Serials Catalog Recon Problem Resolution Instructions

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Serials Catalog Recon
Problem Resolution Instructions

Flags for SML Locations:

Problem (Sky Blue)	Resolution
Not Converted: Analytics Not Converted Non-Roman Not Converted	Analytics: If the card is marked “Analyzed,” pull the flag and file the card back in the box If the card is not marked “Analyzed,” pull the flag, photocopy and re-file the card Non-Roman: Photocopy and re-file the card; put the photocopy in the appropriate language folder
Holdings Already Set	Search the record in Voyager If the appropriate full-level record is found, create a MFHD to add the holdings accordingly If the full-level record is not found, bring in a matching record from OCLC, and create the appropriate MFHD record
Matching Error	Verify that the correct bibliographic and MFHD records are in Voyager, and then delete the error record and its associated MFHD record
Please Verify: Copy Holdings Volume Holdings Location/Call Number	Copy Holdings: Make sure that the MFHD record is correct in Voyager Volume Holdings: Make sure that the holdings are correct in the MFHD record Location/Call number: Make sure that the location and call number are correct in the MFHD record
Relink: Provisional level	Search by call number to bring up both the provisional and full level records in Voyager Verify that they represent the same title Re-link the item record(s) from the provisional record to the full level record Delete the re-linked provisional record
Questionable: Provisional level	Make sure that all items represented by the card are represented by appropriate full level bibliographic and MFHD records in Voyager Re-link items as necessary from the provisional record to the full-level record
Questionable: Full level	Search Voyager to determine if items represented by the card are already converted on another full level record If they are already converted in Voyager, further compare the questionable and the converted full level records. Based on the comparison, perform one of the following: Delete the questionable record if the two records represent the same title Remove the flag from the card if the two records represent different titles If they are not converted in Voyager, compare this record with the card and determine if this record can be used to represent the card. If it can be used, create an appropriate MFHD record for the card If it can not be used, bring in an appropriate bibliographic record from OCLC and create a MFHD record as necessary

Flags for Science Locations:

Problem (Green)	Resolution
ORBIS Record: No holdings	Count the flag on a statistics sheet and file the card in boxes marked for Science Libraries holdings
Record Converted: No holdings	Count the flag on a statistics sheet and file the card in boxes marked for Science Libraries holdings
Not Converted: Non-Roman Dashed-on Microform	Non-Roman: Photocopy and then file the card back; put photocopy in the appropriate language folder Dashed-on: Determine if the dashed-on item should be converted on a separate bibliographic record If yes, transfer a matching record from OCLC or RLIN, or create a new record in Orbis for the dashed-on item. Create a MFHD record and re-link items as necessary If no, add a 590 note on the bib record for the dashed-on item, create a MFHD record, and re-link items as necessary Microform: Leave card tipped up in box for reviser
Holdings already set:	Search the record in Voyager If a matching full-level record is found, create a MFHD record for the card, and re-link items as necessary If no matching record is found, bring in the bibliographic record from OCLC, create a MFHD record for the card, and re-link items as necessary
Matching Error	Verify that the correct bibliographic and MFHD records are in Voyager, and then delete the error record and its associated MFHD record
Please Verify: Copy Holdings Location/Call Number	Copy Holdings: Make sure that the MFHD record is correct in Voyager Location/Call number: Make sure that the location and call number are correct in the MFHD record
Relink: Provisional level	Search by call number to bring up both the provisional and full level records in Voyager Verify that they represent the same title Re-link the item record(s) from the provisional record to the full level record Delete the re-linked provisional record
Questionable: Provisional level	Make sure that all items represented by the card are represented by appropriate full level bibliographic and MFHD records in Voyager Re-link items as necessary from the provisional record to the full-level record Delete the re-linked provisional record
Questionable: Full level	Search Voyager to determine if items represented by the card are already converted on another full level record If they are already converted in Voyager, further compare the questionable and the converted full level records. Based on the comparison, perform one of the following: Delete the questionable record if the two records represent the same title Remove the flag from the card if the two records represent different titles If they are not converted in Voyager, compare this record with the card and determine if this record can be used to represent the card. If it can be used, create an appropriate MFHD record for the card If it cannot be used, bring in an appropriate bibliographic record from OCLC and create a MFHD record as necessary

