Law Serials Pattern Templates

Library Services Procedure Manual R C P Online Resources

updated November 7, 2002

Added copies
ALI/ABA: Annual course materials
Analyzed series: classed together
Analyzed series: not classed together
Annuals
CD-ROM
CFR title covers
Closing Serial Controls
Codes: Replacement vols.
Cumulative pamphlets
Depository
Discards
Irregular publication patterns
Law Reviews/Periodicals
Link to orders
Loose-leaf releases
Monograph supplements/pamphlets
Moving Orders
Multi-part monograph sets
Newspapers
One-Ahead
Pocket parts
Reporters: Advance sheets
Reporters: Bound vols.
Routing
Shepard's: Bound vols.
Shepard's: Unbound suppls.
Serials with Series Enumeration

Serial Control: Reporters (example: LAW-15, LAW-20, LAW-23, LAW-199)
Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control

Create Control: Reporters: Advance sheets <weekly pattern>

*Basic Folder*
Category 1	Continuation
Category 2	Linked

*Patterns Folder*
Label	(V.)
Label	NO.
Limit	52
Chronology type	Date
Publication cycle	Adjust day of week to reflect cover date
Days to wait before claiming	10
Days to wait before subsequent claim	30

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display issues as a note	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1 (or 2)
Number of issues	52
Order history	Link to order

*ExtInfo Folder*
Physform	adv. sheets
Name	If more than 1 control record enter Location

*Get Expected Issues Folder*
Preview expected issues	20
(V.)	Year
NO.	From spine
Chronology	Cover date
Date first prediction	Cover date
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

Return to Table of Contents

Serial Control: Reporters (example: LAW-196, LAW-206, LAW-3725, LAW-6395)

Create Control: Bound vols. <monthly and bimonthly patterns>

*Basic Folder*
Category 1	Continuation
Category 2	SO

*Patterns Folder*
Use Replace Patterns Helper and choose MONTH
Label	V.
Chronology type	Numeration
Publication cycle	For monthly use gadget: 1 a month For bimonthly use gadget: 1 a month, on 1^st and 15^th
Days to wait before claiming	15
Days to wait before subsequent claim	45

*OPAC Folder*
Automatically update MARC holdings	Leave red check
Display issues as a note	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1 (or 2)
Number of issues	12 or 24
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Physform	bound
Name	If more than 1 control record enter Location
Note	insert pull adv. parts flag, location tape, modify item: itype & call

*Get Expected Issues Folder*
Preview expected issues	7 or 13
V.	Fill in from piece
Date first prediction	Month/1/year (and Month/15/year)
Date expected	Date received

*MARC Holdings Link*	Link to existing MARC holdings

Checkin: Bound vols.
1. Insert barcode

2. Item id	Wand in Barcode
Edit Existing Volumes & Call Numbers	Remove space between V. and number, follow other call number policies
	Itype: NONCIRC

3. Put location tape on spine if necessary

Return to Table of Contents

Create Control: Law Reviews/Periodicals (example: LAW-314, LAW-761, LAW-4010)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control
Use Label from title page, cover or table of contents
Publication cycle is usually found in publisher block or subscription block

Create Control: Law Reviews/Periodicals

*Basic Folder*
Category 1	Periodicals
Category 2	SUBS

*Patterns Folder*
Label	Fill in from piece
Chronology type	Fill in fron piece
Publication cycle	Adjust to reflect cover date
Days to wait before claiming	Use system default
Days to wait before subsequent claim	Use system default

*OPAC Folder*
Automatically update MARC holdings	Leave red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	Adjust if more than 1 copy
Number of issues	Same number as limit
Order history	Link to order

*ExtInfo Folder*
Name	If more than 1 control record enter Location
Note	index instructions

*Get Expected Issues Folder*
Preview expected issues	1 more than limit
V.	Fill in from piece
NO.	Fill in from piece
Chronology	Fill in from piece
Date first prediction	Month/1/year
Date expected	Date received

