Staff Client Help v7.3 - v8.0
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDKserial.fm" /><title>Serials Administration Topics</title>
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<h1><a name="XREF_39867_Working_with"></a>Serials Administration Overview</h1>
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<p>Polaris Administration settings control how Polaris data is categorized, used, and stored, and what functions are available to staff and patrons. You can make most administration settings by two methods: through the Administration Explorer, and through the appropriate workform for a specific record. </p>
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<p>Configure your Polaris system to process serials in the way that is most efficient for your organization. Serials processing in Polaris includes:</p>
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<ul>
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<li>subscription maintenance</li>
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<li>predicting issues</li>
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<li>receiving</li>
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<li>routing pieces</li>
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</ul>
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<p>To enable your staff to perform certain serials tasks, you need to set up the required permissions (security) to access, create, modify, or delete records. Then, you set up the appropriate defaults and settings to streamline and standardize your serials processing.</p>
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<p>See also:</p>
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<ul>
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<li><a href="Serials_Permissions.htm#XREF_97442_Serials_Permissions">Serials Permissions</a>
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</li>
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<li><a href="Setting_the_Check_In_Display.htm#XREF_29506_Setting_the_Check">Setting the Check In Display</a>
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</li>
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<li><a href="Setting_Up_the_Check_In_Prompt.htm#XREF_87256_Setting_Up_the">Setting Up the Check In Prompt</a>
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</li>
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<li><a href="Setting_Delete_of_Issue_Part_with_Item.htm#XREF_17468_Setting_Delete_of">Setting Delete of Issue/Part with Item</a>
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</li>
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<li><a href="Setting_Up_Subscriptions.htm#XREF_24680_Setting_Up">Setting Up Subscriptions</a>
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</li>
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<li><a href="Setting_Up_Routing.htm#XREF_78525_Defining_Route">Setting Up Routing</a>
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</li>
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<li><a href="Setting_Up_Serials_Claiming.htm#XREF_85491_Setting_Up_Serials">Setting Up Serials Claiming</a>
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</li>
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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">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_97442_Serials_Permissions"></a>Serials Permissions</h1>
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<p>Serials permissions define who can create, access, and work with serials records and functions. Each organization can grant the appropriate permissions that enable staff members to work with serials records and control serial processing.</p>
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<p>See also:</p>
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<ul type="disc">
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<li><a href="Set_serials_security.htm">Set serials security</a>
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</li>
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<li><a href="../PDKseref/Serials_Permissions_Referencet.htm">Serials Permissions Reference </a>
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</li>
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<li><a href="../PDKseref/Serials_Workflow_Permissions.htm">Serials Workflow Permissions</a>
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</li>
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</ul>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDKserial.fm" /><title>Set automatic deletion of linked issues/parts when items are deleted</title>
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<h1><a name="kanchor284"></a><a name="IX_deleting_automatically_2"></a><a name="kanchor285"></a><a name="IX_deleting_automatically_1"></a><a name="XREF_76161_Set_automatic"></a>Set automatic deletion of linked issues/parts when items are deleted</h1>
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<p>To specify whether you want linked serial issues/parts to be deleted when item records are deleted.</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, expand the organization’s folder.</li>
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<li value="2">Select <b>Parameters</b> and select the <b>Acquisitions/Serials</b> tab.</li>
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<li value="3">Double-click <b>Delete linked issue/part when serial item is deleted</b>.</li>
