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Procedures for Serial Title Changes

Department: Technical Services

Procedure: Serial Title Changes

17 July 2009

Purpose: The procedure explains what to do when a serial (periodical or jounal) changes titles.

Overview: The basic steps are: 1) Close off the old bibliographic record and holdings statement, 2) Create new bibliographic and holdings records for the new title, and 3) Attach order, checkin or item records to the new record as needed, and 4) Notify Ruth Connell to update Serials Solutions.

Required Knowledge/Skills: OCLC Connexion, Millennium Sierra Cataloging, MARC tags for serials.

Equipment/Supplies: PC with access to OCLC Connexion, Millennium Sierra and a Web browser for looking up MARC tags.

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2. You may close out the record in Galileo Sierra either by editing the record directly, or editing the record on OCLC and overlaying it on the existing Galileo Sierra record. Do the later if the record has been significantly updated since we downloaded it.

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a. If one does not exist, forward the materials for original cataloging. Make sure you

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you include the OCLC record number for the old title on the search slip.

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b. When multiple records exist, make sure you do not use one for the title in another
format (i.e. online or microform). These records will have a |h in the 245 field.
c. When multiple records exist, prefer DLC records over other. If there is no DLC, prefer

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Enc Lvl I records over others.

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d. If there are multiple I level non-DLC records, look for the one with the most holdings,

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 or one that has been recently updated.

2. Check the ISSN (020 field) to make sure it matches the ISSN on the piece.

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a. Use constant data “serial new” when creating new records. Use “serial ov” when
overlaying records. Both templates will change the 049 to IVUS.


b. Change the b2= field to s for annuals.

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c. If you are overlaying on the same OCLC number, change the ov= code to o. Otherwise, add the bib record number for the record you wish to overlay.

Update Galileo Sierra Records

1. Transfer any active order record to the new title. If item records were erroneously added to the old title, transfer them as well.

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3. Create holdings and checkin records on Galileo Sierra as needed.

Final Steps

1. Email the Electronic Services Librarian. Send her the old title and its ISSN and let her know the new title and its ISSN.