*MARC Holdings Link*	Link to existing MARC holdings

Return to Table of Contents

Create Control: Added copies (example: LAW-156, LAW-213, LAW-3232, LAW-7389)

Added copy LOCATIONS: Law-Archive, Faculty Library, Manning
(Career Services Center example LAW-1954)
Create a separate control record for each location. Use Duplicate Control

Create Control: Added copies

*Basic Folder*
Category 1	Added_Copy
Category 2	Linked

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*ExtInfo Folder*
Name	Enter Location
Note	Manning copy: send to circ to shelve. Do not stamp or label

*MARC Holdings Link*	Do not link to existing MARC holdings

Return to Table of Contents

Serial Control: Newspapers (example: LAW-10, LAW-35, LAW-42, LAW-1196)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control

Create Control: Newspapers <daily, weekly & except ...>

*Basic Folder*
Category 1	Newspaper
Category 2	SUBS

*Patterns Folder*
Label	Fill in from piece
Limit	Fill in from piece
Chronology type	Date
Publication cycle	Adjust day of week to reflect cover date
Days to wait before claiming	Use system default (4 for daily, 10 for weekly)
Days to wait before subsequent claim	30

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	1

*Subscription Folder*
Copies to receive	Adjust if more than 1 copy
Number of issues	Same number as limit
Order history	Link to order

*ExtInfo Folder*
Name	If more than 1 control record enter Location

*Get Expected Issues Folder*
Preview expected issues	30
(V.)	Fill in from piece
NO.	Fill in from piece
Chronology	Fill in from piece
Date first prediction	Cover date
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

Return to Table of Contents

Serial Control: Monograph supplements/pamphlets (example: LAW-3005, LAW-4606, LAW-5284, LAW-7863)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control
For Manning copies see instructions for added copies

Create Control: Supplements

*Basic Folder*
Category 1	Mono-Suppl
Category 2	SO or Fac gift

*Patterns Folder*
Label	SUPPL.
Chronology type	Numeration
Publication cycle	Every 1 year
Days to wait before claiming	60
Days to wait before subsequent claim	90

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Distribution Folder*
Copies expected	Adjust if more than 1 copy
Copies to add to Catalog	1

*Subscription Folder*
Copies to receive	Adjust if more than 1 copy
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Physform	suppl.
Name	If more than 1 control record enter Location
Note	insert outdated to transfer shelf flag, modify item

*Get Expected Issues Folder*
Preview expected issues	3
SUPPL.	Fill in from piece
Date first prediction	1/2/year of suppl.
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

Return to Table of Contents

Serial Control: Codes, etc. Replacement vols.
(Court Rules example LAW-1413, LAW-976)
(Paste-in Supplements example LAW-7695)
(Legislative Service example LAW-1339)
(Interim Annotated Service example LAW-1344)
(Pocket Parts example LAW-1346)
(Cumulative Pamphlet example LAW-1347)
(Bound example LAW-1348)

Create Control: Codes, etc. (Items with ONE prediction ahead created)
Create one prediction if we need to claim from this control record. If there are other control records attached to the title, follow items with no prediction pattern.

*Basic Folder*
Category 1	Continuation
Category 2	SO

*Patterns Folder*
Label	Fill in from piece
Chronology type	Numeration
Publication cycle	Every 3 years
Days to wait before claiming	60
Days to wait before subsequent claim	90

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Physform	bound
Name	If more than 1 control record enter Location
Note	insert outdated to transfer shelf flag, location tape <if necessary>, modify item

*Get Expected Issues Folder*
Preview expected issues	1
(V.)	Fill in from piece
Date first prediction	1/2/year
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

Checkin:
1. Insert barcode

Select Next step Different issue; then Special issue
2 a) According to pattern: Label	Fill in (LIMIT 5 characters)
or
2 b) Special: Enumeration	Fill in (Include labels)
3. Item id	Wand in Barcode

