Voyager Complex Publication Patterns Table of Contents Exercise 1: New Complex Publication Pattern..................................................... 2 Exercise 2: Candidate Issue Cycle Grid ............................................................. 4 Exercise 3: Constant Values ............................................................................ 5 Exercise 4: New Syntax .................................................................................. 7 Exercise 5: Learning & Leading with Technology ................................................ 7 Exercise 6: Complex Predictions ...................................................................... 8 Exercise 7: Library Journal .............................................................................. 9 Exercise 8: Science ...................................................................................... 10 Appendix A: Variables Available for Complex Publication Patterns ...................... 11 Appendix B: New Syntax Details According to MARC Standards ......................... 12 Appendix C: CPP Worksheet for Science .......................................................... 13 Appendix D: Worksheet Examples .................................................................. 15 Appendix E: Developing a Process for Working with Normalized Irregular Titles ... 21 Confidential and proprietary information of Ex Libris Group, copyright © 2015. Reproduction or republication of this information in any form is strictly prohibited without express written consent of Ex Libris Group. Exercise 1: New Complex Publication Pattern 1. Working with the information provided for Social Education (ISSN 00377724) below, use a blank CPP worksheet and fill in the details on side one. enumeration is v. (continuous), no. (restart); chronology is Years and Months published monthly in September, October, March, April; bimonthly in Nov/Dec, Jan/Feb, May/June seven issues with both combine and omit issue in hand is v. 70, no. 4 (2006 May/June); volume changes in January 2. Enter the basic pattern information necessary to obtain a candidate issue cycle grid. a. Open the Acquisitions module connected to the IP address and port series indicated in the WebCast email. b. Select the Acquisitions Desk as the Receiving Location. c. Go to Check-in. d. Begin a New Complex Publication Pattern. e. Enter the data specified by side 1 of the CPP worksheet for the title, Social Education. f. Submit the pattern. g. Stop at the candidate issue cycle grid which shows the descriptive name data entry box. Blank form that appears when starting a new complex publication pattern 2 Basic details are entered on to the form to obtain the issue cycle grid upon Submit Once the basic details are entered, click on the Submit button to create the issue cycle grid that we will use further in Assignment #2. The candidate issue cycle grid that is created looks like this: Candidate issue cycle grid created after submitting the basic details form 3 Exercise 2: Candidate Issue Cycle Grid In this assignment, we will edit the candidate issue cycle grid created in Exercise #1 to complete its details as a complex publication pattern. Before we do that, however, let’s look at some more details regarding Social Education. Complete the Candidate Issue Cycle Grid on the CPP Worksheet started for this purpose in Exercise 1 using the following details: 1. remember that this title is published monthly in September, October, March, April; bimonthly in Nov/Dec, Jan/Feb, May/June and that the enumeration is v. (continuous), no. (restart); chronology is Years and Months 2. based on this information, the chronological list of months associated with this title is January/February March April May/June September October November/December 3. what we know at this point is that the issue cycle for Social Education comprises seven issues with some months combined and some months omitted 4. the issue in hand is v. 70, no. 4 (2006 May/June) with the January issue the first in the cycle Now, we’re ready to begin working with the candidate issue cycle grid in the Acquisitions client. We’ll use the CPP Worksheet to ensure that data entry is correct. Enter details into the candidate issue grid as follows: 1. include the descriptive name followed by your initials (enter something like CPP: Social Education cb) 2. insert punctuation such as , ( or ) into column headings as desired; data entered here is based on local practice and will display in the OPAC 3. add increments (+1, +0) for the issue 4. modify increments (+1, +0, etc.) in volume and year columns where this needs to be done 5. edit the list of months so that both single and combined months appear as indicated by the details for Social Education 4 6. change the Expected Date in each row where it is necessary to increment by more than 1 on a month where combined or omitted issues precede that month 7. once all of the details have been edited or added, Save the candidate issue cycle grid; this action results in a complex publication pattern for later use Completed candidate issue cycle grid ready to be saved to the database Exercise 3: Constant Values The journal, Current Anthropology (ISSN 0011-3204), is a title that uses the ability to both combine and omit months. 1. In this assignment, use a blank CPP worksheet to enter the details for Current Anthropology based on the information provided below. published monthly in Feb, Apr, June and Dec; tri-monthly in Aug/Sep/Oct based on the this information, a chronological listing of months looks like this: February April June 5 August/September/October December five issues with both combine and omit issue in hand is v. 47, no. 4 (2006 Aug/Sept/Oct) 2. Create a new complex publication pattern in Acquisitions by entering the basic pattern information and clicking on submit to obtain a candidate issue grid. Entering basic details 3. Provide a descriptive name and appending your initials (something like CPP: Current Anthropology cb). 4. Use constant values in the issue column to create a complex publication pattern that will work for this title. a. add constant values to the issue column b. edit the list of months so that both single and combined months are included or omitted as needed 6 c. once all of the details have been edited or added, Save the issue cycle grid, which then results in a complex publication pattern for later use Exercise 4: New Syntax See Appendix B for the New Syntax Details According to MARC Standards 1. Working with the information supplied below for Human Rights Law Journal, fill in a blank CPP worksheet. Notice that this title uses the new syntax possibilities. You will be using a combination of increments and constant values to enter data in the columns that are associated with this title. published 12 times per year in four volumes with 12 issues per volume, four numbers per issue (1-4, 5-8, 9-12) with variable receipt dates during the month January issue dated on last Friday of the month; entered as 99:fr February issue dated on last Friday of the month; entered as 99:fr March issue dated on last Wednesday of the month; entered as 99:we April issue dated on last Friday of the month; entered as… May issue dated on last Monday of the month; entered as… June issue dated on last Wednesday of the month July issue dated on last Friday of the month August issue dated on last Tuesday of the month September issue dated on last Thursday of the month October issue dated on last Friday of the month November issue dated on last Tuesday of the month December issue dated on last Friday of the month 2. Create a new complex publication pattern in Acquisitions, using the data from the CPP Worksheet just completed for Human Rights Law Journal, starting by entering the basic pattern information and filling in the details on the candidate issue grid. Exercise 5: Learning & Leading with Technology Learning & Leading with Technology (ISSN 1082-5754) published monthly (except June, July and August); bimonthly in December/January first issue in the cycle is published in September based on the this information, a chronological listing of issues looks like this: September 7 October November December/January (year increments at this issue) February March April May eight issues with both combine and omit; at the combined December/January issue, the year increments and needs to be indicated to Voyager by using +0/+1 in the year column for this issue issue in hand is v. 34, no. 3 (2006 November) 1. In this assignment, use a blank CPP worksheet to enter the details for Learning & Leading with Technology based on the information provided above. 2. Create a new complex publication pattern in Acquisitions by entering the basic pattern information and submit to obtain a candidate issue grid. 3. Provide a descriptive name and appending your initials (something like CPP: Learning & Leading with Technol cb). 4. Decide to use either increments or constant values in the issue column to create a complex publication pattern that will work for this title. a. edit the list of months so that both single and combined months are included or omitted as needed b. once all of the details have been edited or added, Save the issue cycle grid, which then results in a complex publication pattern for later use. Exercise 6: Complex Predictions 1. Create a new purchase order (continuation type), entering EB as the vendor code and pre-pending your initials to the PO number (e.g. cb14356). Once the header information is in place, Save the PO to activate the bottom row of buttons. 