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

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.

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)

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

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

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

To add “free-text summary holdings” in the Cataloguing Wizard

Cataloguing toolbar

Bib record

Must have 852 tag

Can insert marc tags

OPACdisplay

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)

To check-in serials a Serial Control Record must be created

in the Serials Control Wizard

Serials toolbar

Creat a vendorfor claiminglate issues

Create serialcontrolrecord

Basic folder

Patternfolder

Page down

iLink

Fill in 852 & 866 fields

Subscriptionfolder

Change to 1 if youbar code issues

Bindinginfo

Info fortech staffcheckinnotesetc.

Expected and received folderswill be empty at this time

Still morefolders

Routing slipentries

Will create predictions for expected issues

Use 3 letters only

Check inissue

If issue is correctclick here

Routingslip

OPACiLink

3 latestissues

received

Pattern defined summary holdings

Free textsummaryholdings

Note:MARCSerials

Holdingsfields

createdby checking

in issues