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

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

3. 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

4. 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.

5. 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

6. 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.

7. Combine the browse and charge statistics by Bib id
Combine the two tables into one table using bib id.

8. 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

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

10. Middle section of Master list

11. Last section of Master list

12. 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
11/7/2018

13. 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.

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

16. 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.

17. 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

18. Send Cancel List to Vendor
Sort By Vendor ID

19. 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

20. SQL’s for tables and more details are available on our handout
11/7/2018