Putting the Pieces Together - Serials Print Cancellation- Mary Bailey, Serials Manager Michael North, Ordering Specialist Kansas State University Libraries 11/7/2018

Cancellation’s ahead? Too many pieces? Not enough time? 11/7/2018

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 11/7/2018

Bib Table - Include all info that might be useful Bibliographic Table created in Excel with Bib ID, Bib format, Title, ISSn, Call number, Serial type, Publisher (260) 008, 245 and 246, 730 subfield a department code, 945 subfield a (electronic package code), 945 subfield b (print package code), bib create date. Include all fields that might be useful to your situation.

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. 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 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 Combine the two tables into one table using bib id.

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 11/7/2018

First section of the master list First 3rd of the master list.

Middle section of Master list

Last section of Master list

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 11/7/2018

Web page that KSU Libraries presented to the faculty with instructions for use and lots of explanations. Bibliographers were will to accept results in nearly any way they were returned. Students and other users were encouraged to contact the librarians also.

Use Master List for Evaluation Using blank fields mark to cancel or keep Create short lists for non-renewals 11/7/2018

Blank columns were added to track titles to keep or cancel Blank columns were added to the master list. Bibliographers used these to track titles to keep or cancel.

Cancel the Serials Sort the final non-renewal list by Vendor Delete any unnecessary information Send the file directly to the vendor 11/7/2018

Send Cancel List to Vendor Sort By Vendor ID

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 11/7/2018

SQL’s for tables and more details are available on our handout http://www.lib.ksu.edu/depts/techserv/professional_development/EU03handout.html 11/7/2018