Put location tape on spine if necessary

Or

Create Control: Items with NO predictions created

*ExtInfo Folder*
Physform	bound
Name	If more than 1 control record enter Location
Note	no checkins predicted
Note	insert outdated to transfer shelf flag, insert pull adv. parts flag (if needed), location tape
Do not complete Get Expected Issues Folder

Checkin:
1. Insert barcode

2. Check In Without Prediction
Prediction Information	1
a) According to pattern: Label	Fill in (LIMIT 5 characters)
or
b) Special: Enumeration	Fill in (Include labels): e.g., Ch.815:1/1-499/1-end
3. Item id	Wand in Barcode

4. Put location tape on spine if necessary

Return to Table of Contents

Serial Control: Pocket parts (example: LAW-3942, LAW-4989, LAW-7293, LAW-7736)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control
Create separate control for cumulative pamphlets

Create Control: Pocket parts

*Basic Folder*
Category 1	Upkeep
Category 2	Linked

*Patterns Folder*
Chronology type	year
Publication cycle	1/2/year
Days to wait before claiming	60
Days to wait before subsequent claim	90

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Physform	pocket parts
Name	If more than 1 control record enter Location

*Get Expected Issues Folder*
Preview expected issues	3
Chronology	Year of pocket part
Date first prediction	1/2/year
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

Return to Table of Contents

Create Control: Cumulative pamphlets: No prediction (example: LAW-2109, LAW-3942, LAW-4989, LAW-7293, LAW-7736)

*Basic Folder*
Category 1	Upkeep
Category 2	Linked

*Patterns Folder*
Label	V.
Chronology type	numeration
Publication cycle	1/2/year

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Physform	cumul. pam.
Name	Location
Note	no checkins predicted
Note	location tape. stamp. label. route direct
Note	insert outdated to transfer shelf flag

*MARC Holdings Link*	Do not link to existing MARC holdings

Checkin:
1. Insert barcode

2. Review Special instructions
3. Select checkin without prediction
4. Select Special issue
5. Special Suppl.: Enumeration	Fill in. Include labels V.:SUPPL.: date e.g., V.7:SUPPL.:YEAR
6. Item id	Wand in Barcode

7. Put location tape on spine if necessary

Return to Table of Contents

Serial Control: ALI/ABA (example: LAW-2962, LAW-5236, LAW-6115, LAW-7746)

Create Control: Annual Course materials

*Basic Folder*
Category 1	Continuation
Category 2	SO

*Patterns Folder*
Chronology type	Fill in from piece
Publication cycle	1/2/year
Days to wait before claiming	60
Days to wait before subsequent claim	90

*OPAC Folder*
Automatically update MARC holdings	Leave red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Note	send to binder. checkin comment: pub#

*Get Expected Issues Folder*
Preview expected issues	3
Chronology	Fill in from piece
Date first prediction	1/2/year
Date expected	Date received

*MARC Holdings Link*	Link to existing MARC holdings

Checkin: Bound vols.
1. Insert barcode

2. Item id	Wand in Barcode
Go to Modify Control, Received Folder, Select received issue:
Comment	Publisher's number

3. Put location tape on spine if necessary

Return to Table of Contents

Serial Control: Annuals (example: LAW-6598, LAW-6931, LAW-7912)

Create Control: Annuals

*Basic Folder*
Category 1	Continuation (PLI:Package plan)
Category 2	SO

*Patterns Folder*
Chronology type	year
Publication cycle	1/2/year
Days to wait before claiming	60
Days to wait before subsequent claim	90

*OPAC Folder*
Automatically update MARC holdings	Leave red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Note	Checkin comment: pub# <if needed>
Note	insert outdated to transfer shelf flag <if needed>

*Get Expected Issues Folder*
Preview expected issues	3
Chronology	Fill in from piece
Date first prediction	1/2/year
Date expected	Date received

