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Princeton University Order Division Documentation
 
Serials

Attaching a Component

Continuations Check In
  Verify Cat Record
  Check In/Mark Piece
  Add to Cat Record
  Finish Up

First Piece Check In
  New Order

MCS Check In
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Continuations Check In Tips

Periodical Check In
  Check In Procedure
  Tips and Hints

Serials Cancellations

Serials Claims

Series Checks in Voyager

Serials Processing Policies
  Holdings Information

Title Changes
  Acquisitions Module
  Finishing up

Vendor Reports for Serials

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Serial Claiming in Voyager

Overview

In the Voyager Acquisitions system, serials have a component and publication pattern, which accounts for each individual issue of a publication. Because each individual issue has its own expected date, it is extremely important to be accurate in doing the housekeeping for each issue in the pattern. We must account for everything in the pattern, otherwise the Problem List of missed issues becomes unusable for problem-solving and claiming.

Claims can be initiated by the operator when checking in an issue, or by the system itself as a result of skipped or late issues. As with many functions in Voyager, there are several different ways to approach claiming: please follow these steps and keep in mind that in order to claim a missing issue, it MUST be "Marked" on the Problem List-either by the system or by the person doing the claim.

Claiming system-marked missing issues during check-in

  • In Serials Check-in, search for the title and bring up the appropriate component.
  • Click on the correct issue from the pattern to match the issue in your hand; check it in. Any missed issues in the pattern will
    then be "Marked" by the system as skipped and put on the Problem List.
  • Click on the History button below the pattern (do not use the Serials History Icon on the far left Task Bar Menu or you will have to repeat your search ).
  • The History and Problem History tabs should be yellow, indicating that there is information in that field for review. View the marked issues by clicking on the Problem History tab. Note that the buttons are greyed out until you click on and highlight a specific issue. Click on the issue to be claimed: the buttons to Unmark the issue or Generate Claim are now active.
  • Click on the Generate Claim button: a small claim window will pop up with the following fields
    • vendor code/vendor name: system generated
    • claim date: this should be today's date, generated by the system
    • claim type: select correct type from the drop-down menu
    • comment field: free-text note field ; keep it short and to the point.

      Leave comments off EDI claims unless a note is absolutely necessary. The presence of comments prevents EDI claims from loading automatically for the vendor.

  • Send claim via box : choose EDI or print as appropriate. Claims can only be sent via EDI for vendors with attached EDI profiles. Consult supervisor if necessary. For a "dummy" claim, , i.e. "vol. 16, no.2 claimed via e-mail 10-18-01 haf", be sure both boxes are unchecked
  • Check the claim to be sure the information is correct and click on OK
  • Fix the prediction for the claimed issue(s)

    Standard claim note samples

    Repeated claims and multiple issue claims

    Marking issues for claiming