. ​   * **780:** field used in the bib record of the __NEW TITLE__ to link to the name of the previous title. ​
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   * **785:** field used in the bib record of the __OLD TITLE__ to link to the name of the succeeding title.   * **785:** field used in the bib record of the __OLD TITLE__ to link to the name of the succeeding title.
       * Example: 785 00 The who's who in building & construction (Connecticut & Western MA.) ǂw (OCoLC)987576564.       * Example: 785 00 The who's who in building & construction (Connecticut & Western MA.) ǂw (OCoLC)987576564.
 +
 +__RDA fields__
  
 We prefer to export RDA records. RDA records should have the following fields: ​ We prefer to export RDA records. RDA records should have the following fields: ​
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       * **337** unmediated $b n $2 rdamedia       * **337** unmediated $b n $2 rdamedia
       * **338** volume $b nc $2 rdacarrier       * **338** volume $b nc $2 rdacarrier
 +
 +__Don'​t forget!__
  
 When you are done reviewing the record: When you are done reviewing the record:
  
       * Add field **928** AUTHORITY       * 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.+      * **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)       * Export record using the **Export** button (square icon with an E and arrow)
  
-In Aleph:+== In Aleph ==
  
       * Search for the new bib record in Cataloging, by copying the number that shows in the pop-up box: FCL01.#########​ (Copy everything after the "​."​)       * Search for the new bib record in Cataloging, by copying the number that shows in the pop-up box: FCL01.#########​ (Copy everything after the "​."​)
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-===== Closing old title =====+=== Closing old title ===
  
 +  - 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].
  
-  * Update 866 field in holdings. Remove the dash at end of holdings statement or add two back slashes if we hold the last issue of title. ​ Add a 590 field saying title changed, [mo-dy-yr],​[initials]. 
-  * In (M) item list, remove the Order number 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]. 
  
 +=== New title ===
  
-===== New title =====+== In Aleph ==
  
-  * In the Serials Modulego to [L] Subscription List. Hit Add. +  * Use the Serials Module ​and go to [L] Subscription List 
-  * Fill in the required information under General Information (1): +  * Add 
-            * Sublibrary ​(UMDUB, UMSCI, etc.) +  * Fill in the required information under General Information (1): NOTE THIS SECTION NEEDS TO BE COMPLETELY REVIEWED 
-            * Collection (UPER for pers, UGEN for serials) +            * Sublibrary 
-            * Material Type (ISSUE for unbound ​pers or ISSBD for anything ​bound) +            * Collection (UPER for periodicals, UGEN for serials) 
-            * Item Status (12 for periodical-unboundor 11 for bound.  ​01-Serials)+            * Material Type (ISSUE ​ for unboundISSBD for bound) 
 +            * Item Status (12 unbound or 11 for bound periodicals; ​01 for serials)
   * Add item(s).   * 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), 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**if not, inform ​Judy+  * 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). 
-  * 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.+  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.   * 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.
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