NEW TITLE TO BE ADDED:

• Search the online catalogue - brief display.
• Find that OPAC indicates correct: Location - Bobst, Status - On Order.
• Verify ISSN. "Retrieve" record
• In the Acquisition module check order record and search for any Retrospective orders. Do NOT link the copy sets or parts or Type of Holdings (TOH) to Retrospective orders. Use only the SUBSCRIPTION order.
• Retrospective orders can be received in the Acquisitions module. Holdings will be received either in boxes of check-in screens in Serials module or by adding retrospective holdings as described in that procedure.(Adding Retrospective Holdings)

If you attempt to checkin a Serial with on-order status, this note will appear:

"There are no type of holding records defined
Press <enter> to return to search screen."

1. "Go to" "Serial copy display"



2. In the Serial Copy Set Summary screen select item "# item" for which you want to create holding and serial copyset detail.



3. Select "Type of Holding" which brings you to the Linked Type of Holdings



4. Select "link". (In certain cases some Parts may seem linked or unlinked to the a copyset. These may indicate other locations or individual pieces added through earlier versions of Advance in the Cataloging Module.
   However, you are creating new holdings for the copyset.

(There will not be a call number yet. The title has not gone to cataloging. This record was created by the ordering process.)


5. Select "Add item" - which brings you to Type of Holding Detail.

Fill in the description line by line (enter at each line, do not add extra spaces) Verify information, including Publication type.

• Description: (Issues, Volumes, Supplements, Indexes, Microfilm, Microfiche, Computer optical disk, and Videocassettes)
• Publication Type: (0 - ISS issues, 1 - IND indexes, 2 - SUP supplements)




****DO NOT FILE YET****



6. Select "pattern". This will take you to the Publication Pattern Summary where you must create a new pattern or select and existing active pattern if it is correct for your location.



7. In most cases you will add a new pattern:


1. Select - "Add Item" and fill in pub pattern.
   
   
2. Then select "Second Screen" (Publication Pattern Second Screen)
   Update as needed making sure that:
   Compression is set to "2" (can compress or expand)
   Caption Evaluation is set to "3" (unverified;all levels may not be present)
   ENTER "Accept"
   
   
3. Select "Predictions". (Publication Pattern Prediction)
   Update as needed.
   ENTER "Accept"
   
   
4. "File"......You will be prompted:
   Is this publication pattern going to be used to predict issues?
   Enter "Y" for YES.



8. You will now be at Publication Pattern Summary -- "Exit"



9. You will now be returned to Type of Holdings Detail -- "File"



10. This takes you to Linked Type of Holdings -- "File"



11. Then you are back at the Serial Copy Set Detail -- "File"



12. "Go to "checkin" and update the first item "out to cat status."
• Fill out a new title form and send to cataloging.
• Wait for cataloger to send back.


13. Update copyset notes in Serial Copy Set Display when returned from Cataloging for treatment.



14. Verify all the following:(retention & format)
• "Go to" "Location display".
• In Location Copy Summary select "# item" of the location.
• In Location Copy Detail...


On LINE 8- Retention Policy will be entered. (See page 22 of NISO standards for description of the values.)

On Line 16 "Physical format" will be entered.

The most common codes are:
"ta" which represents "Regular print."
"hd" Microfilm
"he" Microfiche
"co" Optical disc
"cr" Remote, coding for remotely accessed computer files (e.g. electronic journals)



**(Policies for remote access are still under review in the cataloging unit.)**



Usually catalogers will have entered the following information:

The Collection code "Periodicals" for those locations which are still classifying their serial holdings by title.



15. "File" and return to checkin.
    
    
16. Notify Current Periodicals of any new titles.