Serials policy and procedure -summary of responses M. Lou Nesson 05 Mar 2001 14:42 UTC

I received as many requests for the information that I received as I did
suggestions, so I thought it might be helpful to summarize to the two
lists I posted to. Thanks to all who offered input.
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***Cofrin Library has such a manual, which I pretty much developed.  I
have two sections, "Serials Dept. Procedures" and "Student Procedures".
The first table of contents lists:
Bindery
Cancellations
Checking in - serials, periodicals, telephone books
Claims
Donations (adding to collection)
Electronic Access
Fiscal Year Turnover
Gift Periodical tiles - adding new, claiming
Index & Abstract titles regularly bound
Invoices
Limited retention journal titles
Mending Periodicals
OCLC instructions for LDRs
Ordering - microfilm &/or electronic products, new standing orders,
     new subscriptions
Remote storage
Renewal notices
Routing periodicals
Serialst - Serialst Scope, purpose, interactive commands
Shifting
Special Projects
Statistics
Student assistants - hiring student assistants
Student Job Description form
Title changes
Vendors
Withdrawals - Issues, Titles

The Student Procedures portion is pretty nitty-gritty-ish, and covers:
Bindery
Checkins
Claims - searching, sending out
Invoices/vouchers
Mail, sorting
Newspapers - pulling, routing; list
Database general procedures
Processing
Renewals, searching
Search requests
Shelfreading
Withdrawals - annual list

It is on a Word document, and I could ship you the whole thing if you
want; it's a little out of date at the moment (we've moved to Voyager from
Notis, for example) but may be helpful.

I do keep, and use, written procedures regularly for my students.  Hope
this helps!

Jeanette L. Skwor
Serials Dept. - Cofrin Library
University of Wisconsin - Green Bay
2420 Nicolet Drive
Green Bay, WI 54311

Phone:  (920) 465-2670         Fax: (920) 465-2783
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I'm not sure how much help this will be but most of our serial
procedures (not all) are on the web at
http://www.lib.ksu.edu/depts/techserv/faq.html

These do apply specifically to Voyager, but will give you some general
guidelines.

If I can be of any help in understanding anything, please let me know.

Mary E. Bailey
redhead@lib.ksu.edu
Serials Manager
509 Hale
Kansas State University
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I am new to serials also...although we do not have a written policy, I
can recommend a book which has been helping me.  It is Management of
Serials in Libraries written by Thomas E. Nisonger and published by
Libraries Unlimited Inc. It is a 1998 version, very basic, and deals
with electronic sources, as well as other issues.  We ordered it for our
library--I believe Borders, Amazon, and other book stores carry it or
can get it for you too. Good luck!

Donna Hudgins
Serials Management
Mary Washington College
Fredericksburg, VA 22401
DHudgins@mwc.edu
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You can see our written procedures on our web page:

http://library.ucr.edu/depts/acquisitions/serials.shtml

Stefanie
Stefanie Wittenbach
Head of Acquisitions
University Library
University of California, Riverside
P.O. Box 5900
Riverside, CA  92517-5900
909/787-2805  909/787-3720 fax
stefw@pop.ucr.edu
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Thanks to everyone,

M. Lou Nesson M.L.I.S.
Assistant Librarian
Massasoit Community College
One Massasoit Blvd.
Brockton, MA 02302
508-588-9100     X 1932
mlnesson@massasoit.mass.edu