*MARC Holdings Link*	Link to existing MARC holdings

Checkin: Bound vols.
1. Insert barcode

2. Item id	Wand in Barcode
Go to Modify Control, Received Folder, Select received issue:
Comment	Publisher's number (for PLI)

3. Put location tape on spine if necessary

Return to Table of Contents

Serial Control: Loose-leaf releases (example: LAW-1234, LAW-2673, LAW-3358, LAW-4277, LAW-7597)

Create Control: Loose-leaf releases

*Basic Folder*
Category 1	Looseleaf
Category 2	SO

*Patterns Folder*
Label	Fill in from piece
Chronology type	Fill in from piece
Publication cycle	Adjust to reflect cover date
Days to wait before claiming	Use system default
Days to wait before subsequent claim	Use system default

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Physform	looseleaf
Name	Location <if necessary>
Note	checkin comment: replacement note

*Get Expected Issues Folder*
Preview expected issues	1 more than limit
V.	Fill in from piece
Date first prediction	Cover date
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

Return to Table of Contents

Serial Control: Shepard's Citations (example: LAW-77, LAW-145, LAW-159, LAW-161)

Create Control: Unbound suppls.

*Basic Folder*
Category 1	Upkeep
Category 2	SO

*Patterns Folder* Choose Patterns Gadget Semimonthly
Label	V.
Label	NO.
Limit	24
Chronology type	Date
Days to wait before claiming	10
Days to wait before subsequent claim	45

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	24
Order history	Link to order

*ExtInfo Folder*
Physform	unbound suppl.
Name	route
Note	includes gold, red & blue soft cover vols. & white adv. sheets
Note	route: kelly

*Get Expected Issues Folder*
Preview expected issues	24
V.	Fill in from piece
NO.	Fill in from piece
Chronology	Cover date
Date first prediction	Cover date
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

At checkin, if the issue is published in parts, modify first prediction and add pt. Add special issue for subsequent parts.

Return to Table of Contents

Serial Control: Shepard's bound vols. (example: LAW-232, LAW-1328)

Create Control: No prediction

*Basic Folder*
Category 1	Continuation
Category 2	SO or Linked
Call number	Leave ":" <colon> after ed. & date

*Patterns Folder*
Label	SUPPL.
Chronology type	numeration
Publication cycle	Every 3 years; adjust month to Jan.
Days to wait before claiming	60
Days to wait before subsequent claim	90

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Physform	bound
Note	no checkins predicted
Note	insert pull adv. parts flag <if needed>, insert outdated to transfer shelf flag, modify item

*MARC Holdings Link*	Do not link to existing MARC holdings
Do not complete Get Expected Issues Folder

Checkin:
1. Insert barcode

2. Check In Without Prediction
Prediction Information	Special
Type	Suppl.
Enumeration	Fill in. Include label Suppl. e.g. SUPPL.:1998/1999:PT.1
3. Item id	Wand in Barcode

Put location tape on spine if necessary

Return to Table of Contents

Serial Control: Multipart monograph sets

1. Pocket parts (example: LAW-538, LAW-1411)

*Basic Folder*
Category 1	Continuation
Category 2	Linked

*Patterns Folder*
Chronology type	Year

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Physform	pocket parts
Name	Location <if necessary>
Note	check pocket parts rec'd against vols

*Get Expected Issues Folder*
Preview expected issues	3
Chronology	Year of pocket part
Date first prediction	1/2/year
Date expected	Date received

*MARC Holdings Link*	Do not link to existing MARC holdings

2. Cumulative pamphlets: No prediction (example: LAW-539, LAW-3682)

*Basic Folder*
Category 1	Continuation
Category 2	Linked

*Patterns Folder*
Label	V.
Chronology type	numeration
Publication cycle	Every 1 year

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Physform	cumul. pam.
Name	Location <if necessary>
Note	no checkins predicted
Note	location tape. stamp. label. send direct
Note	insert outdated to transfer shelf flag