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<li value="4">Select <b>Yes</b> to delete all linked issues/parts when linked item records are deleted in Cataloging, or select <b>No</b> to retain the issues/parts when the linked item records have been deleted.</li>
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<li value="5">Select <b>File > Save</b>.</li>
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</ol>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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<h1><a name="XREF_17324_Assign_technical"></a>Set serials security</h1>
|
||||
<p>To review and set Serials permissions:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain System Administration permissions are required to assign permissions. </p>
|
||||
<p class="FM_Step">In the Administration Explorer tree view, select the <b>Security</b> folder for the organization for which you want to set permissions.</p>
|
||||
<p class="indent2">The Security view is displayed in the details pane.</p>
|
||||
<p class="FM_Step">Double-click the <b>Serials </b>folder in the Control Record list.</p>
|
||||
<p class="indent2">The permissions appear under the object folders.</p>
|
||||
<p class="FM_Step">Select the permission.</p>
|
||||
<p class="indent2">The permission groups, staff members, and workstations with that permission appear in the right pane of the Explorer.</p>
|
||||
<p class="FM_Step">Click <b>Assign</b>, and select <b>Permission</b> <b>Group</b> > <b>Workstation</b> or <b>Staff Member</b>.</p>
|
||||
<p class="indent2">The Find Tool appears.</p>
|
||||
<p class="FM_Step">Use the Find Tool to search for and select the staff member, permission group, or workstation to which you want to grant the selected permission.</p>
|
||||
<p class="indent2">The staff member, workstation, or permission group appears in the list of those that have the selected permission.</p>
|
||||
<p class="FM_Step">Select <b>File > Save</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../PDKseref/Serials_Workflow_Permissions.htm">Serials Workflow Permissions</a>
|
||||
</li>
|
||||
<li><a href="../PDKseref/Serials_Permissions_Referencet.htm">Serials Permissions Reference</a>
|
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</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials_Admin/PDKserial/Set_the_prompt_for_price_at_check-in.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_68727_Set_the_prompt_for"></a>Set the Prompt for Price at Check-In</h1>
|
||||
<p><a name="kanchor2385"></a><a name="IX_prompting_for_entry_at"></a><a name="kanchor2386"></a><a name="IX_prompting_for_price_at_1"></a>To specify whether you want a price prompt to appear along with the barcode prompt when you check in serial issues:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The <b>Enter unit price at serials check in</b> parameter applies only when the serial holdings record has the settings <b>Generate item records at check-in </b>and <b>Prompt for barcode</b> enabled.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization’s folder.</li>
|
||||
<li value="2">Select <b>Parameters</b> and select the <b>Acquisitions/Serials</b> tab.</li>
|
||||
<li value="3">Double-click <b>Enter unit price at serials check-in</b>.</li>
|
||||
<li value="4">Set the parameter to <b>Yes</b> or <b>No</b>.<ul type="disc"><li>If the parameter is set to <b>Yes</b>, when the issues are checked in, the cursor is in the <b>Price </b>field and both fields are enabled.</li><li>If the parameter is set to <b>No</b>, when the issues are checked in, the cursor is in the barcode field and the price field is read-only.</li></ul></li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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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">8.0</span></div>
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<h1><a name="XREF_57739_Set_up_claiming"></a>Set Up Serials Claiming Notification</h1>
|
||||
<p><a name="kanchor4622"></a><a name="IX_setting_up_serials_claim"></a><a name="kanchor4623"></a><a name="IX_setting_up_claiming"></a><a name="kanchor4624"></a><a name="IX_setting_up_notices_1"></a>To specify how claim notices will be sent for serials issues or parts that are not received as expected: </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If your serials claiming is centralized, set up notification at the system level. If your serials claiming is decentralized, set up notification at the library or branch level.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization’s folder.</li>
|
||||
<li value="2">Select <b>Parameters</b> and click the <b>Notification</b> tab.</li>
|
||||
<li value="3">Double-click <b>Notification options</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Notification options - General tabbed page appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the<b> Serial</b> tab.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To generate claim notices for a supplier, the <b>Claim Notice</b> box must be checked in the Supplier record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select the <b>Serial claim</b> checkbox.</li>
|
||||
<li value="6">Select the method by which you want to generate and send claim notices in the <b>Notification method</b> box. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want the claim notice method set in supplier records to control how notifications are sent, make sure you select all the possible notification methods on the General tab, and then set the <b>Notification method</b> to <b>Supplier Preference</b> on the Serial tab.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select <b>Automatic claiming</b> to have a claim notice sent out automatically when an issue or part is eligible to be claimed.</li>
