Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_43614_Add_a_serial_item"></a>Add a serial item from the Issue/Part workform</h1>
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<p><a name="kanchor5033"></a><a name="IX_creating_from_an_issue"></a>If you did not generate item records automatically at check in, you can add them from the Issue or Part workform.</p>
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<p class="NoteShade"><b>Tip:<br /></b>For information on creating item records at check in, see <a href="Check_in_issues_parts_from_the_Check_In_workform.htm#XREF_49343_Check_in">Check in issues/parts from the Check In workform</a>.</p>
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<p>To create an item record from the Issue or Part workform:</p>
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<ol>
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<li value="1"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>From the Issue or Part workform, select <b>Tools, Create Item</b>.</li>
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</ol>
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<p class="indent2">The Create Item for Issue/Part dialog box appears.</p>
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<ol data-mc-continue="true">
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<li value="2">Type the unit price.</li>
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<li value="3">Type the barcode.</li>
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<li value="4">Click <b>OK</b>.</li>
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</ol>
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<p class="indent2">If the barcode is not recognized as a valid barcode for an item record, a message appears and you can continue creating the item record if you have the Cataloging permission <b>Override invalid item barcode message: Allow</b>. </p>
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<p class="indent2">If the barcode is valid, the message <b>Linked item record was generated successfully</b> appears in the status bar.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_38912_Add_a_special"></a>Add a Special Issue/Part at Check In</h1>
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<p><a name="kanchor4728"></a><a name="IX_adding_an_issue_or_part"></a><a name="kanchor4729"></a><a name="IX_adding_from_serial_1"></a><a name="kanchor4730"></a><a name="IX_adding_from_serial"></a><a name="kanchor4731"></a><a name="IX_adding_issues_or_parts_to"></a>You may receive a special issue or part of a serials title that has the same name as the serials title but is published outside of the usual publication pattern. In this case, you can add the issue or part at check in. To add a special issue or part:</p>
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<p class="NoteShade"><b>Note:<br /></b>Serial issues display in the PAC according to the retention information in the serial holdings record and the most-recently checked in issue, including special issues. For example, if the serial holdings record specifies that issues will be retained for one year, and the special issue is checked in a year after all the other issues were checked in, only the special issue will be displayed in the PAC. The retention information can be changed in the linked serial holdings record. See <a href="../PSsetup/Displaying_Serial_Titles_in_the_PAC.htm#XREF_28944_Displaying_Serial">Displaying Serial Titles in the PAC</a>. </p>
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<p class="NoteShade"><b>Tip:<br /></b>For special issues that follow the publication pattern, but have a different title than the title in the serial holdings record, see <a href="../PSsetup/Predict_issues_parts_with_different_titles.htm#XREF_89786_Add_a_special">Predict issues/parts with different titles</a>.</p>
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<ol>
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<li value="1">Right-click a pattern on the Serial Holdings Record workform.</li>
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</ol>
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<p class="indent2">The context menu appears.</p>
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<ol data-mc-continue="true">
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<li value="2">Select <b>Add issue/part</b> from the context menu.</li>
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</ol>
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<p class="indent2">The new issue or part displays in the Issue or Part workform. It contains the captions and category from the linked pattern, a status of Expected, and information from the Serial Holdings Record.</p>
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<ol data-mc-continue="true">
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<li value="3">Type a value for each level of <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>.</li>
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</ol>
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<p class="NoteShade"><a name="kanchor4732"></a><a name="IX_serial_issues_or_parts"></a><b>Note:<br /></b>The read-only <b>Chronology date</b> in the Issue or Part workform is the internal chronology date Polaris uses for displaying 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.</p>
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<ol data-mc-continue="true">
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<li value="4"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>Type or select an expected arrival date in the <b>Expected arrival date</b> box. </li>
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<li value="5"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>Select <b>File </b>><b> Save </b>to save the issue.</li>
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</ol>
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<ol data-mc-continue="true">
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<li value="6">Check in the issue, following the steps in <a href="Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a>.</li>
