105 lines
8.5 KiB
HTML
105 lines
8.5 KiB
HTML
<!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 " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||
<head>
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||
<meta charset="utf-8" />
|
||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PSsubscriptions.fm" /><title>Managing Subscriptions</title>
|
||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||
</script>
|
||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||
</script>
|
||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||
</script>
|
||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||
</script>
|
||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||
</script>
|
||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||
</script>
|
||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||
</script>
|
||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||
</script>
|
||
<script>/* <![CDATA[ */
|
||
window.dataLayer = window.dataLayer || [];
|
||
function gtag(){dataLayer.push(arguments);}
|
||
gtag('js', new Date());
|
||
|
||
gtag('config', 'G-CFH4DBPHLD');
|
||
/* ]]> */</script>
|
||
</head>
|
||
<body>
|
||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials/PSsubscriptions/Managing_Subscriptions.htm">Open topic with navigation</a>
|
||
</p>
|
||
<div class="nocontent">
|
||
<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>
|
||
</div>
|
||
</div>
|
||
<div class="content">
|
||
<div role="main" id="mc-main-content">
|
||
<h1><a name="XREF_35765_Managing"></a>Managing Subscriptions</h1>
|
||
<p><a name="kanchor4252"></a><a name="IX_overview_78"></a><a name="kanchor4253"></a><a name="IX_overview_77"></a>Subscription Records are optional in Polaris. You can use subscription records if your library wants to track renewals or create purchase orders automatically when subscriptions are renewed. You can renew and cancel subscriptions without creating subscription records, but there will be no automatic tracking or reporting capabilities. </p>
|
||
<p><a name="kanchor4254"></a><a name="IX_purpose_of"></a>A subscription record is a central location for information related to one or more copies (serial holdings records) of a subscription, including the renewal term, status, start date, and expiration date. A subscription record is linked to a bibliographic record and one or more serial holdings records. Once you have set up subscription records for all the subscriptions your library has, you can manage (view, renew, cancel) your subscriptions from the Subscriptions List.</p>
|
||
<p><a name="kanchor4255"></a><a name="IX_reporting"></a>If you use subscription records, you can print reports that show the types of serials titles your library subscribes to and the cost of these subscriptions. These reports can assist you in making decisions about renewing or cancelling your library’s subscriptions.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../../Polaris_Basics/PIreports/Serials_Reports.htm#Serials">Serials Reports</a>.</MadCap:conditionalText></p>
|
||
<p>See also:</p>
|
||
<ul type="disc">
|
||
<li>
|
||
<p class="FM_Task"><a href="Create_a_subscription_record.htm#XREF_86507_Create_a">Create a subscription record </a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="Add_a_serial_holdings_record_to_a_subscription_record.htm#XREF_36043_Add_a_copy_to_a">Add a serial holdings record to a subscription record </a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="Copy_a_subscription_record.htm#XREF_13418_Copy_a">Copy a subscription record </a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="../View_the_Subscription_List.htm#XREF_86095_View_the">View the Subscription List</a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="Renew_a_subscription_from_the_subscription_record.htm#XREF_79788_Renew_a">Renew a subscription from the subscription record</a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="Renew_subscriptions_from_Subscription_List.htm#XREF_99559_Renew_a">Renew subscriptions from Subscription List</a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="Cancel_a_subscription.htm#XREF_89499_Cancel_a">Cancel a subscription</a>
|
||
</p>
|
||
</li>
|
||
<li>
|
||
<p class="FM_Task"><a href="Reopen_a_subscription.htm#XREF_92023_Reopen_a">Reopen a subscription </a>
|
||
</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div id="footer">
|
||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||
]]></div>
|
||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||
<div>
|
||
<p align="center">
|
||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||
/*]]>*/</script>
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html> |