2. Add a line item for the appropriate bibliographic record related to the title, Learning and Leading with Technology. Use “Add Line (Bib Search)” to retrieve the bibliographic record already in the database. 3. Select the Line Item and going to the Line Item Details, where you will choose the Copies/Funds tab to add one copy with the Intended Location of Periodicals and select a fund from the Ledgers that are available. 4. Then, on to the Type tab, select the Subscription Pattern button to activate the Subscription Maintenance window. 8 5. Start a new component, appending your initials to the check-in title (e.g. Learning & Leading with Technology cb) and including a claim interval of 60 days. 6. Once the new component is created, go to the Predictive Component Pattern tab, to select the appropriate publication pattern (CPP: Learning & Leading with Technol cb), fill in the details on the Start Complex Prediction and click OK to generate the prediction and build the check-in record. 7. Review the drop-down list of predicted issues that results, selecting individual issues to ensure that the Expected On dates match your expectations. Exercise 7: Library Journal The periodical, Library Journal (ISSN 0011-3204), is a title that is published 20 times in the cycle. 1. In this assignment, use a blank CPP worksheet for this title to enter the details for Library Journal based on the information provided below. published monthly in January, July, August and December; semimonthly in February, March, April, May, June, September, October and November chronological listing of issues is: January 15 February 1 February 15 March 1 March 15 April 1 April 15 May 1 May 15 June 1 June 15 July 15 August 15 September 1 September 15 October 1 October 15 November 1 November 15 December 15 issue in hand is v. 132, no. 4 (2007 Mar. 1) 2. Create a new complex publication pattern in acquisitions by entering the basic pattern information and submit to obtain a candidate issue grid. 3. Provide a descriptive name (something like CPP: Library Journal). 9 4. Continue and complete a complex publication pattern that will work for this title deciding whether to use either increments or constant values in the issue column. 5. Edit the list of months so that the months where two issues are published are included as needed. 6. Using constant values indicate the proper day of the month for each issue in the Days column. 7. Once all of the details have been edited or added, Save the issue cycle grid, which then results in a complex publication pattern for later use. 8. Remember to check the Expected Date column to establish the correct intervals between issues. Exercise 8: Science See Appendix C: Science CPP Worksheet Using the details shown in the Science CPP Worksheet, fill in the New Complex Publication Pattern form to establish a candidate issue cycle grid. Continue by editing the candidate issue cycle grid relying on the data entered on the worksheet, remembering to use the new syntax options for entries in the Day of Month column. published weekly on Saturday, except the last week in December 51 issues with four volumes in the issue cycle; thirteen issues in three volumes and 12 issues in last volume in cycle issue numbering is continuous issue in hand is v. 315, issue 5821 (2007 April 6) (note that number 5821 is the first issue in this volume and is issue #14 in the entire cycle) 10 Appendix A: Variables Available for Complex Publication Patterns Variable Description Valid Values Issues in the cycle Expected Date Interval Enter the number of issues that are received within a given cycle. These two variables work together. Operators tell Voyager that X Intervals are expected between issues, where X is the number specified in the Expected Date. Specify up to six levels of enumeration. These fields are used to specify the caption and issue designator components such as volume, number and so on. Enter the Continuity for each level of numeration that you require. Specify up to four levels of Chronology. These fields are used to specify elements such as days, months, quarters, seasons and so on. Designate an Alternate Enumeration if the periodical uses two types of numbering. E.g., Volume 51, Number 1, (Issue 138) Select Alternate Chronology chosen Alternate Enumeration. 