Differences

This shows you the differences between two versions of the page.

--- serials_workflow_title_changes [2020/09/23 15:28]
annk [In Aleph Cataloging]
+++ serials_workflow_title_changes [2020/09/23 15:52]
annk [In Aleph Serials]
@@ Line 56: / Line 56: @@
 ===== 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**
@@ Line 70: / Line 61: @@
   - Delete the 853X field if there is one.
   - 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.
@@ Line 77: / Line 69: @@
   - Add Sublibrary and Collection in the same way as the old title.
   - 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.
   - 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.
   - 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 =====
-**__NOTE THIS SECTION IS UNDER REVIEW AS OF JULY 2020__**
+In the new title:
   - Use the Serials Module and go to [L] Subscription List.
   - 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.
+  - 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.
-  - 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]]//
 --- //[[ladydi@umass.edu|Contact: Diana Pacunas]]//