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serials_workflow_title_changes [2020/09/23 15:26] annk [In Aleph Cataloging] |
serials_workflow_title_changes [2020/09/23 15:52] annk [In Aleph Serials] |
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===== In Aleph Cataloging ===== | ===== In Aleph Cataloging ===== | ||
- | |||
- | **Move order record** | ||
- | |||
- | - Search for the new bib record in Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”) | ||
- | - Select the split screen view in Aleph. The changed title record should appear in one of the two windows. | ||
- | - Click on the blank window in the split screen view and open the bib record for the old title record. | ||
- | - 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. | ||
- | - If there is an associated Subscription Record with the Order Record, delete the order number from the old Subscription List before moving the order record. | ||
- | |||
**Close old title** | **Close old title** | ||
Line 70: | Line 61: | ||
- Delete the 853X field if there is one. | - Delete the 853X field if there is one. | ||
- In (M) item list, remove the Order number from (3.) General Information (2). | - In (M) item list, remove the Order number from (3.) General Information (2). | ||
+ | - Delete the order number in Subscription List. | ||
- In the Subscription List: Under 2. Subscription Info. (1), enter today's date in the To Date field. | - In the Subscription List: Under 2. Subscription Info. (1), enter today's date in the To Date field. | ||
**Finish new title** | **Finish new title** | ||
- | - Create a new item record for the issue in hand. | + | - Barcode item and create a new item record for the issue in hand. |
- Add Sublibrary and Collection in the same way as the old title. | - Add Sublibrary and Collection in the same way as the old title. | ||
- Add enum and chron and input this information into Item Description field. | - Add enum and chron and input this information into Item Description field. | ||
+ | - Input Order Number into Item List on the General Information (2) tab. | ||
- Create a holdings record and link any items to this record as necessary. | - Create a holdings record and link any items to this record as necessary. | ||
- If it is a periodical, add an 852 field with subfield m Per. | - If it is a periodical, add an 852 field with subfield m Per. | ||
- Add an 866 field with indicators 41, and enter the first volume(s) of the new title in the holdings statement. | - Add an 866 field with indicators 41, and enter the first volume(s) of the new title in the holdings statement. | ||
- Save. | - Save. | ||
+ | |||
+ | **Move order record** | ||
+ | |||
+ | - Search for the new bib record in Cataloging, by copying the number that displays on the export pop-up box in OCLC: FCL01.######### (Copy everything after the “.”) | ||
+ | - Select the split screen view in Aleph. The changed title record should appear in one of the two windows. | ||
+ | - Click on the blank window in the split screen view and open the bib record for the old title record. | ||
+ | - 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. | ||
===== In Aleph Serials ===== | ===== In Aleph Serials ===== | ||
- | **__NOTE THIS SECTION IS UNDER REVIEW AS OF JULY 2020__** | + | In the new title: |
- Use the Serials Module and go to [L] Subscription List. | - Use the Serials Module and go to [L] Subscription List. | ||
- Add. | - Add. | ||
- | - Fill in the required information under General Information (1): Sublibrary, Collection, Material Type, Item Status. | + | - Enter necessary values in Subscription Info.(1): Sublibrary, From Date (today's date), To Date (12/31/2099), Item Status, Vendor code (from order record) and Delivery Type (S for surface mail). |
- | - Add item(s). | + | - Click Add. |
- | - 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. | - 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. | ||
+ | - If it is a periodical, make sure Print Label box is checked. | ||
+ | - Go to Item List under General Information (2). | ||
+ | - 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). | ||
- In Note field, add TITLE CHANGE. | - In Note field, add TITLE CHANGE. | ||
- | - Enter Claim Dates and Discard/Binding figure. | + | - Make sure the HOL record is linked to the Subscription record. |
- | - If it is a serial, make sure Print Label box is checked. | + | - Go to check-in mode. |
- | - Make sure No is checked under Send Claims and leave values at 0 if it is a Serial. | + | - Click on "Arrive" scroll down part way and click on "Arrive" again. A box will pop up that says Serial Activity Log. Close. |
- | - Make sure the HOL record is linked to the Subscription record in the Serials Module. | + | - Re-highlight the item that to check in. Put cursor near print label box. Hit CTRL\ to print. |
- | - Add a pattern, and Open All to generate expected issues for the first year. | + | - Label should print out. |
--- //[[annk@umass.edu|Contact: Ann Kardos]]// | --- //[[annk@umass.edu|Contact: Ann Kardos]]// | ||
--- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// | --- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// |