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</ol>
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<p class="NoteShade"><a name="kanchor4733"></a><a name="IX_adding_outside_of"></a><a name="kanchor4734"></a><a name="IX_adding_an_issue_without"></a><b>Note:<br /></b>If the second level of enumeration in the publication pattern indicates the enumeration restarts after a certain number of issues, you will get a warning message if the issue you are adding exceeds that number. For example, the publication pattern is for a quarterly and the second level of enumeration indicates the numbering restarts after 4 issues. You receive an extra issue that you want to be issue number 5. You can save this issue, but you will receive a warning message that says: “This issue's enumeration contains a value greater than 4. Do you want to continue saving this issue?”</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_68892_Add_subscription"></a>Add Irregular Serial Issues/Parts at Check-In</h1>
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||||
<p><a name="kanchor5491"></a><a name="IX_adding_at_check_in_1"></a><a name="kanchor5492"></a><a name="IX_adding_at_check_in"></a><a name="kanchor5493"></a><a name="IX_adding_issues_or_parts"></a>The arrival of most serial issues or parts can be predicted using the publication pattern in the serial holdings record. However, some serial issues or parts cannot be predicted because their publication pattern is too irregular or complex to accurately predict an expected arrival date. For the irregular serials, you can manually add issue/part records in advance of the expected arrival of the physical piece:</p>
|
||||
<p>To add a subscription issue or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> part for an irregular publication pattern:</p>
|
||||
<ol>
|
||||
<li value="1">Display the Subscription Check In workform or the Standing Order Check In workform for the serial to which you want to add an issue or part.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Add Issue/Part</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If there is more than one publication pattern associated with this serial title, a dialog box lists the publication patterns.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If the Publication Patterns dialog box appears, select the publication pattern for the serial issue or standing order part, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can wait until you check in the part to create the bibliographic record. The Create Part Bibliographic Record dialog box appears automatically when you check in the part. See <a href="Check_in_issues_parts_from_the_Check_In_workform.htm#XREF_49343_Check_in">Check in issues/parts from the Check In workform</a>. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you are adding a standing order part, and you know the bibliographic information, select <b>Tools, Add Bibliographic Record, </b>and enter the information in the Create Part Bibliographic Record dialog box. </li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Serial Issue or Standing Order Part workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Enter the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> of the new issue in the value column of the Enumeration levels boxes in the Issue/Part workform.</li>
|
||||
<li value="8">Enter the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> of the new issue in the value column of the Chronology levels boxes.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Chronology date</b> displays the selected chronology levels. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The read-only <b>Chronology date</b> in the Issue or Part workform is the internal chronology date Polaris uses for displaying 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.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">If needed, change the date in the <b>Expected arrival date</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Public notes display in the PAC. For example: <b>This issue does not circulate.</b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Select <b>View </b>><b> Notes</b> to display the Notes view.</li>
|
||||
<li value="11">Type notes in the <b>Public, Non-public</b>, or <b>Non-public/warning</b> boxes that relate to this specific issue.</li>
|
||||
<li value="12">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The new issue record is added to the Serial Check In issues or parts list with a status of Expected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="13">If the record was added because the issue has arrived, check in the issue by selecting <b>Tools </b>><b> Check-In</b> before closing the Serial Issue workform.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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<p align="center">
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|
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|
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|
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|
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|
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|
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|
||||
+81
@@ -0,0 +1,81 @@
|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Serials |Checking In Serials" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PSrecev.fm" /><title>Change an issue or part’s status</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSrecev/Change_an_issue_or_part_status.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
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||||
<h1><a name="XREF_75622_Change_an_issue_or"></a>Change an Issue or Part’s Status</h1>
|
||||
