Changing a Serial Holdings Record’s Title
If you have saved a serial holdings record with the wrong title, you can link it to a new bibliographic record. However, any received and retained issues/parts and any linked serial item records will be linked to the new bibliographic record, and they will display in the PAC with the new title.
In cases where the publisher changes the title of the serial publication, and your library uses successive entry cataloging, it is preferable to create a new serial holdings record and link it to the bibliographic record with the publication’s new title. Close the publication pattern for the old serial holdings record, which deletes any issues that have been predicted but not received. Then, select File > New > Copy to create a new serial holdings record with the same publication pattern as the old title, and then link to the new bibliographic record.
If the publication pattern has not changed with the new title, you can then generate issues from the existing pattern, and check in issues for the new title. This method ensures that any retained issues and items from the old serial holdings record keep the link to the old bibliographic record and display in the PAC under the old title. Any subsequent retained issues and items will display in the PAC under the new title.
In Polaris Administration, the title display for serials can be configured to display the 780 (Former Title) and 785 (Later Title) fields in the PAC. When the title display has been configured to display the former and later title, patrons can find all the issues of a serial.
Note:
When you select a different bibliographic record to be linked to the serial holdings record, the compressed holdings statement in the PAC will not reflect the change until the BuildUpCompressedHoldings SQL job has been run.
To change a serial holdings record’s title:
Important:
You should change the bibliographic record only when you have linked to the wrong record. If there are received issues/parts and item records linked to the serial holdings record, they will all be linked to the new title. If the publication’s title changed, copy the serial holdings record, link the new serial holdings record to the new bibliographic record, and close the publication pattern for the old serial holdings record. See Close a publication pattern.
- Open the Serial Holdings Record workform.
- Click Find to search for the new bibliographic record.
If the serial holdings record is linked to a subscription record, purchase order line item, or invoice line item, a message appears.
- Click Yes to continue.
If there are links to received and retained issues/parts, and any item records, a message appears.
- Click Yes to continue.
The Find Tool appears with Bibliographic Records selected in the Object box.
- Search for the bibliographic record with the new title.
The bibliographic record or records matching your search criteria appear in the Find Tool results list.
- Select the new bibliographic record.
Polaris checks for any received issues and any linked items.
- Save the serial holdings record.
The Serial Holdings Record is updated with the new title information.
Publisher Changes a Serials Title
If the publisher changes the title of a serial publication for which the library already has received and retained issues/parts, create a new serial holdings record, and close the publication pattern for the old serial holdings record. This ensures that any issues/parts received under the old title display the old title, and new issues/parts display the new title.
You can set Polaris Administration profiles to display the former and later titles in the PAC.