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SERIALS

CONTENTS

   

 


CHAPTER 1. GETTING STARTED

Overview

The Serials Menu

Organization of the User Guide

Optional Features

CHAPTER 2. SUBSCRIPTION SETUP

Overview

Adding a Subscription

Adding OPAC Information

Custom Routing Lists

Prediction Algorithm Setup

Using the Serials Prediction Calendar

Entering Enumeration and Chronology for Manually Predicted Issues

Handling Irregular Subscriptions

Claiming Days and Check In Notes

Editing a Subscription

Accessing the Check-In Screen

Adding a Brief Record

CHAPTER 3. SERIALS CHECK IN

Overview

Checking In Issues

Checking In the First Issue

Checking In Continuing Issues

Checking In Irregular Subscriptions

Checking In Special Issues

Viewing All Checkin Issues

Editing Checked In Issues

Editing Subscription/Prediction Setup

CHAPTER 4. CLAIMING

Overview

Extracting Claims

Reviewing Claims

Printing and Saving the Claims List

Approving the Claims List

CHAPTER 5. FILE MAINTENANCE

Overview

Vendor Maintenance

Adding a Vendor

Editing a Vendor

Managing Routing Lists

Creating Routing Lists

Editing Routing Lists

Deleting Routing Lists

Managing Patron Lists

Adding Patrons

Deleting Patrons

Routing Display Fields