Princeton University Order Division Documentation
Voyager Acquisitions Serials Check-in
The samples in this document are based on the Test database.
Lets begin by looking at the left list bar.
Click on the Check-in button. This will display 6 Function buttons: Serials Check-in, Serials History, Subscription Maintenance, Search Routing Lists, New Publication Pattern, Search Publication Patterns.
If there are only 5 Function button displaying, notice that there is a small arrow key on the right side of the list column bar. Click on the arrow and it displays one more icon. Notice that when you click on this arrow another small arrow appears on the top right side of the list bar. Each arrow can be used to display the "hidden" icons.
The Serials History icon and the Subscription Maintenance icon function independently from the component record. This means that you can search for ONLY the receipt history of a serial without having to go through the check-in record. Or, you can edit a component by searching for it through Subscription Maintenance, rather than going through the check-in record
The Serials History button will take you to where all serial claiming and maintenance work is done. The Subscription Maintenance button is where the component is edited and updated. This is a little misleading because were accustomed to thinking of subscription maintenance as the area where claiming is done.
There are also some important workflow features that will make serial check-in more efficient. If you click on the Workflow icon and then choose Serial Check-in, there are a number of choices to make workflow easier. Especially relevant is the Use persistent check in notes choice. If this is checked, pop up notes will not block your work every time you want to do something else to a record. It simply remains on the screen so that you can view it.
[Serials Check-in] [Issues with Components] [Issues continued] [Creating a Component] [Creating continued] [Claiming]
©2002 Princeton University
Last Modified 02/12/2004