Administration

• Procedure for Serials Unit mail
• Student tasks (Serials and Processing)

Checkin of Serials and Checkin Record Maintenance

• Periodicals checkin
• Handling unidentified receipts (aka "mystery titles")
  • Download Mystery Title Slip [.doc]
• Monthly count of pieces checked in
• Checkin record codes
• Item locations and spine label prestamps
• Serials with split locations [6/2003, rev.2/2009]

Claming

• Claiming overview
• Millennium automated claim checker
• Sending claims to EBSCO and other vendors
• Receiving claimed issues and following up on claims

Serials Invoices

• Serials invoices overview
• Verification of serials invoices (and procedure after posting)
• Posting serials invoices - manually
• Posting serials invoices - EDI
• Processing serials credit memos
• CCE serials invoices
• PELL serials invoices
• Endowment funds (URI Foundation accounts)

Subscription Management

• Creating and maintaining serials order records
• Serials order record codes
• Transferring order records (See Millennium Guide Page # 105207)
• Deleting order records
• Creating vendor records
• Checking for titles EBSCO has forgotten to renew
• Checking status of bill-later / standing order titles ordered through EBSCO
• Checking for subscribed titles available online-only
• EBSCONET reports
• EBSCO account numbers

Binding

• Binding overview
• Gathering items to be bound
  • Incomplete volumes [in process]
  • Changing status in Millennium to BND PREP
  • Binding of non-library volumes [4/1988] -- needs update
  • (Using Millennium to identify complete volumes)
• Preparing items for Ridley's
  • Using Ridley's NETBINDER [include all options, colors, etc, what to put for inc vols]
  • Ridley's pickup
  • Changing status in Millennium TO BND
• Receiving bound materials
  • Changing status in Millennium to BOUND
  • Processing of bound volumes
• Pickup of bound materials by department representatives
• Binding Master Price Agreement
• Binding contract specifications
• Ridley's “Book Type Options and Descriptions"
• Closing out holdings records for canceled materials [include check up by creating checkin list location has riu, scode3=c and checkin info exists]
• Also, run list regularly of titles where location starts with riu, scode 3 = c (canceled) and vendor does NOT = s---. Change any record that has all final issues received to vendor = s ---. And remove any vendor ID / subscription number e.g. RB97002 AA 123456789
• Discarding DO NOT BIND titles, newspapers, and print issues of periodicals preserved on mfilm
• Withdrawal of serial titles
• Serials discard projects
• GBC Therm-a-Bind machine (to unbind temp-bound volumes)
• Restringing bound journals

Useful Links

• HELIN Serials Manual
• EBSCONET instructions
• EBSCO Systems & Services Manual
• SERIALST discussion list archives
• NASIGuides on serials topics
• UKSG blog and TRANSFER discussion list on title transfers between publishers
• ANSI/NISO Z39.71-2006 Holdings Statements for Bibliographic Items
• ANSI/NISO Z39.41-1997 Printed Information on Spines