1 - 999 Enumeration Levels Continuity Chronology Levels Alternate Enumeration Levels Alternate Chronology Levels 11 Required ? Yes 1 - 999 day, week, month, year Yes Yes Maximum field length is 25 characters. At least one level. Restart or Continuous. Yes Select from the drop-down list. Yes Maximum field length is 25 characters. No Select from the drop-down list. No Appendix B: New Syntax Details According to MARC Standards In addition to specific dates (2007 February 19) and increments, Voyager offers the ability to handle specific days that might occur in a semi-monthly or monthly fashion where the cover date represents the first and third Wednesdays of the month or the last Thursday of the month. This kind of precision is accomplished by entering a:b where a and b are represented as follows: Table 1: “a” Value Examples a 01 02 03 04 05 97 98 99 represents… First Second Third Fourth Fifth Third to Last Next to Last Last Table 2: “b” Value Examples b su mo tu we th fr sa represents… Sunday Monday Tuesday Wednesday Thursday Friday Saturday Examples using the “a:b” values: 01:tu represents the first Tuesday of the month 98:su represents the second to last Sunday of the month Another flexible syntax option of which to be aware is: day:X, where X is an integer value, 1-366, calculated as the date of a month example is day:54 which represents February 23 There are other options, too. More information on the MARC21 Concise Format for Holdings Data is available at http://www.loc.gov/marc/holdings/echdhome.html. 12 Appendix C: CPP Worksheet for Science Complex Publication Patterns Worksheet Title: Science Number of issues in cycle: 59 Expected Date: 1 Interval: Weeks Enumeration Level 1: v. Continuity: Continuous Enumeration Level 2: no. Continuity: Continuous Enumeration Level 3: Continuity: Enumeration Level 4: Continuity: Enumeration Level 5: Continuity: Enumeration Level 6: Continuity: Chronology Level 1: Year Chronology Level 2: Months Chronology Level 3: Day of Month Chronology Level 4: Alternate Enumeration Level 1: Continuity: Alternate Enumeration Level 2: Continuity: Alternate Chronology Level: Issue in hand: v. 315, issue 5808 (2007 Jan. 5) (note that issue 5808 is the first issue in this volume and is issue #1 in the entire cycle) Other details: 4 volumes/year starting with first issues in January, April, July, and October. Issue 1 2 3 4 5 6 Exp. Date 2 1 1 1 1 1 Interval Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) 13 Candidate Issue Cycle Grid arabic arabic v.%, no.% +1 +1 +0 +1 +0 +1 +0 +1 +0 +1 +0 +1 Year (% +1 +0 +0 +0 +0 +0 Months % “Jan.” “Jan.” “Jan.” “Jan.” “Jan.” “Feb.” Days %) 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) 14 +0 +0 +0 +0 +0 +0 +0 +0 +0 +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 “Feb.” “Feb.” “Feb.” “Feb.” “Mar.” “Mar.” “Mar.” “Mar.” “Mar.” “Apr.” “Apr.” “Apr.” “Apr.” “Apr.” “May” “May” “May” “May” “May” “June” “June” “June” “June” “June” “July” “July” “July” “July” “July” “Aug.” “Aug.” “Aug.” “Aug.” “Aug.” “Sept.” “Sept.” “Sept.” “Sept.” “Sept.” “Oct.” “Oct.” “Oct.” “Oct.” “Oct.” “Nov.” “Nov.” “Nov.” “Nov.” “Nov.” “Dec.” “Dec.” “Dec.” “Dec.” 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr 05:fr 01:fr 02:fr 03:fr 04:fr Appendix D: Worksheet Examples Complex Publication Patterns Worksheet Title: Forbes Number of issues in cycle: 26 Expected Date: 2 Interval: Weeks Enumeration Level 1: v. Continuity: Continuous Enumeration Level 2: no. Continuity: Restart Enumeration Level 3: Continuity: Enumeration Level 4: Continuity: Enumeration Level 5: Continuity: Enumeration Level 6: Continuity: Chronology Level 1: Year Chronology Level 2: Months Chronology Level 3: Day of Month Chronology Level 4: Alternate Enumeration Level 1: Continuity: Alternate Enumeration Level 2: Continuity: Alternate Chronology Level: Issue in hand: v. 177, no. 1 (2006 January 9) Other details: published biweekly on Monday except semimonthly in June and July, with an additional issue the second week of October (but more skewed than stated); 26 issues with two volumes in issue cycle 15 Issue 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 Exp. Date 2 3 2 2 2 2 1 1 2 2 2 2 2 2 3 3 3 2 2 1 1 2 2 2 2 2 Interval Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) Week(s) 16 Candidate Issue arabic v.%, +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 Cycle Grid arabic no.