Serials Management Guide

Copyright © 2004 CyberTools, Inc. All Rights Reserved.

Table of Contents

1 Overview to this Manual
1.1 Introduction to Serials Management
1.2 Format of this Manual
1.3 Contents of this Manual and Other Manuals
1.4 Basic Elements
1.5 A Serial Title's MARC Bibliographic Record
1.6 Serial Title Copy
1.7 Issues
1.8 Aggregate Serials Frequency Database
1.9 Vendor Table
2 The Serials Management Main Menu
2.1 Overview to the Serials Management Main Menu
2.2 Serials Management Main Menu
2.3 Fields: Serials Management Main Menu
3 Search Catalog
3.1 Overview to Search Catalog
4 Issue Check In
4.1 Overview to Serial Issue Check In
4.2 Serial Issue Check In
4.3 Fields: Serial Issue Check In
5 The Serial Copy
5.1 Serial Title Copy
5.2 Access to the Serial Copy Editor
5.3 Serial Copy: Expected Values, Frequencies, Circulation & Notes
5.4 Fields: Serial Copy: Expected Values, Frequencies, Circulation & Notes
5.5 Managing Copies without a Volume or Issue
5.6 Serial Copy Check In Notes
5.7 Fields: Serial Copy Check In Notes
5.8 Serial Copy Free Text Holding String
5.9 Fields: Serial Copy Free Text Holding String
5.10 Serial Copy Local Notes
5.11 Fields: Serial Copy Local Notes
5.12 Serial Copy Bindery Work List Note
5.13 Fields: Serial Copy Bindery Work List Note
6 Item Inquiry
6.1 Overview to Item Inquiry
6.2 Item Inquiry
6.3 Fields: Item Inquiry
6.4 Overview to Item Inquiry Detail
6.5 Item Inquiry Detail
6.6 Fields: Item Inquiry Detail
6.7 Overview to Item Inquiry Holds
6.8 Item Inquiry Holds
6.9 Fields: Item Inquiry Holds
6.10 Overview to Item Inquiry Utilization Statistics
6.11 Item Inquiry Utilization Statistics
6.12 Fields: Item Inquiry Utilization Statistics
7 Item Edit and Add Holdings
7.1 Overview to Item Edit and Add Holdings
7.2 Overview to Adding Holdings
7.3 Serial Item Edit
7.4 Fields: Serial Item Edit
8 Routing
8.1 Overview to the Serials Routing Menu
8.2 Routing Menu
8.3 Fields: Routing Menu
8.4 Overview to Edit a Copy's Routing
8.5 Edit a Serial Copy's Routing
8.6 Fields: Edit a Serial Copy's Routing
8.7 Overview to Routing Display
8.8 Display a Copy's Routing Slip
8.9 Fields: Display a Copy's Routing Slip
8.10 Overview to Routing Display by Patron
8.11 Serial Routing Display by Patron
8.12 Fields: Serial Routing Display by Patron
8.13 Overview to Routing Universal Header/Trailer Edit
8.14 Routing Universal Header/Trailer Edit
8.15 Fields: Routing Universal Header/Trailer Edit
8.16 Overview to Patron Routing Groups
8.17 Patron Routing Group
8.18 Fields: Patron Routing Group
8.19 Overview to Print/Display Routing Slips
8.20 Print/Display Routing Slips
8.21 Fields: Print/Display Routing Slips
9 Claims and Late Warnings
9.1 Overview to Claims and Late Warnings
9.2 Claims and Late Warnings Menu
9.3 Fields: Claims and Late Warnings Menu
9.4 Overview to Claims Processing
9.5 Claims Processing
9.6 Fields: Claims Processing
9.7 Overview to Claims Work Lists and Letters
9.8 Claims Work Lists and Letters
9.9 Fields: Claims Work Lists and Letters
9.10 Overview to Display Claim File
9.11 Display Serial Claim File
9.12 Fields: Display Serial Claim File
9.13 Example of a Claim Work List Display
9.14 Overview to Delete Claimed Item
9.15 Delete Claim
9.16 Fields: Delete Claim
9.17 Overview to Late Warning
9.18 Frequency Table and Late Days Value
9.19 Fields: Frequency Table and Late Days Value
9.20 Overview to Late Warnings Processing
9.21 Late Warnings Processing
9.22 Fields: Late Warnings Processing
9.23 Overview to Late Warnings Work Lists and Letters
9.24 Late Warnings Work Lists and Letters
