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Staff Client Help v7.0

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Staff Client Online Help/v7.0 - Staff Client Help/PolarisStaffHelp/Serials/PSclaim/Claim_from_the_Serial_Issue_Part_workform.htm
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<!DOCTYPE html>
<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 |Claiming in Serials|Claiming Issues or Parts" 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/PSclaim.fm" /><title>Claim from the Serial Issue/Part workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSclaim/Claim_from_the_Serial_Issue_Part_workform.htm">Open topic with navigation</a>
</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" &gt; " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_17881_Claim_from_the"></a>Claim from the Serial Issue/Part Workform</h1>
<p><a name="kanchor5743"></a><a name="IX_from_issue_or_part_2"></a><a name="kanchor5744"></a><a name="IX_from_issue_or_part_1"></a>If you did not select <b>Automatic claiming</b>, you can manually generate claims from the issue or part record. You can search for issues or parts by title and limit by the status of Pending Claim to find specific issues. </p>
<p>To claim from the Serial Issue or Part workform:</p>
<ol>
<li value="1">Open the Serial Issue or Serial Part workform for the issue or part that is eligible to be claimed.</li>
<li value="2">Select <b>Tools | Claim</b>&#160;or click <img alt="claimiconiss.gif" style="width: 31;height: 18;" id="image9" src="claimiconiss_31x18.gif" class="imginline" />.</li>
</ol>
<p class="indent2">A message asks if you are sure you want to claim the issue or part.</p>
<ol data-mc-continue="true">
<li value="3">Click <b>OK</b>.</li>
</ol>
<p class="indent2">The claim data is recorded in the Claims view of the Issue or Part workform under <b>Claim History</b>. A claim notice is generated and sent to the supplier via e-mail, if you have set up the notice method as <b>E-mail</b>. If your claim notice method is set to <b>Print</b>, you can print the notice.</p>
<h4>Related Information</h4>
<ul type="disc">
<li><span class="FM_BulletHead">Selecting claiming notification methods</span>&#160;- <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><span class="FM_BulletHead">Printing a claim notice</span>&#160;- See <a href="Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>. </li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
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<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<col />
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<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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Staff Client Online Help/v7.0 - Staff Client Help/PolarisStaffHelp/Serials/PSclaim/Claim_issues_parts_from_the_Claim_Alert_List.htm
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<!DOCTYPE html>
<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 |Claiming in Serials|Claiming Issues or Parts" 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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSclaim/Claim_issues_parts_from_the_Claim_Alert_List.htm">Open topic with navigation</a>
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<h1><a name="XREF_29098_Claim_issues_parts"></a>Claim Issues/Parts from the Claim Alert List</h1>
<p><a name="kanchor3861"></a><a name="IX_from_Claim_Alert_List_1"></a><a name="kanchor3862"></a><a name="IX_from_Claim_Alert_List"></a>To claim serial issues/parts that appear on the Claim Alert List:</p>
<p class="NoteShade"><a name="kanchor3863"></a><a name="IX_expanding_and_filtering"></a><b>Tip:<br /></b>Use the <b>Organizations</b>&#160;and <b>Status</b>&#160;boxes to filter the Claim Alert List. To see more claims, drag the lower right-hand corner of the Claim Alert List window. Expand the columns by dragging the borders of the column headings.</p>
<ol>
<li value="1">Select <b>Serials, Claim Alert List</b> from the Polaris Shortcut Bar.</li>
</ol>
<p class="indent2">The Claim Alert List appears. </p>
<p class="NoteShade"><b>Note:<br /></b>The Claim Alert List shows serial issues or parts that are eligible to be claimed. If you select Claim Alert List from the Acquisitions menu, you will see the purchase order line items that are eligible to be claimed. You can also see the purchase order line items information if you change the record type.</p>
<p class="NoteShade"><b>Tip:<br /></b>Click <img alt="ClaimBut.gif" style="margin-bottom: -4.500pt;width: 21;height: 22;" id="image6" src="ClaimBut_21x22.gif" />&#160;on the menu bar to claim all items, or click this icon in the list bar to claim selected line items.</p>
<ol data-mc-continue="true">
<li value="2">Right-click the issue or part for which you want a claim to be sent to the supplier, and select <b>Claim</b> from the context menu.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>You can also claim all the issues/parts that appear on the Claim Alert List by selecting <b>Tools, Claim</b>&#160;from the menu bar on the Claim Alert List. </p>
<p class="indent2">The issue or part record is updated, and the claim history appears in the bottom of the Issue or Part workform. You can double-click the issue or part in the Claim Alert List to go to the Issue or Part workform.</p>
