Staff Client Help v7.3 - v8.0
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PSstart.fm" /><title>Find serial records</title>
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<h1><a name="XREF_11326_Searching_Records"></a>Find Serials Records</h1>
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<p>To find and access serial records:</p>
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<ol>
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<li value="1">Select <b>Serials</b> from the Polaris Shortcut Bar.</li>
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</ol>
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<p class="indent2">The Serials menu appears.</p>
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<ol data-mc-continue="true">
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<li value="2">Select one of the following menu options: <b><b>Check In</b>, <b>Serial Holdings Records</b>,<b> Issue Records</b>, <b>Part Records</b>, <b>Subscription Records</b>,<b> Route Lists</b>, <b>Claims</b>, </b>or<b> Suppliers</b>. </li>
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<p class="NoteShade"><b><b>Note:</b><br /></b>If you select <b>Claim Alert List</b>, a list shows the issues or parts that were not received as expected and are eligible to be claimed. If you select <b>Subscription List</b>, a list of subscriptions appears. If you select <b>Templates</b>, <b>Publication Patterns</b>, a list of publication patterns appears if you have created them. <b>Batch print</b> lets you print cancellation notices and routing slips in batches. <b>Options</b> opens the Label Setup dialog box. </p>
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<p class="indent2">The Polaris Find Tool appears with the type of record you selected in the <b>Object</b> box.</p>
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<p class="NoteShade"><a name="kanchor3396"></a><a name="IX_barcode_finding_records"></a><b><b>Tips:</b><br /></b>If you routinely search for serials records using the same search by criteria, select <b>Options, Save as User Default. </b><MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Polaris_Basics/PIfindrec/Finding_Polaris_Records.htm#XREF_30000_Finding_Polaris">Finding Polaris Records</a></MadCap:conditionalText> for more information on the Find Tool. If the periodical has a <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">SICI<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The colloquial name for Serial Item and Contribution Identifier.
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The SICI is the SISAC bar code. The SICI incorporates the ISSN and is used on scholarly, technical, medical and other subscription based serials.</span></a> barcode, you can scan it to find the issue, serial holdings record, or check in record.<br /></p>
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<ol data-mc-continue="true">
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<li value="3">Select the access point, in the <b>Search</b> <b>by</b> box, to search for the serial record.</li>
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</ol>
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<p class="NoteShade"><b><b>Note:</b><br /></b>When you search by date, the Find Tool expands to allow you to enter a date range. For example, you can search for issue or part records by the expected arrival date. </p>
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<img alt="FTdates.gif" style="margin-bottom: 0.000pt;width: 370;height: 163;" id="image11" src="FTdates_370x163.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="4">Select the type of search in the <b>Type</b> box. </li>
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</ol>
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<p class="NoteShade"><b><b>Note</b>: <br /></b>The available search types depend on the object selected.</p>
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<ol data-mc-continue="true">
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<li value="5">If you want to sort the results before they display, select a sort option in the <b>Sort by</b> box.</li>
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</ol>
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<p class="NoteShade"><b><b>Example</b>:<br /></b>If you are searching for serial issues, select <b>Designation</b> to sort by 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 <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>. </p>
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<ol data-mc-continue="true">
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<li value="6">If you want to narrow your search, select an option in the <b>Limit by</b> box and select or type a limit by value in the <b>Value</b> box. For example, you might limit the search by a specific owning branch.</li>
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<li value="7">Type a search string in the <b>For</b> box.</li>
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<li value="8">Click <b>Search</b>.</li>
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</ol>
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<p class="NoteShade"><b><b>Tip:</b><br /></b>Press <b>CTRL+A</b> to load all the records in the Find Tool results list.</p>
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<p class="indent2">A list of serial records matching your search criteria appears in the Find Tool results list. </p>
