Acquisitions

Yale University Library                                                            11/01/2006 updated
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Bibliographic Processing for EOD Approval Records

Includes 490/440 instructions - (see Note #1)

 

Open Voyager Acquisitions, Cataloging and Circulation modules.

 

1.         In the Voyager Acquisitions Module

            ○ Open Purchase Order for the book in hand.

            ○ Highlight the Line Item that corresponds to material in hand.

            ○ Click on MARC ► takes you to the Cataloging Module

           

2.         In the Voyager Cataloging Module (See Acquisitions Macros)

            ○ Remove 9XX fields with macro (Ctrl+F9)

            ○ Execute 490 to 440 macro (Alt+4) if necessary - (see Note #2) (Does not apply to Casalini Core Records)                                                                   

                       - Add appropriate filing indicator in second location.

            ○ Check Leader for correct Encoding Level. 

            ○ Check title, sub-title, etc., for accuracy of bibliographic data- (see Note #3)

            ○ Click on Save to DataBase icon.

                   - If the series does not validate. Click on Continue then Click on Close.

                   - If the series does validate perform Authority Validation:           
                           ○ Click on Authority Validation Tag(s) 440
                           ○ Click on Retrieve Auth to determine series treatment and take action as needed.
                               (Classed Together vs. Classed Separately)
                           ○ Close Authority Record (salmon colored) – (Ctrl+F4)

            ○ Click on Save to DataBase icon.

            ○ Click on Continue, and then Click on OK.

            ○ Click on Get Hldgs [Holdings] icon.

            ○ Adjust 852 field on MFHD by established procedures.            

            ○ Create an Item Record – follow established procedures.

3.         Follow the above steps until all Line Items on the Purchase Order are processed. Then

            

4.      Return to the Voyager Acquisitions Module

        ○ Click on Approve.

        ○  In the Approve dialog box select – Check for Duplicates and Receive on Approve.

        ○  Click on Yes.

        ○  All Line Items are Received Complete     

           

In the Voyager Circulation Module

            ○ Status track material – follow established procedures.

 

Notes:

1.      On June 1, 2006, the Library of Congress implemented a new policy to record all series

Statements as untraced (490-0) and to limit situations in which series will be classed

Together. For further information see - http://www.loc.gov/catdir/cpso/series.html   

2.      To run the 490/440 macro: Mouse click on the grey selection bar to the left of the 490 field.

This should highlight the entire field. As mapped, the key sequence is Alt+4 (490 to 440 macro). This step should leave the cursor at the 2nd indicator, as a reminder to the user to check for a non-filing indicator. Workstations may vary in how to handle the macro. Should you have problems, consult your Manager, Work Leader, or Expert User.

            3.   Follow your department or unit’s instructions on overlaying.