Serials (EJ) & Database Acquisitions Workflow Template: ADD TITLE

ADDING TITLE:

ACQ Order Bibl Record:

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Add SIRSI PO (one-time fees):

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Add Sirsi PO# & Subs start date to CORAL Order Number:

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ACQ Order notes:

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Update Serials Subscription Add List:

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Record databases (RAS/EBS) on monthly stats:

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Add 899 code to CORAL Cataloging section:

Serials & Database Acquisitions Workflow Template: CLOSE

CLOSING TITLE:

Reason and authorization to close title:

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Vendor notified:

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Close SIRSI POs (subs or hosting fees):

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ACQ Order Notes:

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CLOSE PRINT+ELECTRONIC SERIAL SUBSCRIPTION template

Authorized by: (initials/date/reason)

Cancel - subscription end date:                                     

Ceased/Discontinued as of:                           Source:

Previous physical holdings:

Decision about discarding physical holdings (including discard date for retained issues):

ACQ cancellation notes:

Alternate access:    

Cancel order and notify vendor:  (initials/date)                            

Vendor and/or Vendor title no.:

Close SIRSI order(s)(for all order years add journal title and ISSN to VENDTIDESC; and Date Loaded):

Serials Bindery Assistant:

Add note to Serials Control Physical Form: Dropped with vol/issue/date

Add to Drop list                  

Modify/close Serials Control (SIRSI) (If title will be purged, delete the serials control)     

Pull issues & shelf label/box (after last issue received)

Modify title in automated bindery program (notify Stacks Maintenance if shifting is needed):                        

Bind Issues                                    

Remove from retention list   

Discard issues for purged titles

                        Modify microform dummy: