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1. suppress the corresponding receipt records  (changed with Alma)
2. review the bibliographic information
3. check the piece(s) in hand for completeness, correct order, supplements, etc.
4. update the holdings summary record some changes with Alma; see updated version here: Serial holdings fields
   
5. create/review an item record for each unit, with barcode assigned
6. check that the binding slip is complete and correct
7. charge the units and send them on for the next stage of processing (changed with Alma)

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• Advertisements should be discarded.
• Duplicate issues should be removed.
• Annual indexes may need to be tipped into previously bound volumes.
• Cumulative indexes should always be bound separately, and require a bib. adjustment; refer to a serials cataloger/SeERs Team.
• Errata should be inserted in relevant piece, preferably at relevant page.
• Supplements and special issues are often, but not always, bound with the main title; check the record for notes about previous supplement treatment:
  BIB  525a Supplements accompany some vols. - means supplements are bound in with main title
  BIB  770t [Supplement title] – indicates a separately-cataloged supplement; do not add to main title
  MFHD  866z  - may contain additional notes about supplement treatment
  If none of these notes are found, refer to a serials cataloger/SeERs Team for a supplement decision.
  When being bound in with the main title, a supplement should immediately follow the issue it was received with, unless a designation on it suggests a different order.
• CD/CD-ROM supplements can be sent with the volume, with a note on the binding slip asking to have a pocket made. They should be marked with a sharpie pen as instructed here:
  http://library.princeton.edu/departments/tsd/katmandu/phystrea/cdrom.htmlCD-ROMs, Sound Discs, Computer Disks

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Step4 Step4

Step 4: Update the holdings summary record  some changes with Alma; see updated version here: Serial holdings fields

Click on Retrieve Holdings (strapped books icon) to retrieve the holdings record (“MFHD”). If multiple MFHDs are present, select the correct one from the list.

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