<ol data-mc-continue="true">
<li value="3">If you selected <b>Print</b>&#160;as your notice method, the notice is generated, but you need to print it. See <a href="Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>. </li>
</ol>
<p class="indent2">If you selected email as your notice method, the claim notice will be emailed automatically according to the schedule for the SQL Server job, Notice Processing. All email notices (overdue, billing, fine, hold request, reminder, routing, and claim) are handled by this job. 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>
<h4>Related Information</h4>
<p><span class="FM_BulletHead">Selecting claiming notification methods</span>&#160;- <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></p>
</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
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<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
</tr>
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<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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Staff Client Online Help/v7.0 - Staff Client Help/PolarisStaffHelp/Serials/PSclaim/Claiming_Issues_or_Parts.htm
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<h1><a name="XREF_46151_Claiming_Issues_or"></a>Claiming Issues or Parts</h1>
<p>If your library does not claim serial issues and parts automatically, you can generate claims from the Claim Alert List or from the Issue or Part workform. When you make a claim manually, the notice is generated and you can print it or e-mail it.</p>
<p class="NoteShade"><b><b>Note:</b><br /></b>For more information on setting serials claiming to manual or automatic, see<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Serials_Admin/PDKserial/Set_up_claiming_notification.htm">Set up claiming notification</a>.</MadCap:conditionalText></p>
<p>See also:</p>
<ul>
<li><a href="Claim_issues_parts_from_the_Claim_Alert_List.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Claim Issues/Parts from the Claim Alert List</span></a>
</li>
<li><a href="Claim_from_the_Serial_Issue_Part_workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Claim from the Serial Issue/Part Workform</span></a>
</li>
<li><a href="Print_a_claim_notice.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Print a Claim Notice</span></a>
</li>
</ul>
</div>
</div>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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Staff Client Online Help/v7.0 - Staff Client Help/PolarisStaffHelp/Serials/PSclaim/Claiming_in_Serials.htm
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<h1><a name="XREF_38500"></a>Claiming in Serials</h1>
<p><a name="kanchor2798"></a><a name="IX_overview_81"></a><a name="kanchor2799"></a><a name="IX_overview_80"></a>An issue or part may be claimed if it does not arrive when expected, it arrives damaged, or the wrong issue is received. To set up claiming, you enter the claiming data in the Supplier record, and the data is copied automatically to the Serial Holdings records linked to this supplier. You can change the claiming data in the Serial Holdings record, and add more claiming intervals beyond those in the Supplier record. </p>
<p>You can set up manual or automatic claiming, and you can specify the claim notification method and text in Polaris Administration.<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></p>
<p>If you select manual claiming, issues or parts go to Pending claim status (via overnight processing), and they remain pending on the Claim Alert List until you claim the issue or part. When you claim the issue or part from the Claim Alert List, the issue or part’s status changes to Claimed. As each issue or part is claimed manually, a notice is generated as an e-mail or printable notice, depending on how you set the notice method in Polaris Administration.</p>
<p>If you select automatic claiming, issues or parts change to a Claimed status via overnight processing. The claim notices are generated automatically as e-mail or printable notices, depending on your claiming notification method. </p>
<p>When the claiming method is set to e-mail, the e-mail notices are generated (either by automatic or manual claiming), and they are sent out by the e-mail manager. When the claiming method is set to print, the notices are also generated, but you must print the notices by going to <b>Utilities, Reports and Notices</b>. See <a href="Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>. </p>
<p>See also:</p>
<ul type="disc">
<li>
<p class="FM_Task"><a href="Entering_Serials_Claiming_Information.htm#XREF_83049_Entering_Serials">Entering Serials Claiming Information</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Claiming_Issues_or_Parts.htm#XREF_46151_Claiming_Issues_or">Claiming Issues or Parts</a>
</p>
</li>
</ul>
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<h1><a name="XREF_72441_Enter_serials"></a>Enter Claiming Criteria in the Serial Holdings Record</h1>
<p>To add claiming information in the Serial Holdings Record workform:</p>
<ol>
<li value="1">Open the Serial Holdings Record workform. </li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>If you are creating a new serial holdings record, see <a href="../PSsetup/Create_a_serial_holdings_record.htm#XREF_91464_Create_a_serial">Create a serial holdings record</a>.</p>
