Serials in the Monograph Receiving Environment

Single issue(s) of serials supplied on Unitary or Firm order.

Not cataloged in Symphony.

Does not apply to Special Collections Serials, which should be routed to SPEC following SPEC guidelines.

Bib: rec type = s; each issue does not have a unique title; treatment is not CAS or analytic.

Order: bib entry = ACQ; Order staff initials, Acq claim segment

If the bib entry = SER the items should be routed directly to Serials. Do not receive them in Monograph Receiving.

1. De-dup serial title to make sure we do not have another serial record.
2. Receive order. Fill in parts field. Date loaded = today. Unitary 2 orders should be received just like terminal sets (add order lines, close line 1 when complete).
3. Add 910 routing to CATMARCUnit
4. Create copy segment. Use auto generated call #
5. Barcode ONE issue and enter barcode into the record.
6. Current location = INPROCESS
7. TECHSTAFF = MONORECUnit/<date>/<initials>/(<issue number(s).) single issue; no subs.
8. Make a printout of the volume/copy screen
9. Band or tie if more than one issue
10. Place all pieces on Incoming Serials Cataloging shelf (below the animal heads)

"Sample" Issues of a classed together serials supplied on firm order.

Sample issues are single issues of serials that will be reviewed by the selector for a standing order or subscription decision.

Bib: rec type = s; each issue does not have a unique title; treatment is not CAS or analytic.

Order: bib entry = ACQ; Order staff initials, Acq claim segment

Instructions from ordering staff to show to selector for a subscription or standing order decision.

Receive in the same manner as Type 1 with the following exceptions:

1. Notify the ordering person of the selector's decision.
2. Route to MARCUnit with the following TECHSTAFF note: MONORECUnit/<date>/<initials>/(<issue number(s).) single issue; subsc. [if subscription wanted].
3. OR...TECHSTAFF = MONORECUnit/<date>/<initials>/(<issue number(s).) single issue; no subs. [if subscription is not wanted].

If the selector decides that they do not want a subscription and that they do want the single issue to be cataloged as a monograph, do the following:

1. Notify the ordering person of the selector's decision.
2. Create a brief monographic bib record or import monographic record from utilities.
3. Insert a campus messenger flag with the note "Selector requests MONOGRAPHIC cataloging; subscription not wanted"
4. Route to the Class unit.

Bib: record type = s; each issue does not have a unique title; treatment in not CAS or Analytic.

Order: current subscription or standing order; bib entry = ser;

May have a serial control record.

1. Do NOT receive
2. Annotate your incoice copy for Payments by marking invoice line "sent to serials" <your initials>, <date>
3. Make a photocopy of annotated incoice copy and place in piece.
4. Place peice(s) on Serials Incoming Check-in from Acquisitions shelf (in Serials mail opening area)

Bib: rec type = s; each issue does not have a unique title; treatment is not CAS or analytic.

Order: bib entry = ACQ; Order staff initials, Acq claim segment

1. Receive order. Fill in parts field. Change the Date loaded to today (do not issue the load order command); Unitary 2 orders should be received just like terminal sets (receive order lines, close line 1 when complete).
2. Do not create a call segment.
3. Add the following TECHSTAFF note to the first copy segment on the record: MONORECUnit/<date>/<your initials>/DATACONTOLUnit/<Added issue <no.>
4. Make a printout of this volume/copy screen and place in piece.
5. Place piece(s) on the "added serial issues" shelf for Data Control