Differences
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serials_workflow_title_changes [2020/09/23 15:37] annk [In Aleph Serials] |
serials_workflow_title_changes [2020/09/23 15:52] annk [In Aleph Serials] |
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| - 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]]// | ||
