Putting the Pieces Together Serials Print Cancellation

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Putting the Pieces Together- Serials Print
Cancellation-

• Mary Bailey, Serials Manager
• Michael North, Ordering Specialist
• Kansas State University Libraries

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Cancellations ahead? Too many
pieces? Not enough time?
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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

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Bib Table - Include all info that might be useful
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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
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Circulation Tables should include bib id, bib
format, location, item_enum, chron, historical
browses and charges
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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

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First section of the master list
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Middle section of Master list
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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

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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

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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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SQLs for tables and more details are
available on our handouthttp//www.lib.ksu.edu/
depts/techserv/professional_development/EU03handou
t.html