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<ol data-mc-continue="true">
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<li value="9">Double-click an item in the results list to open the record, or right-click and select <b>Open</b> from the context menu.</li>
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</ol>
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<p class="indent2">The record appears in the corresponding workform.</p>
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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_19527_Serials_Record"></a>Serials Record Types</h1>
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<p><a name="kanchor3153"></a><a name="IX_overview_70"></a>Polaris Serials records facilitate your library’s serials processing activities. Some Serials records are also linked to Cataloging or Acquisitions records. You can access Polaris Supplier records from the Serials or Acquisitions menu. For more information on Supplier records, see <a href="../../Acquisitions/PAsuppliers/Setting_Up_Supplier_Records.htm#XREF_88531_Supplier_Records" data-mc-conditions="Primary.Online">Setting Up Supplier Records.</a></p>
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<h2><a name="TOC_Serial_Holdings_Records"></a>Serial Holdings Records</h2>
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<p><a name="kanchor3154"></a><a name="IX_overview_71"></a>Serial holdings records are linked to the bibliographic record for the serial title in the Polaris database. 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>) is defined in the serial holdings record, and subscription issues or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts are created automatically from the publication pattern that predicts their arrival. A single serial holdings record can have multiple publication patterns to predict supplements or indexes published on a different schedule than the basic bibliographic unit, or if there is more than one basic bibliographic unit. Each copy of the serial title has a separate serial holdings record with a distinct copy number. </p>
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<p>The retention designator and the <b>Display in PAC</b> settings apply only to checked in serial issues, not standing order parts. If you have the <b>Display in PAC</b> setting turned off (unchecked), no issues that are linked to this serial holdings record will display in the PAC. If the <b>Display in PAC</b> setting is turned on (checked) in the serial holdings record, the issues will display in the PAC according to the settings in the <b>Retention Designator</b>. Standing order parts are monographic, so they are displayed (or suppressed from display) according to the <b>Display in PAC</b> setting in the bibliographic or item record. </p>
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<p class="indent2">
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<img alt="newshr.gif" style="margin-bottom: 0.000pt;width: 416;height: 300;" id="image0" src="newshr_416x300.gif" /> </p>
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<h2><a name="TOC_Subscription_Records"></a>Subscription Records</h2>
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<p><a name="kanchor3155"></a><a name="IX_overview_72"></a>Subscription records are optional in Polaris, but they are necessary to track renewals or create purchase orders automatically when subscriptions are renewed. Serial holdings records can be linked to a subscription record.</p>
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<p class="indent2">
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<img alt="subscrec.gif" style="margin-bottom: 0.000pt;width: 478;height: 337;" id="image1" src="subscrec_478x337.gif" /> </p>
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<h2><a name="TOC_Issue_Records"></a><a name="XREF_88166_Issue_Records"></a>Issue Records </h2>
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<p><a name="kanchor3156"></a><a name="IX_issue_records"></a><a name="kanchor3157"></a><a name="IX_status_list"></a><a name="kanchor3158"></a><a name="IX_records_described"></a><a name="kanchor3159"></a><a name="IX_see_issues"></a>Issue records represent the published serial issues (pieces) that are received and managed in your library. Each issue is linked to a serial holdings record, and the issue record inherits the title information from the serial holdings record. The issue record contains issue-specified information such as its status (Expected, Pending claim, Claimed, Never published, Not available, Received), exact publication information (enumeration, chronology, chronology date, publication date), public and non-public notes, and the arrival date. If an issue is to be circulated, or the library wishes to retain in-house use statistics, an item record is linked to each issue record during the receiving (check-in) process. If the issue has been claimed, the claiming history appears in the Claims view of the Issue workform. When an issue is routed, the route status appears on the Notes view of the Issue workform. The issue record can also be linked to an invoice, allowing its payment to be tracked in the Acquisitions subsystem.</p>
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<p class="indent2">
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<img alt="IssueRec.gif" style="margin-bottom: 0.000pt;width: 474;height: 335;" id="image2" src="IssueRec_474x335.gif" /> </p>