*MARC Holdings Link*	Do not link to existing MARC holdings
Do not complete Get Expected Issues Folder

Checkin:
1. Insert barcode

2. Review Special instructions
3. Select checkin without prediction
4. Select Special issue
5. Special Suppl.: Enumeration	Fill in. Include label V.:PAM.:date e.g. V.7:PAM.:YEAR
6. Item id	Wand in Barcode

Put location tape on spine if necessary

3. Replacement vols.: No prediction (example: LAW-566, LAW-1412)

*Basic Folder*
Category 1	Continuation
Category 2	SO

*Patterns Folder*
Label	V.
Chronology type	numeration
Publication cycle	Every 3 years

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Select Next Step Modify Dist.
Copies to add to Catalog	1

*ExtInfo Folder*
Physform	bound
Name	Location <if necessary>
Note	insert outdated to transfer shelf flag, location tape <if necessary>, modify item, no checkins predicted

*MARC Holdings Link*	Do not link to existing MARC holdings
Do not complete Get Expected Issues Folder

Checkin:
1. Insert barcode

2. Review Special instructions
2. Select checkin without prediction
4. Select According to Pattern
5. Fill in box	e.g. 24A
6. Item id	Wand in Barcode

Put location tape on spine if necessary

Return to Table of Contents

Serial Control: Depository (example: LAW-212, LAW-213, LAW-214, LAW-7871)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control
Use Label from title page, cover or table of contents
Orders are not created for Federal Depository or California Depository materials

Create Control: Depository <weekly, monthly, etc....>

*Basic Folder*
Category 1	Continuation OR Subscrpt
Category 2	FED_DEP or CA_DEP

*Patterns Folder*
Label	Fill in from piece
Chronology type	Fill in fron piece
Publication cycle	Adjust to reflect cover date
Days to wait before claiming	Use system default
Days to wait before subsequent claim	Use system default

*OPAC Folder*
Automatically update MARC holdings	Leave red check
Display __ most recently arrived	0 <set to 0 if necessary>

*Subscription Folder*
Copies to receive	Adjust if more than 1 copy
Number of issues	Same number as limit
Order history	Link to vendor (FDLP or CA DEPOSITORY)

*ExtInfo Folder*
Name	If more than 1 control record enter Location, if more than one copy note the copy number and source (e.g. c.1 depository)
Note	index instructions

*Get Expected Issues Folder*
Preview expected issues	1 more than limit
V.	Fill in from piece
NO.	Fill in from piece
Chronology	Fill in from piece
Date first prediction	1/2/year (or Month/1/year)
Date expected	Date received

*MARC Holdings Link*	Link to existing MARC holdings

Checkin: Bound vols.
1. Insert barcode

2. Item id	Wand in Barcode
Edit Existing Volumes and Call Numbers	Remove space between V. and number, follow other call number policies

3. Put location tape on spine if necessary

Return to Table of Contents

Serial Control: CD-ROM (example: LAW-6919, LAW-7321, LAW-7357, LAW-7843)

If the disk is going to be a regular supplement or component of a title, then a separate control record should be created for recording its receipt
Use Label from cover

Create Control: CD-ROM

*Basic Folder*
Category 1	CD-ROM
Category 2	LINKED (if second control)

*Patterns Folder*
Label	Fill in from piece
Chronology type	Fill in fron piece
Publication cycle	Every 3 years (if no frequency)

*OPAC Folder*
Automatically update MARC holdings	Remove red check

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Physform	CD-ROM
Note	no checkins predicted (if no frequency)
Note	write call letters on a post-it and route to Processing

*Get Expected Issues Folder*
Preview expected issues	1 more than limit
V.	Fill in from piece
NO.	Fill in from piece
Chronology	Fill in from piece
Date first prediction	1/2/year (or Month/1/year)
Date expected	Date received

Disks with loose-leafs should be sent out to the loose-leafing/shelving staff with the accompanying release or issue. Serials staff is not responsible for checking to see if there are previously received disks, pockets in binders, etc. The loose-leafing/shelving staff will be responsible for coordinating with Cataloging any changes needed in title records, MARC holdings and the physical processing of disks.

