(AK–revising in process 4/2020)

1. Search old title in OCLC.
2. 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.
3. 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)
• 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 $c)
• 246 Parallel title or variant title (You may see multiple 246 fields)
• 264 Place of publication : $b Publisher, $c Date of publication
• 300 volumes ; $c size in cm
• 310 Frequency note
• 362 Statement of first issue or last issue or ceased
• 588 Source of title note (You may see multiple 588 fields)
• 650 check that there is at least one subject heading

You will generally see one or more of these linking fields below:

• 780: field used in the bib record of the NEW TITLE to link to the name of the previous title.
  • Example: 780 00 Blue book building and construction (Connecticut, Western Massachusetts ed.) ǂw (OCoLC)43452693.
• 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.

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

When you are done reviewing the record:

• 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 using the Export button (square icon with an E and arrow)

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 “.”)
• Using the split screen, open the bib records for both old and new title
• 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

• 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].

• 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 11 for bound. 01-Serials)
• 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.
• 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.

Primary contact: Diana Pacunas.