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serials_title_changes [2020/04/28 14:32]
annk
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-(AK--revision in process 4/2020) 
  
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-=== Serials Title Changes === 
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-== 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__ 
- 
-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 
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-__Linking fields__ 
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-  * **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. 
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-__RDA fields__ 
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-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 
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-__Don'​t forget!__ 
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-When you are done reviewing the record: 
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-      * 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 == 
- 
-      * 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  
- 
- 
-=== Closing old title === 
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-  - 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]. 
- 
- 
-=== New title === 
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-== 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]]//​. 
serials_title_changes.1588098725.txt.gz · Last modified: 2020/04/28 14:32 by annk
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