Enter Claiming Criteria in the Serial Holdings Record
To add claiming information in the Serial Holdings Record workform:
- Open the Serial Holdings Record workform.
Note:
If you are creating a new serial holdings record, see Create a serial holdings record.
- Select View | Orders.
The Serial Holdings Record, Orders view appears.
- Link to the purchase order and/or subscription record, if applicable. See Enter order data for a serial holdings record.
Note:
It is not necessary to have a linked purchase order or subscription record to do serials claiming.
- If the supplier’s name and SAN fields are not already filled in, click Find to search for and select the supplier for the serials title.
The supplier’s name and SAN are filled in, and the claiming information for the basic bibliographic unit appears in the lower right corner of the workform. Up to five claiming intervals can be defined in the Supplier record for the basic bibliographic unit. You can define more claiming intervals for the basic bibliographic unit or enter claiming data for the serial title’s index or supplement on the Serial Holdings Record workform.
- Under Claim Setup, type the vendor’s identification number for the subscription in the Subscription ID box. This number is printed on the claim notice.
- Click Add if you want to add more claims to the claiming data in the supplier record.
The Add Claim Interval dialog box appears.
- Select the type of publication in the Category box, type the number of days between the last claim and the next claim in the Interval box, and click OK.
When a serial issue is not received by the number of days in the Days after released/expected arrival box in the Supplier record, the claiming cycle begins. When the claiming cycle has passed without receipt of the issue or part, the serial issue appears on the Claim Alert List unless you have chosen automatic claiming.
If your library has chosen automatic claiming, notices are generated and they are e-mailed automatically (if you have selected e-mail as your notice method), or you can print them in a batch.
Tip:
All e-mail notices are sent automatically according to the schedule for the SQL Server job Notice Processing. This includes overdue, billing, fine, hold request, reminder, routing, and claim notices.