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serials_workflow_title_changes [2020/09/23 15:36]
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 =====
Line 82: Line 82:
   - 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 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 ===== 
- 
-**__NOTE THIS SECTION IS UNDER REVIEW AS OF JULY 2020__** 
- 
-  - 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.1600875409.txt.gz · Last modified: 2020/09/23 15:36 by annk
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