|
||||
<li value="8">In the following fields, type the contact information for the library staff member who handles serials claims:<ul type="disc"><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Contact name</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Department name</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Phone number</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Email address</b></li></ul></li>
|
||||
<li value="9">In the <b>Return address</b> box, select the library whose return address should be used on the serial claim notices.</li>
|
||||
<li value="10">To include the claim reason on serial claim notices, select <b>Include Claim Reason</b>. The claim reason comes from the <b>Reason</b> box in the Claims view of the Issue record. </li>
|
||||
<li value="11">To include a claim note, select <b>Include Claim Note</b>. The claim note comes from the text in the <b>Note</b> box in the Issue record. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the <b>Subscription ID</b> has been entered in the Serial Holdings Record - Orders view, it appears on the claim notice.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12">Click <b>Save </b>to save the notice settings you entered.</li>
|
||||
</ol>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Claiming serials issues or parts</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Serials/PSclaim/Claiming_in_Serials.htm#XREF_38500">Claiming in Serials</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Printing claim notices</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Serials/PSclaim/Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
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|
||||
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|
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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">8.0</span></div>
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<h1><a name="XREF_45373_Set_up_routing"></a>Set Up Routing Notices</h1>
|
||||
<p>When you route an issue, you can notify the members of the route list that the issue has been routed to them. You can specify whether the notice will be sent in an e-mail or printed.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>A routing notice is not a route slip, which is a printed list of the people to whom the issue is routed. A route slip is attached to the issues being routed. For more information about route slips, see <a href="../../Serials/PSrouting/Routing_Serial_Issues.htm#XREF_23190_Routing_Serial" data-mc-conditions="Primary.Online,Primary.Hidden">Routing Serial Issues.</a> Routing notices can be e-mailed or printed.</p>
|
||||
<p><a name="kanchor3803"></a><a name="IX_setting_up_notices"></a><a name="kanchor3804"></a><a name="IX_setting_up_routing"></a>To set up routing notices:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization’s folder.</li>
|
||||
<li value="2">Select <b>Parameters</b> and click the <b>Notification</b> tab.</li>
|
||||
<li value="3">Double-click <b>Notification options</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Notification Options dialog box - General tabbed page appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the <b>Serial</b> tab.</li>
|
||||
<li value="5">Select <b>Routing</b>.</li>
|
||||
<li value="6">Select a method in the <b>Notification method</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b><b>Phone</b> and <b>TXT message</b> notification methods are not available for routing.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you selected <b>E-mail</b> or <b>Patron Preference</b> in the <b>Notification Method</b> box, set up the notice in the <b>E-mail notice</b> area:<ul type="disc"><li>Type the subject of the e-mail in the <b>Subject</b> box.</li><li>Type the text of the e-mail notice in the <b>Text</b> box. There is no default or item-specific information for routing notices.</li></ul></li>
|
||||
<li value="8">If you selected <b>Print</b> or <b>Patron Preference</b> in the <b>Notification Method</b> box, set up the notice in the <b>Printed notice</b> area:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Type the heading of the notice in the <b>Header</b> box. This is the information that appears in the top portion of the notice.</li>
|
||||
<li>Type the text of the notice in the <b>Text</b> box. There is no default or item-specific information for routing notices.</li>
|
||||
</ul>
|
||||
<ol start="9">
|
||||
<li value="9">Click <b>Save</b>.</li>
|
||||
</ol>
|
||||
<h4>See also</h4>
|
||||
<p><a href="../../Serials/PSrouting/Routing_Serial_Issues.htm#XREF_23190_Routing_Serial" data-mc-conditions="Primary.Online,Primary.Hidden">Routing Serial Issues.</a>
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<h1><a name="XREF_20239_Set_up_serials"></a>Set Up Serials Route List Defaults</h1>
|
||||
<p>Use the <b>Route list defaults</b> profile to define the default information that displays in the Route List workform for the organization, workstation, or staff member, and to specify how route slips are printed. </p>
|
||||
<p>To set up serial route list defaults:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the folder for the organization, workstation, or staff member.</li>
|
||||
<li value="2">Select <b>Profiles</b> and click the <b>Acquisitions/Serials</b> tab.</li>
|
||||
