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<h1><a name="XREF_49807_Changing_a_Serial"></a>Changing a Serial Holdings Record’s Title</h1>
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<p><a name="kanchor2764"></a><a name="IX_changing_titles_overview"></a>If you have saved a serial holdings record with the wrong title, you can link it to a new bibliographic record. However, any received and retained issues/parts and any linked serial item records will be linked to the new bibliographic record, and they will display in the PAC with the new title. </p>
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<p><a name="kanchor2765"></a><a name="IX_from_publisher"></a>In cases where the publisher changes the title of the serial publication, and your library uses successive entry cataloging, it is preferable to create a new serial holdings record and link it to the bibliographic record with the publication’s new title. Close the publication pattern for the old serial holdings record, which deletes any issues that have been predicted but not received. Then, select <b>File </b>><b> New </b>><b> Copy</b> to create a new serial holdings record with the same publication pattern as the old title, and then link to the new bibliographic record. </p>
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<p><a name="kanchor2766"></a><a name="IX_changing_serial_title_1"></a><a name="kanchor2767"></a><a name="IX_changing_serial_title"></a><a name="kanchor2768"></a><a name="IX_viewing_in_the_PAC_2"></a><a name="kanchor2769"></a><a name="IX_viewing_in_the_PAC_1"></a><a name="kanchor2770"></a><a name="IX_viewing_in_the_PAC"></a>If the publication pattern has not changed with the new title, you can then generate issues from the existing pattern, and check in issues for the new title. This method ensures that any retained issues and items from the old serial holdings record keep the link to the old bibliographic record and display in the PAC under the old title. Any subsequent retained issues and items will display in the PAC under the new title. </p>
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<p>In Polaris Administration, the title display for serials can be configured to display the 780 (Former Title) and 785 (Later Title) fields in the PAC. When the title display has been configured to display the former and later title, patrons can find all the issues of a serial. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>. </MadCap:conditionalText></p>
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<p class="NoteShade"><span class="FM_PageNumber"><b>Note:</b><br /></span>When you select a different bibliographic record to be linked to the serial holdings record, the compressed holdings statement in the PAC will not reflect the change until the BuildUpCompressedHoldings SQL job has been run.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDSQLJobsRef/Polaris_SQL_Jobs_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris SQL Jobs Reference</span></a>.</MadCap:conditionalText></p>
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<p><a name="kanchor2771"></a><a name="IX_changing_the_bib_linked"></a><a name="kanchor2772"></a><a name="IX_linking_to_new"></a><a name="kanchor2773"></a><a name="IX_changing_titles_procedure"></a><a name="XREF_63464_Link_a_new"></a>To change a serial holdings record’s title:</p>
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<p class="NoteShade"><b>Important:<br /></b>You should change the bibliographic record only when you have linked to the wrong record. If there are received issues/parts and item records linked to the serial holdings record, they will all be linked to the new title. If the publication’s title changed, copy the serial holdings record, link the new serial holdings record to the new bibliographic record, and close the publication pattern for the old serial holdings record. See <a href="Close_a_publication_pattern.htm#XREF_40006_Close_a">Close a publication pattern</a>.</p>
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<ol>
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<li value="1">Open the Serial Holdings Record workform.</li>
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<li value="2">Click <b>Find </b>to search for the new bibliographic record.</li>
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</ol>
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<p class="indent2">If the serial holdings record is linked to a subscription record, purchase order line item, or invoice line item, a message appears.</p>
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<ol data-mc-continue="true">
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<li value="3">Click <b>Yes</b> to continue.</li>
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</ol>
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<p class="indent2">If there are links to received and retained issues/parts, and any item records, a message appears.</p>
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<ol data-mc-continue="true">
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<li value="4">Click <b>Yes</b> to continue.</li>
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</ol>
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<p class="indent2">The Find Tool appears with <b>Bibliographic Records</b> selected in the <b>Object</b> box.</p>
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<ol data-mc-continue="true">
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<li value="5">Search for the bibliographic record with the new title.</li>
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</ol>
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<p class="indent2">The bibliographic record or records matching your search criteria appear in the Find Tool results list.</p>
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<ol data-mc-continue="true">
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<li value="6">Select the new bibliographic record.</li>
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</ol>
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<p class="indent2">Polaris checks for any received issues and any linked items. </p>
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<ol data-mc-continue="true">
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<li value="7">Save the serial holdings record.</li>
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</ol>
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<p class="indent2">The Serial Holdings Record is updated with the new title information.</p>
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<h2><a name="kanchor2774"></a><a name="IX_publisher_changed_title"></a>Publisher Changes a Serials Title</h2>
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<p>If the publisher changes the title of a serial publication for which the library already has received and retained issues/parts, create a new serial holdings record, and close the publication pattern for the old serial holdings record. This ensures that any issues/parts received under the old title display the old title, and new issues/parts display the new title.</p>
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<ul type="disc">
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<li>See <a href="Copy_a_serial_holdings_record.htm#XREF_37157_Copy_a_serial_copy">Copy a serial holdings record</a>.</li>
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<li>See <a href="Close_a_publication_pattern.htm#XREF_40006_Close_a">Close a publication pattern</a>.</li>
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</ul>
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<p>You can set Polaris Administration profiles to display the former and later titles in the PAC.</p>
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<ul type="disc">
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<li>
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<MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>.</MadCap:conditionalText>
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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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<h1><a name="XREF_21479_Displaying_Serial"></a><a name="XREF_99775_Changing"></a>Changing a Publication Pattern</h1>
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<p>You can change the publication pattern for a serial holdings record if no issues or parts were received using that pattern. If one or more issues have already been received and the publisher changes 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> and/or <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> captions, or the arrival pattern (the publisher produces the serial monthly and then bimonthly), you can close the old pattern and create another one. If the publication pattern resumes, you can reopen the pattern. You can also add or remove predicted issues. </p>
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<p>There are two ways you can change a publication pattern for a serial holdings record. One method is to change only the publication pattern options, such as the start or end date. For example, you want to keep the frequency, regularity, chronology, and enumeration that are defined in the pattern, but you want to change the start and end dates. The other method is to change the frequency, chronology, enumeration and other settings in the publication pattern but leave the start and end dates the same. </p>
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<p>If the publication pattern is saved as a template, the changes are only made for that serial holdings record. To change a template, you must make the changes from the Publication Pattern Template Manager. See <a href="Edit_a_publication_pattern_template.htm#XREF_88820_Edit_a_publication">Edit a publication pattern template</a>.</p>
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<p>See also:</p>
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<ul>
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<li><a href="Modify_publication_pattern_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Modify Publication Pattern Options</span></a>
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</li>
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<li><a href="Modify_a_publication_pattern.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Modify a Publication Pattern</span></a>
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</li>
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<li><a href="Close_a_publication_pattern.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Close a Publication Pattern</span></a>
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</li>
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<li><a href="Reopen_a_publication_pattern.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Reopen a Publication Pattern</span></a>
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<li><a href="Predict_issues_parts_from_serial_holdings.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Predict Issues/Parts from Serial Holdings</span></a>
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<li><a href="Predict_issues_parts_with_different_titles.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Predict Issues/Parts with Different Titles </span></a>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSsetup/Close_a_publication_pattern.htm">Open topic with navigation</a>
|
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</p>
|
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|
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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_40006_Close_a"></a>Close a Publication Pattern</h1>
|
||||
<p><a name="kanchor1144"></a><a name="IX_serials_publication"></a><a name="kanchor1145"></a><a name="IX_closing_a_publication"></a><a name="kanchor1146"></a><a name="IX_closing_2"></a>To close a publication pattern:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Be sure to predict all issues still under the old pattern before closing it and establishing a new publication pattern. Closing the pattern stops prediction even if the End date has not been reached. If you try to close a pattern, and issues have already been received, Polaris deletes only the expected, never published or not available issues with a start date after the End date entered in the Close publication pattern dialog box. </p>
|
||||
<ol>
|
||||
<li value="1">Right-click an open publication pattern on the Serial Holdings Record workform.</li>
|
||||
</ol>
|
||||
<p class="indent2">The context menu appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Close pattern </b>from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Close Publication Pattern dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Enter the end date in the <b>End date</b> box, and click <b>OK</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The publication pattern is closed.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Serial title changes </span>- If the publication’s title changed, copy the serial holdings record, link the new serial holdings record to the new bibliographic record, and close the publication pattern for the old serial holdings record. You can link to a different bibliographic record from a serial holdings record if no issues were received under that title. See Link a new bibliographic record to a serial holdings record.</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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<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>Copy a Publication Pattern Template</h1>
|
||||
<p><a name="kanchor5172"></a><a name="IX_copying_1"></a>If you want to start with an existing publication pattern template, modify it, and create a new template, you can copy the template. To copy a publication pattern template:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Serials, Templates, Publication Patterns</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Publication Pattern Template Manager workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click a publication pattern template, and select <b>Create</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PubPatTempl.gif" style="margin-bottom: 0.000pt;width: 472;height: 320;" id="image49" src="PubPatTempl_472x320.gif" /> </p>
|
||||
<p class="indent2">The Create Publication Pattern dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Modify the publication pattern as needed. See <a href="Creating_Publication_Pattern_Templates.htm#XREF_52522_Creating_Serial">Creating Publication Pattern Templates</a>.</li>
|
||||
<li value="4">Type a name for the new template in the <b>Template name</b> box on Step 3 of the Create Publication Pattern window, and click <b>Finish</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The publication template is saved with the new name. </p>
|
||||
</div>
|
||||
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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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<h1><a name="XREF_37157_Copy_a_serial_copy"></a>Copy a Serial Holdings Record</h1>
|
||||
<p>If you hold multiple copies of the same serial title, you can create a serial holdings record for one of the copies of the title, and then duplicate that record as many times as needed. Each copied record must have at least a different copy number, destination, or collection from the record being copied before it can be saved. When you save a new serial holdings record, Polaris checks to make sure another serial holdings record does not exist with the same title, copy number, destination library, collection, and material type. The publication pattern is also copied to the new serial holdings record. To change the publication pattern, see <a href="Changing_a_Publication_Pattern.htm#XREF_99775_Changing">Changing a Publication Pattern</a>.</p>
|
||||
