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Sugar-Coated Serials

Sugar-Coated Serials. Streamlining OPAC Serial Displays. The Hard Unsweetened Questions We Asked Ourselves. Questions to Contemplate. What do people really need to see in the OPAC? To check in, or not to check in – that is the [BIG] question! To claim -- or Not

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Sugar-Coated Serials

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  1. Sugar-Coated Serials Streamlining OPAC Serial Displays

  2. The Hard Unsweetened Questions We Asked Ourselves

  3. Questions to Contemplate • What do people really need to see in the OPAC? • To check in, or not to check in – that is the [BIG] question! • To claim -- or Not • How much staff time does this take? • What is the impact of electronic, full-content resources on holdings displays?

  4. The OPAC Display:Who To Consider • What information do Patrons want to see? • What information do Reference Librarians want to see? • What information do Circulation and ILL staff need to do their jobs?

  5. What We Discovered • In a nutshell, no one liked the holdings display of serials • It was confusing and difficult to interpret • Any deviation in checking-in, such as a missed issue, created holdings that were not arranged in an easily-interpreted sequence

  6. The Sweetening Process Begins!

  7. What Did Our OPAC Display Look Like?

  8. Five Examples of Confusing OPAC Displays • Science News:

  9. What was that again? • Library Journal:

  10. Just exactly what do you have? • Scientific American:

  11. So, like, do you have the latest issue or what? • New Yorker:

  12. I need help … • Sports Illustrated:

  13. Brainstorming!

  14. Deciding on Common Language and Style • Numbering examples • Numbering with additional notes • Text holding statements • Abbreviations

  15. Numbering Examples: • v.1 n.3 (2007) – current issue • v.20 (Oct 2001) – current issue • Jun 2001 – current issue • n.216 (2001) – current issue • v.1-10 (1950-1960)“adjacent style” • v.1 (1950) – v.10 (Oct 1960)“separate style”

  16. Number Style with Additional Note: • v.10 (2000) – current issue Current issues routed to staff • v.26 (2008) – current issues Current issue in Leisure Library • v.12-26 (1980-1994) Volume 26 in Reserve Room

  17. Text Holdings Statements: • Current [#] months Example: Current 6 months • Current [#] years Example: Current 3 years • Current issue only • Current issues retained until replaced by microfilm

  18. Abbreviations: • Fall, Win, Sum, Spr • Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec • v. (for volume) • n. (for number)

  19. Consulting Our ManyReference Librarians Will this work? They agreed!

  20. The Sugar-Coating Appears! But first – a basic question must be asked … and answered!

  21. Checking-In: A Habit You’re Not Quite Ready to Break

  22. To Check-In, or Not to Check-In … That is the Question! • How important is it to check-in issues, especially for “pop”-ular titles? • How important is it to check-in issues when a title is available online, full-content? • How will this impact your claiming procedure? (Possible) Solutions: • Habits die hard – checking-in for your own peace of mind, but no public display • “Just the ‘latest,’ ma’am.” • The “Top 10” most fun other things you can do with the extra time if not “checking-in!”

  23. How To Check-In:No OPAC Display – Retain Check-In History • Two boxes need to be modified • Need to be in Serials Control • Click on “Modify Control” • Search for your title • Click on “Modify Control” button at bottom

  24. How To Check-In:No OPAC Display – Retain Check-In History,con’t. • Select the control you want to modify • Click on “Modify Control” – yet again

  25. How To Check-In:No OPAC Display – Retain Check-In History, con’t. • Select “OPAC display” tab • First box: Go to the check box labeled “Automatically update MARC holdings” • Make sure this box is un-checked

  26. How To Check-In:No OPAC Display – Retain Check-In History,con’t. • Go to the “Distribution” tab • Find the column heading “Update holdings” • If there is a “Y,” you will need to edit • Highlight the line you want to edit

