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serials_workflow_title_changes [2020/09/23 14:26] annk [In OCLC] |
serials_workflow_title_changes [2022/02/15 14:56] (current) annk |
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====== Serials Workflow: Title Changes ====== | ====== Serials Workflow: Title Changes ====== | ||
- | //Revised July 2020// | + | ***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO*** |
===== In OCLC ===== | ===== In OCLC ===== | ||
- Begin by searching for the old title (go into Aleph and grab the OCLC number to search by). | - Begin by searching for the old title (go into Aleph and grab the OCLC number to search by). | ||
- | - Look at the 785 field. This is the record for the title change. | + | - Look at the 785 field. The OCLC number in this field is the record for the title change. |
- Overlay the record in Aleph so that Aleph has these new fields with the title change fields (780/785). | - Overlay the record in Aleph so that Aleph has these new fields with the title change fields (780/785). | ||
- Search for the new title by using the OCLC number found in the 785 field of the old title. | - Search for the new title by using the OCLC number found in the 785 field of the old title. | ||
+ | - Update holdings by clicking Actions --> Holdings --> Update Holdings. | ||
+ | - Add initials into 910 field. Export the new title into Aleph. | ||
- If no record for the new title can be found in Connexion, give to a librarian to create an original record. | - If no record for the new title can be found in Connexion, give to a librarian to create an original record. | ||
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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. | ||
- | |||
**Close old title** | **Close old title** | ||
- | - Update 866 field in holdings. | + | - Update 866 field in holdings record for the old title. |
+ | - 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. | ||
- | - Under 3. Subscription Info. (2), in the Check In note field enter Title changed to [the new title Aleph Bib. no.], [mo-dy-yr], [initials]. | ||
**Finish new title** | **Finish new title** | ||
- | - Create a holdings record with Collection UPER or UGEN and link any items to this record as necessary. | + | - 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 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. | - 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. | ||
- | - Delete the 853X field if there is one. | ||
- Save. | - Save. | ||
- | ===== In Aleph Serials ===== | + | **Move order record** |
- | **__NOTE THIS SECTION IS UNDER REVIEW AS OF JULY 2020__** | + | - 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. | ||
- | - 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. | ||
- | - 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 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. | ||
- | - In Note field, add TITLE CHANGE. | ||
- | - Enter Claim Dates and Discard/Binding figure. | ||
- | - If it is a serial, make sure Print Label box is checked. | ||
- | - Make sure No is checked under Send Claims and leave values at 0 if it is a Serial. | ||
- | - Make sure the HOL record is linked to the Subscription record in the Serials Module. | ||
- | - Add a pattern, and Open All to generate expected issues for the first year. | ||
--- //[[annk@umass.edu|Contact: Ann Kardos]]// | --- //[[annk@umass.edu|Contact: Ann Kardos]]// | ||
--- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// | --- //[[ladydi@umass.edu|Contact: Diana Pacunas]]// |