<p><a name="kanchor4589"></a><a name="IX_changing_an_issue_s_2"></a><a name="kanchor4590"></a><a name="IX_changing_an_issue_s_1"></a><a name="kanchor4591"></a><a name="IX_changing_an_issue_s"></a><a name="kanchor4592"></a><a name="IX_changing_to_never"></a><a name="kanchor4593"></a><a name="IX_changing_issue_or_part"></a><a name="kanchor4594"></a><a name="IX_changing_the_status_of_1"></a><a name="kanchor4595"></a><a name="IX_changing_the_status_of"></a>If you did not receive an issue as expected and the publisher informs you that the issue or part cannot be supplied, you can change the status from Expected to Never published or Not available. If you have the <b>Display of Issues on Check In</b> Acquisitions/Serials parameter set to exclude these statuses from display, these issues will not display in the Check In workform, but they are retained for statistical purposes.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Setting_the_Check_In_Display.htm#XREF_29506_Setting_the_Check">Setting the Check In Display</a>.</MadCap:conditionalText></p>
|
||||
<p>To change a serial issue or part’s status:</p>
|
||||
<ol>
|
||||
<li value="1">Select the issue or part and select <b>Open</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Issue or Part workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the status in the <b>Status</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The drop-down list of statuses appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the status for the issue or part, and select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The issue or part is saved with the new status you selected.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_43400_Change_serial"></a>Change Serial Label Defaults</h1>
|
||||
<p><a name="kanchor775"></a><a name="IX_selecting_type_for"></a><a name="kanchor776"></a><a name="IX_selecting_6"></a><a name="kanchor777"></a><a name="IX_serials_labels_defaults"></a><a name="kanchor778"></a><a name="IX_changing_defaults"></a>The defaults for serial labels are set up using profiles in Polaris Administration<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Cataloging/PDKlabels/Setting_Label_Profiles.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Label Profiles</span></a>).</MadCap:conditionalText> However, you can change these defaults from the Serials menu using the Serials Options dialog box. Once you have made changes using this dialog box, the defaults are set for your login.</p>
|
||||
<p>To change the serial label defaults:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Serials, Options</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Serials Options dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the type of label to use for serials labels in the <b>Label Type</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you want Label Manager to open with serial labels, select <b>Open Label Manager using this default</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the method for printing serials labels in the <b>Print Method</b> box.</li>
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The serials labels defaults are updated for your user login.</p>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSrecev/Check_in_from_the_Issue_Standing_Order_Part.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_19425_Check_in_from_the"></a>Check in from the Issue/Standing Order Part </h1>
|
||||
<p><a name="kanchor229"></a><a name="IX_from_issue_or_part"></a><a name="kanchor230"></a><a name="IX_checking_in"></a><a name="kanchor231"></a><a name="IX_checking_in_from_issue"></a>To check in from the Issue or Standing Order Part:</p>
|
||||
<ol>
|
||||
<li value="1">Use the Find Tool to search for and select the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> part or serial issue you want to check in. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Standing Order Part or Issue workform appears. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Tools, Check In </b>from the menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you are checking in a serial issue, the check in is complete. However, you can create an item record for the serial issue if you circulate issues or track their in-house use statistics.</p>
|
||||
<p class="indent2">If you are checking in a standing order part, the Create Part Bibliographic Record dialog box appears. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If you checked in a standing order part, complete the Create Part Bibliographic Record dialog box as follows:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Do not use articles before title names, such as “The” or “A”. For <span class="FM_Emphasis">The Big Apple</span>, enter: <b>Big Apple</b>. The linked MARC record automatically assigns to the Title information (245) the indicators <b>10 </b>(one-zero).</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Link to an existing bibliographic record by clicking <b>Find</b> to search for and select an existing record, or enter the bibliographic record information in the fields (the minimum required is <b>Title</b>) to create a new bibliographic record. </li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you do not want this bibliographic record to display in the PAC, clear the <b>Display in PAC </b>checkbox.</p>
|
||||
<p class="indent2">The bibliographic record is created and saved in the database with a status of Final. </p>
|
||||
<p class="NoteShade"><a name="kanchor232"></a><a name="IX_serials_check_in_1"></a><b>Tip:<br /></b>The <b>Unit price</b> field is read-only if the Polaris Administration Acquisitions/Serials parameter <b>Enter unit price at serials check-in </b>is set to <b>No</b>. The price will appear if it was set in the publication pattern, but it will be read-only. The cursor will go to the Item barcode field on the Create Item for Issue/Part dialog box where you can scan or type the barcode.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Set_the_prompt_for_price_at_check-in.htm#XREF_68727_Set_the_prompt_for">Set the prompt for price at check-in</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">If the Enter Barcode dialog box appears, type or scan the barcode number, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the <b>Generate Item Records at Check In</b> box has been checked in the publication pattern, but not the <b>Prompt for barcode at Check In</b>, the Enter Barcode dialog box does not display. An item is generated at issue check-in.</p>
|
||||
