Take a tour of departments, subject and branch libraries for introduction.
Introduce departments and teams within Technical Services.
Give general information about the previous systems and how we use them for search purposes.
Do a search in the CAT and look into the information displayed. Point to which information is entered by Serials staff.
Take a tour of receiving area and explain how the Serials Department materials are processed and where the items are placed for Serials staff to process.
Receiving Functions Periodicals
Present Serials Documentation manual.
Go over pertinent documentation in regards to processing periodicals.
Give an overview which departments are involved in processing a periodical.
Show in which section of the publication information can be found in regards to ISSN, publication cycle, and other useful info.
Introduce search techniques by using title, ISSN, author, etc.
Go through the folders in a check-in wizard and point to the info entered and by which departments.
Go through the folders in modify a serial control wizard and point to the info entered and used by the department members.
Do the CAT search for the title. Point to the links between the Workflows record and the CAT record.
Show how to mark and stamp the issue.
Show where/who to refer items for delivery or further process.
Explain how to processed Damaged/Defective Materials in any format. Review documentation.
Advise on how to handle a claim for Ebsco and other vendors for late or damaged materials.
Explain what the difference is between a claim and a replacement.
Serials
Go over pertinent documentation in regards to processing serials.
Explain the difference between the periodicals and serials.
Remind to examine piece for any type of damage and what to do if item is damaged.
Give an overview of which departments are involved in processing a Serial.
Select different types of invoices. Go through different searching methods used for search, such as order number, series title, etc.
Show what type of information is put on the invoices, and on which part of the invoices to refer to Ordering staff.
Introduce search techniques by using title, ISSN, author, etc.
Explain the difference between the periodical and serial records and marking techniques. (Marking issues should be addressed by Catalogers.)
Go through the folders in modify serial control wizard and point the info entered and used by the department members.
Do the CAT search for the title. Point to the links between the Workflows record and the CAT record.
Go through the record update and U.P. RECEIPT preparation process.
Go through the serial check-in process.
Go through the ADD CALL NUMBER/ITEM RECORD process.
In the ADD the CALL NUMBER/ITEM RECORD wizard, point to the sections which show the library and home locations, order lines and other library collection lines.
Point to the difference between the line which appears as the Current Issues statement on the CAT.
Show how to use the Edit using the Call number/item maintenance wizard.
Show where/who to refer items for further process.
C.A.S./Monoset
Go over C.A.S. and Monoset check-in documentation.
Explain "FOR CLAIMING PURPOSES. DO NOT DELETE" entries in serial control record and how the dates are to be reset at the time of check-in.
Explain how to check-in un-numbered series.
Explain how to use/mark the PRESERVATION FLYER for binding purposes.
Demonstrate the check-in process.
Highlight details about how to process software.
Show how to mark print out to put into the book.
Show where to place items for further process. Point to where Music AV's and
Maps go in Cataloging Department.
Microfilm
Go over Microfilm check-in documentation.
Go through the folders in the Modify Serial Control Wizard and explain how the values should be set and modified.
Explain how the expected issues should be modified if the microfilm covers only a part of the month, year, etc.
Show how to fill out the U.P. RECEIPT slip.
Explain the rules regarding how to write chronology.
Demonstrate check-in process.
Explain the difference between the Microfilm format and Newspaper format.
Show how to use the Call number/item maintenance wizard to add the microfilm to the collection.
Show where to put the barcode.
Show who to refer the microfilms to for marking. Microfiche
Go over Microfiche check-in documentation.
Show how to determine the correct title with the help of packing slip or paperwork.
Show how to locate the amount of fiche.
Explain where the packing slip and other paperwork will be referred.
Explain which items will be sent to CatMarking or directly to location.
Explain how to treat "discard printed issues" note, if there is one in the record.
Miscellaneous Details
Explain what delayed binding is and how to process a delayed binding item.
