12-4 Checking in Standing Orders
Purpose: To check in new volumes that arrive as part of a standing order series subscription.
Deliveries arrive through the Fogler mailroom via commercial carrier. Boxes will be added to Serials/Acquisitions bookcart in mailroom. Do not lift heavy box off of cart. Open carton and remove contents individually. Boxes can be kept for later use, packing material may also be kept or placed in recycle containers if not needed. Dispose of any packing materials that are not eligible for recycling.
Watch for invoices that may have come along with the shipments while unpacking. Some vendors pack the invoices in the boxes with the materials, others attach them to the outside of the box with tape and/or inside an envelope. Packing slips can be discarded (they generally have a zero balance), but when in doubt, save everything.
Checking In Volumes
When checking in a specific volume, be aware of the checkin card as a whole and information in subsequent and previous boxes. You may have to alter the parameters of a card to reflect a change in frequency as indicated in the new volume or to reflect the current pattern of receipt for irregularly received volumes. Irregularly received is the most common pattern, followed by annuals. Fixed field value for irregular journals is “-“ in the checkin record fixed field area.
Once you have found the correct record:
- Glance through volume to be sure physically intact (ie. all pages right side up, etc.)
- Open Sierra Serials module. Searching by title is recommended.
- If the title in the bib record does not match the volume in hand set aside as a title change
- Double click on oro checkin record. Should default to checkin card.
- If you are going to check in the LAST box created or no expected box is available, first add a range of boxes
- Select the box you are going to use to check in. If all the information is correct (year, vol/issue number), click the Checkin button.
- If any element in the box needs changing, follow procedure to modify a box
- If item is cat sep, be sure to enter the title in the note field of the checkin box in ALL CAPS.
- Be sure to save changes before exiting to checkin record.
- If the checkin card is FULL and you need to keep all of the box records, create a new checkin record.
- Click Record tab to look for Call # information and prepare flags.
- Use a golden rod flag and write the call # information and bib number on flag.
- If CAT SEP, no need to write anything on flag. Just place inside book.
- If CLASS TOG – CAT SEP, you must write the call number on the flag, as well as CLASS TOG. CAT SEP.
- If REF, must use green flag WITH yellow flag. Make sure green flag lists appropriate location.
- Special Collections is light blue
- If book includes a CD-ROM or DVD, use orange flag in addition to yellow and/or other flags. Write DVD or CD-ROM (depending) on the orange flag.
- Deliver incoming materials to Cataloging for additional processing
- Right click on last box to insert a range AFTER that box.
- From dropdown menu, choose “Box Menu” –> “Add Issue Boxes to the End of Card”
- A window will open to set the parameters for date, volume, issue, etc. based on previously created boxes. If the information is not correct, adjust accordingly.
- Select the number of boxes you wish to add. Generally just 1 or two. If the number is more than the number of open spaces on the card (Checkin cards can only hold 84 boxes), Millennium will tell you, and you must delete boxes from the top of the card (earliest boxes) in order to accommodate.
- Click OK. The boxes should appear.
- Save the changes before exiting.
- Select proper checkin record from Millennium. Should default to card.
- From the dropdown menu, select “Box Menu” –> “Modify Boxes Individually”
- Make changes to box and click OK
- Save changes before exiting.
- Select proper checkin record from Millennium. Should default to card display.
- Right click on the range of boxes you wish to modify
- From the dropdown menu, select “Box Menu” –> “Update boxes as a Group”
- In resulting dialog box, change the field desired (cover date, expected date or issue number) and click OK
- Save changes before exiting.