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serials_workflow_new_titles [2020/07/17 19:48] annk created |
serials_workflow_new_titles [2022/02/15 14:50] (current) annk |
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| ====== Serials Workflow: New Titles ====== | ====== Serials Workflow: New Titles ====== | ||
| - | //Revised July 2020// | + | ***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO*** |
| 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. | 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. | ||
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| ===== Serials ===== | ===== Serials ===== | ||
| - | - If the title is determined to be a new acquisition, search for the new title in OCLC. | + | - If the title is determined to be a new acquisition, search for the new title in OCLC. If there is no record in OCLC, give to a cataloguer to create an original record. |
| - Check the fastcat standards list for serials on the [[serials_workflow_title_changes|Title Changes]] instructions page. | - Check the fastcat standards list for serials on the [[serials_workflow_title_changes|Title Changes]] instructions page. | ||
| - Add 928 field (AUTHORITY) and 910 field, [initials] [date]. | - Add 928 field (AUTHORITY) and 910 field, [initials] [date]. | ||
| Line 14: | Line 14: | ||
| - 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 “.”) | - 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 “.”) | ||
| - Create item with sublibrary, collection, material type, item status, process status. | - Create item with sublibrary, collection, material type, item status, process status. | ||
| - | - 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. | + | - Create a holding record in UGEN. Verify the 852 field--be sure there are subfields h and i with the call number. If there is no call number, give the title to a cataloguer. |
| + | - Add 866 field with indicators 41 and input the volumes/issues we hold. Make sure the item is linked to the holding. | ||
| - 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. | - 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. | ||
| - 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. | - 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. | ||
| + | - Make sure HOL record is linked to subscription record. | ||
| + | |||
| + | ===== Periodicals ===== | ||
| + | |||
| + | - If the title is determined to be a new acquisition, search for the new title in OCLC. If there is no record in OCLC, give to a cataloguer to create an original record. | ||
| + | - Check the fastcat standards list for serials on the [[serials_workflow_title_changes|Title Changes]] instructions page. | ||
| + | - Add 928 field (AUTHORITY) and 910 field, [initials] [date]. | ||
| + | - Update holdings (Action –> Holdings –> Update holdings). This action adds “Held by AUM” to the top of the screen. | ||
| + | - Export record using the Export button (square icon with an E and arrow). | ||
| + | - 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 “.”) | ||
| + | - Create item with sublibrary, collection, material type, item status, process status. | ||
| + | - Create a holding record in UGEN. Verify the 852 field--be sure there are subfields h and i with the call number. If there is no call number, give the title to a cataloguer. | ||
| + | - Add subfield k Per. This allows the Per suffix to be printed on the label that is affixed to the periodical. | ||
| + | - Add 866 field with indicators 41 and input the volumes/issues we hold. Make sure the item is linked to the holding. | ||
| + | - 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. | ||
| + | - In subscription info. [1.], enter sublibrary, collection, item status, order number, from date/to date, delivery type. In subscription info. [2], check the “print label” box and select yes for “send claims”. Enter claim dates, binding instructions in note field and other notes needed for receiving. | ||
| + | - Create a prediction pattern, and “open all” for expected issues. | ||
| + | - Make sure HOL record is linked to subscription record. | ||
| + | - Label and barcode an orange box, receive issues and send to stacks. For science titles, send over with a note saying new title and they will label their own box. | ||
| + | |||
| + | **NOTE: Item records for issues in orange boxes need to reflect all issues in the box. Orange boxes are barcoded!!!** | ||
| + | |||
| + | Example: | ||
| + | An orange box for a title has volumes 1-10. There will be one barcode on the orange box and one item. Item description will say v.1-10. | ||
| + | |||
| + | --- //[[annk@umass.edu|Contact: Ann Kardos]]// | ||
| + | --- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// | ||
