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serials_workflow_title_changes [2020/09/23 15:35] annk [In Aleph Cataloging] |
serials_workflow_title_changes [2020/09/23 15:52] annk [In Aleph Serials] |
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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. | ||
- | - Delete the order number. | ||
**Finish new title** | **Finish new title** | ||
Line 84: | Line 84: | ||
===== 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]]// |