% -12 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 -12 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 +1 Year (% +1 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 +0 Months % +1 +0 +1 +0 +1 +0 +1 +0 +0 +1 +0 +1 +0 +1 +0 +1 +1 +0 +1 +0 +0 +0 +1 +0 +1 +0 Days %) 02:mo 99:mo 02:mo 04:mo 02:mo 99:mo 02:mo 98:mo 99:mo 02:mo 98:mo 01:mo 98:mo 01:mo 99:mo 03:mo 01:mo 98:mo 01:mo 02:mo 03:mo 99:mo 02:mo 99:mo 02:mo 99:mo Complex Publication Patterns Worksheet Title: Omega: The Journal of Death and Dying Number of issues in cycle: 8 Expected Date: 1 Interval: Month(s) Enumeration Level 1: v. Continuity: Continuous Enumeration Level 2: no. Continuity: Restart Enumeration Level 3: Continuity: Enumeration Level 4: Continuity: Enumeration Level 5: Continuity: Enumeration Level 6: Continuity: Chronology Level 1: Year Chronology Level 2: Chronology Level 3: Chronology Level 4: Alternate Enumeration Level 1: Continuity: Alternate Enumeration Level 2: Continuity: Alternate Chronology Level: Issue in hand: v. 51, no. 1 (2005) Other details: published eight times per year in two volumes; first four issues in cycle use single year designation; remaining four issues in cycle using twinned-year designation (see reverse for details) First Volume in Cycle: Issue 1 received in January Issue 2 received in February Issue 3 received in March Issue 4 received in April Second Issue 1 Issue 2 Issue 3 Issue 4 Volume in Cycle: received in September received in October received in November received in December 17 Issue 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Exp. Date 1 1 1 1 5 1 1 1 Candidate Issue Cycle Grid arabic arabic Interval v.%, no.% Month(s) +1 -3 Month(s) +0 +1 Month(s) +0 +1 Month(s) +0 +1 Month(s) +1 -3 Month(s) +0 +1 Month(s) +0 +1 Month(s) +0 +1 18 Year (% +0 +0 +0 +0 +0/+1 -1/+1 -1/+1 -1/+1 Months % Days %) Complex Publication Patterns Worksheet Title: Teaching Children Mathematics Number of issues in cycle: 9 Expected Date: 1 Interval: Month(s) Enumeration Level 1: v. Continuity: Continuous Enumeration Level 2: no. Continuity: Restart Enumeration Level 3: Continuity: Enumeration Level 4: Continuity: Enumeration Level 5: Continuity: Enumeration Level 6: Continuity: Chronology Level 1: Year Chronology Level 2: Months Chronology Level 3: Chronology Level 4: Alternate Enumeration Level 1: Continuity: Alternate Enumeration Level 2: Continuity: Alternate Chronology Level: Issue in hand: Volume 12, Number 3 (November 2005) Other details: Published monthly except June and July, with a combined December/January issue 19 Using increments for issue numbering and months indication… Issue 1 2 3 4 5 6 7 8 9 10 11 12 Exp. Date 1 1 1 1 2 1 1 1 3 Interval Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Candidate Issue Cycle Grid arabic arabic Year v.%, no.% (% +1 -8 +0 +0 +1 +0 +0 +1 +0 +0 +1 +0/+1 +0 +1 +0 +0 +1 +0 +0 +1 +0 +0 +1 +0 +0 +1 +0 Months % +1 +1 +1 +1/+1 +1 +1 +1 +1 +3 Days %) Using constant values for issue numbering and months indication… Issue 1 2 3 4 5 6 7 8 9 10 11 12 Exp. Date 1 1 1 1 2 1 1 1 3 Interval Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) Month(s) 20 Candidate Issue Cycle Grid arabic arabic Year v.%, no.% (% +1 “1” +0 +0 “2” +0 +0 “3” +0 +0 “4” +0/+1 +0 “5” +0 +0 “6” +0 +0 “7” +0 +0 “8” +0 +0 “9” +0 Months %) “Sept.” “Oct.” “Nov.” “Dec./Jan.” “Feb.” “Mar.” “Apr.” “May” “Aug.” Days % Appendix E: Developing a Process for Working with Normalized Irregular Titles Things to have in hand: calendar that extends several years into the future calculator CPP worksheet(s) – one per title (included with training materials) access to a range of issues for each title that will use a complex publication pattern scratch pad Things to consider: establish naming convention for complex complication patterns When starting the process, make note of details such: if and when the volume changes, i.e. at which issue(s) in the cycle will I need/want to use increments or can I use constant values instead? will I need/want to use syntax to identify specific days of the week or month? Making this kind of effort helps to provide anchors for continuing to work with a complicated pattern: with the anchors in place for designating volume changes, can then associate the months as moving forward by adding the appropriate increments or constant values with the months anchors in place, can then move on to adjusting the specific issue details by entering increments or constant values, entering day-of-month syntax and so on carry on by adjusting the data in the Expected Date column to represent what is happening with this title conclude work with the complex publication pattern by entering the descriptive title, prefacing it with CPP or cpx or some other means to identify it easily before saving the pattern to the database Please refer to Appendix A for the variables available for complex publication patterns. Please refer to Appendix B for the new syntax details. Confidential and proprietary information of Ex Libris Group, copyright © 2015. Reproduction or republication of this information in any form is strictly prohibited without express written consent of Ex Libris Group.
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