to add “free-text summary holdings” in the cataloguing wizard
DESCRIPTION
To add “free-text summary holdings” in the Cataloguing Wizard. Cataloguing toolbar. Bib record. Can insert marc tags. Must have 852 tag. OPAC display. To check-in serials a Serial Control Record must be created in the Serials Control Wizard. Serials toolbar. Creat a vendor for claiming - PowerPoint PPT PresentationTRANSCRIPT
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THE IMPLEMENTATION TEAM AND TRAINERS—FOR SERIALS
Implementation Team: SERIALS SUBGROUPKit Wilson (Chair) & Acquisitions Patrick BuhrKathy Carter Kathy CarterJessica Knoch Donna CrossleyMaryon McClary Nuhzat KhanCarol Nicks Maryon McClaryPauline Rennick Merlene StaatzSandra ShoresMerlene Staatz
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SIRSI SERIALS TRAINING PLANOctober, 2002
WHO NEEDS IT?
DOES YOUR LIBRARY USE DRA FOR SERIALS CHECK IN?
If YES, you’ll need SIRSI SERIALS TRAINING
If NO, you’ll get free-text summary holdings training aspart of your cataloguing training.
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SIRSI SERIALS CONTROL TRAINING
Prerequisite: Intro to Workflows
GOAL AND CONTENT:
The main goal of SIRSI serials control is “to managereceipt and status of the library’s serial collection.Additionally, the Serials Control Configuration policies areused to gather statistics about control records, as well as fortracking claims and claim responses. The Serial PatternConfiguration polices are used to create and modifypattern templates used for receiving serials. The SerialGroup of reports are used to maintain and gatherstatistics about the serials collection.” (Unicorn WorkflowsSerials Control Training Guide, pg.3)
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TOPICS TO BE COVERED:
What is a serials control record?Serial control wizards and gadgetsCreating serial control records which consist of:
-setting up pattern records-creating and modifying vendor records-setting up MARC Holdings Records/OPAC Displays-predicting issues-checking in issues/creating the equivalent to DRA itemrecords (called copy records in SIRSI)-claiming issues-displaying, modifying and removing serial controlrecords and their parts
TIMING:2 1/2 day session offered in February-March period
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SOME SIRSI VOCABULARY
WORKFLOWS: where staff search, catalogue, order, receive, pay
invoices and do serials checking within workflows various tool bars i.e. serials toolbar
WIZARDS: icons used to perform routines (e.g. create serial
control wizard, modify serial control wizard, issuecheckin wizard, add title wizard)
tool bars are made up of wizards
GADGETS: allow you to get definitions and to select and add
information to a datawell
DATAWELLS: places where you enter information either by
selecting from drop down menus or enteringinformation
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MARC HOLDINGS FOR SERIALS
SIRSI uses MARC Holdings fields to display serials holdings
Accessible from both Serials Control and Cataloguing Decisions need to be made about how or whether NEOS
will use some of these fields
All NEOS libraries will have MARC holdings fields 852 &866
852 field = Holdings Location Field Coded example:
852 01 $bWID$c REF $h HC 241 B35 $Z LATEST VOLUMEHELD AT REF DESK
Display example:WIDNER: REF HC 241 B35 LATEST VOLUME HELD AT REFDESK
866 field =Free text summary holdingsV.1-20 (1990-1999), 2000-2001
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To add “free-text summary holdings” in the Cataloguing Wizard
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Cataloguing toolbar
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Bib record
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Must have 852 tag
Can insert marc tags
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OPACdisplay
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Pattern defined summary holdings are created inSerials Wizard
Pattern defined summary = 853 & 863 field Work together 853 field holds captions 863 field holds enumeration & chronology together they make up pattern defined
summary holdings can be automatically updated by the check in
process
853/ 863 Coded Example853 00 $8 1 $a no. $ (year) $j (month)863 40 $8 1.1 $a 23 $i 2002 $j 01863 40 $8 1.1 $a 24 $i 2002 $j 02etc.
853/ 863 DISPLAY Exampleno. 23 (2002:Jan), no.24 (2002:Feb)
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To check-in serials a Serial Control Record must be created
in the Serials Control Wizard
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Serials toolbar
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Creat a vendorfor claiminglate issues
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Create serialcontrolrecord
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Basic folder
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Patternfolder
Page down
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iLink
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Fill in 852 & 866 fields
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Subscriptionfolder
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Change to 1 if youbar code issues
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Bindinginfo
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Info fortech staffcheckinnotesetc.
Expected and received folderswill be empty at this time
Still morefolders
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Routing slipentries
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Will create predictions for expected issues
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Use 3 letters only
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Check inissue
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If issue is correctclick here
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Routingslip
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OPACiLink
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3 latestissues
received
Pattern defined summary holdings
Free textsummaryholdings
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Note:MARCSerials
Holdingsfields
createdby checking
in issues