<ol data-mc-continue="true">
<li value="2">Select <b>View </b>| <b>Orders.</b></li>
</ol>
<p class="indent2">The Serial Holdings Record, Orders view appears.</p>
<ol data-mc-continue="true">
<li value="3">Link to the purchase order and/or subscription record, if applicable. See <a href="../PSsetup/Enter_order_data_for_a_serial_holdings_record.htm#XREF_60587_Enter_order_data">Enter order data for a serial holdings record</a>. </li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>It is not necessary to have a linked purchase order or subscription record to do serials claiming. </p>
<ol data-mc-continue="true">
<li value="4">If the supplier’s name and SAN fields are not already filled in, click <b>Find </b>to search for and select the supplier for the serials title. </li>
</ol>
<p class="indent2">The supplier’s name and SAN are filled in, and the claiming information for the basic bibliographic unit appears in the lower right corner of the workform. Up to five claiming intervals can be defined in the Supplier record for the basic bibliographic unit. You can define more claiming intervals for the basic bibliographic unit or enter claiming data for the serial title’s index or supplement on the Serial Holdings Record workform.</p>
<ol data-mc-continue="true">
<li value="5"><a name="kanchor5651"></a><a name="IX_entering_the_1"></a><a name="kanchor5652"></a><a name="IX_claiming_data_in_serial"></a>Under <b>Claim Setup</b>, type the vendor’s identification number for the subscription in the <b>Subscription ID </b>box. This number is printed on the claim notice.</li>
<li value="6">Click <b>Add</b>&#160;if you want to add more claims to the claiming data in the supplier record. </li>
</ol>
<p class="indent2">The Add Claim Interval dialog box appears.</p>
<ol data-mc-continue="true">
<li value="7">Select the type of publication in the<b> Category</b>&#160;box, type the number of days between the last claim and the next claim in the<b> Interval</b>&#160;box, and click <b>OK</b>.</li>
</ol>
<p class="indent2">When a serial issue is not received by the number of days in the <b>Days after released/expected arrival</b>&#160;box in the Supplier record, the claiming cycle begins. When the claiming cycle has passed without receipt of the issue or part, the serial issue appears on the Claim Alert List unless you have chosen automatic claiming. </p>
<p class="indent2">If your library has chosen automatic claiming, notices are generated and they are e-mailed automatically (if you have selected e-mail as your notice method), or you can print them in a batch. </p>
<p class="NoteShade"><b>Tip:<br /></b>All e-mail notices are sent automatically according to the schedule for the SQL Server job Notice Processing. This includes overdue, billing, fine, hold request, reminder, routing, and claim notices.</p>
<h4>Related Information</h4>
<ul type="disc">
<li><a href="../../Serials_Admin/PDKserial/Set_up_claiming_notification.htm#XREF_57739_Set_up_claiming" data-mc-conditions="Primary.Online">Set up claiming notification </a>
</li>
<li><a href="Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>
</li>
</ul>
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<h1><a name="XREF_77507_Enter_serials"></a>Enter Serials Claiming Information in the Supplier Workform</h1>
<p>To enter claiming information in the Supplier workform:</p>
<ol>
<li value="1">On the Supplier Record workform, select <b>View </b>&gt;<b> Claims </b>or select <b>&#160;<img alt="ClaimIcon.gif" style="width: 30;height: 25;" src="ClaimIcon_30x25.gif" class="imginline" /></b>.</li>
</ol>
<p class="indent2">The Claims view appears.</p>
<ol data-mc-continue="true">
<li value="2">Type the number (1-5) in the <b>Maximum claims </b>box to indicate the number of claims that you want to go to the supplier.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>You can send more than five claims for serial issues/parts. Enter the five claiming intervals in the Supplier record, and add more claiming intervals on the Serial Holdings record. </p>
<ol data-mc-continue="true">
<li value="3">In the <b>days after release/expected</b>&#160;box, type the number of days you want to elapse between when a serial issue is expected and the time when the first claim is generated.</li>
<li value="4">Enter the claim cycle information as follows:<ol style="list-style-type: lower-alpha;"><li value="1">Type a number in the <b>1st claim</b>&#160;box to indicate the number of days that must pass after the first claim is generated before the second claim is generated.</li><li value="2">Type a number in the <b>2nd claim</b>&#160;box to indicate the number of days that must pass after the second claim is generated before the third claim is generated.</li><li value="3">Type a number in the <b>3rd claim</b>&#160;box to indicate the number of days that must pass after the third claim is generated before the fourth claim is generated.</li><li value="4">Type a number in the <b>4th claim</b>&#160;box to indicate the number of days that must pass after the fourth claim is generated before the fifth claim is generated. </li></ol></li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>The cancel information is not relevant for claimed serial issues because individual issues are not canceled. Rather, the whole subscription may be canceled or not renewed. </p>
