8.6 Fields: Edit a Serial Copy's Routing


8.6.1 Field 1 MARC Number: 9 characters, display only


Purpose: To display the database MARC Number.


8.6.2 Field 2 Function Keys


8.6.3 Field 3 Serial Look Up: 80 characters, tab stop


Purpose: To identify a serial by its ISSN, MARC Number, the MARC Control Number (tag 001), bar code, or part of the title. Only titles without monographic holdings (items) may be selected. 




Format:  This field accepts an appropriate combination of letters 
and numbers. When searching by words from a title, any number of 
words may be used. The words do not need to be in order, and can 
be abbreviated.  




The most efficient way to look up a title is to enter an 
acceptable value (e.g. a reasonable portion of the title or the 
entire ISSN) and press either the ENTER, TAB, or CURSOR DOWN key. 
The software will work better using this method than entering a 
value and clicking on the Look Up push buttons below the Look Up 
field.  




Example:  "SCIE AMER" or "amer scie" and pressing ENTER will both 
find Scientific American if it is in the catalog.  




Additional Features:  if the look up is part of an edit function, 
(e.g. [Issue Check In]), and the ISSN is entered but is not in the 
catalog, then when the look up function [ISSN] is used to attempt 
find the value and the look up fails, then the ISSN and its 
associated title may then be dynamically added to the catalog and 
Serials Management.  When created in this fashion, catalog and 
frequency data may be adopted from the Aggregate Serials Frequency 
Database.  This process is documented elsewhere (see "Getting 
Started in Serials Management").  




Use this powerful feature when you know the title is not in the 
catalog.  In the Journal field enter the ISSN value, then click 
on function [ISSN] (or press cursor key down until you are 
focused on function [ISSN] and then press ENTER).  The software 
will either find the title by the ISSN value or ask you if you 
want to add it to the catalog.  You may later import a MARC bib 
for the title, or edit the MARC bib more thoroughly.  





8.6.4 Field 4 Look Up Menu:   


tab stop





Purpose:  To specify a look up function that matches the value in 
the Serial Look Up text field (located above this collection of 
push buttons).  




Format:  It is a push button selection.  




Examples:  if the Serial Look Up text field has an ISSN value, 
select function [ISSN].  If the Serial Look Up text field has 
portions of a title, select function [Title].  




Menu Style:  Push Button



Menu Values:
Title
MARC#
ISSN
Control#
Bar Code









8.6.5 Field 5 Serial Copy Number:   


2 characters, tab stop





Purpose:  To specify the Serial Copy for the previously selected 
title.  A Serial Copy is a set of issues.  Typically, most 
titles will have one Copy.  When more than one Copy exists, then 
the specific Copy must be selected for the operation.  




Format:  It is a number or table selection. Some functions, such 
as 
[Issue Check In], will allow a new Copy to be created via the 
field.  





8.6.6 Field 6 Patron for Routing:   


7 characters, mandatory, tab stop





Purpose:  To specify a patron who should receive routing for this 
Serial Copy.  A patron may be retrieved by entering a patron ID 
number, a bar code, a social security number, the patron's name 
or one additional unique ID that has been established by the 
library.  




Format:  The patron number should be only numbers. The bar code 
may be entered by keyboard or with a bar code reader.  The social 
security number should be entered in the format NNN-NN-NNNN.  
The name should be entered in the format with last name followed 
by the first name (plus initials or middle names) and separated 
by a comma.  The additional ID index may contain any combination 
of letters and numbers with a length greater than 3.  





8.6.7 Field 7 Routing Method:   


multiple





Purpose:  To specify the method of routing. Print includes the 
patron in any Routing Slip or Routing Label print.  E-mail 
results in the patron receiving an e-mail notification the night 
that the serial issue has arrived.  If the patron is to receive 
e-mail notification on more than one issue (regardless of the 
titles), then the notices are consolidated into a single e-mail 
message.  




Format:  This is a check box selection. If nothing is selected, 
Print is assumed.  




Menu Style:  Plain



Menu Values:
Print
E-mail









8.6.8 Field 8 Add Patron Group:   


30 characters, tab stop





Purpose:  To attach all of the patrons in the specified Routing 
Group to this Serial Copy.  




Format:  It is a table selection.  





8.6.9 Field 9 Routing Slip Message:   


60 characters, multiple, tab stop





Purpose:  To specify the free text routing slip message that appears 
on the routing slip.  It will appear above the list of names on 
the list.  




Format:  It is free text.  




Example:  "Please return to circulation." but without the quotes.  





8.6.10 Field 10 Controls Ok, Cancel, & Help:   








Purpose:  To specify an action that controls the window's flow.  
[Ok] will save and apply the displayed values, whereas [Cancel] 
will reject the changes.  [Help] will display all of the 
documentation for the window.  Press the Help key for context 
sensitive help for each field.  




Format:  It is an action that toggles the push button.  




Menu Style:  Push Button



Menu Values:
Ok
Cancel
Help







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