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serials_workflow_title_changes [2020/09/23 15:33] annk [In Aleph Cataloging] |
serials_workflow_title_changes [2020/09/23 15:40] 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** | ||
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- 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. | ||
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- 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. | ||
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- Fill in the required information under General Information (1): Sublibrary, Collection, Material Type, Item Status. | - Fill in the required information under General Information (1): Sublibrary, Collection, Material Type, Item Status. | ||
- Add item(s). | - 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 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). |
- 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). | - 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. |