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serials_workflow_title_changes [2020/09/23 15:33]
annk [In Aleph Cataloging]
serials_workflow_title_changes [2022/02/15 14:56] (current)
annk
Line 1: Line 1:
 ====== Serials Workflow: Title Changes ====== ====== Serials Workflow: Title Changes ======
  
-//Revised July 2020//+***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO***
  
 ===== In OCLC ===== ===== In OCLC =====
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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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   - 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]]//
serials_workflow_title_changes.1600875194.txt.gz · Last modified: 2020/09/23 15:33 by annk
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