<ol data-mc-continue="true">
<li value="5">Select <b>Claim notice</b> if you want claim notices to be sent.</li>
<li value="6">If you have selected the <b>Claim notice</b>&#160;box, select the <b>Notice method</b>. </li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>If <b>Supplier Preference</b>&#160;is selected in the <b>Notification method</b>&#160;box in Notification options in Polaris Administration, the notice method you set in the Supplier record will be used to send a claim notice.<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></p>
<ol data-mc-continue="true">
<li value="7">Select <b>File</b> &gt; <b>Save</b> to save the record.</li>
</ol>
<p class="indent2">The claiming data is filled in for any serials holdings records that are linked to this supplier record. You can change the claiming information in the serial holdings records, or you can add more claiming intervals beyond the five in the supplier record. See <a href="Enter_claiming_criteria_in_the_serial_holdings_record.htm#XREF_72441_Enter_serials">Enter claiming criteria in the serial holdings record</a>.</p>
<h4>Related Information</h4>
<p><span class="FM_BulletHead">Printing Serial Claim Notices </span>- If you have selected <b>Print</b>&#160;for the notice method in the Supplier record and the notification option in Polaris Administration is set to <b>Supplier Preference</b>&#160;or <b>Print</b>, you can print claim notices. See <a href="Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>.</p>
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<h1><a name="XREF_83049_Entering_Serials"></a>Entering Serials Claiming Information</h1>
<p>You enter serials claiming criteria and the claiming notice address in the Supplier workform. The claiming criteria are copied to the Serial Holdings Record workform for any linked serial holdings records. If needed, additional claiming intervals can be added in the Serial Holdings Record workform. </p>
<p>See also:</p>
<ul type="disc">
<li>
<p class="FM_Task"><a href="Enter_serials_claiming_information_in_the_Supplier_workform.htm#XREF_77507_Enter_serials">Enter serials claiming information in the Supplier workform</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Enter_claiming_criteria_in_the_serial_holdings_record.htm#XREF_72441_Enter_serials">Enter claiming criteria in the serial holdings record</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Claim_issues_parts_from_the_Claim_Alert_List.htm#XREF_29098_Claim_issues_parts">Claim issues/parts from the Claim Alert List</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Claim_from_the_Serial_Issue_Part_workform.htm#XREF_17881_Claim_from_the">Claim from the Serial Issue/Part workform</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Print_a_claim_notice.htm#XREF_44169_Print_a_Claim">Print a claim notice</a>
</p>
</li>
</ul>
</div>
</div>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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Staff Client Online Help/v7.0 - Staff Client Help/PolarisStaffHelp/Serials/PSclaim/Print_a_claim_notice.htm
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSclaim/Print_a_claim_notice.htm">Open topic with navigation</a>
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<h1><a name="XREF_44169_Print_a_Claim"></a>Print a Claim Notice</h1>
<p><a name="kanchor1198"></a><a name="IX_printing_10"></a><a name="kanchor1199"></a><a name="IX_printing_serial_claim"></a><a name="kanchor1200"></a><a name="IX_printing_9"></a>To print a claim notice:</p>
<p class="NoteShade"><b>Tip:<br /></b>Claim notice options are set in Polaris Administration.<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> </p>
<ol>
<li value="1">Select <b>Utilities, Reports and Notices</b>.</li>
</ol>
<p class="indent2">The Polaris Reports dialog box appears.</p>
<ol data-mc-continue="true">
<li value="2">Select <b>Notices, Serials, Serial Claim Notice</b>.</li>
</ol>
<p class="indent2">The Parameters dialog box appears.</p>
<ol data-mc-continue="true">
<li value="3">Select the organization for which you want to print notices and the date range (<b>Start date</b>&#160;and <b>End date</b>) to indicate the notices you want to print.</li>
</ol>
<p class="NoteShade"><b>Notes:<br /></b>If you do automatic claiming and print claim notices, all the automatically-generated claim notices will be printed for the date range you specified.<br />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.<br /></p>
<p class="indent2">The Print Preview dialog box appears with the claim notices displayed. </p>
<ol data-mc-continue="true">
<li value="4">Select <b>File | Print</b> to print the notice.</li>
</ol>
<p class="indent2">You can fax or mail the claim notices to the serials supplier.</p>
<p class="NoteShade"><a name="kanchor1201"></a><a name="IX_subscription_ID_1"></a><a name="kanchor1202"></a><a name="IX_printing_on_serial_claim"></a><a name="kanchor1203"></a><a name="IX_subscription_ID"></a><b>Note:<br /></b>The Subscription ID is printed on the claim notice if you entered it on the Orders view of the Serial Holdings record. This ID is the vendor number for the subscription.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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