<li value="3">Double-click <b>Route list defaults</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Route List Defaults Dialog box appears. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Specify the default routing duration by typing a number and selecting <b>weeks </b>or <b>days </b>in the <b>Route Period</b> boxes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The routing duration is used to calculate the <b>Return by </b>date that appears on route slips.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">In the <b>Home Location</b> box, select the organization where the piece should be returned.</li>
|
||||
<li value="6">Select one of the following print options:<ul><li>Select <b>Batch</b> if the route slip should be printed with all other route slips needed during a serial check-in session. </li></ul><ul><li>Select <b>Automatic</b> to print the route slip as each piece is checked in.</li></ul></li>
|
||||
<li value="7">Type the instructions for returning the routed piece in the <b>Return Instructions</b> box.</li>
|
||||
<li value="8">Type the text for the header in the <b>Header</b> box. This is the information that appears at the top of route slip.</li>
|
||||
<li value="9">Type the text for the footer in the <b>Footer</b> box.</li>
|
||||
<li value="10">Specify the columns that display in the Route List workform by selecting the data elements in the <b>Piece Display Options</b> box on the left and clicking <b>Add</b> to move them to the box on the right.</li>
|
||||
<li value="11">Click <b>OK </b>to set the route list defaults and close the Route List dialog box.</li>
|
||||
<li value="12">Select <b>File > Save</b>.</li>
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<h1><a name="XREF_59895_Set_automatic"></a>Set Up Subscriptions</h1>
|
||||
<p><a name="kanchor4109"></a><a name="IX_setting_up_for_serials"></a><a name="kanchor4110"></a><a name="IX_setting_up_cancellation"></a><a name="kanchor4111"></a><a name="IX_creating_automatic"></a><a name="kanchor4112"></a><a name="IX_specifying_renewal_funds"></a><a name="kanchor4113"></a><a name="IX_setting_up_1"></a>To set up subscriptions in Polaris:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization’s folder.</li>
|
||||
<li value="2">Select <b>Parameters</b> and select the <b>Acquisitions/Serials</b> tab.</li>
|
||||
<li value="3">Double-click <b>Create purchase order at subscription renewal</b>, and select <b>Yes</b> or <b>No</b>. If the parameter is set to <b>Yes</b>, when users renew subscriptions a dialog box opens with the <b>Create POs at Subscription renewal</b> option selected. If the parameter is set to <b>No</b>, the dialog box does not appear when users renew subscriptions. </li>
|
||||
<li value="4">If you selected <b>Yes</b> in the <b>Create purchase order at subscription renewal </b>parameter, specify default funds for the automatic purchase orders:<ul type="disc"><li>Double-click the <b>Subscription renewal fund - <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">deposit account<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A deposit account is an account with a vendor that allows customers to pay all or a portion of the estimated annual billing in advance. Depending on the amount prepaid, the typical discount is from 1.5% to 4.5% more than with a regular plan, where invoices are paid after the receipt of titles.</span></a></b> parameter, and select a default fund to use when <b>Depository agreement</b> is selected in the <b>Payment Method</b> box on the Subscription Record workform, and no fund is selected.</li><li>Double-click <b>Subscription renewal fund - non-deposit account</b>, and select a default fund to use when <b>Purchase</b> or <b>Free</b> is selected in the <b>Payment Method</b> box on the Subscription record workform, and no fund is selected.</li></ul></li>
|
||||
<li value="5">Double-click <b>Notification: Print subscription cancellation notice</b>, and select <b>Automatic </b>or <b>Batch </b>to specify if cancellation notices are to be printed automatically or in a batch.</li>
|
||||
<li value="6">Double-click <b>Notification: Subscription cancellation notice text</b>, and type the text to appear on subscription cancellation notices. This text will appear on all subscription cancellation notices. </li>
|
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<h1><a name="XREF_17468_Setting_Delete_of"></a>Setting Delete of Issue/Part with Item</h1>
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<p>You can specify whether issues/parts should be deleted automatically when the linked item record is deleted. The Acquisitions/Serials parameter, <b>Delete linked issue/part when serial item is deleted</b> must be set to <b>Yes</b> for the linked serial record to be deleted automatically. </p>
|
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<p>See also: <a href="Set_automatic_deletion_of_linked_issues_parts_when_items_are.htm#XREF_76161_Set_automatic">Set automatic deletion of linked issues/parts when items are deleted</a></p>
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<h1><a name="XREF_78525_Defining_Route"></a>Setting Up Routing</h1>
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<p>You can use Polaris Administration settings to define the defaults that display on route slips; specify whether route slips are printed in batch or individually; specify a receipt or a regular printer for route slips; and (optionally) set up routing notices to notify members of a route list when issues are routed to them. </p>
|
||||