Return to Table of Contents

Serial Control: Analyzed Series classed together (example: LAW-4549, LAW-6623, LAW-5713, LAW-7569, LAW-7971)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control
Use Label from title page, cover or table of contents

Create Control: Analyzed Series classed together

*Basic Folder*
Category 1	ANALS
Category 2	SO

*Patterns Folder*
Label	Fill in from piece
Chronology type	numeration
Publication cycle	Every 3 years (if no frequency)

*OPAC Folder*
Automatically update MARC holdings	Leave red check

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Name	analyzed series
Note	no checkins predicted (if no frequency)
Note	inside call, route to acquisitions

Return to Table of Contents

Serial Control: Analyzed Series not classed together (example: LAW-2561, LAW-5080, LAW-6332, LAW-7470, LAW-7745, LAW-8001)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control
Use Label from title page, cover or table of contents

Create Control: Analyzed Series not classed together

*Basic Folder*
Category 1	ANALS
Category 2	SO

*Patterns Folder*
Label	Fill in from piece
Chronology type	numeration
Publication cycle	Every 3 years (if no frequency)

*OPAC Folder*
Automatically update MARC holdings	Remove red check

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*Distribution Folder*
Holding code	LAW-TEC-H

*ExtInfo Folder*
Name	analyzed series
Note	no checkins predicted (if no frequency)
Note	send to acquisitions

Return to Table of Contents

Serial Control: Serials with Series Enumeration (example: LAW-189, LAW-1829, LAW-3070, LAW-3157)

Multiple copies can be on one control record if in a single location
Create a separate control record for each location. Use Duplicate Control

Create Control: Serials with Series Enumeration

*Basic Folder*
Category 1	CONTIN
Category 2	SO

*Patterns Folder*
Label	2ND_SER.:V. (3RD_SER.:V., etc.)
Chronology type	Numeration
Publication cycle	Fill in from piece

*OPAC Folder*
Automatically update MARC holdings	Follow policies

*Subscription Folder*
Copies to receive	1
Number of issues	1
Order history	Link to order

*ExtInfo Folder*
Note	Modify item: call

*Get Expected Issues Folder*
Preview expected issues	3
Numeration	Fill in from piece
Date published	Follow policies
Date expected	Date received

Checkin: Bound vols.
1. Insert barcode

2. Item id	Wand in Barcode
Edit Existing Volumes and Call Numbers	Replace underscore with space, follow other call number policies

3. Put location tape on spine if necessary

Return to Table of Contents

Serial Control: Discards
ABC pol sci, California Arts Council (LAW-619)
News release (LAW-805)
For a single part of a set that is discarded, see Lloyd's law reports (LAW-521)

Create Bibliographic Record

Title/bibliographic defaults
Format	Serial
Entries	template
Add 006 for	none

Call number/Volume defaults
Library	LAW
Class scheme	ALPHANUM

Copy defaults
type	UNKNOWN
home location	SHADOW

Bibliographic Information
022 0_	ISSN (Format: ####-#### or ####-###X)
110	Corporate author.
245 00	Title (no initial article)

Create Control: Discards

Library for new serial	LAW-TEC-H
*Basic Folder*
Status	Unknown
Category 1	Unknown
Category 2	Unsolicited

*Patterns Folder*
Chronology type	Year
Publication cycle	Triennial
Automatic prediction of checkins	Remove red check
Days to wait before claiming	0
Days to wait before subsequent claim	0

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display __ most recently arrived	0 <set to 0 if necessary>

*ExtInfo Folder*
Physform	discard (or send to Green)
Note	do not check in

*MARC Holdings Link*	Do not link to existing MARC holdings
Do not complete Get Expected Issues Folder

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Serial Control: Irregular Publication Patterns (example: LAW-6185, LAW-6557)

Create Control: Use for publications with cover dates or receipt patterns that do not fit established patterns, for example, legislative services, interim annotation services, etc.