<p>To copy a serial holdings record:</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor4215"></a><a name="IX_serial_holdings_records_1"></a><a name="kanchor4216"></a><a name="IX_copying"></a>Open the Serial Holdings Record workform for the record you want to copy.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click <img alt="NewFileButton.gif" style="margin-bottom: -4.500pt;width: 29;height: 26;" id="image15" src="NewFileButton_29x26.gif" /> on the toolbar at the top of the workform to create a record for the next serial holdings record. All the information, except for the order information, is copied to the new record, and you simply change the copy number, destination, and collection for the next serial holdings record. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>File </b>><b> New</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New Serial Holdings Record dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Copy Existing Workform </b>(default).</li>
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Serial Holdings Record workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Change the <b>Copy No</b>., <b>Destination</b>, <b>Collection, and Material Type</b> boxes as necessary.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If a purchase order line item segment is linked to the serial holdings record you are copying, Polaris checks the quantity ordered in the linked purchase order line segment. If the number of copies already linked is equal to the quantity ordered in the purchase order line, an error message appears. The new serial holdings record cannot be saved if it is a <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> because it is not linked to a purchase order line item. If the order type is Subscription, the serial holdings record can be saved, but it is not linked to the purchase order line item. </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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<h1><a name="XREF_71156_Define_the"></a>Create a Publication Pattern Template</h1>
|
||||
<p><a name="kanchor1178"></a><a name="IX_creating_28"></a>To set up a serial publication pattern template:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Serials</b> ><b> Templates </b>><b> Publication Pattern</b> from the Shortcut Bar. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Publication Pattern Template Manager workform appears.</p>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>Expand the Publication Pattern Manager by dragging the bottom right corner of the workform.<br />Widen a column by dragging the border of the column header. <br />Filter the list by selecting a creator or frequency.<br />Sort the list by clicking the column header.<br />Quickly locate a template by placing the cursor in the list and typing the first letter of the template name.</p>
|
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|
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<li value="2"><a name="kanchor1179"></a><a name="IX_filtering_the_list_1"></a>Select <b>File </b>><b> New, </b>or click the New button.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Publication Pattern Template - Enumeration and Chronology dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Define the publication pattern <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>, and click <b>Next</b>. See <a href="Establish_chronology_and_enumeration.htm#XREF_97895_Establish">Establish chronology and enumeration</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Publication Pattern Template - Regularity Pattern dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Specify the publication regularity, and click <b>Next</b>. See <a href="Set_up_the_serial_publication_pattern_regularity.htm#XREF_20481_Set_up_the_serial">Set up the serial publication pattern regularity</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Publication Pattern Template - Prediction Results dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Review the predicted issues to make sure the results are what you expected. See <a href="Review_publication_patterns_prediction.htm#XREF_44880_Review_a">Review a publication pattern’s prediction</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the results are not what you expected, click <b>Back</b> to go back and change the prediction pattern.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6"><a name="kanchor1180"></a><a name="IX_entering_notes_for"></a><a name="kanchor1181"></a><a name="IX_entering_notes_2"></a><a name="kanchor1182"></a><a name="IX_entering_for_a_serial_1"></a>If you want a note to appear next to this template in the Publication Pattern Template Manager list, type up to 512 characters in the <b>Note</b> box.</li>
|
||||
<li value="7">Type a name for the template in the <b>Template name</b> box.</li>
|
||||
<li value="8">Click <b>Finish</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The publication pattern template is saved and will appear in the list of templates when you create a new pattern in a serial holdings record.</p>
|
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<h1><a name="XREF_91464_Create_a_serial"></a>Create a Serial Holdings Record</h1>
|
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<p><a name="kanchor3496"></a><a name="IX_creating_26"></a>The serial holdings record contains information regarding the serial title, copy, publication pattern, purchase order, and notes. To create a serial holdings record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A final (not provisional) bibliographic record for the title must exist in the Polaris database before you can create a serial holdings record.</p>
|
||||
<p class="NoteShade"><a name="kanchor3497"></a><a name="IX_creating_from_1"></a><a name="kanchor3498"></a><a name="IX_creating_serial_holdings"></a><b>Tip: <br /></b>To create a serial holdings record from a bibliographic record, press <b><F12></b> to bring up the bibliographic record Find Tool, limit by <b>Type of Material, Serial</b>, enter other search criteria, and press <b>Search</b>. Right-click on the bib in the Find Tool results list, and select <b>Create </b>><b> Serial Holdings Record. </b>Or, you can open the bib record and select <b>Tools </b>><b> Create </b>><b> Serial Holdings Record</b>. Then, go to step 6.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor3499"></a><a name="IX_creating_27"></a>Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar, click the New button, or press <b>CTRL+N</b> to display the New dialog box.</li>
|
||||
<li value="2">Select <b>Serial Holdings Record</b> from the <b>Objects</b> list, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Serial Holdings Record workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor3500"></a><a name="IX_linking_to_bibliographic"></a><a name="kanchor3501"></a><a name="IX_linking_from_serial"></a>Click <b>Find</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool appears.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In the Find Tool, select <b>Limit by</b> and select <b>Type of Material</b> ><b> Serial</b> to make sure you select a title coded as a serial. If you wish to select a title not coded as a serial, see the note in step 5.</p>
|
||||
<p class="indent2">
|
||||
<img alt="newserholdrecFind.gif" style="margin-bottom: 0.000pt;width: 430;height: 302;" id="image8" src="newserholdrecFind_430x302.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Search for the bibliographic record (title) to which you want the serial holdings record linked.<b> </b></li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool results list appears.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot link a serial holdings record to a bibliographic record with a status of provisional or deleted. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select the bibliographic record in the Find Tool results list and double-click, or right-click and choose <b>Select </b>from the context menu. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Serial Holdings Record workform appears with the bibliographic information from the title you selected.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you selected a record that is not a serial, the following message appears:<span style="font-weight: bold;"> </span><b>This bibliographic record’s leader is not a serial. Do you wish to continue?</b><span class="FM_Prompts"> </span>Click <b>Yes</b> to continue the operation, or click <b>No</b> and select a serial record instead. You might select <b>Yes</b> if you are linking a non-serial bibliographic record for a <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> to a <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">monographic series<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A group of monographs with a collective title in addition to their individual titles. The individual titles may or may not be numbered. The collective title is generally found on the title page or the cover of each monograph.</span></a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6"><a name="kanchor3502"></a><a name="IX_destination_library_1"></a><a name="kanchor3503"></a><a name="IX_destination_library"></a><a name="kanchor3504"></a><a name="IX_serial_holdings_record"></a>Select a destination library in the <b>Destination</b> box.</li>
|
||||
<li value="7"><a name="kanchor3505"></a><a name="IX_serial_holdings_record_1"></a><a name="kanchor3506"></a><a name="IX_order_type"></a>Select <b>Standing Order </b>or <b>Subscription </b>in the <b>Order Type</b> box.</li>
|
||||
<li value="8"><a name="kanchor3507"></a><a name="IX_material_type"></a><a name="kanchor3508"></a><a name="IX_serial_holdings_record_2"></a>Select a material type in the <b>Material Type</b> box.</li>
|
||||
<li value="9"><a name="kanchor3509"></a><a name="IX_collection"></a><a name="kanchor3510"></a><a name="IX_serial_holdings_record_3"></a>Select a collection in the <b>Collection</b> box.</li>
|
||||
<li value="10"><a name="kanchor3511"></a><a name="IX_status_1"></a><a name="kanchor3512"></a><a name="IX_serial_holdings_record_4"></a>Select the status in the <b>Status</b> box.</li>
|
||||
<li value="11"><a name="kanchor3513"></a><a name="IX_copy_number"></a><a name="kanchor3514"></a><a name="IX_serial_holdings_record_5"></a>Type a number in the <b>Copy no.</b> box that is unique for the title, destination library, collection, and material type.</li>
|
||||
<li value="12"><a name="kanchor3515"></a><a name="IX_call_number_4"></a><a name="kanchor3516"></a><a name="IX_serial_holdings_records"></a>Type a call number in the <b>Call no</b>. boxes. </li>
|
||||
</ol>
|
||||
<p class="indent2">The call number is composed of a prefix, a classification number, and the cutter. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When serial items are created, the call number is pulled from the serial holdings record. If the serial holdings record does not have a call number, it is pulled from the item template (if present). See Create a serial item template.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="13"><a name="kanchor3517"></a><a name="IX_shelving_scheme"></a><a name="kanchor3518"></a><a name="IX_serial_holdings_record_6"></a>Select the shelving scheme in the <b>Shelving Scheme</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3519"></a><a name="IX_shelving_scheme_default"></a><b>Note:<br /></b>If the shelving scheme is defined in the Polaris Administration Cataloging profile, <b>Default shelving scheme for new item and holdings records</b>, the shelving scheme is selected automatically.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="14"><a name="kanchor3520"></a><a name="IX_completeness_code"></a><a name="kanchor3521"></a><a name="IX_serial_holdings_record_7"></a>Select the completeness code in the <b>Completeness Code</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The retention information is displayed in the compressed holdings statement in the PAC. It also limits the number of issues in the expanded view. The retention information and the public note are at the branch level, not the collection level. See <a href="Displaying_Serial_Titles_in_the_PAC.htm#XREF_28944_Displaying_Serial">Displaying Serial Titles in the PAC</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="15"><a name="kanchor3522"></a><a name="IX_specifying_period_in"></a>Select a description for the retention policy in the <b>Retention designator </b>box. If you select <b>Retained for a limited period</b>, the <b>Previous retained</b> and <b>Latest retained</b> boxes appear.</li>
|
||||
<li value="16">If you selected <b>Retained for a limited period</b> in the <b>Retention designator </b>box, do the following steps:<ol style="list-style-type: lower-alpha;"><li value="1"><a name="kanchor3523"></a><a name="IX_retention_display_in_the_1"></a><a name="kanchor3524"></a><a name="IX_retention_display_in_the"></a>Select <b>Previous</b> or <b>Latest</b>.</li></ol></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Although the MARC Format for Holdings standard specifies that <b>latest </b>includes the current issue while <b>previous</b> does not, Polaris includes the current issue in the retention. The issues display in the PAC the same way whether you choose <b>Previous</b> or <b>Latest</b>.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">Type a number, and select a category next to <b>Previous</b> or <b>Latest</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Example:<br /></b><b>Latest 5 Years</b> indicates your library retains all the issues for the last five years.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="17"><a name="kanchor3525"></a><a name="IX_unlinked_to_item_records"></a><a name="kanchor3526"></a><a name="IX_issues_unlinked_to_items"></a><a name="kanchor3527"></a><a name="IX_serial_issues_unlinked"></a>To prevent all issues that are linked to this Serial Holdings Record from displaying in the public access catalog, if they do not have linked items, clear the <b>Display in PAC</b> checkbox. You can clear this checkbox when you have issues that do not circulate and do not have linked item records. See <a href="Displaying_Serial_Titles_in_the_PAC.htm#XREF_28944_Displaying_Serial">Displaying Serial Titles in the PAC</a>.</li>
|
||||
<li value="18">Select <b>File </b>><b> Save</b> to save the Serial Holdings Record.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Serial Holdings Record is saved if there are no other serial holdings records with the same bibliographic ID, copy number, destination, collection, material type, and order type. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you want to add the serial holdings record to a subscription record, select <b>Tools </b>><b> Add to Subscription Record</b>, and select the subscription record from the Find Tool. See <a href="../PSsubscriptions/Create_a_subscription_record.htm#XREF_86507_Create_a">Create a subscription record</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="19">Set up the publication pattern for the Serial Holdings Record using one of the following methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a href="Use_a_template_to_create_a_publication_pattern.htm#XREF_51867_Use_a_template_to">Use a template to create a publication pattern</a>. </li>
|
||||
<li><a href="Specify_the_publication_pattern_for_a_serial_title.htm#XREF_17193_Specify_the">Specify the publication pattern for a serial title</a>.</li>
|
||||
</ul>
|
||||
<ol start="20">
|
||||
<li value="20">Enter staff and public notes following these procedures:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a href="Enter_staff_notes_for_a_serial_holdings_record.htm#XREF_71399_Enter_notes_for_a">Enter staff notes for a serial holdings record</a>.
|
||||
</li>
|
||||
<li><a href="Enter_public_notes_for_a_serial_holdings_record.htm#XREF_17602_Enter_public_notes">Enter public notes for a serial holdings record</a>.
|
||||
</li>
|
||||
<li><a href="Enter_order_data_for_a_serial_holdings_record.htm#XREF_60587_Enter_order_data">Enter order data for a serial holdings record</a>.
