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Putting the Pieces Together - Serials Print Cancellation -

Learn how to effectively use Voyager tables to manage serials print cancellation projects, including creating bib record lists, accessing invoices, and analyzing circulation data.

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Putting the Pieces Together - Serials Print Cancellation -

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

  2. Cancellation’s ahead? Too many pieces? Not enough time?

  3. Make Voyager work for your Cancellation ProjectUse Voyager Tables to… • create serial bib record list • get invoices from current year • get circulation browse and charge counts

  4. Bib Table - Include all info that might be useful

  5. 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

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

  7. Combine the browse and charge statistics by Bib id

  8. Create a Master List of Serial Titles • Combine Bib record list, invoices and the Circ tables (KSU Libraries used Excel) • KSU Libraries included dept codes and group package codes

  9. First section of the master list

  10. Middle section of Master list

  11. Last section of Master list

  12. Sharing the News on the Web • 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

  13. Use Master List for Evaluation • Using blank fields mark to cancel or keep • Create short lists for non-renewals

  14. Blank columns were added to track titles to keep or cancel

  15. Cancel the Serials • Sort the final non-renewal list by Vendor • Delete any unnecessary information • Send the file directly to the vendor

  16. Send Cancel List to Vendor Sort By Vendor ID

  17. Loose Pieces to watch for • Current titles that were not paid during the FY • Invoices that had not been approved for the FY • Membership/group sub titles not invoiced

  18. SQL’s for tables and more details are available on our handouthttp://www.lib.ksu.edu/depts/techserv/professional_development/EU03handout.html

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