<p class="indent2">The issue or part is received, and the following status changes occur:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">The issue’s or part’s status is changed to Received.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">The status of both the serial holdings record and the linked purchase order line item (if one exists) change to Currently Received.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Printing serial labels</span> - If the Polaris Administration Staff Client profile <b>Labels: Automatically generate labels for each SO and SUBS check-in</b> is set to <b>Yes</b>, labels are generated automatically when issues or parts are checked in. See <a href="Print_a_label_for_a_serial_issue_or_part.htm#XREF_77795_Print_a_label_for">Print a label for a serial issue or part</a>.</li>
|
||||
<li><span class="FM_BulletHead">Routing issues </span>- If you are checking in a serial issue that is on a route list, a message asks if you want to print a route slip. See <a href="../PSrouting/Print_a_route_slip.htm#XREF_27599_Print_a_route_slip">Print a route slip</a>.</li>
|
||||
<li><span class="FM_BulletHead">Uncheck in - </span>If you checked in an issue in error, you can undo the check in. See <a href="Uncheck_in_issues_or_standing_order_parts.htm#XREF_26463_Uncheck_in_issues">Uncheck in issues or standing order parts</a>.</li>
|
||||
</ul>
|
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|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSrecev/Check_in_issues_from_a_linked_list_box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_18120_Check_in_issues_or"></a>Check In Issues from a Linked List Box</h1>
|
||||
<p><a name="kanchor1862"></a><a name="IX_checking_in_multiple_1"></a><a name="kanchor1863"></a><a name="IX_multiple_issues_from"></a>To check in a single or multiple issues from a linked list box that displays issues:</p>
|
||||
<ol>
|
||||
<li value="1">Display the linked list box with the issues listed.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To sort the issues, click a column heading. </p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>You could search for a serial holdings record in the Polaris Find Tool. Then, select the serial holdings record in the Find Tool results list, right-click, and select <b>Links, Issues/Parts</b>. If there are issues linked to the serial holdings record, they display in the linked list box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the issue or issues you want to check in, right-click and select <b>Check In</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the serial holdings record is set to create item records and prompt for a barcode, a message box appears, and you can enter the barcode. If you are checking in multiple serial issues, the check in process pauses when a message box appears, and the issue is highlighted in the list. When you respond to the message, the check in process continues where it left off. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If the Enter Barcode dialog box appears, type or scan the barcode number, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The issues are checked in and their statuses change to Received.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor1864"></a><a name="IX_overriding_invalid_3"></a><a name="kanchor1865"></a><a name="IX_overriding_invalid_2"></a><a name="kanchor1866"></a><a name="IX_invalid_barcode"></a>If a message tells you that the item barcode is invalid, you can continue saving the serial item if you have the cataloging permission <b>Override invalid item barcode message: Allow.</b> </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_49343_Check_in"></a>Check In Issues/Parts from the Check In Workform</h1>
|
||||
<p><a name="kanchor543"></a><a name="IX_See_checking_in"></a><a name="kanchor544"></a><a name="IX_checking_in_serials"></a><a name="kanchor545"></a><a name="IX_checking_in_issues"></a><a name="kanchor546"></a><a name="IX_checking_in_from_Check"></a>To check in serial issues or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts from the Subscription or Standing Order Check In workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can specify the default display of issues or parts in the Check In workform using the Polaris Administration Acquisitions/Serials parameter <b>Display of Issues on Check In</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Setting_the_Check_In_Display.htm#XREF_29506_Setting_the_Check">Setting the Check In Display</a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Serials, Check In</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool appears with <b>Check In Records</b> selected in the <b>Object</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Use the Find Tool to search for the serial title.</li>
|
||||
</ol>
|
||||
<p class="indent2">A list of the standing orders or subscriptions appears in the results list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Double-click the standing order or subscription Check In record.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Subscription Check In or Standing Order Check In workform appears.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To expand the window, click and drag the lower right corner.</p>
|
||||
<p class="NoteShade"><a name="kanchor547"></a><a name="IX_non_public_notes_1"></a><a name="kanchor548"></a><a name="IX_non_public_notes"></a><a name="kanchor549"></a><a name="IX_holdings_notes"></a><a name="kanchor550"></a><a name="IX_Check_In_workform"></a><b>Note:<br /></b>If you want to enter notes for staff regarding the serial title, such as change in the publication pattern, type in the<b><b style="font-weight: normal;"> Non-public</b> or <b style="font-weight: normal;">Non-public/warning notes </b></b>fields. Use the scroll buttons to scroll through the notes. The notes are also updated in the Serial Holdings Record, but they do not display in the PAC. These notes are read-only if you do not have the permission Modify Serial Holdings Record. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select one standing order part, or select one or more serial issues from the list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot check in multiple standing order parts at once.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Right-click and select <b>Check In</b> from the context menu. </li>
