Serials Workflow: New Titles

Revised July 2020

These instructions are current as of July 2020–however, separate workflows for serials and periodicals as below are under review and may be merged in FOLIO.

1. If the title is determined to be a new acquisition, search for the new title in OCLC.
2. Check the fastcat standards list for serials on the Title Changes instructions page.
3. Add 928 field (AUTHORITY) and 910 field, [initials] [date].
4. Update holdings (Action –> Holdings –> Update holdings). This action adds “Held by AUM” to the top of the screen.
5. Export record using the Export button (square icon with an E and arrow).
6. Search for the new bib record in Aleph Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”)
7. Create item with sublibrary, collection, material type, item status, process status.
8. Create a holding record in UGEN. Add 866 field with indicators 41 and input the volumes/issues we hold. Make sure the item is linked to the holding.
9. Go to Aleph Serials and attach an order record with budget code, method of acquisitions, vendor, order group, etc. Gifts do NOT need an order record.
10. In subscription info. [1.], enter sublibrary, collection, item status, order number, from/to date, delivery type. Add bind mark instructions and any notes needed for receiving in check in note.