|
||||
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|
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|
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<h1><a name="XREF_52522_Creating_Serial"></a>Creating Publication Pattern Templates</h1>
|
||||
<p><a name="kanchor2492"></a><a name="IX_creating_publication"></a>You can create publication pattern templates from the Publication Pattern Template Manager or by saving a publication pattern as a template from the Serial Holdings Record workform. All publication pattern templates are available from the Serial Holdings Record. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
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<li><a href="Create_a_publication_pattern_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Publication Pattern Template</span></a>
|
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</li>
|
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<li><a href="Edit_a_publication_pattern_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Edit a Publication Pattern Template</span></a>
|
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|
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<li><a href="Copy_a_publication_pattern_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Copy a Publication Pattern Template</span></a>
|
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|
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<li><a href="Rename_a_publication_pattern_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Rename a Publication Pattern Template </span></a>
|
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</li>
|
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<li><a href="Publication_Pattern_Examples.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Publication Pattern Examples</span></a>
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<h1><a name="XREF_19199_Serial_Item_Record"></a>Creating Serial Item Templates</h1>
|
||||
<p><a name="kanchor1"></a><a name="IX_overview_76"></a>If your library circulates serials or tracks their use in-house, use a serial item template to generate serial items at check-in. You can create serial item templates for every branch, serials collection, and serials material type so that there is minimal processing required after the item record is created. </p>
|
||||
<p><a name="XREF_28265_Acquisitions_On"></a>To create a serials item using an item template, there must be an item template with a name that begins with <b>Serial </b>or<b> Serials</b>, and the following fields in the Serial Holdings Record workform and the Item Template workform must match:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Destination</b> on the Serial Holdings Record workform and <b>Assigned </b>on the Item Template workform</li>
|
||||
<li><b>Collection</b> on the Serial Holdings Record workform and <b>Collection </b>on the Item Template workform</li>
|
||||
<li><b>Material type</b> on the Serial Holdings Record workform and <b>Material type </b>on the Item Template workform</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="itemtempcomp.gif" style="margin-bottom: 0.000pt;width: 491;height: 368;" id="image51" src="itemtempcomp_491x368.gif" />
|
||||
</p>
|
||||
<p><a name="kanchor2"></a><a name="IX_creating_30"></a><a name="kanchor3"></a><a name="IX_creating_serial_item"></a><a name="kanchor4"></a><a name="IX_creating_29"></a>To create a serial item template:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New </b>from the Polaris Shortcut Bar, or click <span class="FM_z05"><img alt="PSsetup00358.gif" style="margin-bottom: -4.500pt;width: 46;height: 31;" id="image52" src="PSsetup00358_46x31.gif" /></span>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Item Template</b> in the Objects list, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Item Template workform appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="NewItemTem.gif" style="margin-bottom: 0.000pt;width: 414;height: 295;" id="image53" src="NewItemTem_414x295.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type <b>Serial</b> or <b>Serials</b> followed by a template name in the <b>Name</b> box.</li>
|
||||
<li value="4">Select the template owner in the <b>Template Owner </b>box.</li>
|
||||
<li value="5">Select the owner for the item records in the <b>Owner </b>box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Select the same branch name in the <b>Owner</b> box as that in the <b>Assigned branch</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select the branch name in the <b>Assigned </b>box.</li>
|
||||
<li value="7">Select the material type in the <b>Material type</b> box. </li>
|
||||
<li value="8">Select the collection in the <b>Collection</b> box. </li>
|
||||
<li value="9">Select the following required fields to create an item record: <b>Loan period</b>, <b>Fine code</b>, and <b>Renewal limit</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Cataloging/PKtemplates/Using_Cataloging_Templates.htm#XREF_37134_Working_with">Using Cataloging Templates</a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can set the <b>Circ status</b> in the template to <b>In</b> if you want all your serial items created from this template to have a circulation status of <b>In</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Complete the information for circulating serials according to your library’s policies and workflow.</li>
|
||||
<li value="11">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the template does not have the required information for creating an item record, a message appears and you cannot save the template. Fill in the required fields labeled in bold type, and save the template again.</p>
|
||||
<p class="indent2">The template is saved. When you check in serial issues and the serial holdings record has the same destination (assigned branch), collection, and material type as the item template, serial items are create automatically. </p>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Checking in serial issues and creating item records </span>- See <a href="../PSrecev/Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a>.</p>
|
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<h1><a name="XREF_61939_Creating_a"></a>Creating a Publication Pattern</h1>
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<p><a name="kanchor1629"></a><a name="IX_See_publication_patterns"></a>To create a publication pattern for automatic prediction, you can use a publication pattern template, or you can specify 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>, <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>, frequency, and regularity for the serial title in the serial holdings record. If you are creating the publication pattern by specifying the enumeration, chronology, frequency, and regularity for the serial title, you may also save the publication pattern as a template before you save the publication pattern, so that it may be used to create other publication patterns for your organization. If you already have publication pattern templates, you may test them by checking the prediction preview. If the publication pattern has changed since the templates were created, you can update the template. When you create a new publication pattern for a serial title, you can save it as a template. </p>
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<h1><a name="XREF_55674_Creating_and"></a>Creating and Copying Serial Holdings Records</h1>
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<p><a name="kanchor1710"></a><a name="IX_overview_75"></a>A serial holdings record identifies a subscription to a serial title or a <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> for a <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">monographic series<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A group of monographs with a collective title in addition to their individual titles. The individual titles may or may not be numbered. The collective title is generally found on the title page or the cover of each monograph.</span></a>. Each serial holdings record is linked to a bibliographic record in the Polaris database, as well as to one or more serial issues/parts. The serial holdings record enables automatic prediction of subscription issues and standing order parts by establishing the publication pattern and defining 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> and <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>.</p>
|
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<p><a name="kanchor1711"></a><a name="IX_See_serial_holdings_1"></a>Each serial holdings record linked to the same bibliographic record has a copy number that is unique for the destination library, collection, and material type. For example, if the branch has two copies of <span style="font-style: italic;">Time Magazine </span>in the Periodicals collection, there will be two serial holdings records—copy 1 and copy 2. You can copy a serial holdings record to create a new one, and then change the copy number on the Serial Holdings Record workform before you save the new one. </p>
|
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<p>See also:</p>
|
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<li><a href="Create_a_serial_holdings_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Serial Holdings Record</span></a>
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<h1><a name="HT__Toc363629553"></a><a name="XREF_15285_Creating_a_Serial"></a><a name="XREF_28944_Displaying_Serial"></a>Displaying Serial Titles in the PAC</h1>
|
||||
<p><a name="kanchor663"></a><a name="IX_See_serial_holdings"></a><a name="kanchor664"></a><a name="IX_serials_display_in_the"></a><a name="kanchor665"></a><a name="IX_overview_74"></a><a name="kanchor666"></a><a name="IX_displaying_in_the_PAC"></a>When a patron searches for a serial title in the PAC, the results display according to settings in Polaris Administration and in the Serial Holdings Record. In addition, the compressed holdings statement is generated through the Build up Compressed Holdings statement SQL job. For more information on jobs, see <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Administration/PDSQLJobsRef/Polaris_SQL_Jobs_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris SQL Jobs Reference</span></a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_PAC_Profiles_Affecting"></a><a name="XREF_31736_PAC_Profiles"></a>PAC Profiles Affecting Serials Display</h2>
|
||||
<p>The display of serial titles can be configured at the title level for Polaris PowerPAC and Mobile PAC. However, the item availability display can be configured only for Polaris PowerPAC.</p>
|
||||
<h4>Serial Title Display in PAC</h4>
|
||||
<p>Titles are displayed according to settings in the <b>Title Display: Configure</b> profiles for PowerPAC and Mobile PAC.<b> </b>The profile has selections for configuring the Brief (serial) display, the Full (serial) display, and the Summary (serial) display. If the bibliographic record’s LDR07 has b, i or s, the title displays according to the title configuration settings for serials. If the LDR07 has anything else, the title displays according to the configurations for monographs. For more information on title display options for serials titles, <MadCap:conditionalText data-mc-conditions="Primary.Online">see <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><a name="kanchor667"></a><a name="IX_item_record_availability"></a><a name="kanchor668"></a><a name="IX_availability_display_in"></a><b>Tip:<br /></b>The compressed holdings are built based on the retained issue records using the organization in the linked serial holdings record. If the assigned branch in the linked item record is changed, the item record’s organization can be different from the linked serial issue, making the item’s availability inconsistent with the compressed holdings statement in the PAC display.</p>
|
||||
<h3>Serial Item Availability Display in PowerPAC</h3>
|
||||
<p>Item availability display for serials in Polaris PowerPAC is also affected by the following PowerPAC profiles:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on availability display options for serials issues, see <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Public_Access_Admin/PDOresults/Set_up_the_local_system_item_availability_display.htm#XREF_21672_Add_a_Item">Set up the local/system item availability display</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor669"></a><a name="IX_viewing_items_collapsed"></a><a name="kanchor670"></a><a name="IX_view_of_serial_items_in"></a><b>Item Availability: Expand serials titles</b> - If this profile is set to <b>Yes</b>, when you click or tap <b>Availability</b> the location-specific compressed holdings statement and all the issues that are retained will display. If it is set to <b>No</b>, when you click or tap <b>Availability</b> you see only the location-specific holdings information. Click or tap <b>Reference</b> to see individual issues. You can have separate settings for monographic and serials items. The profile <b>Item Availability: Expand non-serials titles</b> can be set to <b>Yes</b> so that patrons do not need to click or tap again to see more information. At the same time, the <b>Item Availability: Expand serials titles</b> can be set to <b>No</b> so that a compressed holdings statement appears for the serials title, and not all the issues. </li>
|
||||
<li><b>Item availability: Display textual holdings notes</b> - The profile can be set to suppress or display textual holdings, display them with a flag icon that the user hovers over or taps to display the textual holdings, or display the textual holdings immediately without the icon. </li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Item availability: Display notes </b>- This profile can be set to display or suppress item or issue public notes, display a flag icon that the user hovers over or taps to see the notes, or display the notes immediately without the icon. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Serial_Holdings_Record"></a><a name="XREF_61060_Serial_Holdings"></a>Serial Holdings Record Fields Affecting Serials Display in PAC</h3>
|
||||
