1. Moving Serial issue/items from one Bib record to another
Please begin in the Cataloging module; you may open the Cataloging module by clicking on the “MARC” icon at
bottom of screen; you will now have two windows open; Cataloging and Serials
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2. Search for the two titles you need to change; if there was a name change, even if the titles have different
names, they are tied together with an 7XX field so they will file together if you use the browse function;
highlight your titles and then send to “show” menu to double check your titles
Notice the
number “2”
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3. You can choose both titles by holding down the “Control”/”Ctrl” key; notice they are both highlighted; then
send them to the Cataloging function
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4. Both of your titles are now in the Cataloging function; notice the “Edit Records” area to the far left; in order to
see/edit both titles you will need to split the screen, this will aid in moving the items from one title to the
other; click the icon that looks like an open book
The open book icon
is the split screen
Both system
numbers are listed
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5. After the screen is split you will want to populate each screen with a title; click inside the empty square; notice
that it is outlined in red; then click on the system number of the “other” (which is the one not highlighted) title
on the Edit Records area
RED
square
Click on system number
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6. In order to move issue/items from one title to another, several changes need to be made in the Serials module
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7. Click on the title that has the issue/items that need to be moved; (notice it is not grey and is surrounded by
the red line); then “push” your title to the Acq/Serials module (doing it the following way saves you from
searching for you title (again) in the serials module)) by clicking the four triangle icon at the top of the Aleph
screen (not the bottom)
Acq/Serials
module
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8. As you know there are many ways to get into the Serials module; from this screen I usually click the “stack” icon
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9. Once in Serials you need to be in the Item List; click on TAB 6, this shows you what holding record your
issue/item is linked to as well as the Holding Record number; then click on the Global Changes button
1) Item List
2) HOL Links Tab
4) Holding Record number
5) Global Changes
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3) Linked
10. Before you can move serial issue/items you need to “unlink” the issue/item from the holdings records and also
remove the subscription number (basically unlinking the issue/item from the subscription); all of those things
can be done globally
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11. Remove the information from the fields you do not wish to change; in this case you need to change the HOL
Link, Copy Number , and Subscription No.; use the “default” arrival date; the number of the digits IS important;
CLICK “OK” when finished
01/01/1900
00000
000000000 0
01/01/1900
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12. Issue/items are now “unlinked” and the subscription number is now “0” (basically unlinked); now the
issue/items are ready to be moved to the “other” title
No check means “unlinked”
Subscription information is found on TAB 4
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14. In order to move the issue/items you MUST be in the “Overview Tree” View
Overview Tree
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15. Notice that the issue/items to be moved are no longer in a HOLding record but are listed under ITEMS (because
we unlinked them); you can’t move items to a HOLdings on a different record you must move them to the items
area on the “other” record
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16. Highlight the barcode you wish to move (each one needs to be done separately); drag and drop to the ITEMS
area of the title you wish the issue/items to reside in; you will then see “TREE item” dialogue box; click yes
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18. When all issue/items have been moved to the new record, you will see “No ITEMS” available on the old record;
on the “new” record you will see two different types of issue/items, HOLding record (linked) issue/items and
ITEMS (unlinked) issue/items; now back to the Acq/Serials module; you need to “push” the new record/title by
clicking the “serial” icon at the TOP
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19. Make sure you click/highlight one of the issue/items you moved; go to TAB 6 HOL Links and record the Holding
Record number of the new record; notice also that the moved issue/item is not linked to it; notice also that the
collection code may be different than the collection code of the new record; to get the Global Changes
dialogue box remember to click Global Changes
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20. Remove anything that populates fields that you do NOT wish to change; click OK when all changes have been
made; confirm that you want the changes to be performed
You may need to change
the Collection Code
Default date
01/01/1900
The HOL Link MUST have 9 digits; even though the Holding The new subscription number
Record shows no “0’s”; whatever you put into the HOL Link may not always be “1” check
there must be added zeros to make up 9 digits your subscriptions to confirm
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21. Your issue/items are now linked to the correct Holding Record, subscription and Bib record
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