Putting the Pieces Together - Serials Print Cancellation -
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04/19/23
Putting the Pieces Together- Serials Print Cancellation-
Mary Bailey, Serials ManagerMichael North, Ordering SpecialistKansas State University Libraries
04/19/23
Cancellation’s ahead?
Too many pieces?
Not enough time?
04/19/23
Make Voyager work for your Cancellation Project
Use Voyager Tables to… create serial bib record list get invoices from current year get circulation browse and charge
counts
Bib Table - Include all info that might be useful
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
Circulation Tables should include bib id, bib format, location, item_enum, chron, historical browses and charges
Combine the browse and charge statistics by Bib id
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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
First section of the master list
Middle section of Master list
Last section of Master list
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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
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Use Master List for Evaluation
Using blank fields mark to cancel or keep
Create short lists for non-renewals
Blank columns were added to track titles to keep or cancel
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Cancel the Serials
Sort the final non-renewal list by Vendor
Delete any unnecessary information
Send the file directly to the vendor
Send Cancel List to Vendor
Sort By Vendor ID
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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
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SQL’s for tables and more details are available on our handout
http://www.lib.ksu.edu/depts/techserv/professional_development/EU03handout.html
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