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<h2><a name="TOC_Subscription_Record"></a>Subscription Record Relationships</h2>
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<p><a name="kanchor3160"></a><a name="IX_processing_1"></a>Polaris manages subscriptions using two levels of records: serial holdings records, and issue records. You may also use subscription records if you want to maintain renewal history or subscription data, or if you want to create purchase orders automatically upon renewal of a subscription. If you circulate issues, you must create item records. </p>
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<p class="indent2">
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<img alt="Subsflow.gif" style="margin-bottom: -116.895pt;width: 671;height: 545;" id="image3" src="Subsflow_671x545.gif" /> </p>
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<p class="indent2"> </p>
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<p class="indent2"> </p>
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<p class="indent2"> </p>
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<p class="indent2"> </p>
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<p class="FM_Heading3"><a name="TOC_Standing_Order_Part"></a>
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</p>
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<h2>Standing Order Part Records</h2>
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<p>Standing order part records represent the published volumes of 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>. They track the receipt of the volumes, and each standing order part record contains the specific enumeration and or chronology of the piece. During standing order part check-in, a bibliographic record for the part is created or linked to the standing order part. Each standing order part representing the volume is linked to the serial holdings record representing the series. The standing order part can also be linked to an invoice, allowing its payment to be tracked in the Acquisitions subsystem. In addition, item records can be linked to each standing order part record during the receiving (check-in) process.</p>
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<p class="indent2">
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<img alt="SOpart.gif" style="margin-bottom: 0.000pt;width: 474;height: 346;" id="image4" src="SOpart_474x346.gif" /> </p>
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<h2><a name="TOC_Standing_Order_Record"></a>Standing Order Record Relationships</h2>
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<p><a name="kanchor3161"></a><a name="IX_processing_overview_3"></a>Like subscriptions, standing orders have two levels of records: serial holdings records and part records. However, standing order processing requires a link to the purchase order line item segment at the serial holdings record level.</p>
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<p class="indent2">
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<img alt="StandOrdflow.gif" style="width: 770;height: 508;" id="image5" src="StandOrdflow_770x508.gif" />
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</p>
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<h2><a name="kanchor3162"></a><a name="IX_sorting_by_when"></a><a name="kanchor3163"></a><a name="IX_searching_for_serial"></a><a name="kanchor3164"></a><a name="IX_See_Also_designation"></a><a name="kanchor3165"></a><a name="IX_viewing_in_the_Find_Tool"></a><a name="kanchor3166"></a><a name="IX_tips_for_viewing"></a><a name="XREF_40062_Linking_to_Other"></a><a name="XREF_76598_Tips_for_Viewing"></a>Tips for Viewing the Issue Designation in the Find Tool</h2>
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<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Searching for Serial Item</span><span style="font-weight: bold;">s</span> - When serial items are displayed in the Find Tool, you may need to expand the title column (by dragging the column border to the right) to see all the designation information because the designation is appended to the title.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="FTserial_items.gif" style="margin-bottom: 0.000pt;width: 439;height: 343;" id="image6" src="FTserial_items_439x343.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Searching for Serial Issues</span> - When you search for serial issues, you can sort by <b>Designation</b> to see all the copies of a specific issue.<p class="FM_Task"><span class="FM_BulletHead"><img alt="FTsortbydesignation.gif" style="margin-bottom: 0.000pt;width: 439;height: 294;" id="image7" src="FTsortbydesignation_439x294.gif" /></span></p></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Issue_Designation_Display"></a>Issue Designation Display </h2>
|
||||