Example: Publication has cover dates of March and October. Since they are not 6 months apart, select a publication pattern of semiannual; then set up with a yearly frequency.

Patterns Folder

Select publication cycle gadget

Select change

Change month to YEAR

Change 6 to 1

Select March and October (now bold text)

Select DAY OF month (1 is already highlighted)

Select OK

Changes are reflected in publication cycle

Example: Publication is issued 3 times a month for August, September, October. Since they have an unusual publication cycle, select publication pattern 3 times a month; then set up with a yearly frequency.

Patterns Folder

Select publication cycle gadget

Select change

Change month to YEAR

Keep 1

Select August, September, October (now bold text)

Select DAY OF month (1, 15, 28 highlighted)

Select OK

Changes are reflected in publication cycle

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Serial Control: One-Ahead (example: LAW-1887)

Create Control: One-Ahead

*Patterns Folder*	Choose Fill in Patterns Gadget
Label	Fill in from piece
Chronology type	Fill in from piece
Publication cycle	Adjust to reflect cover date
Days to wait before claiming	Use system default
Days to wait before subsequent claim	Use system default

*ExtInfo Folder*
Note	One-ahead. Predict next issue after receipt.
Note	note best estimate of frequency

*Checkin wizard*
	Follow checkin without prediction to check in all issues, create one unreceived prediction

Before you are done with the record:
Create one more prediction record that represents your best guess at what the next issue will be.
This is the most important part of the process. Without this information, the title will not trigger claims, and it could lapse.
Absolutely always remember to do this step.

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Serial Control: Closing Serial Controls

Close serial control

*Basic Folder*
Status	CANCELLED, CEASED, TIL CHNG, etc.

*Patterns Folder*
allow automatic prediction of issues	Remove red check

*OPAC Folder*
Automatically update MARC holdings	Remove red check
Display issues as a note	0 <set to 0 if necessary>

*MARC Hldgs Folder*	edit holdings
	Remove the linking number (e.g. \|=1234)
	Remove any patterns lines (853) and recently arrived lines (863)

*Subscription Folder*
Order history	Remove Order History
*Expected Folder*	Remove predictions
*Routing Folder*	Remove routings

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Serial Control: Moving Orders

Serial Control: Moving Orders

	Item Search and Display, detailed version of the previous title

*Orders Folder*	Edit current fiscal year Line 1 order
	Type/copy & paste Item ID of new title into the corresponding field of Line Item Info
	Repeat with any applicable payment lines

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Serial Control: Checkin CFR covers
Use this pattern for Covers that are issued when there are no amendments promulgated for the title in the volume. There is a "Note" to this effect on each piece

Checkin:

1. Select checkin without prediction
2. Select Special
3. Enumeration: Fill in box	e.g. TIT.29:PT.500/889(2000):COVER
4. Item id	AUTO

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Serial Control: Link to Orders

No ISSN

*Subscription Folder*
Copies to receive	Fill in
Number of issues	Fill in from pattern
Order: Adding a new order: From Item Search & Display Wizard Order Folder
Fiscal Year	Adjust to Current FY
Order ID	Fill in from Wizard
Line item	1

With ISSN

*Subscription Folder*
Copies to receive	Fill in
Number of issues	Fill in from pattern
Order: Adding a new order: From Item Search & Display Wizard Order Folder
Fiscal Year	Adjust to Current FY
Order ID	Fill in from Order history
Line item	Adjust to 1

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Create Control: Routing
Complete the Routing Folder in Create Control; and
Follow the steps below

*ExtInfo Folder*
Name	route

*Routing Folder*
	Create routing, Select copy number, rank and either type in user id (2M#) or browse through the list

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