9.25 Fields: Late Warnings Work Lists and Letters
9.26 Overview to Delete Late Warning
9.27 Delete Serial Copy from Late Warnings
9.28 Fields: Delete Serial Copy from Late Warnings
9.29 Overview to Claims & Late Warning Letters Head
9.30 Claims & Late Warning Letters Headers & Footers
9.31 Fields: Claims & Late Warning Letters Headers & Footers
10 Bindery
10.1 Overview to the Serials Bindery Menu
10.2 Bindery Entities
10.3 Detailed View of the Bindery Cycle
10.4 Bindery Menu
10.5 Fields: Bindery Menu
10.6 Overview to Bindery Compile a New Work List
10.7 The Bindery Work List Compile Parameters
10.8 Bindery Compile a New Work List
10.9 Fields: Bindery Compile a New Work List
10.10 Example of a Compile Work List
10.11 Overview to Print Bindery Work List
10.12 Print Bindery Work List
10.13 Fields: Print Bindery Work List
10.14 Example of a Compile Work List
10.15 Overview to Bindery Work List Edit
10.16 Bindery Work List Edit
10.17 Fields: Bindery Work List Edit
10.18 Overview to Look Up or Add a Bind Unit
10.19 Look Up or Add a Bind Unit
10.20 Fields: Look Up or Add a Bind Unit
10.21 Overview to Create a Bind Unit
10.22 Create a Bind Unit
10.23 Fields: Create a Bind Unit
10.24 Overview to Add Item to Bind Unit
10.25 Add Item to Bind Unit
10.26 Fields: Add Item to Bind Unit
10.27 Overview to Bindery Work List Bar Code Tie-out
10.28 Bindery Work List Bar Code Tie-out
10.29 Fields: Bindery Work List Bar Code Tie-out
10.30 Overview to Send Shipment to Bindery
10.31 Send Shipment to Bindery
10.32 Fields: Send Shipment to Bindery
10.33 Overview to Receive Shipment from Bindery
10.34 Receive Shipment from Bindery
10.35 Fields: Receive Shipment from Bindery
10.36 Overview to Print Bindery Shipment
10.37 Print Shipment
10.38 Fields: Print Shipment
10.39 Overview to Delete Issue from Bindery Queue
10.40 Delete Issue from Bindery Queue
10.41 Fields: Delete Issue from Bindery Queue
10.42 Overview to Bindery Shipment Look Up
10.43 Bindery Shipment Look Up
10.44 Fields: Bindery Shipment Look Up
10.45 Overview to Edit Bindery Shipment
10.46 Edit Bindery Shipment
10.47 Fields: Edit Bindery Shipment
11 Reports
11.1 Overview to the Reports Menu
11.2 Serials Management Reports Menu
11.3 Fields: Serials Management Reports Menu
11.4 Overview to Serials Copies List
11.5 Serials Copies List
11.6 Fields: Serials Copies List
11.7 Overview to Serial Counts
11.8 Counts
11.9 Fields: Counts
11.10 Overview of Receipt List
11.11 Receipt List
11.12 Fields: Receipt List
11.13 Overview to Title Vendor Summary and/or Listing
11.14 Titles by Vendor Report
11.15 Fields: Titles by Vendor Report
11.16 Example of Summary for all Vendors
11.17 Example of One Vendor
11.18 Overview to Serials Without Holdings or No Copies
11.19 Serials Without Holdings and/or No Copies Established
11.20 Fields: Serials Without Holdings and/or No Copies Established
12 Vendors
12.1 Overview to Vendor Maintenance Menu
12.2 Vendor Maintenance
12.3 Fields: Vendor Maintenance
12.4 Overview to Vendor Edit
12.5 Vendor Edit
12.6 Fields: Vendor Edit
12.7 Overview to Vendor Inquiry
12.8 Vendor Inquiry
12.9 Fields: Vendor Inquiry
12.10 Overview to Vendor Record Reports
12.11 Vendor Record Reports
12.12 Fields: Vendor Record Reports
13 Import SERHOLD Data
13.1 Overview to Import SERHOLD Data
13.2 Retrieving the SERHOLD Holdings Report
13.3 Import SERHOLD Data
13.4 Fields: Import SERHOLD Data
14 Import OCLC MARC Serial Holdings
14.1 Overview to Import a MARC File
14.2 Importing OCLC MARC Serial Holdings
14.3 Import a MARC File
14.4 Fields: Import a MARC File