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Scope: This document outlines the procedures that Library Technical Services serials receiving staff follow when notification is received for bibliographic and format changes to periodicals and serial publications.

Contact: Joanna Cerro

Unit: E-Resources and Serials Management

Date last reviewed:  

Date of next review: April 2021


Title Changes
Format Changes


A. Title Changes

  1. Review the Check-In record: Have all issues published to date and due on our subscription/standing order been received?
    If yes, continue with  Step 3.
    If no, claim.
     
  2. Review Expected Date for timeliness of next issue's arrival.
  3. Record title change information in Check-In Note for old title.   
    Example: Changed to [new title]  
     
  4. Search for the new title in Voyager.
    If found, continue to Step 6.
    If not found, search OCLC Connexion.

  5. If a record is found, import the desired record to Voyager.
    If a record is not found, create preliminary Bibliographic and Holding Records.
  6. Update records for pending title change information for all locations served by LTS staff.  
  7. Create Purchase Order(s) for the new title.
  8. Use Purchase Order number of the previous title with the added extension "a".
    Example: 1ABC1234a
  9. Record title change information in Check-In Note of new title.
    Example: Changed from [old title]
  10. Record the title change in the line item note of the old title and new title purchase orders:
    Example: Old title Purchase Order note: Continued by: new title
    Example: New title Purchase Order note: Continues: old title

B. Format Changes

  1. Review Check-In record. Have all issues published to date been received?
    If yes, continue with Step 2.
    If no, claim.

  2. Close Check-In pattern.  
  3. Make notation in Check-In and MFHD records of format change.
    Example: Beg. with 2004, available online only.
  4. Notify selector of format change by e-mail, or send a copy of the notification letter.

        In Check-In Note, record the date on which the notification is sent to the selector.


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