<p>The display of serial holdings in PowerPAC and Mobile PAC also depends on the following elements in the Serial Holdings Record: </p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor671"></a><a name="IX_overview_of_display_in"></a><a name="kanchor672"></a><a name="IX_displaying_retained_in"></a><a name="kanchor673"></a><a name="IX_retained_issues"></a><b>Retention designator - </b>Select<b> Retained for a limited period</b> on the General view of the Serial Holdings Record, and specify the range of issues your library retains. The retention information controls the branch-specific compressed holdings statement as well as the number of issues that display under the statement. If you have multiple serial holdings records for the same title and the same branch, but they have different retention periods based on collection, update one of these serial holdings records with the longest retention period. All the serial holding records for the same title and same owning branch share the retention information and the public note. When special or supplemental issues are checked in, the retention information may need to be changed. For example, if the issues are retained for 1 year, and the supplemental issue is checked in a year after the other issues, only the supplemental issue will display in the PAC. See <a href="Create_a_serial_holdings_record.htm#XREF_91464_Create_a_serial">Create a serial holdings record</a>. </li>
|
||||
<li><a name="kanchor674"></a><a name="IX_setting_in_the_serial"></a><b>Display in PAC - </b>If this checkbox is unchecked, no issues will display in the PAC (unless there are linked item records that are set to display). If it is checked, the checked in issues display according to the retention information.</li>
|
||||
<li><a name="kanchor675"></a><a name="IX_displaying_notes_in_the"></a><a name="kanchor676"></a><a name="IX_displaying_public_notes"></a><a name="kanchor677"></a><a name="IX_public_and_textual"></a><b>Public Notes</b> - You can enter holdings notes to display at the branch, collection, and/or issue level. The item availability PAC profiles in Polaris Administration control how these notes are displayed in the Polaris PowerPAC. See <a href="#XREF_31736_PAC_Profiles">PAC Profiles Affecting Serials Display</a>.<ul type="disc"><li><span class="FM_BulletHead">Branch level </span>- To display notes at the branch level, enter the notes in the <b>Shared public note </b>box on the Public Notes view of the Serial Holdings Record. The shared public note displays in the PAC even if the prediction pattern is closed and no active issues are linked to the serial holdings record. See <a href="#XREF_18724_Displaying_Issues">Displaying Issues from Ceased Publications in PAC</a>.</li><li><a name="kanchor678"></a><a name="IX_displaying_in_the_PAC_1"></a><a name="kanchor679"></a><a name="IX_displaying_in_PAC_1"></a><span class="FM_BulletHead">Collection level </span>- To display notes at the collection level, enter them in the <b>Textual holdings</b> and/or <b>Textual holdings public note</b> in the publication pattern for the serial holdings record. </li><li><span class="FM_BulletHead">Issue level </span>- To display notes at the issue or item level, enter them in the <b>Public notes</b> box in the serial issue or item. Notes in the issue record are copied to the item record.</li></ul></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Displaying_Issues_from"></a><a name="XREF_18724_Displaying_Issues"></a>Displaying Issues from Ceased Publications in PAC</h2>
|
||||
<p><a name="kanchor680"></a><a name="IX_displaying_notes_in_PAC"></a><a name="kanchor681"></a><a name="IX_displaying_notes_for"></a><a name="kanchor682"></a><a name="IX_publications_not"></a>When your library no longer receives the publication or the publication has ceased, you can still display the title in the PAC with a note about your library’s holdings. However, to display the public note in the PAC, at least one issue, with or without a linked item, must be generated and checked in. </p>
|
||||
<p>Follow these general steps to display serial holdings notes for a serial title no longer being received:</p>
|
||||
<ol>
|
||||
<li value="1">Create a serial holdings record for the title.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The Call number <b>Storage</b> appears in the PAC, indicating the location of the back issues.</p>
|
||||
<p class="indent2">
|
||||
<img alt="shrcallnum.gif" style="margin-bottom: 0.000pt;width: 600;height: 332;" id="image1" src="shrcallnum_600x332.gif" /> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The Shared public note appears in the PAC exactly as you type it in the Serial Holdings Record; the lines break in the same place in the PAC.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">On the Public Notes view of the Serial Holdings Record workform, add a public note in the <b>Shared public note</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><span style=""><b>Examples</b>:</span>
|
||||
<br /><span style="font-weight: normal;">This periodical ceased publication June 2010.</span>
|
||||
<br /><span style=" font-weight: normal;">Library holds the following back issues in storage: v.22, no.1 (Jan. 1997) - v.35, no.6 (Jun 2010)</span>
|
||||
<br /><span style=" font-weight: normal;">Some issues missing.</span>
|
||||
<br />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Create a publication pattern, and generate one issue. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Enter one level of free text <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> such as [Ceased Holdings] and no <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>. The brackets prevent the enumeration from displaying. </p>
|
||||
<p class="NoteShade"> <img alt="pubpatceased.gif" style="margin-bottom: 0.000pt;width: 400;height: 301;" id="image3" src="pubpatceased_400x301.gif" /></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Check in the issue. No linked item is needed.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Example:<br /></b>In the Issue workform, enter the free text enumeration: <b>Ceased. Click on Availability for back issues.</b></p>
|
||||
<p class="indent2">
|
||||
<img alt="issueceased.gif" style="margin-bottom: 0.000pt;width: 405;height: 152;" id="image4" src="issueceased_405x152.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Check the PAC display. See <a href="#XREF_69138_Example_of_PAC">Example of PAC Display for a Ceased Serial Publication</a>.</li>
|
||||
</ol>
|
||||
<h3><a name="XREF_69138_Example_of_PAC"></a>Example of PAC Display for a Ceased Serial Publication</h3>
|
||||
<p>Under the serial title, the following displays:</p>
|
||||
<ul>
|
||||
<li><b>Call number: Storage </b>(from the call number in the General view of the Serial Holdings Record workform)</li>
|
||||
<li style="margin-top: 8.000pt;font-weight: bold;">Holdings: Ceased. Click on Availability for back issues. <span style="font-size: 11pt; font-weight: normal;">(from the free-text enumeration in the Issue workform for the single issue)</span></li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACCeased_pubtitle.png" alt="" />
|
||||
</p>
|
||||
<p>The user clicks <b>Availability</b> and the note entered in the <b>Shared public note</b> field in the Serial Holding Record workform is displayed. The shared public note lists all holdings, formatted however the library wants to see them displayed.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACCeased_pub.png" alt="" />
|
||||
</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor683"></a><a name="IX_allowing_holds_for_first"></a><a name="kanchor684"></a><a name="IX_allowing_holds_on"></a><a name="kanchor685"></a><a name="IX_allowing_for_volumes_in"></a><a name="kanchor686"></a><a name="IX_allowing_hold_requests_1"></a><a name="kanchor687"></a><a name="IX_allowing_for_serial_items"></a><a name="kanchor688"></a><a name="IX_allowing_for_serial"></a><a name="kanchor689"></a><a name="IX_allowing_hold_requests"></a><span class="FM_BulletHead">Hold Requests on Serial Items</span> -The <b>Holds options</b> parameter in Polaris Administration can be set to allow only bibliographic-level holds for monographic items, but allow the first copy of a serial issue or volume in a multi-volume set (or both) to be held. For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enabling_Item_Status_Restrictions_First.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds Options: Enable Hold Requests by Patrons and Define Restrictions</span></a>.</MadCap:conditionalText></p>
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<h1><a name="XREF_88820_Edit_a_publication"></a>Edit a Publication Pattern Template</h1>
|
||||
<p>To edit a publication pattern template:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Serials, Templates, Publication Patterns</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Publication Pattern Template Manager workform appears.</p>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>Expand the Publication Pattern Template Manager by dragging the bottom right corner of the workform.<br />Widen a column by dragging the border of the column header. <br />Filter the list by selecting a creator or frequency.<br />Sort the list by clicking the column header.<br />Quickly locate a template by placing the cursor in the list and typing the first letter of the template name.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click a publication pattern, and select <b>Open</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To delete or print multiple publication patterns, multi-select the patterns, right-click, and then select<b> Print</b> or <b>Delete</b> from the context menu. Other options are available on the menu when you select a single template. </p>
|
||||
<p class="indent2">The Modify Publication Pattern dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Modify the publication pattern as needed. See <a href="Creating_Publication_Pattern_Templates.htm#XREF_52522_Creating_Serial">Creating Publication Pattern Templates</a>.</li>
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<h1><a name="XREF_60587_Enter_order_data"></a>Enter order data for a serial holdings record</h1>
|
||||
<p><a name="kanchor1903"></a><a name="IX_entering_order"></a><a name="kanchor1904"></a><a name="IX_entering_for_a_serial"></a><a name="kanchor1905"></a><a name="IX_entering_order_data"></a>You can enter order data for a Serial Holdings record and link to a purchase order line item segment. To enter the order data for a serial holdings record:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You can save a serial holdings record for a subscription without linking to a purchase order line item segment, but a serial holdings record for a <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> must be linked to a purchase order line item segment before it can be saved. </p>
|
||||
<p class="FM_Step">Open the Serial Holdings Record workform, and select <b>View</b>, <b>Orders</b> or click <img alt="shrordersbtn.gif" style="width: 32;height: 18;" id="image13" src="shrordersbtn_32x18.gif" class="imginline" /> to display the Orders view.</p>
|
||||
<p class="indent2">
|
||||
<img alt="SerHold(new)Orders.gif" style="margin-bottom: 0.000pt;width: 372;height: 273;" id="image14" src="SerHold(new)Orders_372x273.gif" /> </p>
|
||||
<p class="FM_Step"><a name="kanchor1906"></a><a name="IX_linking_to_purchase_1"></a><a name="kanchor1907"></a><a name="IX_linking_to_serial"></a>Click <b>Find</b> next to the <b>PO no</b> box in the Purchase order section to search for the purchase order line item segment. </p>
|
||||
<p class="indent2">If the purchase order line item has one segment, the information from that segment is automatically brought into the serial holdings record. If it has multiple segments, a dialog box appears with a list of segments, and you select a segment from the list. If no purchase order line item segments match the destination and collection, an error message appears.</p>
|
||||
<p class="FM_TableAnchor">When you link to a matching purchase order line item segment, the following boxes are automatically filled in on the Serial Holdings Record workform:</p>
|
||||
<p class="FM_TableAnchor" />
|
||||
<table style="border-spacing: 0;padding-left: 2.00pt;padding-top: 2.00pt;padding-right: 1.00pt;padding-bottom: 1.00pt;float: alignleft;width: 328.82pt;margin-left: 0;margin-right: auto;" cellspacing="0">
|
||||
<tr style="height: 12.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Destination (header)</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Maximum no. of claims (Orders view)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 12.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Collection (header)</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Claim waiting period (Orders view)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 12.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Ordered at (Orders view)</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>PO no.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 12.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Plan (Orders view)</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>PO line no.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 12.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Supplier Name (Orders view)</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Seg. no.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 13.00pt;">
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBullet">•<span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>Supplier SAN (Orders view)</p>
|
||||
</td>
|
||||
<td style="width: 164.409pt;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;">
|
||||
<p class="FM_TableBody"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="FM_TableAnchor"> </p>
|
||||
<p class="FM_Step">Type the subscription start number in the <b>Start number</b> box. </p>
|
||||
<p class="FM_Step"><a name="kanchor1908"></a><a name="IX_linking_serial_holdings"></a><a name="kanchor1909"></a><a name="IX_linking_to_subscription"></a>If you have set up a subscription record for this serial title, select <b>Tools</b> > <b>Add to Subscription Record</b> to add this serial holdings record to the subscription record. See <a href="../PSsubscriptions/Create_a_subscription_record.htm#XREF_86507_Create_a">Create a subscription record</a>.</p>
|
||||
<p class="indent2">The <b>Start date</b> and <b>Expiration date</b> boxes are filled in with the information from the linked subscription record.</p>
|
||||
<p class="FM_Step">If you intend to claim issues, enter any additional claiming data. See <a href="../PSclaim/Enter_claiming_criteria_in_the_serial_holdings_record.htm#XREF_72441_Enter_serials">Enter claiming criteria in the serial holdings record</a>.</p>
|
||||
<p class="FM_Step">If applicable, enter a date in the <b>Intent to cancel</b> box.</p>
|
||||
<p class="FM_Step">Select <b>File </b>><b> Save</b> to save the serial holdings record.</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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<h1><a name="XREF_17602_Enter_public_notes"></a>Enter Public Notes for a Serial Holdings Record</h1>
