The document provides instructions for uploading print periodical renewal data from Ebsco into Serials Solutions. It outlines the steps to request the renewal data from Ebsco as a spreadsheet, clean it up by removing online titles and standardizing fields, and save it in the correct format to upload into Serials Solutions. It then details how to create a new database in Serials Solutions, download a template, map the title and ISSN data, and have it indexed overnight. Finally it discusses using the overlap analysis tool to check for available titles in databases and performing documentation.

1. LACUNY Serials Roundtable
Prof. Monica Berger
New York City College of Technology
Oct. 26, 2012

2.  Request your renewal from Ebsco as a
spreadsheet
 Does not require renewing as
spreadsheet: No issue with using
Ebsconet for renewals
 Do not try to get data from Ebsconet via
my orders: confusing and time-consuming
 Probably fine to use My Renewals in
Ebsconet to export to Excel

4.  Copy the file (good to save original)
 Filter the spreadsheet to remove the online
titles
 Cleanup membership titles (swap in title
and ISSN as needed)
 Leave only the TITLE and ISSN fields
 Change the headers to TITLE and ISSN
respectively
 Save the file as .txt (required for uploading
into Serials Sol’n)

6. After logging in
1. DATA MANAGEMENT
2. CREATE NEW DATABASE
3. Name your database, e.g. Print
periodicals renewal 2012
4. Save your database

8. 1. Download template for local holdings
2. Template is in .txt file, so save to your
computer and open up in Excel
3. Drop in your title & issn data
4. Save file to your computer as tab
delimited .txt file
5. Close the file
6. Upload file (UPLOAD TITLES)
7. Wait for overnight load for titles to index

13.  On start page, go to Business Intelligence
Tools
 Select OVERLAP ANALYSIS
 Remove any print holdings if you have
already loaded these
 Run analysis
 Go to your renewals data and click on
number in column “Title Overlap”
 Report is generated of what is available in
databases and ejournal packages incl. OA
 Export summary; file is .txt; open in Excel

16.  For documentation, see in the Support
Center, Library-Specific (Library-
Managed)Holdings Database – Overview
(Answer ID 1000)
 If you want your print holdings to link to the CUNY
Catalog, follow instructions for library-specific
holdings but use permalinks in the catalog for
your URLs, e.g.
http://apps.appl.cuny.edu:83/F/?func=item-
global&doc_library=CUN01&doc_number=000608
435&year=&volume=&sub_library=GC001
 Don’t forget to add ISSN!