<p><a name="kanchor3167"></a><a name="IX_display_in_Polaris_1"></a><a name="kanchor3168"></a><a name="IX_display_in_Polaris"></a><a name="kanchor3169"></a><a name="IX_designation_display"></a><a name="kanchor3170"></a><a name="IX_display_of_serial_issues"></a>The serial issue’s designation (enumeration and/or chronology) appears in the following areas:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Item Find Tool results list - See <a href="#XREF_76598_Tips_for_Viewing">Tips for Viewing the Issue Designation in the Find Tool</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Issue Find Tool results list - See <a href="#XREF_76598_Tips_for_Viewing">Tips for Viewing the Issue Designation in the Find Tool</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Subscription/Standing Order Check In workform </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Check Out & Check In workforms</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Request Manager</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Patron Status Workform - Items Out, Account Claims Holds, Reading History</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Item Record Set workform</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Outreach Services workform</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Course Reserves workform</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Items Pending list</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Patron checkout list</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Patron holds list</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Patron account portion of Polaris PowerPAC</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Item-level request page of Polaris PowerPAC</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">The Issue field in the Item Record workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Hold Request workform</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Hold Request Find Tool results</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Notices - Items Out Reminder Notice, Overdue Notices, Bill</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Notice, Holds Notice, Claim Notice</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Receipts & Slips - Check-out Receipt, Holds Slip, In-transit Slip</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Blocks & Hold message dialogs</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Note:<br /></span>The enumeration and chronology is not a separate column of data, as it is appended to the Title.</p>
|
||||
<p class="NoteShade">
|
||||
<img alt="designation-title.gif" style="margin-bottom: 0.000pt;width: 390;height: 68;" id="image8" src="designation-title_390x68.gif" />
|
||||
<br />
|
||||
</p>
|
||||
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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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<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_73793_Deleting_Serial"></a><a name="XREF_66140_Serials_Processing"></a><a name="XREF_85089_Serials_Workflow"></a>Serials Workflow </h1>
|
||||
<p>Below are the steps involved in managing serials in Polaris:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To customize workflow and streamline operations with Polaris Administration settings, see <MadCap:conditionalText data-mc-conditions="Primary.Online"><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>
|
||||
<ol>
|
||||
<li value="1">Create or import bibliographic records (if they do not already exist) for each serial title held by the library. See <a href="../../Cataloging/PKcreate/Creating_MARC_Records.htm#XREF_42000_Creating" data-mc-conditions="Primary.Online">Creating MARC Records</a> or <MadCap:conditionalText data-mc-conditions="Primary.Online"><a href="../../Cataloging/PKimport/Importing_Records.htm#XREF_93409_Importing_Records">Importing Records</a></MadCap:conditionalText>.</li>
|
||||
<li value="2">Set up templates for common publication patterns, for example, weekly publications. Once you have set up publication pattern templates, you can select them from a list in the serial holdings record. You can also set up a publication pattern in the serial holdings record for a specific title. See <a href="../PSsetup/Creating_Publication_Pattern_Templates.htm#XREF_52522_Creating_Serial">Creating Publication Pattern Templates</a>. </li>
|
||||
<li value="3">Set up supplier records for each of your serial vendors. If you claim serials, set up the claiming information on the Supplier workform. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Acquisitions/PAsuppliers/Create_a_new_supplier_record.htm#XREF_64866_Create_a_supplier">Create a new supplier record</a>. </MadCap:conditionalText></li>
|
||||
<li value="4">Create a serial holdings record for each serial title, and copy the record for each copy of the title. For example <span style="font-style: italic;">Time Magazine</span> at the Main Street branch would have a different serial holdings record from <span style="font-style: italic;">Time Magazine</span> at West Street branch. Specify a publication pattern for the expected serial issues. If you claim serials issues/parts, and you want to add more claiming intervals than are available on the Supplier record, add more claiming intervals on the Serial Holdings record. See <a href="../PSsetup/Displaying_Serial_Titles_in_the_PAC.htm#XREF_15285_Creating_a_Serial">Displaying Serial Titles in the PAC</a> and <a href="../PSclaim/Enter_claiming_criteria_in_the_serial_holdings_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enter Claiming Criteria in the Serial Holdings Record</span></a>.</li>
|
||||
<li value="5">(Optional) If you claim serials issues/parts, set up claiming to be automatic or manual, and specify the notification method. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Serials_Admin/PDKserial/Set_up_claiming_notification.htm#XREF_57739_Set_up_claiming">Set up claiming notification</a>. </MadCap:conditionalText></li>
|
||||