|
||||
<p>If the serial title is set to display in PAC and at least one issue is generated and checked in, the notes entered on the Public Notes view appear in Polaris PowerPAC and Mobile PAC at the serial title’s branch level display. See <a href="Displaying_Serial_Titles_in_the_PAC.htm#XREF_61060_Serial_Holdings">Serial Holdings Record Fields Affecting Serials Display in PAC</a>.</p>
|
||||
<p><a name="kanchor131"></a><a name="IX_entering_public_notes_in"></a><a name="kanchor132"></a><a name="IX_entering_public_notes"></a>To enter public notes for a serial holdings record:</p>
|
||||
<p class="NoteShade"><a name="kanchor133"></a><a name="IX_displaying_for_serials"></a><b>Important:<br /></b>At least one issue, with or without a linked item, must be generated and checked in for the public note to display in PAC. You can enter free-text <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>, such as<span style="font-style: italic;"> This publication has ceased,</span> and a call number, such as <span style="font-style: italic;">Storage,</span> to indicate it is not a real issue. </p>
|
||||
<ol>
|
||||
<li value="1">On the Serial Holdings Record workform, select <b>View, Public Notes</b> or click <img alt="SHRnotesicon.gif" style="width: 29;height: 18;" id="image11" src="SHRnotesicon_29x18.gif" class="imginline" /> </li>
|
||||
</ol>
|
||||
<p class="indent2">The Public Notes view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Type a note in the <b>Shared public note</b> box. You can enter up to 4,000 characters. Press <b>Enter</b> to go to the next line, and the line breaks will display in the PAC as they are entered in the <b>Shared public note </b>box.</li>
|
||||
<li value="3">Save the serial holdings record. </li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
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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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<h1><a name="XREF_71399_Enter_notes_for_a"></a>Enter Staff Notes for a Serial Holdings Record</h1>
|
||||
<p><a name="kanchor3987"></a><a name="IX_entering_in_serial"></a><a name="kanchor3988"></a><a name="IX_entering_notes_1"></a>To enter staff notes for a serial holdings record:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Serial Holdings Record workform, and click <b>View</b>, <b>Staff Notes</b> or click <img alt="notesbtn.gif" style="margin-bottom: -4.500pt;width: 31;height: 31;" id="image9" src="notesbtn_31x31.gif" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Staff Notes view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2"><a name="kanchor3989"></a><a name="IX_organization"></a><a name="kanchor3990"></a><a name="IX_membership_1"></a><a name="kanchor3991"></a><a name="IX_membership"></a><a name="kanchor3992"></a><a name="IX_serial_holdings_record_8"></a>If the serial is received as part of a membership in a professional organization, select the <b>Designation</b> box, type the name of the member in the <b>Member name</b> box, and the organization name in the <b>Organization</b> box.</li>
|
||||
<li value="3"><a name="kanchor3993"></a><a name="IX_electronic_access"></a><a name="kanchor3994"></a><a name="IX_serial_holdings_record_9"></a>In the <b>Electronic access </b>box, type the URL, listserv, or e-mail address used to manage online journal subscriptions or standing orders. </li>
|
||||
<li value="4"><a name="kanchor3995"></a><a name="IX_serial_holdings_record_10"></a><a name="kanchor3996"></a><a name="IX_non_public_note"></a>To include notes for staff members, type them in the <b>Non-public note</b> and/or <b>Non-public/warning note</b> boxes. These notes appear on the Serial Check-In workform.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Notes can be entered with carriage returns for display in the Serial Check-In workform. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Save the serial holdings record.</li>
|
||||
</ol>
|
||||
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|
||||
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|
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<h1><a name="XREF_97895_Establish"></a>Establish Chronology and Enumeration </h1>
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<p><a name="kanchor3025"></a><a name="IX_setting_up_in_1"></a><a name="kanchor3026"></a><a name="IX_setting_up_enumeration"></a><a name="kanchor3027"></a><a name="IX_setting_up_in"></a>To establish a serial publication’s <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> and <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>:</p>
|
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<p class="NoteShade"><a name="kanchor3028"></a><a name="IX_number_of_levels_1"></a><a name="kanchor3029"></a><a name="IX_number_of_levels"></a><b>Note:<br /></b>You can specify up to four levels of chronology, six levels of enumeration, and two levels of alternative enumeration. There must be at least one level of enumeration or chronology.</p>
|
||||
<ol>
|
||||
<li value="1">Specify the publication pattern options, following the steps in <a href="Specify_the_publication_pattern_for_a_serial_title.htm#XREF_17193_Specify_the">Specify the publication pattern for a serial title</a>, and click <b>Next</b>.</li>
|
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</ol>
|
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<p class="indent2">The Create Publication Pattern - Enumeration and Chronology dialog box appears.</p>
|
||||
<p class="NoteShade"><b>Tip</b>:<br />If the frequency is Quarterly, see <a href="Set_up_the_serial_publication_pattern_regularity.htm#XREF_56210_Tips_for">Tips for Predicting Quarterly Issues</a>.</p>
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<ol data-mc-continue="true">
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<li value="2"><a name="kanchor3030"></a><a name="IX_setting_the_publication"></a><a name="kanchor3031"></a><a name="IX_frequency"></a><a name="kanchor3032"></a><a name="IX_serial_publication"></a>Select the frequency with which the serial is published in the <b>Frequency</b> box. </li>
|
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</ol>
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<p class="NoteShade"><b>Note: <br /></b>The frequency is specified in the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">008 field<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Fixed-length Data Elements - General Information
|
||||
This field contains 40 character positions (00-39) that provide coded information about the record as a whole and about special bibliographic aspects of the item being cataloged. These coded data elements are potentially useful for retrieval and data management purposes.
|
||||
 
|
||||
The data elements are positionally defined. Character positions that are not defined contain a blank (#). All defined character positions must contain a defined code; for some field 008 positions, this may be the fill character (|). The fill character may be used (in certain character positions) when a cataloging organization makes no attempt to code the character position. The fill character is not allowed in field 008 positions 00-05 (Date entered on file). Its use is discouraged in positions 07-10 (Date 1), 15-17 (Place of publication, production, or execution), and the 008 position defined for Form of item (either position 23 or 29 depending upon the 008 configuration).
|
||||
 
|
||||
Character positions 00-17 and 35-39 are defined the same across all types of material, with special consideration for position 06. The definition of character positions 18-34 was done independently for each type of material, although certain data elements are defined the same in the specifications for more than one type of material. When similar data elements are defined for inclusion in field 008 for different types of material, they occupy the same field 008 character positions.</span></a>, position 18 of the bibliographic record.</p>
|
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<ol data-mc-continue="true">
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<li value="3">For each level of chronology, enter information in the following fields in the <b>Chronology Setup</b> frame:<ol style="list-style-type: lower-alpha;"><li value="1">Select the chronology caption in the<b> Caption</b> box.</li><li value="2">Select the format in the <b>Format</b> box.</li><li value="3">If applicable, select the <b>Alternative chronology</b> box.</li><li value="4">Click <b>Add</b> to add the chronology level.</li><li value="5">Continue adding chronology levels. </li></ol></li>
|
||||
</ol>
|
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<blockquote>
|
||||
<p class="NoteShade"><b>Example: <br /></b>If the chronology includes a year, month, and day (November 24, 2003), there are three levels of chronology. Select <b>Year</b> as the caption and select <b>Number</b> as the format for the first level of chronology. Select <b>Day of Month</b> as the caption and select <b>Number</b> as the format for the second level of chronology. Select <b>Month</b> as the caption and select <b>Full text </b>as the format for the third level of chronology.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">For each level of enumeration, enter information in the following fields in the <b>Enumeration Setup</b> frame:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3033"></a><a name="IX_displaying_enumeration"></a><a name="kanchor3034"></a><a name="IX_suppressing_for"></a><a name="kanchor3035"></a><a name="IX_no_captions"></a><a name="kanchor3036"></a><a name="IX_displaying_in_reverse"></a><b>Tip:<br /></b>To suppress the enumeration display, use square brackets <b>[ ]</b> in the <b>Caption</b> box. To force a value to display in reverse order, use a plus sign <b>+</b> in the <b>Caption</b> box under Enumeration Setup. For example: <b>+Ed.</b> with a format of <b>numeral</b>, and a start value of <b>5</b> would display as <b>5th Ed</b>.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type the enumeration caption in the <b>Caption</b> box.</li>
|
||||
<li value="2">Select the enumeration format in the <b>Format </b>box.</li>
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||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><a name="kanchor3037"></a><a name="IX_start_value_1"></a><a name="kanchor3038"></a><a name="IX_start_value"></a><a name="kanchor3039"></a><a name="IX_enumeration"></a><a name="kanchor3040"></a><a name="IX_free_text"></a><b>Note:<br /></b>If you select <b>Free text</b> for the enumeration format, you can leave the <b>Start value</b> blank. For more information on using free text enumeration to add an issue that is a supplement or a special issue with a different title than the title in the serial holdings record, see <a href="Predict_issues_parts_with_different_titles.htm#XREF_89786_Add_a_special">Predict issues/parts with different titles</a>.</p>
|
||||
</blockquote>
|
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<blockquote>
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||||
<ol style="list-style-type: lower-alpha;" start="3">
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<li value="3">Type a start value for the enumeration in the <b>Start value</b> box. </li>
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||||
</ol>
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</blockquote>
|
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<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>Number</b>, <b>Numeral</b>, or <b>Roman</b> in the <b>Format</b> box, enter an Arabic number in the <b>Start value</b> box. The number is converted to the appropriate format. For example, if you selected <b>Numeral</b> for the format and <b>5</b> as the start value, it is converted to <b>5th</b>. If you selected <b>Roman</b> for the format and <b>5</b> as the start value, it is converted to <b>V</b>. The start value can be blank if the enumeration format is free-text.</p>
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</blockquote>
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<blockquote>
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||||
<ol style="list-style-type: lower-alpha;" start="4">
|
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<li value="4">If applicable, select the <b>Alternative enumeration</b> box.</li>
|
||||
<li value="5">Click <b>Add</b> to add the enumeration level.</li>
|
||||
</ol>
|
||||
</blockquote>
|
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<blockquote>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the enumeration for the serial has volume and number, the highest (first) level of enumeration is the volume.</p>
|
||||
</blockquote>
|
||||
<p class="indent2">The <b>Bib units per next higher level</b> and <b>Continuity</b> boxes appear for each level of enumeration you define after the first level of enumeration.</p>
|
||||
<ol start="5">
|
||||
<li value="5"><a name="kanchor3041"></a><a name="IX_specifying_the_units_in"></a><a name="kanchor3042"></a><a name="IX_enumeration_levels"></a>In the <b>Bib units per next higher level</b> box, indicate how many units are needed in each enumeration level (second - sixth) before the next higher level increments.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Examples: <br /></b>For a monthly serial with enumeration of volume and issue, type <b>12 </b>in the <b>Bib units per next higher level </b>box for the second enumeration level. After 12 issue records are created for a volume, the first enumeration level is automatically incremented by one.<br /><br />For a daily publication that is published every day except on Sundays and Christmas Day, it is not necessary to enter the exact number of issues. Enter <b>365</b> in the <b>Bib units per next higher level </b>box. Then, select <b>Day of Month</b> in the <b>Calendar Change</b> box and a value of <b>0101</b> to force the volume to increment on January 1 of each year.<br /></p>
|
||||
<ol start="6">
|
||||
<li value="6"><a name="kanchor3043"></a><a name="IX_continuity"></a><a name="kanchor3044"></a><a name="IX_enumeration_1"></a>Indicate in the <b>Continuity</b> box if the numbering for each level restarts (returns to 1) or continues incrementing.</li>
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||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The enumeration and chronology levels and values you specified appear in the <b>Start designation</b> box. If the designation is not what you want, you can remove chronology and/or enumeration levels, and reenter the information.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>Next</b> to set up the serial regularity. See <a href="Set_up_the_serial_publication_pattern_regularity.htm#XREF_20481_Set_up_the_serial">Set up the serial publication pattern regularity</a>.</li>
