Claim serial issues
Use the Missing Serial Issues screen to claim, stop claiming, and restart claiming for issues that you have not received. If you want to claim a missing serial subscription, use the Missing Order Items screen and change the Acquisition Type filter to Subscription.
automate serial issues claiming.
Note: You can alsoFind, filter, and search serial issues
Search for missing serial issues
- On the left navigation, click Serial Issues Missing Issues.
- Click Search to view all missing serial issues.
Or
From the drop-down list, select an index and enter the search term(s). Click Search. - On the Missing Serial Issues screen, enter your search terms into the Search by title search box.
- Click outside of the search box or press <Enter>.
- Your results will appear in the table.
Use the filters to find missing serial issues
- On the left navigation, click Serial Issues > Missing Issues.
- Click Search to view all missing serial issues.
Or
From the drop-down list, select an index and enter the search term(s). Click Search. - On the Missing Serial Issues screen, at the top of the table, click the filter name.
- Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
- Click Apply. Once the filter is applied, you can hover over the filter name at the top of the table to view the selected values.
- (Optional) To remove the filter, click Reset.
- Your results will appear in the table.
Claim serial issues
If you have ordered a serial issue, but not yet received it from the vendor, you can claim the serial issue in the system. When you claim a serial issue in WorldShare Acquisitions, you have the option of notifying a vendor about the claim via email, a printed claim or an EDIFACT message via email or FTP. You can also notify multiple vendors of serial issue claims via email. If you need to claim a one-time item, you must claim it on the Missing Order Items screen. See Claim order items for more information.
- On the left navigation, click Serial Issues > Missing Issues.
- Click Search to view all missing serial issues.
Or
From the drop-down list, select an index and enter the search term(s). Click Search. - On the Missing Serial Issues screen, find the items you want to claim. See Find, filter, and search serial issues for details.
- Select the check boxes next to the issues you want to claim. If you want to claim all issues in the table, select the check box at the top of the table.
- At the top of the screen, click Claim.
- If you want to notify the vendor about the claim, go to the next step. If you do not want to notify the vendor about the claim, click Claim Items and go to step 11.
- Select the Notify vendor about this claim check box.
- Click Continue.
- If a single vendor is related to the selected issues, the vendor will be pre-filled for you automatically based on the most recent subscription order item in Acquisitions. Email or printed claims can be used to notify a single vendor.
Note: If either of the below is missing, you will receive an error message.
- There must be a valid email address for the vendor if sending by print or email.
- If any of the issues do not have a vendor, you will not be able to submit the claim message to the vendor.
- If multiple vendors are related to the selected issues, this will be indicated in the dialog. Email is the required method for notifying multiple vendors.
Note: If either of the below is missing, you will receive an error message.
- There must be a valid email address for every vendor.
- If any of the issues do not have a vendor, you will not be able to submit the claim message to the vendors.
- In order to claim serial issues via an FTP or email EDIFACT message, you must first configure your vendor so that they are set up to receive EDIFACT messages. For more information, see Configure EDIFACT messages for a vendor.
Note: If your vendor is not configured to receive EDIFACT messages, you will receive an error message.
- If a single vendor is related to the selected issues, the vendor will be pre-filled for you automatically based on the most recent subscription order item in Acquisitions. Email or printed claims can be used to notify a single vendor.
- In the Notify Vendor about Order window, fill in the following fields:
- Method - The method you choose to notify the vendor of the order.
- FTP (EDIFACT): Send an EDIFACT order message via FTP.
- E-Mail (EDIFACT): Send an EDIFACT order message via email.
- E-Mail (HTML): Send your order via email.
- Print: Print your order to send via mail.
- FTP Profile - The FTP profile you'd like to use to send the message, if you are sending by FTP (EDIFACT).
- To - The person at the vendor who will receive your notification of an order, if you are sending by Print or E-Mail (EDIFACT or HTML)
- Reply to - The person at your library that the vendor can contact about your order, if you are sending by Print or E-Mail (HTML).
- The default is the first person listed on the Contacts page in OCLC Service Configuration (WorldCat Registry > Contacts).
- You can set a recurring contact for when vendors reply to an order in the Institution Settings for your system. For more information, see Create a recurring reply-to contact.
- You can set a default method and vendor contact by editing the Acquisitions Settings in the vendor record. For more information, see Acquisitions Settings.
- Method - The method you choose to notify the vendor of the order.
- The method you choose determines the next step.
- Email (EDIFACT and HTML) and FTP (EDIFACT)
- (Optional) To preview the message, select Preview message before sending and then click Continue.
- Click Send Order.
- Print
- Click Continue.
- From the Print Preview dialog, click Print Order.
- Email (EDIFACT and HTML) and FTP (EDIFACT)
- A confirmation message appears and the items have been claimed in the system.
Stop and restart claiming
Stop claiming: Follow local practice to determine how to handle a vendor not supplying claimed issues
Restart claiming: Only available if an issue is archived for claiming (when you stop claiming an issue, it is archived for claiming)
- On the left navigation, click Serial Issues > Missing Serial Issues.
- On the Missing Serial Issues screen, search for the titles you want to stop or restart claiming. See Find serial issues for details.
- Select the check boxes next to the titles you want to claim. If you want to claim all titles in the tables, select the check box at the top of the table.
- At the top of the screen, click Stop Claiming or Restart Claiming.
- The screen refreshes and the title's Claiming Status is updated. If you stopped claiming a title, it will be archived for claiming.