|
||||
</ol>
|
||||
<p class="indent2">If you are checking in a standing order part, the Create Part Bibliographic Record dialog box appears. This dialog box does not appear when you check in a serial issue.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6"><a name="kanchor551"></a><a name="IX_creating_when_checking"></a><a name="kanchor552"></a><a name="IX_creating_bibliographic_4"></a>If you checked in a standing order part, complete the Create Part Bibliographic Record dialog box as follows:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Do not use articles before title names, such as “The” or “A”. For <span class="FM_Emphasis">The Big Apple</span>, enter: <b>Big Apple</b>. The linked MARC record automatically assigns to the Title information (245) the indicators <b>10</b> (one-zero).</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Link to an existing bibliographic record by clicking <b>Find</b> to search for and select an existing record, or enter the bibliographic record information in the fields (the minimum required is <b>Title</b>) to create a new bibliographic record. </li>
|
||||
<li value="2">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you do not want this bibliographic record to display in the PAC, clear the <b>Display in PAC </b>checkbox.</p>
|
||||
<p class="indent2">The bibliographic record is created and saved in the database with a status of Final. </p>
|
||||
<p class="NoteShade"><a name="kanchor553"></a><a name="IX_serials_check_in"></a><b>Tip:<br /></b>The <b>Unit price</b> field is read-only if the Polaris Administration Acquisitions/Serials parameter <b>Enter unit price at serials check-in </b>is set to <b>No</b>. The price will appear if it was set in the publication pattern, but it will be read-only. The cursor will go to the Item barcode field on the Create Item for Issue/Part dialog box where you can scan or type the barcode.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Set_the_prompt_for_price_at_check-in.htm#XREF_68727_Set_the_prompt_for">Set the prompt for price at check-in</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor554"></a><a name="IX_entering_on_serials"></a><a name="kanchor555"></a><a name="IX_generating_item_records"></a><a name="kanchor556"></a><a name="IX_entering_for_a_serial_2"></a><a name="kanchor557"></a><a name="IX_entering_a_unit_price_at"></a><a name="kanchor558"></a><a name="IX_entering_the_unit_price"></a>If the Create Item for Issue/Part dialog box appears, enter a unit price (if necessary), type or scan the barcode number, and click <b>OK</b>. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the <b>Generate Item Records at Check In</b> box has been checked in the publication pattern, but not the <b>Prompt for barcode at Check In</b>, the Create Item for Issue/Part dialog box does not display, but an item is generated.</p>
|
||||
<p class="indent2">The issue or part is received, and the following status changes occur:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>The issue’s or part’s status is changed to Received. </li>
|
||||
<li>The status of both the serial holdings record and the linked purchase order line item (if one exists) changes to Currently Received.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Uncheck in - </span>If you checked in an issue in error, you can undo the check in. See <a href="Uncheck_in_issues_or_standing_order_parts.htm#XREF_26463_Uncheck_in_issues">Uncheck in issues or standing order parts</a>.</li>
|
||||
<li><span class="FM_BulletHead">Printing serial labels</span> - If the Polaris Administration Staff Client profile <b>Labels: Automatically generate labels for each SO and SUBS check-in</b> is set to <b>Yes</b>, labels are generated automatically when issues or parts are checked in. See <a href="Print_a_label_for_a_serial_issue_or_part.htm#XREF_77795_Print_a_label_for">Print a label for a serial issue or part</a>.</li>
|
||||
<li><span class="FM_BulletHead">Routing issues </span>- If you are checking in a serial issue that is on a route list, a message asks if you want to print a route slip. See <a href="../PSrouting/Print_a_route_slip.htm#XREF_27599_Print_a_route_slip">Print a route slip</a>.</li>
|
||||
<li><span class="FM_BulletHead">Turning price prompt on or off at check in</span> -<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Set_the_prompt_for_price_at_check-in.htm#XREF_68727_Set_the_prompt_for">Set the prompt for price at check-in</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_92256_Check_in_issues"></a>Check in Single or Multiple Issues from the Find Tool</h1>
|
||||
<p><a name="kanchor5859"></a><a name="IX_checking_in_multiple"></a><a name="kanchor5860"></a><a name="IX_multiple_issues_from_the"></a>Checking in multiple issues from the Find Tool is useful if you are doing centralized check in. Sorting by the issue’s designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>) lets you quickly identify the correct issue and check in multiple copies of the issue for various locations. To check in issues from the Find Tool:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You cannot check in <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts from the Find Tool.</p>
|
||||
<ol>
|
||||
<li value="1">In the Polaris Find Tool, select <b>Issue records</b> in the <b>Object</b> box, select <b>Title</b> in the <b>Search by</b> box, select <b>Exact match (implicitly truncated)</b> in the <b>Type</b> box, and select <b>Designation</b> in the <b>Sort by</b> box.</li>
|
||||
<li value="2">Press <b>Enter</b> or click <b>Search</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The issues appear in the Find Tool results list sorted by designation.</p>
|
||||
<p class="NoteShade"><a name="kanchor5861"></a><a name="IX_checking_in_using_SICI"></a><a name="kanchor5862"></a><a name="IX_searching_for_serials_by"></a><a name="kanchor5863"></a><a name="IX_checking_in_by_SICI"></a><a name="kanchor5864"></a><a name="IX_check_in_by_barcode"></a><b>Tip:<br /></b>If the publication has a <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">SICI<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The colloquial name for Serial Item and Contribution Identifier.
