2 WORK FLOW
This section explains the sequence of steps to take to manage serials. Most
of the steps (the prerequisites through step 4) are performed once to set up
the system for a particular serial title; while steps 5 and 6 are
performed on a regular basis as items arrive or need to be claimed.
BEFORE OPENING THE SERIALS MODULE
Prerequisite 1
Before using the Serials module, you must be sure that Vendors have been
defined. This may be done by using either the Acquisitions or Administration
module.
Prerequisite 2
Before using the Serials module, you must enter bibliographic
information about the serial via the Cataloging module.
Optional: You can also create a Holdings (HOL) record, if applicable.
INSIDE THE SERIALS MODULE
Step 1
In the Serials module, retrieve an administrative record by searching or
browsing.
Step 2
Register information about each subscription of the serial by using the
Subscription window. For example, your library may order 3 subscriptions
of the journal "Nature". Each subscription may be for a different sublibrary
and may have a different subscription period and a different vendor.
Step 3
Enter the publication pattern of the Serial title by using one of the
methods for the prediction of publication patterns.
Step 4
Optional. List the people who should receive an issue when it arrives by
using the Routing window.
Step 5
Register the arrival of issue(s) by using one of the three available
check-in methods.
Step 6
Send claims by batch or by using the Items window.