Subscription Record Workform

You can create a new subscription record, search for an existing subscription record, or link to a subscription record from the Subscription Check In workform, the Serial Holdings workform, and the Purchase Order Line Item workform if the links have already been established. See Create a subscription record .

Use the Subscription Record workform to:

• Add the subscription title information - Click Find to open the Find Tool. Search for and select the serials title for the subscription. The title, ISSN, status and bibliographic control number are filled in automatically.
• Renew the subscription automatically - Select Automatic Renewal.
• Indicate the organization that owns the subscription - Select the branch or library in the Owner box.
• Print reports - Select File, Print and select Subscription Cost Analysis, or Subscription Expenditure Prediction.
• Enter supplier and subscription information - Click  or select View, General.
• Enter serial holdings information - Click  or select View, Serial Holdings.

Subscription Record Workform - General View

Use the Subscription Record workform - General view to:

• Select the subscription supplier - Click Find in the Supplier frame. The supplier information is filled in.
• Indicate if the subscription is part of a membership - Select the Membership box if the subscription is part of a professional membership.
• Specify the subscription period - Select or type the dates for the subscription start date, termination date, and expiration date.
• Specify the payment information -
• Select the payment method in the Method box.
• Select the fund in the Fund box.
• Type the subscription price in the Price box.
• Specify renewal instructions for the subscription - Type renewal instructions.
• Include notes related to the subscription - Type any notes related to the subscription.

Subscription Record Workform - Serial Holdings View

Use the Subscription Record workform - Serial Holdings view to:

• Renew a subscription - Select Tools, Renew.
• Cancel a subscription - Select Tools, Cancel.
• View the list of holdings records linked to this subscription.
• Add a serial holdings record to this subscription - Click  to open the Find Tool. Search for and select the serial holdings record you want to add to the subscription record.