Create Publication Pattern - Pattern Options Window

The Create Publication Pattern - Pattern Options window appears when you click  on the Serial Holdings Record toolbar under Publication Patterns. See Specify the publication pattern for a serial title.

Use the Create Publication Pattern - Pattern Options window to:

• Select a template to specify the prediction pattern - Using a publication pattern template greatly reduces the amount of data entry to predict serial issues accurately. See Use a template to create a publication pattern.
• Specify the category of the serial - Select the serial category from the Category list.
• Specify the pattern’s duration - Type or select a date in the Start date and End date boxes.
• Specify the arrival pattern - Type the number of days, and then select before or after publication.
• Generate item records when issues/parts are checked in - If you want to generate item records, select the Generate item records on check-in box, and if you want to be prompted to scan the barcode of the item when it is checked in, select Prompt for barcode on check-in.
• Indicate the price of the items created from the issues - Type the price in the Unit price box. When items are created from checked in issues, they will contain the price indicated.
• Indicate the type of supplement or index - If the item is a supplement or index, enter the type in the Type of supplement/index box.
• Indicate how many issues you want to predict - Type the number of issues in the Number of issues to predict box.
• Enter the textual holdings information - Type the information in the Textual holdings box if more information is needed to adequately describe the holdings.
• Enter a public note - Type a public note in the Public Note box.
• Enter a non-public note - Type a note for library staff only in the Non-public note box.

Create Publication Pattern - Enumeration Chronology Window

The Create Publication Pattern - Pattern Options window appears when you click the new icon  on the Serial Holdings Record toolbar under Publication Patterns. Click Next to move from the Pattern Options view to the Enumeration and Chronology view. See Establish chronology and enumeration .

Use the Create Publication Pattern window - Enumeration and Chronology view to:

• Specify the frequency of publication - Select the publication frequency in the Frequency box.
• Set up the chronologyThe date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing. - Select the chronology caption in the Caption box. Select the chronology format in the Format box. Select the alternative chronology in the Alternative chronology box. Click Add to add the chronology.
• Set up the enumerationThe designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole. - Enter the enumeration captions in the Captions box, for example Vol and no. for volume and number. Select the enumeration format in the Format box. Enter the enumeration start in the Start value box. Enter the bib units in the Bib units per next higher level box. For example, a monthly publication has 12 units. Select the continuity in the Continuity box. Click the Alternative enumeration box if the serial has an alternative enumeration. Click Add to add the enumeration.
• Set the starting enumeration and chronology - Use the Start Designation box to enter the starting enumeration and chronology based on the selected enumeration and chronology values and the start date.

Create Publication Pattern - Regularity Pattern Window

The Create Publication Pattern window appears when you click the new icon  on the Serial Holdings Record toolbar under Publication Patterns. Click Next to move from the Publication Enumeration and Chronology view to the Publication Regularity view.

In MARC format for holdings, subfield $y contains codes that describe the regularity of the publishing pattern code in subfield $w (Frequency). The subfield may be structured in two ways using either chronology of enumeration values. Both types begin with a publication code.

Note:
See Set up the serial publication pattern regularity.

Use the Create Publication Pattern window - Regularity Pattern view to:

• Specify the regularity pattern -
• Select the publication code in the Publication code box. This is the first one-character code in both the chronology and enumeration types and indicates whether the chronology or enumeration type is combined, omitted or published.
• Select the calendar unit in the Calendar unit box. This indicates that serial’s publication pattern is by Year (yyyy), Month (MM), Season (SS), Week of year (ww), Week of month (WW), Day of month (DD), or Day of week (dd).
• Enter data in the From and To boxes as follows:

Day of week (d): mo, tu, we, th, fr, sa, su.
Day of month (d): 01-31
Month (m): 01-12
Season (s): 21 (spring), 22 (summer), 23 (autumn), 24 (winter)
Week of year (w): 01-53
Week of month (w): 99 (last), 98 (next to last), 97 (third to last), 00 (every), 01 (first), 02 (second), 03 (third), 04 (fourth), 05 (fifth).
Year (y): yyyy (four digits)

• Click Add to add the regularity pattern you specified to the list.

• Indicate a calendar change - Select the change from the Calendar change box. This field is enabled only if an enumeration is specified. It indicates that the calendar change is for Month (MM), Season (SS), or Month and day (MMDD).

• Add the regularity pattern - Click Add to add the regularity pattern to the list.

• Remove the regularity pattern - Select a regularity pattern from the list and click Remove.

Create Publication Pattern - Prediction Results Window

The Create Publication Pattern window appears when you click the new icon  on the Serial Holdings Record toolbar under Publication Patterns. Click Next to move from the Pattern Regularity view to the Prediction Results view. See Review a publication pattern’s prediction.

Use the Create Publication Pattern window - Prediction Results view to:

• View the predicted issues based on the pattern you set up - The issues are listed on the left. The start date and end date of the issues, along with the first issue’s designation, appear to the right of the predicted issues.
• Remove unwanted issues - Select the issues that come before the issues you want to generate, right-click and select Remove. If you used a publication pattern template with a start date before your first issue, there may be many issues to remove. Multi-select the issues by selecting the first issue to remove, holding down the Shift key and clicking on the last issue you want to remove. Then, right-click and select Remove.
• Indicate if you want to save the pattern as a template - Select the Save as template box if you want to save the pattern as a template that you can use to predict issues for other serials titles, and type the name of the template in the Template name box.
• Predict more issues - Click View More. The issues that appear in the Prediction Results list are the ones that will be generated when you click Finish.