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<h1><a name="XREF_39565_Modify_a"></a>Modify a Publication Pattern</h1>
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<p><a name="kanchor2238"></a><a name="IX_modifying_a_publication"></a><a name="kanchor2239"></a><a name="IX_modifying_enumeration"></a><a name="kanchor2240"></a><a name="IX_modifying_publication_2"></a><a name="kanchor2241"></a><a name="IX_modifying_publication_1"></a><a name="kanchor2242"></a><a name="IX_modifying_publication"></a><a name="kanchor2243"></a><a name="IX_modifying_6"></a>To modify a publication pattern for a serial holdings record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Use this method if you want to modify the frequency, <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>, <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>, or regularity of the publication pattern. You can modify a publication pattern if no issues have been received. If issues have already been received using this pattern, you must close the existing pattern and create a new pattern for the serial holdings record. See <a href="Close_a_publication_pattern.htm#XREF_40006_Close_a">Close a publication pattern</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Serial Holdings Record workform.</li>
|
||||
<li value="2">Right-click the publication pattern in the Publication Patterns list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The context menu appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Open</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Modify Publication Pattern - Enumeration and Chronology dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="modpubpatt.gif" style="margin-bottom: 0.000pt;width: 358;height: 269;" id="image33" src="modpubpatt_358x269.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you want to change the existing information or enter new enumeration or chronology information, follow the steps in <a href="Establish_chronology_and_enumeration.htm#XREF_97895_Establish">Establish chronology and enumeration</a>.</li>
|
||||
<li value="5">If you want to modify the regularity, click <b>Next</b> on the Modify Publication Pattern - Enumeration and Chronology dialog box, and follow the steps in <a href="Set_up_the_serial_publication_pattern_regularity.htm#XREF_20481_Set_up_the_serial">Set up the serial publication pattern regularity</a>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><a href="Edit_a_publication_pattern_template.htm#XREF_88820_Edit_a_publication">Edit a publication pattern template</a>
|
||||
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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>Modify Publication Pattern Options</h1>
|
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<p><a name="kanchor5410"></a><a name="IX_modifying_5"></a><a name="kanchor5411"></a><a name="IX_changing_5"></a><a name="kanchor5412"></a><a name="IX_changing_4"></a><a name="kanchor5413"></a><a name="IX_modifying_4"></a>To modify publication pattern options for a serial holdings record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Use this method if you want to modify the start or end date of the publication pattern, but leave the frequency, <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>, <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>, and regularity the same. </p>
|
||||
<ol>
|
||||
<li value="1">Open the Serial Holdings Record workform.</li>
|
||||
<li value="2">Right-click the publication pattern in the Publication Patterns list.<p>The context menu appears.</p></li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also select a publication pattern, and click <img alt="editpatoptbtn.gif" style="margin-bottom: -5.500pt;width: 29;height: 27;" id="image31" src="editpatoptbtn_29x27.gif" />.</p>
|
||||
<li value="3">Select <b>Edit pattern options</b> from the context menu.<p>The Modify Publication Pattern Options dialog box appears.</p></li>
|
||||
<li value="4">Change the existing information or enter new information to modify the publication pattern options. See <a href="Specify_the_publication_pattern_for_a_serial_title.htm#XREF_17193_Specify_the" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Specify the Publication Pattern for a Serial Title</span></a>.</li>
|
||||
<li value="5">Click <b>OK</b> to save the changes to the publication pattern.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1>Predict Issues/Parts from Serial Holdings</h1>
|
||||
<p>After you have set up a publication pattern and predicted issues or parts using this pattern, you can predict additional issues or parts.</p>
|
||||
<p><a name="kanchor5006"></a><a name="IX_predicting_more_1"></a><a name="kanchor5007"></a><a name="IX_predicting_more"></a><a name="kanchor5008"></a><a name="IX_predicting_more_issues"></a>To predict issues or parts from the Serial Holdings Record workform:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Serial Holdings Record workform.</li>
|
||||
<li value="2">Select the publication pattern, and right-click.</li>
|
||||
<li value="3">Select <b>Predict issues/parts</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Predict Issues/Parts dialog box shows the predicted issues.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The predicted issues are created.</p>
|
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
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<h1><a name="kanchor451"></a><a name="IX_using_free_text_1"></a><a name="kanchor452"></a><a name="IX_using_free_text"></a><a name="kanchor453"></a><a name="IX_adding_special_issues"></a><a name="XREF_89786_Add_a_special"></a>Predict Issues/Parts with Different Titles </h1>
|
||||
<p>In some situations, a serial issue may be published outside of the usual publication pattern. It can be an issue that has the same title as the title in the serial holdings record, and the same <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>, or it can be a special issue with a different title from the serial holdings record and no enumeration or chronology, such as <span style="font-style: italic;">Spring is coming. Special issue.</span></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To add a special issue that is published outside of the usual publication pattern, but with the same title as the serial holdings record, see <a href="../PSrecev/Add_a_special_issue_part_at_check_in.htm#XREF_38912_Add_a_special">Add a special issue/part at check in</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also create a publication pattern template with a frequency of <b>Completely irregular</b> or <b>Continuously updated</b> and an enumeration of <b>Free text </b>to use for these types of special issues or supplements. See <a href="Creating_Publication_Pattern_Templates.htm#XREF_52522_Creating_Serial">Creating Publication Pattern Templates</a>. </p>
|
||||
<p>To add a special issue or part that has a different title than the title in the serial holdings record:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Serial Holdings Record workform for the serial title.</li>
|
||||
<li value="2">Double-click the pattern to open it.</li>
|
||||
<li value="3">Set up the chronology, if applicable, following the instructions in <a href="Establish_chronology_and_enumeration.htm#XREF_97895_Establish">Establish chronology and enumeration</a>. </li>
|
||||
<li value="4">In the <b>Caption</b> box under <b>Enumeration Setup</b>, type <b>[ ] </b>or <b>[Title]</b> as the holding place for the title of the special issue. The square brackets prevent the text from displaying. You can enter the exact title when the issue is checked in. </li>
|
||||
<li value="5">Select <b>Free text</b> in the <b>Format</b> box and click <b>Add</b>.</li>
|
||||
<li value="6">Select <b>Links, Check In</b> from the Serial Holdings Record workform.</li>
|
||||
<li value="7">When the special issue arrives, right-click the issue in the Check In workform, and select <b>Open</b> from the context menu. </li>
|
||||
</ol>
|
||||
<p class="indent2">The issue appears in the Issue workform.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Type the title of the special issue in the box labeled <b>Title</b> under <b>Enumeration</b>.</li>
|
||||
<li value="9">Select <b>Tools, Check In</b> from the Issue menu to check in the issue.</li>
|
||||
</ol>
|
||||
<p class="indent2">The issue’s title displays in the PowerPAC’s Availability view.</p>
|
||||
<p class="indent2">
|
||||
<img alt="specialinPAC.gif" style="margin-bottom: 0.000pt;width: 600;height: 239;" id="image41" src="../../../Resources/Images/SerialsSpecIssue_600x239.png" />
|
||||
</p>
|
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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>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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 |Setting Up Serials Records" 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/PSsetup.fm" /><title>Publication Pattern Examples</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSsetup/Publication_Pattern_Examples.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_48844_Publication"></a>Publication Pattern Examples</h1>
|
||||
<table style="width: 100%;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.3in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 134px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 142px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 186px;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Publication Example</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Frequency</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Chronology</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Enumeration</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Regularity/Exception*</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Pattern Results</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Published annually</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Annual</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Year</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Vol.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading"> </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Vol. 1 2011</p>
|
||||
<p class="FM_TableHeading">Vol. 2 2012</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Published monthly with two combined issues - July/Aug. & Sept./Oct.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Monthly</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Year<br />Month</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Volume 1<br />Issue 1</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">cm07/08</p>
|
||||
<p class="FM_TableHeading">cm09/10</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Vol. 1 Issue 1 January 2012<br /> (10 issues per year - July & Aug. in issue 7, Sept. & Oct. in issue 8)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Published semiweekly - Monday and Thursday (except on Fourth of July, Labor Day, Thanksgiving, Christmas, New Year’s Day)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableBody">Semiweekly</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Year<br />Day of month <br />Month<br />Day of week<br /></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Vol. 1</p>
|
||||
<p class="FM_TableHeading">no. 1<br />Monday<br />Jan. 2</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">od0101<br />od0704<br />od1225<br />ow0901mo<br />ow1199th</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1" style="padding-left: 12px;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;">
|
||||
<p class="FM_TableHeading">Vol. 1 no. 1<br />Monday, January 6, 2012<br />(omits Jan.1, <br />July 4, Dec. 25,  1st Mon. in Sept. & last Thurs. in Nov.)</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>*For exceptions, use publication codes <b>p</b> (published); <b>o</b> (omitted); <b>c</b> (combined).</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>Rename a Publication Pattern Template </h1>
|
||||
<p>If you want to keep all the settings for a publication pattern template, but you want to give it another name, you can rename the publication pattern template. To rename a publication pattern template:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Serials, Templates, Publication Patterns</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Publication Pattern Template Manager workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click the publication pattern you want to rename, and select <b>Rename </b>from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The name area is highlighted in the list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type the new name over the existing name. </li>
|
||||
</ol>
|
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<p class="indent2">The publication pattern template’s name is changed.</p>
|
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<h1>Reopen a Publication Pattern</h1>
|
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<p><a name="kanchor1206"></a><a name="IX_closed_publication"></a><a name="kanchor1207"></a><a name="IX_reopen_closed"></a>To reopen a closed publication pattern:</p>
|
||||
<ol>
|
||||
<li value="1">Right-click a closed pattern on the Serial Holdings Record.</li>
|
||||
<li value="2">Select <b>Reopen publication pattern</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The publication pattern is reopened.</p>
|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSsetup/Review_publication_patterns_prediction.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_44880_Review_a"></a>Review a Publication Pattern’s Prediction</h1>
|
||||
<p>To review the publication pattern’s prediction results:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The Prediction Results dialog box also displays when you select <b>Tools, Predict Issues/Parts </b>from the Check In workform and when you right-click from the Serial Holdings Record.</p>
|
||||
<ol>
|
||||
<li value="1">Set up the serial title’s publication pattern. See <a href="Specify_the_publication_pattern_for_a_serial_title.htm#XREF_17193_Specify_the">Specify the publication pattern for a serial title</a>.</li>
|
||||