  27. How To Check-In:No OPAC Display – Retain Check-In History, con’t. • To edit, click on the icon labeled “Modify A Distribution” (the tablet with a pencil)

  28. How To Check-In:No OPAC Display – Retain Check-In History, con’t. • Second Box: Go to the check box labeled “Update MARC holdings records” • Make sure this box is un-checked as well • Click on “Modify Distribution” button at bottom

  29. How To Check-In:No OPAC Display – Retain Check-In History,con’t. • The Distribution screen, under the column “Update Holdings,” will now show “N”

  30. How To Check-In:No OPAC Display – Retain Check-In History, con’t. • Checked-in issues will be retained under the “Received” tab but will not display in the OPAC

  31. Let’s pause…and catch our breath…… “Outside a dog, a book is man’s best friend. Inside a dog, it’s too dark to read.” Groucho Marx (1890-1977)

  32. “Just the facts, ma’am” (with apologies to Sgt. Joe Friday & Dragnet) How to modify the serial control to display the latest issue(s) only in a note • Need to be checking-in issues • Need to be in Serial Control • Search your title • Select the control you want to modify

  33. Display Latest Issue OnlyIn A Note • Select “OPAC display” tab • Modify as previously discussed so that no issues will be displayed • Find box labeled “Number of most recently arrived issues displayed as a note”

  34. Display Latest Issue Only In A Note, con’t. • Change the “0” to the number you want to display (can be more than one issue) • Click on “Modify Control” button at bottom

  35. Display Latest Issue Only In A Note, con’t. What happens when you check-in: • A 599 note is automatically added to the bibliographic record (example shows multiple library distributions)

  36. Display Latest Issue Only In A Note,con’t. • Each received issue, including special issues, is included in the same entry, separated by semicolons, in the order that it was received. • When the number of issues specified is exceeded, the first receipt is removed and the most recent is listed last. • In multiple library systems, a Recently Arrived note is printed for each defined Library distribution

  37. Display Latest Issue Only In A Note,con’t. • Resulting OPAC display showing multiple libraries

  38. “Top 10” Most Fun Things To Do (with apologies to David Letterman) 10. Shelf read 9. Print out the Sirsi Serials documentation 8. Actually READ the Sirsi Serials documentation 7. Update your procedures manual 6. Explain the differences between: serials, periodicals, and magazines to student workers who have never used a library

  39. “Top 10” Most Fun Things To Do … 5. Reminisce about the old Kardex system 4. Ride on your library’s Segway looking for stray magazines

  40. “Top 10” Most Fun Things To Do … 3. Start listening to “War & Peace” on CD at your desk (w/headphones) 2. Develop art skills using Microsoft “Paint” (next screen, please)

  41. Oh,oh…..these serial people have too much time on their hands!

  42. The Number 1 Fun Thing… • Write a proposal that will require all serials publishers to work in the Serials section of a library – setting up patterns AND dealing with title changes!!!!

  43. Back To Serious Work …

  44. Just Say NO – Deleting The Serials Control (Gasp!) – aka: No Check-In • Consider this option for titles that are more “pop culture” than academic • Consider this option if titles are readily available as full content, online • Easy to do – in Serials Control use the “Delete Control” icon • You can edit the MARC Holdings record to still show a general holdings statement in the OPAC

  45. Deleting A Serial Control • Need to be in Serial Control • Click on the icon “Remove Control”

  46. Deleting A Serial Control, con’t. • Search for the title • Check to make sure it’s the correct record! • Click on “Remove Control” at bottom

  47. Deleting A Serial Control,con’t. • If more than one distribution, this window will appear • Select the distribution you want to delete • Click on “Remove Control”

  48. Deleting A Serial Control,con’t. • The actual control record will appear • Click on “Remove Control” button (again) at bottom

  49. Deleting A Serial Control,con’t. • If the title has issues (not psychologically speaking ) this warning window will appear • Click on “Remove Anyway” to delete the control

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