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SKILLS: Periodical Linking and Serial Control Skills Checklist

Updated March 2015

serials technotes | general skills | email/list info


Basic Requirements for all libraries (including those not using serials control)

  1. Know the General Skills and be signed up for the appropriate distribution list - WYLD email lists.
  2. Know how to access the WYLD Technotes for Cataloging and Serials.
  3. Know how to identify the appropriate serials record to attach holdings. This includes knowing how to distinguish between serials and monographic records, knowing how to distinguish between duplicate serial records, and knowing how to distinguish between open vs. closed serial records. See Technote 006
  4. Know how the WULP ("Magazines in Wyoming Libraries") list is generated from the MARC Holdings record (summary holdings statements)
  5. Know how to add, maintain, and remove MARC Holdings statements for serials using the Modify Title cataloging wizard. See Technote 098
  6. Know how to link individual periodical issues to serial bibliographic records using a base call number, subfield z within a call number, and the LCPER Class Scheme so issues will sort in reverse order.
  7. Know how to remove discarded, lost or damaged periodical item barcodes from bibliographic records.
  8. Know how to create and remove OnTheFly circulation records for periodical single issues.
  9. Know how to run the OnTheFly report for finding your library's OnTheFly bibliographic records. See Technote 100
  10. Know how to interpret and act on the information within the quarterly "Over 60 Issues" email sent to notify your library of serial titles to which an excessive number of barcodes are linked. See Serials Maintenance
  11. Know how to access context sensitive online helps.
  12. Know when to contact the WYLD Office.


Minimum Requirements for libraries using Serials Control

  1. Know how to set up Serials Properties. See Serials Properties technote
  2. Know how to search for established serial control records for your specific library by limiting search to periodical title, control ID or ISSN.
  3. Know how to check in predicted periodical issues using "Check In Serials Issue" wizard.
  4. Know how to check in unpredicted periodical issues when item does NOT match generated predictions or has no predictions using "Check IN Issues of a Serial" wizard.
  5. In the Expected Issues folder, be able to use the Generate Predictions Helper to create more than a single prediction. Know how to edit predictions.
  6. Know how to maintain and remove MARC Holdings records when the serials control record has been removed. See Technote 004 and Technote 098


Intermediate Requirements for libraries using Serials Control

  1. Know how to establish a serial control record for a library using "Create a Serial Control" wizard. Understand the important elements of each folder in the serials control record. See Creating a Serials Control Record in Java Workflows
  2. Know how to edit serials control records, correct check in errors and replace patterns. Be able to clean-up received issues by removing from that folder old received issues.
  3. Know how to notify supervisor or WYLD Office to maintain serial bibliographic records when titles change or cease publication.


Expert Requirements for libraries using Serials Control

  1. Know how to remove a serial control record using "Remove a Serial Control" wizard.
  2. Know how to remove Marc Holdings summary holdings statements and copy records for barcoded items associated with the serial.
  3. Understand and manage the routing processes, if your library chooses to use this feature.
  4. Know what steps to take to perform annual maintenance on serials controls records, MARC holdings records, and linked item records so these all provide an accurate representation of what serial titles and issues your library owns.
  5. Understand and manage the claiming process and reports. See Reports Skills Checklist
  6. Know how to access and use all Reports Wizards related to serials.
  7. Know how to remove relevant "most recently arrived issues 599 notes" from the bibliographic record.
  8. Know how to maintain serial bibliographic records when titles change or cease publication. (Report changes to a supervisor or the WYLD Office if you don't have the knowledge to modify the bibliographic serial record.)
  9. Know how to use the SirsiDynix customer resources via the SD Support Center. Email Brian Greene, WYLD Program Manager at brian.greene@wyo.gov for access.


Recommended Serials Reports for libraries using Serials Control

  1. Prediction As Late (Issuelate) Report
  2. Serial Claim Notice (Serclaimntc) Report
  3. List of Your Library's Serial Control Records (Serctllst) Report


All Checklists
acquisitions | cataloging | circulation | Director's Station | Enterprise Catalog | interlibrary loans | online resources (databases)
reports | reserves | searching Workflows (Technote 17) | serials


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