Starting a Serials Task

You can start a serials task by finding an existing record or creating a new one.

Tip:
Click the green orb to see the Serials toolbar.

Hover the cursor over the icons to see their functions.

To start a task in Serials:

Note:
For more information on basic Polaris functions, see Getting Started in Polaris.

1. Log on to Polaris.

The Polaris Shortcut Bar appears.

Tip:
Press ALT+S to display the Serials menu.

2. Start one of the following serials tasks:
   • Create a serial holdings record for a serial title - Select File | New | Serial Holdings Record. Issue and part records are created from serial holdings records. See Setting Up Serials Records.
   • Create a subscription record for a specific title - Select File | New Subscription Record. See Create a subscription record.
   • Create a new supplier record - Select File | New | Supplier. See Create a new supplier record.
   • Create a new route list for routing serial issues - Select File | New | Route List. See Creating Route Lists.
   • Receive a serial issue or part - Select Serials |Check In. See Checking In Serials.
   • Find an existing serials record - Select Serials, select the record type, and use the Find Tool to search for the record. See Find serials records.
   • Renew or cancel one or more subscription titles - Select Serials | Subscription List. See View the Subscription List.
   • View, edit, and create publication pattern templates - Select Serials | Templates | Publication Patterns. See Create a publication pattern template.
   • Claim a serial issue or part - Select Claim Alert List. See Claiming in Serials.
   • Batch print cancellation notices or route slips - Select Serials | Batch Print | Cancellation Notices or Route Slips.
   • Generate a serials report - Select Utilities | Reports | Serials. Select the report from the list. See Serials Reports.