Putting the Pieces Together Serials Print Cancellation Mary

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Putting the Pieces Together - Serials Print Cancellation. Mary Bailey, Serials Manager Michael North,

Putting the Pieces Together - Serials Print Cancellation. Mary Bailey, Serials Manager Michael North, Ordering Specialist Kansas State University Libraries 9/30/2020

Cancellation’s ahead? Too many pieces? Not enough time? 9/30/2020

Cancellation’s ahead? Too many pieces? Not enough time? 9/30/2020

Make Voyager work for your Cancellation Project Use Voyager Tables to… n n n

Make Voyager work for your Cancellation Project Use Voyager Tables to… n n n create serial bib record list get invoices from current year get circulation browse and charge counts 9/30/2020

Bib Table - Include all info that might be useful 9/30/2020

Bib Table - Include all info that might be useful 9/30/2020

Invoice Table with Bib ID Include Bib ID, line item cost, quantity, ledger id,

Invoice Table with Bib ID Include Bib ID, line item cost, quantity, ledger id, vendor id, invoice number, vendor title number, invoice status, fiscal year id or whatever you might need 9/30/2020

Circulation Tables should include bib id, bib format, location, item_enum, chron, historical browses and

Circulation Tables should include bib id, bib format, location, item_enum, chron, historical browses and charges 9/30/2020

Combine the browse and charge statistics by Bib id 9/30/2020

Combine the browse and charge statistics by Bib id 9/30/2020

Create a Master List of Serial Titles n Combine Bib record list, invoices and

Create a Master List of Serial Titles n Combine Bib record list, invoices and the Circ tables (KSU Libraries used Excel) n KSU Libraries included dept codes and group package codes 9/30/2020

First section of the master list 9/30/2020

First section of the master list 9/30/2020

Middle section of Master list 9/30/2020

Middle section of Master list 9/30/2020

Last section of Master list 9/30/2020

Last section of Master list 9/30/2020

Sharing the News on the Web n n n The table (or parts of

Sharing the News on the Web n n n The table (or parts of it) can be placed on the Web Sort table by departments or call number ranges Faculty input can be gathered from the Web or by e-mail 9/30/2020

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Use Master List for Evaluation n Using blank fields mark to cancel or keep

Use Master List for Evaluation n Using blank fields mark to cancel or keep n Create short lists for non-renewals 9/30/2020

Blank columns were added to track titles to keep or cancel 9/30/2020

Blank columns were added to track titles to keep or cancel 9/30/2020

Cancel the Serials n Sort the final non-renewal list by Vendor n Delete any

Cancel the Serials n Sort the final non-renewal list by Vendor n Delete any unnecessary information n Send the file directly to the vendor 9/30/2020

Send Cancel List to Vendor Sort By Vendor ID 9/30/2020

Send Cancel List to Vendor Sort By Vendor ID 9/30/2020

Loose Pieces to watch for n n n Current titles that were not paid

Loose Pieces to watch for n n n Current titles that were not paid during the FY Invoices that had not been approved for the FY Membership/group sub titles not invoiced 9/30/2020

SQL’s for tables and more details are available on our handout http: //www. lib.

SQL’s for tables and more details are available on our handout http: //www. lib. ksu. edu/depts/techserv/professional_development/EU 03 handout. html 9/30/2020

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