|
||||
The SICI is the SISAC bar code. The SICI incorporates the ISSN and is used on scholarly, technical, medical and other subscription based serials.</span></a> barcode, you can scan it to locate the issue.<b></b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the issue or issues you want to check in, right-click, and select <b>Check-In </b>from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the serial holdings record is set to create item records and prompt for barcodes, a message box appears, and you can enter the barcode. If you are checking in multiple serial issues, the check in process pauses when a message box appears, and the issue is highlighted in the list. When you respond to the message, the check in process continues where it left off.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If the Enter Barcode dialog box appears, type or scan the barcode number, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The issue or issues are checked in.</p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_38500_Checking_In_Serials"></a>Checking In Serials</h1>
|
||||
<p><a name="kanchor3690"></a><a name="IX_checking_in_overview"></a><a name="kanchor3691"></a><a name="IX_overview_79"></a>When you receive serial issues or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts from the supplier, you check in the issue or part. You can check in any issue or part that has a status of Expected, Pending Claim, or Claimed. </p>
|
||||
<p>If you set up a publication pattern in the Serial Holdings Record for the title, and you choose to generate issues or parts, they display in the Serial Check In workform. You can predict more expected issues or parts under this publication pattern from the Check In workform, and you can add issues or parts that arrive unexpectedly. When you check in a standing order part, you can either link to an existing bibliographic record or, if no title exists in the database, you can manually create a new bibliographic record.</p>
|
||||
<p>You can check in serial issues and standing order parts from the Issue or Standing Order Part workform, the Check In workform, the Polaris Find Tool, and any linked list box that displays the issues or parts. Multiple issues can be checked in at once from the Find Tool or Check In workform. </p>
|
||||
<p>If the <b>Generate Item Records at Check In </b>and the <b>Prompt for barcode at Check In</b> boxes are checked in the publication pattern, the barcode prompt appears, and you can scan in a barcode. The prompt may also include a box for the serial issue’s price, if the <b>Enter unit price at serials check-in</b> parameter is set to <b>Yes </b>in Polaris Administration. The <b>Generate Item Records at Check In </b>may also be enabled without the <b>Prompt for barcode at Check In</b><span style="font-style: italic;">. </span>If this is done, an issue’s linked item will be automatically generated behind the scenes.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>During Serials check-in, if the System Administration Permission <b>Override invalid item barcode message: Allow </b>is enabled in Cataloging, an alert appears if an invalid item (format) barcode is scanned. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Check_in_issues_parts_from_the_Check_In_workform.htm#XREF_49343_Check_in">Check in issues/parts from the Check In workform</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Check_in_from_the_Issue_Standing_Order_Part.htm#XREF_19425_Check_in_from_the">Check in from the Issue/Standing Order Part </a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Check_in_single_or_multiple_issues_from_the_Find_Tool.htm#XREF_92256_Check_in_issues">Check in single or multiple issues from the Find Tool</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Check_in_issues_from_a_linked_list_box.htm#XREF_18120_Check_in_issues_or">Check in issues from a linked list box</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_a_serial_item_from_the_Issue_Part_workform.htm#XREF_43614_Add_a_serial_item">Add a serial item from the Issue/Part workform</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Print_a_label_for_a_serial_issue_or_part.htm#XREF_77795_Print_a_label_for">Print a label for a serial issue or part</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Change_serial_label_defaults.htm#XREF_43400_Change_serial">Change serial label defaults</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_irregular_serial_issues_parts_at_check-in.htm#XREF_68892_Add_subscription">Add irregular serial issues/parts at check-in</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_a_special_issue_part_at_check_in.htm#XREF_38912_Add_a_special">Add a special issue/part at check in</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Delete_single_or_multiple_serial_issues_parts.htm#XREF_87721_Delete_an_issue">Delete single or multiple serial issues/parts</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Combine_issues.htm#XREF_70138_Combine_issues">Combine issues</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Uncheck_in_issues_or_standing_order_parts.htm#XREF_26463_Uncheck_in_issues">Uncheck in issues or standing order parts</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Change_an_issue_or_part_status.htm#XREF_75622_Change_an_issue_or">Change an issue or part’s status</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Delete_a_serial_holdings_record.htm#XREF_57439_Delete_a_serial">Delete a serial holdings record</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_70138_Combine_issues"></a>Combine Issues</h1>
|
||||
<p>Sometimes publishers deviate from a normal publication pattern and produce a combined issue. You can combine issues when this deviation from the established publication pattern happens once. If the publication will regularly include this combined issue, you should modify the publication pattern (see <a href="../PSsetup/Set_up_the_serial_publication_pattern_regularity.htm#XREF_20481_Set_up_the_serial">Set up the serial publication pattern regularity</a>). </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Only expected issues, not parts, can be combined. </p>
|
||||
<p><a name="kanchor878"></a><a name="IX_as_they_are_checked_in"></a>To combine expected issues:</p>
|
||||
<ol>
|