<li value="2">After setting up the serial’s publication regularity, click <b>Next</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Publication Pattern - Prediction Results window displays the predicted issues using the pattern you set up. The pattern’s start and end date display as well as the designation for the first predicted issue.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To see more prediction results, click <b>View More</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">Additional prediction results appear in the list. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you previously specified an end date, you can extend the publication pattern’s end date to predict more issues. See <a href="Specify_the_publication_pattern_for_a_serial_title.htm#XREF_17193_Specify_the">Specify the publication pattern for a serial title</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To save the publication pattern as a template, select the <b>Save as Template</b> checkbox, and type a name for the template in the <b>Template name</b> box.</li>
|
||||
<li value="5">Click <b>Finish</b> to save the publication pattern. </li>
|
||||
</ol>
|
||||
<p class="indent2">If you saved the publication pattern as a template, it is available in the list in the Publication Pattern Template Manager. See <a href="Creating_Publication_Pattern_Templates.htm#XREF_52522_Creating_Serial">Creating Publication Pattern Templates</a>.</p>
|
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<h1><a name="XREF_20481_Set_up_the_serial"></a>Set Up the Serial Publication Pattern Regularity</h1>
|
||||
<p>If the publication pattern frequency is a common one, and there are no combined or omitted issues, you do not need to specify the regularity to generate the predicted issues. For example, to predict issues for a serial with a <b>Daily</b> frequency that is published every day without exception, you do not need to enter the regularity information. If there are days when the serial is not published, you need to specify these exceptions. To predict issues for publications with a frequency of <b>Totally Irregular</b> or <b>Continuously Updated</b>, you must enter a regularity pattern.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some frequencies show the publication details automatically in the <b>Publication Details</b> box, whereas other frequencies (such as Daily) produce too many entries to show in the box. To check the prediction, click <b>Next</b> (see <a href="Review_publication_patterns_prediction.htm#XREF_44880_Review_a">Review a publication pattern’s prediction</a>). </p>
|
||||
<p><a name="kanchor1159"></a><a name="IX_setting_regularity"></a><a name="kanchor1160"></a><a name="IX_setting_in_publication_1"></a>To specify the publication pattern regularity:</p>
|
||||
<ol>
|
||||
<li value="1">Specify the publication’s <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> following the instructions in <a href="Establish_chronology_and_enumeration.htm#XREF_97895_Establish">Establish chronology and enumeration </a>, and click <b>Next</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Publication Pattern - Regularity Pattern dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select a publication code in the <b>Publication code</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor1161"></a><a name="IX_as_part_of_publication_1"></a><a name="kanchor1162"></a><a name="IX_as_part_of_publication"></a><a name="kanchor1163"></a><a name="IX_specifying_publication"></a><a name="kanchor1164"></a><a name="IX_exceptions"></a><b>Note:<br /></b>There are default regularity patterns when you enter a frequency, but you can enter exceptions to the publication pattern by using <b>p</b> for additional issues, <b>o</b> for omitted issues, and <b>c</b> for combined issues.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor1165"></a><a name="IX_setting_the_calendar_unit"></a><a name="kanchor1166"></a><a name="IX_setting_in_publication_2"></a>Select a calendar unit in the <b>Calendar unit</b> box.</li>
|
||||
<li value="4"><a name="kanchor1167"></a><a name="IX_setting_a_publication"></a><a name="kanchor1168"></a><a name="IX_setting_in_publication_3"></a>Type a valid publication value in the <b>From </b>box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Day of week (d): mo, tu, we, th, fr, sa, su.<br />Day of month (d): 01-31<br />Month (m): 01-12<br />Season (s): 21 (spring), 22 (summer), 23 (autumn), 24 (winter)<br />Week of year (w): 01-53<br />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).<br />Year (y): yyyy (four digits)</p>
|
||||
<p class="indent2">If you are specifying that one or more issues are combined, you must enter both <b>From</b> and <b>To </b>values. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If applicable, type a valid publication value in the <b>To</b> box.</li>
|
||||
<li value="6"><a name="kanchor1169"></a><a name="IX_weekly_serial_with"></a><a name="kanchor1170"></a><a name="IX_example"></a>Click <b>Add</b> to add the publication details to the list under <b>Publication Details</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A weekly serial is published on Monday of each week with combined issues for the last two weeks of August and December. The Publication Details are as follows for this publication:<br /><b>pd mo <br />cw 0898mo/0899mo <br />cw 1298mo/1299mo</b></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The <b>Calendar Change</b> box is active only if you defined enumeration in the publication pattern.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor1171"></a><a name="IX_specifying_in_a"></a><a name="kanchor1172"></a><a name="IX_specifying_a_calendar"></a>If you need to specify a calendar change, select <b>Month</b>, <b>Day of Month</b> or <b>Season</b> in the <b>Calendar Change </b>box, and enter the corresponding two-digit numeric code. If the serial is published less frequently than monthly, you must select <b>Day of Month</b> to indicate a calendar change.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor1173"></a><a name="IX_defined_6"></a><b>Note:<br /></b>A calendar change indicates the chronological point at which the highest level of enumeration increments or changes.<b> </b>For example, if you select <b>Day of Month</b> for the calendar change, and enter <b>0101</b>, the calendar change will be on January 1. However, if the serial is not published on January 1, the calendar change automatically takes effect on the next day the serial is published. You can specify more than one calendar change by separating the values with commas.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Click <b>Next</b>, and review the expected issues to see if the publication pattern results are what you wanted. See <a href="Review_publication_patterns_prediction.htm#XREF_44880_Review_a">Review a publication pattern’s prediction</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you go back to the previous view and change the frequency, the publication pattern details are automatically removed. However, changing other information does not affect the publication details. </p>
|
||||
<h2><a name="kanchor1174"></a><a name="IX_prediction_of_quarterly"></a><a name="kanchor1175"></a><a name="IX_tips_on_predicting_2"></a><a name="kanchor1176"></a><a name="IX_tips_on_predicting_1"></a><a name="kanchor1177"></a><a name="IX_tips_on_predicting"></a><a name="XREF_56210_Tips_for"></a>Tips for Predicting Quarterly Issues</h2>
|
||||
<p>If the frequency is Quarterly, you can select a chronology caption of <b>Season</b> or <b>Quarter</b> (among other selections). The start date of the quarterly publication determines the chronology of the first issue. </p>
|
||||
<p>If the chronology caption is set as Season, the Start date determines the season as follows:</p>
|
||||
<ul type="disc">
|
||||
<li>3/21/YY - 6/20/YY = <b>Spring</b></li>
|
||||
<li>6/21/YY - 9/20/YY = <b>Summer</b></li>
|
||||
<li>9/21/YY - 12/20/YY = <b>Autumn</b></li>
|
||||
<li>12/21/YY - 3/20/YY = <b>Winter</b></li>
|
||||
</ul>
|
||||
<p>If the chronology caption is set as Quarter, the Start date determines the quarter as follows:</p>
|
||||
<ul type="disc">
|
||||
<li>1/1/YY - 3/31/YY = <b>1st Quarter</b></li>
|
||||
<li>4/1/YY - 6/30/YY = <b>2nd Quarter</b></li>
|
||||
<li>7/1/YY - 9/30/YY = <b>3rd Quarter</b></li>
|
||||
<li>10/1/YY - 12/31/YY = <b>4th Quarter</b></li>
|
||||
</ul>
|
||||
<p>Depending on the initial start date, you can manipulate the chronology to correctly reflect the first issue to be predicted. The following are some examples of quarterly prediction: </p>
|
||||
<ul type="disc">
|
||||
<li>If the first issue is <b>Vol. 14 No. 3 (Autumn 2012)</b>, the Start date should be 9/21/12 or later (but not later than 12/20), so that the system will predict a fourth issue as <b>Winter 2012</b>. </li>
|
||||
<li>If the first issue is <b>Vol. 17 No. 1 (Winter 2012)</b>, the Start date should be <br />1/1/2012 or later, (but not later than 3/20/2012), so that the system will correctly predict all four issues within the calendar year, starting with Winter. If the start date is 12/21/11, a Winter issue will be produced, but with a chronology year of 2011, not 2012.</li>
|
||||
</ul>
|
||||
<h4>Related Information</h4>
|
||||
<p><a href="Publication_Pattern_Examples.htm#XREF_48844_Publication">Publication Pattern Examples</a> </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_38019_Setting_Up_Serials"></a>Setting Up Serials Records</h1>
|
||||
<p>Serial holdings records with publication patterns are required for serials processing in Polaris. Once serial holdings records are set up, issue and part records are predicted and created automatically. Other optional serial records, such as subscription records, serial item templates, and route lists can be set up to facilitate serials processing. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Staff members who handle serials must have the required permissions set in Polaris Administration. In addition, Polaris Administration parameters and profiles control how information is displayed and processed in Polaris Serials. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Serials_Admin/PDKserial/Serials_Administration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Serials Administration Overview</span></a>. </MadCap:conditionalText></p>
|
||||
<p>After the appropriate serials processing options and permissions have been set in Polaris Administration, the next step is to create serial holdings records for the serials titles in your library. A serial holdings record contains the title, copy, order, and supplier information for a serial title. It also specifies the publication pattern so that issues or parts can be predicted automatically. The information in serial holdings records, combined with Polaris Administration settings, control the display of serials in Polaris PowerPAC and Mobile PAC.</p>
|
||||
<p>Next, you can create optional serials records, such as item templates for automatically creating serial item records at check in (if your library circulates or tracks serials), and subscription records to manage all your library’s subscriptions from one list. Finally, you can set up serials claiming, serials labels, and route lists.</p>
|
||||
<p><a name="kanchor2733"></a><a name="IX_subscriptions"></a><a name="kanchor2734"></a><a name="IX_paying_1"></a><a name="kanchor2735"></a><a name="IX_overview_73"></a>You have various options when paying for subscriptions in Polaris Acquisitions. If you are using Subscription records, you can automatically create renewal purchase orders when you renew a subscription. If you are not using Subscription records, you can use a prepaid purchase order that automatically creates an invoice and expends the funds, or you can create an invoice without a purchase order. The invoice for the subscription may have line items linked to serial holdings records <MadCap:conditionalText data-mc-conditions="Primary.Online">(see <a href="../../Acquisitions/PAinv/Add_an_invoice_line_linked_to_a_subscription.htm#XREF_41205_Add_an_invoice">Add an invoice line linked to a subscription </a>)</MadCap:conditionalText>. Or, if you simply want to pay a supplier for all your subscription renewals in one step, you can create an invoice with a single line item unlinked to any bibliographic or serial holdings record.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../../Acquisitions/PAinv/Creating_Invoices.htm#XREF_40447_Creating_Invoices">Creating Invoices</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Displaying_Serial_Titles_in_the_PAC.htm#XREF_15285_Creating_a_Serial">Displaying Serial Titles in the PAC</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Creating_and_Copying_Serial_Holdings_Records.htm#XREF_55674_Creating_and">Creating and Copying Serial Holdings Records</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Creating_a_Publication_Pattern.htm#XREF_61939_Creating_a">Creating a Publication Pattern</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Changing_a_Publication_Pattern.htm#XREF_21479_Displaying_Serial">Changing a Publication Pattern</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Creating_Publication_Pattern_Templates.htm#XREF_52522_Creating_Serial">Creating Publication Pattern Templates</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Publication_Pattern_Examples.htm#XREF_48844_Publication">Publication Pattern Examples</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Creating_Serial_Item_Templates.htm#XREF_19199_Serial_Item_Record">Creating Serial Item Templates</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Changing_Serial_Holdings_Records_Title.htm#XREF_49807_Changing_a_Serial">Changing a Serial Holdings Record’s Title</a>
|
||||
</p>
|
||||
</li>
|
||||
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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_17193_Specify_the"></a>Specify the Publication Pattern for a Serial Title</h1>
|
||||
<p><a name="kanchor2264"></a><a name="IX_setting_up_publication_1"></a><a name="kanchor2265"></a><a name="IX_setting_up_publication"></a><a name="kanchor2266"></a><a name="IX_predicting_issues_using"></a>To specify the publication pattern for a serial title:</p>
|
||||
<ol>
|
||||
