B3. Holdings Cleanup For Periodicals

1. Enter Voyager
   1. Double click on the Cataloging icon
   2. Enter your Operator Id and Password in lower case
   3. Click on LND Library Cataloging and then click on OK
   4. Double click on the Acquisitions icon
   5. Enter your Operator Id and Password in lower case
   6. Click on LND Serials and then click on OK
2. Displaying the holdings record in Cataloging
   1. From the PO:
      1. Highlight the line item
      2. Click on Line Item in the menu bar
      3. Click MARC
      4. Voyager will switch to the Cataloging Module and retrieve the bibliographic record. Both the Acquisitions and Cataloging Modules must be open and must have been signed on using the same password for this search to work.
   2. From Cataloging
      1. Search title using Journal Title< or ISSN search
      2. Choose title from list if multiple records are retrieved
3. Holdings cleanup for Periodicals (not classified serials)
   1. In order to complete the periodical PO and check-in project in a timely manner, problem holdings recorded in the Excel spreadsheet will be checked and updated later in a separate project. The Excel spreadsheet is located at h:\Cataloging\PeriodicalCleanup.xls. Add the current title in the Title column and record other information as necessary in the appropriate column
   2. Check following in bibliographic record:
      1. 599: beginning holdings match those recorded from bindery rotary files
      2. 590: any incomplete volumes listed match CARL printout
      3. 580: earlier titles - search any earlier titles; if LNDL has any earlier titles, record yes in the appropriate column in the Excel spreadsheet
      4. If there are incomplete volumes or any discrepancies, note information in Excel spreadsheet
   3. Update the following in the holdings record:
      1. Click Get Holdings icon
      2. Use PerMFHD1 macro [ALT+p] to update holdings fields
         1. Update volumes in 866; use multiple 866 fields if there are gaps
         2. Copy incomplete volume information, if any, from 852 or bib record 590 to 866 |z (see example)
         3. Delete original 852 field
         4. Update Leader, Type of Record, to y
      3. Use Per008 macro [CTRL+ALT+p] to update 008; this macro is set for current purchased subscriptions
      4. Note: Information from check-in records does not appear in the holdings record until issues have been collapsed. Collapsing issues, binding, and claiming are not covered in this set of procedures.
      5. Save record to SHARC
      6. Updated holdings example:
      7. Return to the bib record
         1. Click on Window in the menu bar
         2. Click on correct record in list
   4. Update the bib record:
      1. Delete the following fields: 012, 898, 998 (not all records have 012)
      2. For records with 049 of LOYY, also delete: 090, 099, 590, 599 (all fields do not appear in all records)
      3. Save record to SHARC
   5. Other:
1. If the shelving title does not match the bib record 245 title, add the shelving title to the 852 field in a |l (letter l) (For example of shelving title, see: Records of the American Catholic Historical Society of Philadelphia)
2. If there are any additional processing instructions given in the 852, move them to a 583. (For example, see: Beverage World)
3. If you run into any situations not covered here, or if you have any questions, ASK!
4. Put a blue dot (blue marker kept at Kardex) in the upper right corner of the bindery card in the rotary file