||||
<li value="1">Display the Subscription Check In workform that contains the expected issues you want to combine.</li>
|
||||
<li value="2">Select the two expected issues you want to combine.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The two issues must be linked to the same publication pattern to be combined. If they are not linked to the same publication pattern, an error message appears, and the issues are not combined.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Tools, Combine</b> <b>issues</b> from the menu, or right-click and select <b>Combine issues</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Combine Issues dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>Enumeration</b>, <b>Chronology</b>, or <b>Both</b> in the <b>Combine</b> box. If the combined issue is for supplements or indexes, modify the title information for the new combined issue.</li>
|
||||
<li value="5">Update the notes information in the <b>Public</b>, <b>Non-public</b>, <b>Non-public/warning </b>fields.</li>
|
||||
<li value="6">Click <b>OK</b> to combine the two issues.</li>
|
||||
</ol>
|
||||
<p class="indent2">The original two issues are deleted, and the expected combined issue appears on the Subscription Check In workform.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When two issues are combined, the resulting issue takes the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> date from the earlier issue, and the expected arrival date is calculated based on the earlier issue's chronology date.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_57439_Delete_a_serial"></a>Delete a Serial Holdings Record</h1>
|
||||
<p><a name="kanchor1276"></a><a name="IX_deleting_20"></a>If you no longer need a serial holdings record, you can delete it, but you must first delete all linked issues or parts. See <a href="Delete_single_or_multiple_serial_issues_parts.htm#XREF_87721_Delete_an_issue">Delete single or multiple serial issues/parts</a>. To delete a serial holdings record:</p>
|
||||
<ol>
|
||||
<li value="1">On the Serial Holdings workform, select <b>File, Delete</b> or click the Delete button.</li>
|
||||
</ol>
|
||||
<p class="indent2">A message asks if you want to permanently delete the record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select<b> OK</b>. <ul type="disc"><li>If all linked parts or issues have a status of Expected, the serial holdings record is deleted and all linked issues or parts are also deleted. </li><li>If there are linked issues or parts with a status of Never published or Not available, a warning message appears, but you can delete the serial holdings record.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The serial holdings record is deleted if no issues or parts are linked to it.</p>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSrecev/Delete_single_or_multiple_serial_issues_parts.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_87721_Delete_an_issue"></a>Delete Single or Multiple Serial Issues/Parts</h1>
|
||||
<p><a name="kanchor1601"></a><a name="IX_deleting_automatically"></a><a name="kanchor1602"></a><a name="IX_deleting_serial_1"></a>If you have the required Serials permissions, you can delete serial issues and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts that are no longer retained by your library, regardless of their status. When you delete a received serial issue or standing order part that is linked to an item record, the linked item record is automatically deleted if you also have the Acquisitions permission <b>Allow Create and delete item records from acquisitions and serials</b> and the item can be deleted. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Serials_Admin/PDKserial/Setting_Delete_of_Issue_Part_with_Item.htm#XREF_17468_Setting_Delete_of">Setting Delete of Issue/Part with Item</a></MadCap:conditionalText> for more information on the permissions required for managing serial issues and parts.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also delete serial issues or parts automatically when a serials item is deleted in Cataloging. If the Polaris Administration Acquisitions/Serials parameter <b>Delete linked serial issue/part when serial item is deleted</b> is set to <b>Yes</b>, the issue or part is automatically deleted whenever a serial item is deleted. </p>
|
||||
<p>You can delete a single or multiple issues or parts at once from the Check In workform, the Find Tool results list or from linked list boxes that display the issues or parts. You can delete a single issue or part from the Issue or Part workform. </p>
|
||||
<p>To delete a subscription issue or standing order part, regardless of its status:</p>
|
||||
<ol>
|
||||
<li value="1">Do one of the following actions:<ul type="disc"><li>From the Issue or Standing Order Part workform, select <b>File</b>, <b>Delete</b>, click the Delete button, or press <b>CTRL+D</b>. </li><li>From the Find Tool results list, select the issues or parts, right-click and select <b>Delete</b>.</li><li>From a linked list box that displays issues or parts, select the issues or parts, right-click and select <b>Delete</b>.</li><li>From the Subscription or Standing Order Check In workform, select the issues or parts, right-click, and select <b>Delete</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">A message asks you to confirm the deletion.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <b>Yes</b> to continue deleting the issues or parts.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you are deleting multiple issues at once, the applicable messages appear for each of the issues to be deleted. The process pauses until you respond to the message, and the issue or part is highlighted where the process stopped. See <a href="#XREF_31770_Possible_Messages">Possible Messages When Deleting Issues or Parts</a></p>
|
||||
<p class="indent2">The issues or parts are deleted and any linked item records are also deleted, unless there are conditions that prevent their deletion. The items may be marked for deletion but retained in the database if your library retains deleted items until a purge process is run. </p>
|
||||
<h4><a name="kanchor1603"></a><a name="IX_messages_2"></a><a name="kanchor1604"></a><a name="IX_messages_when_deleting"></a><a name="XREF_31770_Possible_Messages"></a>Possible Messages When Deleting Issues or Parts</h4>
