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 12.
- 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 recieve EDIFACT messages. For more information, see Send your vendor an EDIFACT serial issue claim.
Note: If your vendor is not configured to recieve EDIFACT messages, you will recieve 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.
- If you selected FTP (EDIFACT) as the method:
- (Optional) Select the Preview message before sending check box to view the message before sending it to the vendor.
- Select the desired FTP Profile.
- Send Claim.
- If you selected E-Mail (EDIFACT) as the method:
- (Optional) Select the Preview message before sending check box to view the message before sending it to the vendor.
- Send Claim.
- If you selected Print as the method:
- Click Print Claim.
- On the Message Preview window, click Print Claim.
- The claim/status inquiry prints. Go to Step 12.
- If you selected E-Mail (HTML) as the method:
- (Optional) Select the Preview email before sending check box to view the email before sending it to the vendor. Click Continue.
Send Claim.
- 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.
Watch a video
Claim missing serials issues (7:05)
This video shows how to claim missing serials issues in WorldShare Acquisitions.