General Info
 |
Take a tour to departments, subject and branch libraries for introduction. |
|
Introduce departments and teams within the technical services. |
|
Give a 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 which information is entered by the Serials staff. |
|
Take a tour to receiving area and explain how the Serials Department materials processed and where the items are placed for Serials staff to process. |
Receiving Functions
Periodicals
|
Present Periodicals Check-in document and point where this document is located in the Serials Department web site. |
|
Present supplementary documents such as marking instructions, retention change, constant/label/note |
|
Give an overview which departments are involved in processing a periodical. |
|
Show in which section the publication information can be found. Point the cyle, ISSN, and other useful info. |
|
Introduce search techniques by using title, ISSN, author, etc. |
|
Go through the folders in a check-in wizard and point the info entered and by the department members. |
|
Go through the folders in the modify record wizard and point the info entered and used by the department members. |
|
Do the CAT search for the title. Point the link between the workflows record and the CAT record. |
|
Show how to mark and stamp the issue. |
|
Show where/whom to refer items for delivery or further process. |
|
Explain how to processed Damaged/Defective Materials in any format. Present documents. |
|
Show how to put a claim for a late or damaged issue. |
|
Explain what is the difference between the claim and replacement. |
Serials
|
Present Serials Check-in document and point where this document is located in the Serials Department web site. |
|
Explain the difference between the periodicals and serials. |
|
Give an overview of which departments are involved in processing a Serial. |
|
Present necessary documents for Serials check-in process. Show the web site including this document. |
|
Select different types of invoices. Go through sections that can be used for search, such as order number, series title. |
|
Show what type of information is put on the invoices, and on which part of the invoices to refer to Ordering Team. |
|
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, as well.) |
|
Go through the folders in the modify record wizard and point the info entered and used by the department members. |
|
Do a CAT search for the title. Point the link 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 COPY CALL process. |
|
In the ADD COPY CALL wizard, point the sections which show the library and home locations, order lines and other library collection lines. Point the difference between the line which appears as the Current Issues statement on the CAT. |
|
Show how to use the Edit Existing Volumes and Call numbers wizard. |
|
Show where/whom to refer items for further process. |
C.A.S./Monoset
|
Present C.A.S.and MonosetCheck-in documents and point where these documents are located in the Serials Department web site. |
|
Remind to examine each item for damage etc.and what to do if it is damaged. |
|
Explain when do we use the "FOR CLAIMING PURPOSES. DO NOT DELETE" note and how the dates 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 a check-in process. |
|
Highlight details about how to process softwares. |
|
Show how to mark print out to put into the book. |
|
Show where to place items for further process. Point that Music AV's and Maps go to different shelves Cataloging Department. |
Microfilm
|
Present Microfilm Check-in documentation and point where this document is located in the Serials Department web site. |
|
Point the three wizards to be used. |
|
Go through the folders in the Modify Control Wizard and explain how the values to be set and modified. |
|
Explain how the expected issues should be modified if the microfilm cover only a part of the month. |
|
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 Add Volumes and Call Numbers wizard to add the microfilm to the collection. |
|
Show where to put the barcode. |
|
Show how/to whom to refer the microfilms. |
Microfiche
|
Present Microfiche Check-in document and point where this document is located in the Serials Department web site. |
|
Show how to determine the correct title with the help of packing slip or paperwork. |
|
Show how to locate the amount of fische. |
|
Explain how/to whom the packing slip and other paperwork will be referred. |
|
Explain which items will be sent to physical processing. |
|
Explain how to treat "discard printed issues" note, if there is one in the record. |
Miscellaneous Details (documentation regarding following details are on Serials web site)
|
Explain what is delayed binding and how to process a delayed binding item. |
|
Explain how to process as rare book. |
|
Explain how to process for cut pages. |
|
Explain Binding Incomplete process. |
Ordering Functions
(Under construction)
OCLC training
(under construction)