Chapter 6. Serials

Table of Contents

1. Add a subscription
2. Receive Issues
3. Create a Routing List
4. Subscriptions in Staff Client
5. Subscriptions in OPAC

1. Add a subscription

Subscriptions can be added by clicking the 'New' button on any bibliographic record

Or by visiting the Serials module and clicking 'New Subscription'

If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record the form will include the bib info).

  • 'Librarian' field will show the logged in librarian's username

  • 'Vendor' can be found by either searching vendors entered via the Acquisitions module or entering the vendor ID number

    • Vendor information is not required

    • In order to claim missing and late issues you need to enter vendor information

  • 'Biblio' is the MARC record you'd like to link this subscription to

    • This can be done by searching for an existing record by clicking on the 'Search for Biblio' link below the boxes or by entering the bib number for a record in the first box. Only if you search with the field between the parenthesis.

  • Next you can choose whether a new item is created when receiving an issue

  • 'Location' is for the shelving location

  • 'Call Number' is for your item's call number prefix

  • 'Library' is the branch that owns this subscription.

    • If more than one library subscribes to this serial you will need to create a subscription for each library

    • This can be done easily by using the 'Edit as New (Duplicate)' option found on the subscription information page and changing only the 'Library' field

  • The 'Grace Period' is the number of days before an issue is automatically moved from 'expected' status to 'waiting' and how many days before an issue is automatically moved from 'waiting' status to 'late'

  • Use the 'Public Note' for any notes you would like to appear in the OPAC for the patrons

  • 'Nonpublic Note' should be used for notes that are only visible to the librarians via the staff client

  • To set up a routing list for serials, choose 'Routing List' from the 'Patron notification' field.

    • For this option to appear you need to make sure that you have a Routing List notice set up in the Notices Tool

    • Learn more about Routing Lists later in this manual

  • The Staff and OPAC Display options allow you to control how many issues appear by default on bibliographic records in the Staff Client and the OPAC

  • In 'First issue publication date' you want to enter the date of the issue you have in your hand, the date from which the prediction pattern will start

  • There are several pre-defined options for the 'Frequency' of publication

    • Without periodicy: some very specific (usually high level science journals) don't have a true periodicity. When you subscribe to the title, you subscribe for 6 issues, which can arrive in 1 year... or 2... There is no regularity or known schedule.

    • Unknown select this if none of the other choices are relevant

    • Irregular: The journal is not "regular" but has a periodicity. You know that it comes out on January, then in October and December, it is irregular, but you know when it's going to arrive.

    • 2/day: Twice daily

    • 1/day: Daily

    • 3/week: Three times a week

    • 1/week: Weekly

    • 1/ 2 weeks: Twice monthly (fortnightly)

    • 1/ 3 weeks: Tri-weekly

    • 1/month: Monthly

    • 1/ 2 months (6/year): Bi-monthly

    • 1/ 3 months (1/quarter): Quarterly

    • 1/quarter (seasonal) : Quarterly related to seasons (ie. Summer, Autumn, Winter, Spring)

    • 2/year: Half yearly

    • 1/year: Annual

    • 1/ 2 years: Bi-annual

  • Checking the 'Manual history' box will allow you to enter serials outside the prediction pattern.

  • 'Numbering pattern' will help you determine how the numbers are printed for each issue

    • Start with the numbering on the issue you have in hand, the numbering that matches the date you entered in the 'First issue publication' field

    • If you have chosen any 'Numbering Format' other than 'Number' in the 'Rollover at' field, enter the last issue number before the volume number changes

      • If you chose the 'Number' Numbering Format you will see 'issues expected' in which you will enter the total number of issues you expect to receive.

    • You can choose to create your own numbering pattern by choosing 'None of the above' and clicking the 'Show/Hide Advanced Pattern' button at the bottom of the form

  • 'Subscription start date' is the date at which the subscription begins. This is used for setting up renewal alerts

  • 'Subscription length' is the number of issues or months in the subscription. This is also used for setting up renewal alerts

  • 'Subscription end date' should only be entered for subscriptions that have ended (if you're entering in a backlog of serials)

  • The 'Numbering formula' is editable to match the way you'd like your numbering to print on the item record and subscription information pages

Click 'Save Subscription' to save the information you have entered. Find sample serial examples in the appendix.