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RLIN21 Documentation

Approvals Soup to Nuts Training
  Acquisitions Module
  Faster Method
  PO Defaults
  Approval Vendors

Approval training checklist

Continuations Training
  Check Acq. Record
  Check Cat. Record
  Check In Item
  Add the Piece
  Add continued

Intro to Acq Production Staff
  Buttons & Icons
  Defaults & Prefs.
  Workflows
    Approve Processing
    Item Creation
  Searching
  Interpreting PO

Intro to Acq Production Staff Handout
  Buttons & Icons
  Workflows
    Line Items
    Approve Processing
    Item Creation
  Interpret PO

Monographic Receipts
  Find Order
  Check Order
  Receive Order
  Finishing Up

Periodicals Check In
  Acquisitions Module
  Periodicals Check-in
  Tips and Hints

Searching and Record Creation
  Searching
  Creating a PO
  PO Continued
  Line Item Info.
  Finishing Up

Searching and Record Creation Handout
  Line Items Info.

Serials Check-in
  Issues with Components
  Issues continued
  Creating a Component
  Creating Continued
  Claiming

Series Checks in Voyager
  Serial Volume cont.
  Bookset etc.
  Monographic Series
  Monographic Series cont.

Series Checks in Voyager Script
  Bookset Standing Order
  Monographic Series

Acq for Selectors(WPD)
  Monographs and Funds
  Serialsand Mono series   Handouts


Documentation Home

Voyager Acquisitions — Serials Check-in

II. Creating a component (continued)

  1. The other approach to adding a component begins in the cataloging mode. Letís check in an issue of Journal of Religion.

Search the title in the cataloging mode and get the bibliographic record.

Note the frequency and go to the holdings screen and note the designator. [Quarterly; v., no, year, mo.]

Under Record, in the menu bar, choose View line item in Acquisitions.

You will be switched to Acquisitions, and a Line Item screen will appear.

Choose the Type tab, and continue from this step as we did when beginning from the purchase order above.

[Start prediction: vol. 80, no. 3, 2000, July]

Again, when you click on the yellow serials check in card and search the title, your component will appear and you can check in your issue.

III. Claiming

Letís look at the Journal of Beckett Studies.

Most claiming maintenance work will be done through the Serials History screen, although claiming issues is done from Serials Check-in. The Serials History screen will make it easier for public services staff to view which issues of serials have either moved to the Problems List or have actually been claimed. You can access serials history either by going through the Serial Check-In screen or by going directly through the Serials History button on the left list bar.

From the Serial Check-In screen, click on the History button to display issues that have been checked in. Notice that on this screen, there are four tabs: Receipt History, Claims History, Problem History, and Payment History.

Click on the Problem History tab to display information about issues that have been marked either manually or by the system. From this tab, you can unmark an issue that has been marked or generate a claim. This is a great feature for not only staff issuing claims, but also for staff in the branch libraries or in PR to view which issues have been claimed. From the Problem History tab, to either unmark an issue or generate a claim, simply highlight the selected issue and click on the Unmark button. To claim an issue simply click on the Generate Claim button. Once an issue has been claimed, if you click on the Claims History button, you have the option of canceling the claim or updating it from this screen.


[Serials Check-in]  [Issues with Components]   [Issues continued]   [Creating a Component]  [Creating continued]  [Claiming]