Serial cancellations

1. Open Order tab in the Aleph Acquisitions/Serials module using Bib Title, or Admin no.
2. Select the order you intend to cancel or close if there is more than one.
   • Tab 2. General
     • Change Order Status from SV to CLS
     • ii. Put cancellation note in Library note field e.g. "cancelled per (selector's name or cancellation project)" OR "print cancelled; will be online only as of (date)"; include your initials and date.
   • Tab 3. Vendor
     • Cut vendor code from Vendor Reference field and paste into Vendor note field
     • Change Subscription End date to expiration date
   • Go back to Tab 2 General
     • Copy cancellation note
     • Update
3. Subscription (select the one you're closing if there is more than one)
   • Tab 3. Subscription Info (2)
     • Paste cancellation note in Note field
     • Change Send Claims from Yes to No
   • Tab 2. Subscription Info (1)
     • Change To Date to Subscription End date
     • Update
   • Tab 4. HOL Links
     • Select Holding record you're cancelling by double clicking or selecting and clicking Edit
4. Once in Holdings record:
   • In 852 field
     • Press F7 key to create a new x subfield (non-public) and paste cancellation note.
     • Press F7 key to create a new z subfield (public) and enter "Online only as of (year)-" or "Subscription cancelled effective (date)"
   • In 853x field
     • Delete 8 subfield (deletes predictive pattern).
     • Save by clicking box with red arrow in toolbox at top right corner
   • Run Serials Acquisition stats to record the cancelled title.
     
5. Go back to Items or Subscription list and delete any predicted items that are dated after the print cancellation date.