Serials

Cataloging the title

▶ Cataloging > New record

1. Click on « New record ».
2. Choose the appropriate framework.
3. Fill the form.
4. Click on « Save ».
5. When the item form appears, click on « Normal » without filling the item information.

Adding a subscription

You must create a subscription for each library that will receive this serial’s issues or loose-leaf updates.

1. From the detailed record (« Normal » tab), click on « New » and choose « New subsciption ».

2. Fill in the form (Part 1).

Vendor: click on the link to search for a vendor.

Record: the biblionumber and title should already be entered.

Choose « do not create an item record when receiving this serial ».

Choose to « Keep issue number » when there is an irregular issue.

Manual history: do not check this box.

Call number: enter the call number.

Library: choose the library where this subscription goes.

Public note: if needed, write a public note about this subscription.

Nonpublic note: if needed, write an internal note about this subscription.

Patron notification: use a notice template to notify subscribed patron when a new issue is received.

Location: do not choose a location.

Item type: choose the item type.

Grace period: do not fill in this field.

Number of issues to display to staff: for display in the staff catalogue.

Number of issues to display to the public: for display in the OPAC.

3. Click on « Next >> ».

4. Fill in the form (Part 2).

First issue publication date: date of the first issue to receive.

Frequency: choose the frequency.

Subscription length: do not enter a subscription length.

Subscription start date: write the current date or the original start date.

Subscription end date: write 12/31/2099.

Numbering pattern: choose the numbering pattern.

Locale: if the numbering pattern contains name of days, of months or of season, choose the langage that will be used for these words.

5. Write in the information « Begins with ».
6. If needed, write in the information for « Inner counter ».
7. Click on « Test prediction pattern ».
8. Make sure the prediction pattern is correct.

If not, adjust the frequency, the numbering pattern, « Begins with » or « Inner counter ».

9. When the prediction pattern is satisfactory, click on « Save subscription ».

Repeat the subscription creation steps for each library. To save time, click on « Edit » and choose « Edit as new (duplicate) ».

Receiving issues (« checkin »)

Paths to the form

Method 1a : If you are simply receiving the last issue

▶Serials > Search for subscription

1. In the « Action » column to the right of the library’s subscription, click on « Serial receive ».

Method 1b : If you are simply receiving the last issue

▶Serials > Search for subscription

1. In the results list, click on the library’s subscription title.

2. Click on « Received ».

Method 2 : If you need to receive several issues of the same subscription

Serials > Search for subscription
1. In the results list, click on the library’s subscription title.
2. Click on the « Serial collection » link.

3. In the list of issues, check the issues to receive, or click on « Generate next » if the issue to receive is not in the list, and click on « Edit serials ».