Serial Issue Workform

Use the Serial Issue workform to:

• Create an item record - Select Tools, Create Item Record.
• Check in the issue - Select Tools, Check in or click . See Check in from the Issue/Standing Order Part.
• Uncheck in the issue that was checked in - Select Tools, Uncheck In.
• Add the issue to a route list - Select Tools, Add to route list. Create a route list.
• Claim the issue - Select Tools, Claim. See Claiming in Serials.
• Print a single label - Click  or select File, Request Label, Single Label.
• Print multiple labels - Click  or select File, Request Label, Multi- label.
• Enter or change the issue’s designation and other information - Click  or View, General.
• Enter or change notes regarding the issue - Click  or View, Notes.
• View or enter claiming information - Click  or select View, Claim.

Serial Issue Workform - General View

Use the Serial Issue workform - General view to:

• Select a different status for the issue - Select a status in the Status box. For example, you can change an issue’s status from Expected to Never Published or Not Available if you have information that the issue will not be received. When you search for an issue using the Polaris Find Tool, you can search by and limit by these statuses in the Polaris Find Tool.
• Enter or change the enumeration The 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. and chronology The 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. of the issue - The enumeration and chronology of the issues comes from the Serial Holdings record. See Establish chronology and enumeration.

Note:
The read-only Chronology date in the Issue or Part workform is the internal chronology date Polaris uses to display the issue or part in the correct order in the PAC. The chronology date always displays as MM/DD/YYYY format, whether or not all three levels of chronology are defined in the publication pattern. The chronology date uses the year selected in the first level of chronology if it is selected, or the current year if the year is not selected. If the month and day are not defined, the chronology date uses the month and day from the publication pattern's start date.

• Enter the expected arrival date of the issue - Type the date in Expected Arrival Date box, or select the date from the calendar icon.
• Enter or change the issue’s price - Type the price in the Issue unit price box.
• Specify the type of issue - Use the Type box and Title of box. The Type box indicates the type of issue: basic bibliographic unit, index, or supplement. If you select Index or Supplement, type the title of the index or supplemental issue in the Title of box.

Serial Issue Workform - Notes View

Use the Notes view on the Serial Issue workform to:

• Enter or change the staff notes for the issue - Use the Non-Public box or the Non-Public/Warning box.
• Specify or change the public notes for the issue - Use the Notes Public box to enter a free-text note intended for public display. This note is copied to the item record if the item record is generated at check in.