Staff Client Help v7.3 - v8.0
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PSabout.fm" /><title>Serials Topics</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../Default.htm#PolarisStaffHelp/Serials/Serials_Topics.htm">Open topic with navigation</a>
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<h1><a name="XREF_45469_Serials_Topics"></a>Polaris Serials Overview<a name="CSH_60"></a></h1>
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<p>To help you manage serials processing more efficiently, Polaris automates and streamlines the following processes:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Setting up serials processing</span> - Create serial holdings records and publication patterns for automatic prediction. Serial issues are created automatically from the publication pattern. Specify how your serial holdings will display in the PAC.</li>
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<li><span class="FM_BulletHead">Managing subscriptions </span>- Subscription records, which are optional in Polaris, provide an easy way to renew or cancel subscriptions. In addition, you can create purchase orders automatically upon renewal of the subscription. Once you create subscription records for your serial titles, you can manage all of your subscriptions using the Subscription List. </li>
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<li><span class="FM_BulletHead">Checking in serial issues and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts</span> - Check in issues or parts, create item records automatically, and generate labels.</li>
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<li><span class="FM_BulletHead">Routing serials</span> - Set up route lists with standard text, routing information, and the individuals to whom the items should be routed. The route slip can be printed when the issue is checked in. </li>
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<li><span class="FM_BulletHead">Claiming serials </span>- When issues are not received as expected, you can claim them. In Polaris Administration, you can set up claiming to be automatic or manual. When Polaris is set up to do automatic claiming, a claim is automatically e-mailed to the supplier when the issue is not received by a specified number of days after the expected date. With manual claiming, the issue appears on the Claim Alert List where you can select the issue and claim it. The claiming data is set up in the Supplier record, and it is copied to the Serial Holdings record where you can add more claiming intervals. </li>
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<li><span class="FM_BulletHead">Deleting issues no longer retained</span> - When serial issues are no longer retained by your library, you can delete the serial issue records. </li>
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</ul>
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<p>For information on the features and functions in Polaris Serials, see the following topics:</p>
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<p><a href="PSstart/Serials_Workflow_Overview.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Serials Workflow </span></a>
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</p>
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<p class="indent2">An overview of the steps involved in managing serials.</p>
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<p><a href="PSstart/Serials_Record_Types.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Serials Record Types</span></a>
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</p>
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<p class="indent2">An overview of the types of records in Polaris Serials.</p>
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<p class="FM_SideHeadingN"><a href="PSsetup/Setting_Up_Serials_Records.htm#XREF_38019_Setting_Up_Serials">Setting Up Serials Records</a> </p>
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<p class="indent2">How to set up Polaris to manage and process serials, including procedures for creating serial holdings records, publication patterns and pattern templates, and serial item templates. </p>
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<p class="FM_SideHeadingN"><a href="PSsubscriptions/Managing_Subscriptions.htm#XREF_35765_Managing">Managing Subscriptions</a> </p>
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<p class="indent2">Creating subscription records; viewing, renewing, and canceling subscriptions from the Subscriptions List. </p>
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<p class="FM_SideHeadingN"><a href="PSrecev/Checking_In_Serials.htm#XREF_38500_Checking_In_Serials">Checking In Serials</a> </p>
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<p class="indent2">Checking in issues and parts; printing labels for issues and parts.</p>
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<p class="FM_SideHeadingN"><a href="PSclaim/Claiming_in_Serials.htm#XREF_38500">Claiming in Serials</a> </p>
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<p class="indent2">Claiming serial issues that were not received as expected.</p>
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<p class="FM_SideHeadingN"><a href="PSrouting/Routing_Serial_Issues.htm#XREF_23190_Routing_Serial">Routing Serial Issues</a> </p>
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<p class="indent2">Setting up route lists; printing route slips to attach to magazines, journals, or other material that is routed to staff members and patrons.</p>
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<p class="FM_SideHeadingN"><a href="Serials_Shortcut_Keys.htm#XREF_46107_Serials_Shortcut">Serials Shortcut Keys</a> </p>
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<p class="indent2">List of shortcut keys for Serials workflows.</p>
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<div id="copyright"><a href="../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
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