Flags for Social Science Locations:

Problem (Green)	Resolution
ORBIS Record: No holdings	Count the flag on a statistics sheet and file the card in boxes marked for Social Science Libraries holdings
Record Converted: No holdings	Count the flag on a statistics sheet and file the card in boxes marked for Social Science Libraries holdings
Not Converted: Non-Roman Dashed-on Microform	Non-Roman: Photocopy and then file the card back; put photocopy in the appropriate language folder Dashed-on: Determine if the dashed-on item should be converted on a separate bibliographic record If yes, transfer a matching record from OCLC or RLIN, or create a new record in Orbis for the dashed-on item. Create a MFHD record and re-link items as necessary If no, add a 590 note on the bib record for the dashed-on item, create a MFHD record, and re-link items as necessary Microform: Leave card tipped up in box for reviser
Holdings already set:	Search the record in Voyager If a matching full-level record is found, create a MFHD record for the card, and re-link items as necessary If no matching record is found, bring in the bibliographic record from OCLC, create a MFHD record for the card, and re-link items as necessary
Matching Error	Verify that the correct bibliographic and MFHD records are in Voyager, and then delete the error record and its associated MFHD record
Please Verify: Copy Holdings Location/Call Number	Copy Holdings: Make sure that the MFHD record is correct in Voyager Location/Call number: Make sure that the location and call number are correct in the MFHD record
Relink: Provisional level	Search by call number to bring up both the provisional and full level records in Voyager Verify that they represent the same title Re-link the item record(s) from the provisional record to the full level record Delete the re-linked provisional record
Questionable: Provisional level	Make sure that all items represented by the card are represented by appropriate full level bibliographic and MFHD records in Voyager Re-link items as necessary from the provisional record to the full-level record Delete the re-linked provisional record
Questionable: Full level	Search Voyager to determine if items represented by the card are already converted on another full level record If they are already converted in Voyager, further compare the questionable and the converted full level records. Based on the comparison, perform one of the following: Delete the questionable record if the two records represent the same title Remove the flag from the card if the two records represent different titles If they are not converted in Voyager, compare this record with the card and determine if this record can be used to represent the card. If it can be used, create an appropriate MFHD record for the card If it cannot be used, bring in an appropriate bibliographic record from OCLC and create a MFHD record as necessary

Flags for Other Locations:

Problem (Lavender)	Resolution
ORBIS Record: No holdings	Count the flag on a statistics sheet and file the card in boxes marked for Other Libraries holdings
Record Converted: No holdings	Count the flag on a statistics sheet and file the card in boxes marked for Other Libraries holdings
Not Converted: Non-Roman Dashed-on Microform	Non-Roman: Photocopy and then file the card back; put photocopy in the appropriate language folder Dashed-on: Determine if the dashed-on item should be converted on a separate bibliographic record If yes, transfer a matching record from OCLC or RLIN, or create a new record in Orbis for the dashed-on item. If no, add a 590 note on the bib record for the dashed-on item, create a MFHD record, and re-link items as necessary Microform: Leave card tipped up in box for reviser
Holdings already set:	Search the record in Voyager If a matching full-level record is found, create a MFHD record for the card, and re-link items as necessary If no matching record is found, bring in the bibliographic record from OCLC, create a MFHD record for the card, and re-link items as necessary
Matching Error	Verify that the correct bibliographic and MFHD records are in Voyager, and then delete the error record and its associated MFHD record
Please Verify: Copy Holdings Location/Call Number	Copy Holdings: Make sure that the MFHD record is correct in Voyager Location/Call number: Make sure that the location and call number are correct in the MFHD record
Relink: Provisional level	Search by call number to bring up both the provisional and full level records in Voyager Verify that they represent the same title Re-link the item record(s) from the provisional record to the full level record Delete the re-linked provisional record
Questionable: Provisional level	Make sure that all items represented by the card are represented by appropriate full level bibliographic and MFHD records in Voyager Re-link the items, if any, from the provisional record to the full-level record Delete the re-linked provisional record