|
||||
<p>When you are deleting issues or parts, the following types of messages may appear:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Each message displays the title of the issue or part you are attempting to delete, its destination branch abbreviation, and its designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>).</p>
|
||||
<ul type="disc">
|
||||
<li>You cannot delete the issue because the linked item’s status or links to other records prevent it from being deleted. To delete the issue, you must first change the item’s status or links. </li>
|
||||
<li>Retention settings in the linked serial holdings record indicate the issue is retained. You can click <b>Yes</b> to continue deleting the issue/part.</li>
|
||||
<li>No other records are linked to the bibliographic record. If there are no other item records linked to this bibliographic record, a message asks you to confirm that you want the <b>Display in PAC</b> checkbox to be cleared in the bibliographic record. You can click <b>OK</b> to clear the <b>Display in PAC </b>checkbox in the linked bibliographic record and continue.</li>
|
||||
<li>There are route list records linked to the issue. You can click <b>OK</b> to continue.</li>
|
||||
</ul>
|
||||
</div>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_77795_Print_a_label_for"></a>Print a Label for a Serial Issue or Part</h1>
|
||||
<p>A serial label placed on the outside of serial material assists in shelving and provides abbreviated information about the issue or part. You can print labels on sheets or on a continuous feed roll. For information on setting up serial labels,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Acquisitions_Admin/PDKacquire/Acquisitions_Administration.htm#XREF_39867_Working_with">Serials Administration</a>.</MadCap:conditionalText> If you want to change the default label type or print options, select <b>Serials, Options</b> from the Polaris Shortcut Bar. See <a href="Change_serial_label_defaults.htm#XREF_43400_Change_serial">Change serial label defaults</a>.</p>
|
||||
<p><b>To print a label for a serial issue or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> part</b>
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">Access one of the following workforms:<ul type="disc"><li>Subscription Check In</li><li>Standing Order Check In</li><li>Serial Issue </li><li>Standing Order Part</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The dialog box for printing labels may automatically appear when you check in a serial issue or part.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">If you are printing labels from the Subscription or Standing Order Check In workform, select the issue or part for which you want to print labels. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click <img alt="singlab.gif" style="margin-bottom: -4.500pt;width: 25;height: 26;" id="image8" src="singlab_25x26.gif" /> or press <b>Ctrl+Alt+L </b>to print a single label, or click <img alt="multilab.gif" style="width: 19.729pt;height: 17.518pt;margin-bottom: -4.500pt;" id="image9" src="multilab.gif" /> or press <b>Ctrl+Alt+M</b> to print multiple labels. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File, Label Request</b> and select one of the following options: <ul type="disc"><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Single Label</b></li><li><b>Multi-Label</b> </li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">If you selected <b>Multi-Label</b>, the Insert Multiple Label dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you are printing multiple labels, type the number of labels you want to print in the <b>Number of labels to insert</b> box, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you selected <b>Single Label</b>, no dialog box appears, and the single label is printed. </p>
|
||||
<p class="indent2">The message <b>Labels requested</b> appears in the status bar, and the labels are printed.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_26463_Uncheck_in_issues"></a>Uncheck In Issues or Standing Order Parts</h1>
|
||||
<p><a name="kanchor3704"></a><a name="IX_serial_issues_1"></a><a name="kanchor3705"></a><a name="IX_serials_check_in_2"></a><a name="kanchor3706"></a><a name="IX_undoing_2"></a><a name="kanchor3707"></a><a name="IX_undoing_check_in"></a><a name="kanchor3708"></a><a name="IX_undoing_1"></a>Sometimes a serial issue or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> part is mistakenly checked in for the wrong title. In these cases, you can reset the status of an issue or part record from Received to Expected, thus “undoing” check-in. Undoing the check-in for issues and parts automatically deletes any serial item records which may have been created at check-in. </p>
|
||||
<p>To uncheck in issues:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Subscription Check In or Standing Order Part Check In workform for the serial title and copy that need resetting.</li>
|
||||
<li value="2">If the received issues or parts do not display in the Check In workform, select <b>Received</b> in the <b>Issue/part status</b> box above the list. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>You can press <b>CTRL</b> and select multiple issues or parts.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the issue or part with a Received status in the Issues list.</li>
|
||||
<li value="4">Select <b>Tools, UnCheck In</b>, or right-click and select <b>UnCheck-In</b><span style="font-size: 9.0pt;"> </span>from the context menu. </li>
|
||||
</ol>
|
||||
<p class="indent2">The issue or part’s status reverts to its status before it was checked in (Expected, Claimed, Pending Claim, Not Available, or Never published). </p>
|
||||
<p class="indent2">Any serial item records automatically created as a result of check-in are deleted unless there are conditions that prevent their deletion. </p>
|
||||
</div>
|
||||
</div>
|
||||
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|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
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|
||||
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|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user