<li value="6">(Optional) If you circulate any serial titles, set up serial item templates. See <a href="../PSsetup/Creating_Serial_Item_Templates.htm#XREF_19199_Serial_Item_Record">Creating Serial Item Templates</a>.</li>
|
||||
<li value="7">(Optional) If you want to track subscription renewals or create purchase orders automatically when subscriptions are renewed, create a subscription record. See <a href="../PSsubscriptions/Managing_Subscriptions.htm#XREF_35765_Managing">Managing Subscriptions</a>. </li>
|
||||
<li value="8">(Optional) If you want to route serial issues, set up route lists that contain the text, routing information, and names of the individuals to whom you want to route issues. See <a href="../PSrouting/Creating_Route_Lists.htm#XREF_34201_Creating_a_Route">Creating Route Lists</a>.</li>
|
||||
<li value="9">As issues/parts are delivered to the library, check in the issues/parts using the Check In workform. See <a href="../PSrecev/Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a>.</li>
|
||||
<li value="10">(Optional) Print serials labels and route slips. See <a href="../PSrecev/Print_a_label_for_a_serial_issue_or_part.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Print a Label for a Serial Issue or Part</span></a> and <a href="../PSrouting/Printing_Route_Slips.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Printing Route Slips</span></a>.</li>
|
||||
</ol>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_Module_Name_Starting"></a>Starting a Serials Task</h1>
|
||||
<p><a name="kanchor4214"></a><a name="IX_starting_in_Polaris"></a>You can start a serials task by finding an existing record or creating a new one. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click the green orb to see the Serials toolbar.<br /><img alt="sertoolbar.gif" style="margin-bottom: 0.000pt;width: 600;height: 39;" id="image9" src="../../../Resources/Images/SerialsOrb_600x39.png" /><br />Hover the cursor over the icons to see their functions.</p>
|
||||
<p>To start a task in Serials:</p>
|
||||
<p class="NoteShade" data-mc-conditions="Primary.Online"><b>Note</b>:<br />For more information on basic Polaris functions, see <a href="../../Polaris_Basics/PIgetstart/Getting_Started_in_Polaris.htm#XREF_10290_Getting_Started_in">Getting Started in Polaris</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Log on to Polaris. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Polaris Shortcut Bar appears.</p>
|
||||
<p class="NoteShade"><b>Tip</b>:<br />Press <b>ALT+S</b> to display the Serials menu.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Start one of the following serials tasks:<ul><li><span class="FM_BulletHead">Create a serial holdings record for a serial title</span> - Select <b>File </b>><b> New</b> ><b> Serial Holdings Record</b>. Issue and part records are created from serial holdings records. See <a href="../PSsetup/Setting_Up_Serials_Records.htm#XREF_38019_Setting_Up_Serials">Setting Up Serials Records</a>.</li><li><span class="FM_BulletHead">Create a subscription record for a specific title</span> - Select <b>File </b>><b> New Subscription Record</b>. See <a href="../PSsubscriptions/Create_a_subscription_record.htm#XREF_86507_Create_a">Create a subscription record</a>.</li><li><span class="FM_BulletHead">Create a new supplier record</span> - Select <b>File </b>><b> New </b>><b> Supplier</b>. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Acquisitions/PAsuppliers/Create_a_new_supplier_record.htm#XREF_64866_Create_a_supplier">Create a new supplier record</a>.</MadCap:conditionalText></li><li><span class="FM_BulletHead">Create a new route list for routing serial issues </span>- Select <b>File </b>><b> New </b>><b> Route List</b>. See <a href="../PSrouting/Creating_Route_Lists.htm#XREF_34201_Creating_a_Route">Creating Route Lists</a>.</li><li><span class="FM_BulletHead">Receive a serial issue or part</span> - Select <b>Serials</b> ><b>Check In</b>. See <a href="../PSrecev/Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a>.</li><li><span class="FM_BulletHead">Find an existing serials record</span> - Select <b>Serials</b>, select the record type, and use the Find Tool to search for the record. See <a href="Find_serial_records.htm">Find serials records</a>.</li><li><span class="FM_BulletHead">Renew or cancel one or more subscription titles </span>- Select <b>Serials </b>><b> Subscription List. </b>See <a href="../View_the_Subscription_List.htm#XREF_86095_View_the">View the Subscription List</a>. </li><li><span class="FM_BulletHead">View, edit, and create publication pattern templates</span> - Select <b>Serials </b>><b> Templates </b>><b> Publication Patterns</b>. See <a href="../PSsetup/Create_a_publication_pattern_template.htm#XREF_71156_Define_the">Create a publication pattern template</a>.</li><li><span class="FM_BulletHead">Claim a serial issue or part </span>- Select <b>Claim Alert List</b>. See <a href="../PSclaim/Claiming_in_Serials.htm#XREF_38500">Claiming in Serials</a>.</li><li><span class="FM_BulletHead">Batch print cancellation notices or route slips </span>- Select <b>Serials </b>><b> Batch Print </b>><b> Cancellation Notices </b>or<b> Route Slips.</b></li><li><span class="FM_BulletHead">Generate a serials report</span> - Select <b>Utilities</b> > <b>Reports </b>><b> Serials</b>. Select the report from the list. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Polaris_Basics/PIreports/Serials_Reports.htm#Serials">Serials Reports</a>. </MadCap:conditionalText></li></ul></li>
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Reference in New Issue
Block a user