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

04/19/23

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

04/19/23

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

04/19/23

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

04/19/23

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

04/19/23

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

04/19/23

SQL’s for tables and more details are available on our handout

http://www.lib.ksu.edu/depts/techserv/professional_development/EU03handout.html