Additional Flags Used by OCLC for All Locations:

Problem (Lavender)

Resolution

Not Converted:

   Dashed-on
   Non-Roman
   Microform

No Location/No Call Number
Copy/Copies #______
   Other (Undocumented locations)

Dashed-on:

Determine if the dashed-on item should be converted on a separate bibliographic record
If yes, transfer a matching record from OCLC or RLIN, or create a new record in Orbis for the dashed-on item.
If no, add a 590 note on the bib record for the dashed-on item, create a MFHD record, and re-link items as necessary.

Non-Roman:

Photocopy and then file the card back in box

File the photocopy in the appropriate language folder

Microform:

Leave card tipped up in box for reviser

No Location/No Call Number:

Photocopy and then refile the card

Other:

Consult the reviser
For cards stamped with the following locations make a photocopy of the card(s) and file the copy in a folder marked "Undocumented locations:"
- Doc.Rm.
- Historical MSS Room
- Microprint 8 (1, 4, 7, 12, 13, 15)
- Microfilm N class no. (Film N1307)
- Serials Division -- Catalog Dept.
- Uncat. File

Problem (Yellow)	Resolution
Holdings already set:	Search the record in Voyager If a matching full-level record is found, create a MFHD record for the card, and re-link items as necessary If no matching record is found, bring in the bibliographic record from OCLC, create a MFHD record for the card, and re-link items as necessary

Problem (Pink)	Resolution
Relink: ORBIS record Provisional - Level	Search by call number to bring up both the provisional and full level records in Voyager Verify that they represent the same title Re-link the item record(s) from the provisional record to the full level record Delete the re-linked provisional record

Problem (Orange)	Resolution
Error Notification Editing Error Matching Error Capture Error	Editing Error: Verify that the correct bibliographic and MFHD records are in Voyager, and then delete the error record and its associated MFHD record Matching Error: Leave card tipped up in box for reviser Capture Error: Verify that the correct bibliographic and MFHD records are in Voyager, and then delete the error record and its associated MFHD record

Problem (Beige)	Resolution
Information Converted Not Converted OCLC # Comments	Use your judgment and/or consult the reviser

Flags in Extension Boxes:

Problem	Resolution
SKIP - SML LOS (Orange) RLIN JACKPHY	RLIN: In general, this option should not be marked If it is marked, check the record in ORBIS to make sure that there is a correct MHLD record created JACKPHY: Photocopy and then re-file card in the box File the photocopy in appropriate language folder
SKIP - SCI LOS (Yellow) RLIN JACKPHY	RLIN: Take statistics Check the card holdings in ORBIS If there is already a MHLD record attached, pull flag and file card back in the box If there is no MHLD attached, move the card into boxes marked for Science Libraries JACKPHY: Photocopy and then re-file card in the box File the photocopy in appropriate language folder
SKIP - SOC LOS (Light Yellow) RLIN JACKPHY	RLIN: Take statistics Check the card holdings in ORBIS If there is already a MHLD record attached, pull flag and file card back in the box If there is no MHLD attached, move the card into boxes marked for Social Science Libraries JACKPHY: Photocopy and then re-file card in the box File the photocopy in appropriate language folder
SKIP - Other LOS (Brick red) RLIN JACKPHY	RLIN: Take statistics Check the card holdings in ORBIS If there is already a MHLD record attached, pull flag and file card back in the box If there is no MHLD attached, move the card into boxes marked for Other Libraries JACKPHY: Photocopy and then re-file card in the box File the photocopy in appropriate language folder

© 2002 Yale University Library
Last revision: 17 June 2004
Contact: Dajin Sun
URL: http://www.library.yale.edu/catman/serials/serprblemres1.html

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