<p>To print route slips on a receipt printer, the receipt printer must be the default printer for the workstation where staff members do serials check in. If another type of printer is the workstation’s default printer, route slips will be printed on regular 8.5 x 11 inch paper.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The information printed on route slips is defined in the Route List workform, but only the <b>Return by</b> date, the title and designation of the issue, and the list of names appear on the route slip if you use a receipt printer. If you print route slips on 8.5 x 11 sheets of paper, the route list name, owner, return by date, home location, return instructions, and header and footer are printed. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Serials/PSrouting/Creating_Route_Lists.htm#XREF_34201_Creating_a_Route">Creating Route Lists</a>.</MadCap:conditionalText></p>
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|
||||
<ul>
|
||||
<li><a href="Set_up_serials_route_list_defaults.htm#XREF_20239_Set_up_serials">Set up serials route list defaults</a>
|
||||
</li>
|
||||
<li><a href="Set_up_routing_notices.htm#XREF_45373_Set_up_routing">Set up routing notices</a> </li>
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<h1><a name="XREF_85491_Setting_Up_Serials"></a>Setting Up Serials Claiming</h1>
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<p><a name="kanchor5728"></a><a name="IX_setting_up_overview_8"></a>An issue or part may be claimed if it does not arrive when expected, it arrives damaged, or it is the wrong issue. To work with serials claiming, staff members require permissions for serials records, including supplier records. They also require permissions to claim serial issues and parts, and manage notices. See <a href="../PDKseref/Serials_Workflow_Permissions.htm#XREF_26058_Serials">Serials Workflow Permissions</a>.</p>
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<h1><a name="XREF_87256_Setting_Up_the"></a>Setting Up the Check In Prompt</h1>
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<p>The serials parameter<b> Enter unit price at serials check-in</b> controls whether a prompt for the price appears when you check in a serial issue. The default setting is <b>Yes</b>.</p>
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<p>See also:</p>
|
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|
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<p class="FM_Task"><a href="Set_the_prompt_for_price_at_check-in.htm#XREF_68727_Set_the_prompt_for">Set the prompt for price at check-in</a> </p>
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<h1><a name="XREF_29506_Setting_the_Check"></a>Setting the Check In Display</h1>
|
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<p><a name="kanchor3487"></a><a name="IX_specifying_issue"></a>You can set the display of issues or parts in the Check In workform so that only issues or parts with a specific status or statuses are displayed when the workform is opened. To see all the issues that have not been received, you can define which statuses are included in the <b>Not Received</b> category.</p>
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<p class="FM_Task"><a href="Specify_the_display_of_issues_on_the_Check_In_workform.htm#XREF_40100_Specify_the">Specify the display of issues on the Check In workform</a>
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<h1><a name="XREF_40100_Specify_the"></a>Specify the Display of Issues on the Check In Workform</h1>
|
||||
<p>To specify how issues are displayed in the Check In workform:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization’s folder.</li>
|
||||
<li value="2">Select <b>Parameters</b> and select the <b>Acquisitions/Serials</b> tab.</li>
|
||||
<li value="3">Select <b>Display of issues on Check In</b>.</li>
|
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|
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<p class="indent2">The Display of Issues on Check In dialog box appears.</p>
|
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|
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<li value="4">Select the status of issues that you want to display in the Check In workform in the <b>Issue status</b> box.</li>
|
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|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b><Not Received></b>, you can define which statuses are included in the Not Received category. See step 5. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If you selected <b>Not Received</b>, define which statuses you want to include by selecting one or more checkboxes: <b>Claimed</b>, <b>Expected</b>, <b>Never published</b>, <b>Not available</b>, <b>Pending Claim</b>. </li>
|
||||
<li value="6">Click <b>Save</b> to save your changes.<ul type="disc"><li>If you selected <b>All</b>, the Check In workform displays issues/parts with all statuses.</li><li>If you selected <b>Not received</b>, the Check In workform displays the issues/parts with the statuses you defined as <b>Not Received</b>.</li><li>If you selected any other status, the Check In workform displays only the issues/parts with that specific status.</li></ul></li>
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<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>");
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/*]]>*/</script>
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</p>
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</div>
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</div>
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</body>
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</html>
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Reference in New Issue
Block a user