<li value="1">Click <img src="../../../Resources/Images/NewPubPatbtn_30x31.png" class="imginline" style="vertical-align: text-bottom;width: 30;height: 31;" alt="" /> in the Publication Patterns toolbar of the Serial Holdings Record workform or press <b>Ctrl+Shift+N</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Publication Pattern - Pattern Options wizard appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2"><a name="kanchor2267"></a><a name="IX_publication_category_2"></a><a name="kanchor2268"></a><a name="IX_publication_category_1"></a><a name="kanchor2269"></a><a name="IX_category"></a><a name="kanchor2270"></a><a name="IX_publication_pattern_1"></a><a name="kanchor2271"></a><a name="IX_publication_category"></a><a name="kanchor2272"></a><a name="IX_publication_pattern"></a>Select a category in the <b>Category</b> box to indicate that the publication pattern is for the basic bibliographic unit, a supplement, or an index.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor2273"></a><a name="IX_multiple_runs"></a><b>Note:<br /></b>You can have multiple runs for the Basic Bib, Index and/or Supplement with the same or different publication patterns. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can have different publication patterns for different categories of the same serial title. For example, you can indicate a frequency of <b>Monthly</b> for the basic bibliographic unit and <b>Annual</b> for the supplement.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor2274"></a><a name="IX_entering_publication"></a><a name="kanchor2275"></a><a name="IX_entering_the_start_date"></a>Type or select a date when you want the publication pattern to begin in the <b>Start date</b> box. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Start date is the current date if you are not using a publication pattern template. If you are using a publication pattern template, the Start date is the template’s start date and should not be changed. See <a href="Use_a_template_to_create_a_publication_pattern.htm#XREF_51867_Use_a_template_to">Use a template to create a publication pattern</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4"><a name="kanchor2276"></a><a name="IX_entering_publication_1"></a><a name="kanchor2277"></a><a name="IX_entering_the_start_date_1"></a>To specify a date for the publication pattern to end, type or select a date in the <b>End date</b> box. An end date is not required.</li>
|
||||
<li value="5"><a name="kanchor2278"></a><a name="IX_publication_arrival"></a><a name="kanchor2279"></a><a name="IX_specifying_in"></a>In the <b>Arrival pattern</b> boxes, type the number of days and select <b>before</b> or <b>after</b> to indicate the amount of time between the publication date and the date the issue is expected in the library. The arrival pattern is used to calculate the expected arrival date. </li>
|
||||
<li value="6"><a name="kanchor2280"></a><a name="IX_generate_items_on_check"></a><a name="kanchor2281"></a><a name="IX_setting_in_serial"></a>To prepare the issues of this serial holdings record for circulation as they are received, select the <b>Generate item records at check-in </b>box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You must create a serial item template before you can create serial items automatically. See Create a serial item template.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor2282"></a><a name="IX_setting_a_prompt_for"></a><a name="kanchor2283"></a><a name="IX_adding_prompt_for_in"></a><a name="kanchor2284"></a><a name="IX_prompting_for_barcode_at"></a>If barcodes are applied and should be scanned at check-in, select the <b>Prompt for barcode on check-in</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor2285"></a><a name="IX_setting_a_prompt_for_1"></a><a name="kanchor2286"></a><a name="IX_prompting_for_price_at"></a><a name="kanchor2287"></a><a name="IX_prompting_for_in"></a><b>Note:<br /></b>The prompt for the barcode also includes a box for the issue unit price if the Serials parameter <b>Enter unit price at serials check-in</b> is set to <b>Yes</b>. If the parameter is set to <b>No</b>, when you check in a serial issue, the cursor goes to the barcode field, and you can scan in the barcode. If the parameter is set to <b>Yes</b>, when you check in a serial issue, the cursor goes to the price field. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Serials_Admin/PDKserial/Setting_Up_the_Check_In_Prompt.htm#XREF_87256_Setting_Up_the">Setting Up the Check In Prompt</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8"><a name="kanchor2288"></a><a name="IX_adding_prompt_for_unit"></a><a name="kanchor2289"></a><a name="IX_adding_prompt_for_in_1"></a>If you want the issues and the item records created from the issues to have a price, type the price per issue in the <b>Unit price</b> box.</li>
|
||||
<li value="9"><a name="kanchor2290"></a><a name="IX_type_of_supplement_or"></a><a name="kanchor2291"></a><a name="IX_specifying_in_serial"></a>If the category type is supplement or index, indicate the type in the <b>Type of supplement or index</b> box. </li>
|
||||
<li value="10"><a name="kanchor2292"></a><a name="IX_setting_number_of_issues"></a><a name="kanchor2293"></a><a name="IX_setting_in_publication"></a>Type the number of issues or parts you want to predict in the <b>Number of issues/parts to predict</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The number of issues or parts that will be predicted also depends on the publication pattern, including the start and end dates. The default (50) is the maximum number of issues or parts that can be predicted.</p>
|
||||
<p class="NoteShade"><a name="kanchor2294"></a><a name="IX_displaying_in_PAC_for"></a><a name="kanchor2295"></a><a name="IX_multiple_holdings_for"></a><b>Tip:<br /></b>The retention information and public note in the serial holdings record display in the PAC at the branch level. If you have multiple serial holdings records for the same title and branch, but they are retained for different periods based on the collection, use the textual holdings notes to indicate the collection-specific retention.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11"><a name="kanchor2296"></a><a name="IX_displaying_in_PAC_2"></a><a name="kanchor2297"></a><a name="IX_entering_in_serial_2"></a><a name="kanchor2298"></a><a name="IX_entering_textual_holdings"></a><a name="kanchor2299"></a><a name="IX_entering_in_serial_1"></a>If you want to record and display other holdings information, type the textual holdings in the <b>Textual Holdings</b> box. You can use this box for retrospective holdings information (the physical serial issues/parts your library holds for which there are no records in Polaris). Example: <b>v. 36-49 (1961-1994). Incomplete vols. unbound. Some issues missing.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The textual holdings and the textual holdings public note display in the public access catalog after the serial holdings record public note, if there is one. The serial holdings record public note is at the branch level. See <a href="Displaying_Serial_Titles_in_the_PAC.htm#XREF_28944_Displaying_Serial">Displaying Serial Titles in the PAC</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12"><a name="kanchor2300"></a><a name="IX_entering_public_notes_1"></a><a name="kanchor2301"></a><a name="IX_entering_in_serials"></a>To enter a public note, type it in the <b>Public note</b> box.</li>
|
||||
<li value="13"><a name="kanchor2302"></a><a name="IX_entering_a_non_public"></a><a name="kanchor2303"></a><a name="IX_entering_in_serial_3"></a>To enter a note that is displayed for staff only, use the <b>Non-public note</b> box. </li>
|
||||
<li value="14"><a name="kanchor2304"></a><a name="IX_selecting_a_publication"></a><a name="kanchor2305"></a><a name="IX_selecting_in_a_serial"></a>Click <b>Next</b>, and follow the steps in <a href="Establish_chronology_and_enumeration.htm#XREF_97895_Establish">Establish chronology and enumeration </a> and in <a href="Set_up_the_serial_publication_pattern_regularity.htm#XREF_20481_Set_up_the_serial">Set up the serial publication pattern regularity</a>.</li>
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<h1><a name="XREF_51867_Use_a_template_to"></a>Use a Template to Create a Publication Pattern</h1>
|
||||
<p>To create a publication pattern for a Serial Holdings record using a publication pattern template:</p>
|
||||
<ol>
|
||||
<li value="1">Search for and select the bibliographic record for the serial title, right-click, and select<b> Create </b>><b> Serial Holdings Record</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This is only one method for creating a serial holdings record. You can also select <b>File </b>><b> New, Serial Holdings Record</b> from the Polaris Shortcut Bar and then link to the bibliographic record. For other methods of creating a serial holdings record, see <a href="Create_a_serial_holdings_record.htm#XREF_91464_Create_a_serial">Create a serial holdings record</a><span style="font-style: italic;">.</span></p>
|
||||
<p class="indent2">A blank Serial Holdings Record workform appears.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The bold type indicates information that is required before you can save the record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Enter the required information and save the serial holdings record.</li>
|
||||
<li value="3">Click the <b>Add/Create Pattern </b>icon or press <b>CTRL+SHIFT+N.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="shrpubpaticon.gif" style="margin-bottom: 0.000pt;width: 372;height: 273;" id="image16" src="shrpubpaticon_372x273.gif" /> </p>
|
||||
<p class="indent2">The Create Publication Pattern - Pattern Options wizard appears. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Use the <b>Next</b> and <b>Back</b> buttons to navigate the wizard. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click the <b>Template Name</b> column to sort the titles alphabetically.</li>
|
||||
<li value="5">Click anywhere in the list of templates, and type the first letter of the template’s name. The cursor will jump to the template name or close to it so you can find it quickly. </li>
|
||||
<li value="6">Select the template.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you chose the wrong template, click the <b>Back</b> button and make another selection.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>Next</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Enumeration and Chronology page appears, and the <b>Start designation</b> is displayed on the bottom of the page. The date in the <b>Start date </b>box defaults to the template’s start date. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>This is the start date of the template, not your subscription’s start date. <br />If your subscription begins after this start date, or the first issue you want to predict is after this date, do not change the start date. If you change the start date for a publication pattern template, you must re-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> captions and values. Instead of changing the start date, remove the predicted issues that come before the first issue you want to predict. See step 13. </p>
|
||||
<p class="indent2">
|
||||
<img alt="startdesig.gif" style="margin-bottom: 0.000pt;width: 400;height: 299;" id="image18" src="startdesig_400x299.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Check the enumeration 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>. It is not necessary to change the enumeration and chronology if you want to start your expected issues after the template’s start date. Simply remove the issues on the Prediction Results page of the Publication Pattern wizard. See step 13.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you change the frequency of the pattern, the regularity is removed and another default regularity (to match the selected frequency) will take its place. Only change the frequency if the pattern template is not at all suitable. If you change the frequency by mistake, click <b>Cancel</b> on the last page of the pattern wizard and exit without saving the modified template.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click <b>Next </b>to go to the next page of the wizard.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Regularity Pattern page appears with the publication details. </p>
|
||||
<p class="indent2">
|
||||
<img alt="crepubpatreg.gif" style="margin-bottom: 0.000pt;width: 358;height: 269;" id="image19" src="crepubpatreg_358x269.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Click <b>Next</b> to go to the next page of the wizard.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Prediction Results page appears. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If the predicted issues do not appear as you expected, click the <b>Back</b> button and make changes. If you click the <b>Cancel</b> button, the Publication Pattern wizard closes and your changes will not be saved. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Check the predicted issues and verify that they appear as expected.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you used a template with a start date before the actual start of your subscription to this title, there may be issues prior to the issues you want to generate. You need to remove the predicted issues before clicking the <b>Finish </b>button.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12">If you want to see more issues than those displayed in the Prediction Results list, click <b>View More</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The number of issues that appear in the Prediction Results list is the number of issues that will be generated.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Keep clicking <b>View More</b> until you see the first issue you want to predict.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="13">Remove all the predicted issues with dates before your subscription start date by doing the following steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the issue directly above the first issue you want to generate.</li><li value="2">Press <b>CTRL+SHIFT+Home</b>.</li><li value="3">Right-click, and select <b>Remove</b>.</li></ol></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>This procedure only removes issues or parts from the predicted list; the issues or parts listed are not yet records in the Polaris system. When you have generated issues or parts records and you want to remove them, you delete them (see <a href="../PSrecev/Delete_single_or_multiple_serial_issues_parts.htm#XREF_87721_Delete_an_issue">Delete single or multiple serial issues/parts</a>). </p>
|
||||
<p class="indent2">
|
||||
<img alt="predpatremoveiss.gif" style="margin-bottom: 0.000pt;width: 358;height: 269;" id="image20" src="predpatremoveiss_358x269.gif" /> </p>
|
||||
<p class="indent2">After you remove issues, the <b>Number of issues/parts to save</b> box displays the number of issues remaining.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="14">Click <b>Finish</b> to create the expected issues.</li>
|
||||
</ol>
|
||||
<p class="indent2">The expected issues appear in the Check In workform. See <a href="../PSrecev/Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a>.</p>
|
||||
</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>
|
||||
<div>
|
||||
<p align="center">
|
||||
<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>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user