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Notes for serials

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Discover how to add a note to a serial title or issue in WorldShare Acquisitions.

You can add notes to items in WorldShare Acquisitions. When a note is added to an item, the system records the author of the note and the date and time the note was saved. You also have the option to have order item notes appear as a pop-up message when you receive and/or pay for the item. If the order item has an Acquisitions Type of Subscription, you also can attach the note to only the order item or the order item and all prior and subsequent renewals. Additionally, invoice item notes can appear as a pop-up message when you pay for the item.

 Note: Serials title and issue notes include notes for any previously merged records.

Add a serial title note

  1. In the left navigation, click Discover Items and search for a serial.
  2. From the search results, click the serial's title.
  3. Click Notes to expand the accordion.
  4. Enter your text in the Note field.
    Or
    Click Add note if there are already existing notes.
  5. (Optional) Select receiving from the Show on drop-down list to display a pop-up note whenever you receive an issue of the serial.
  6. Click Save.

Edit a serial title note

  1. In the left navigation, click Discover Items and search for a serial.
  2. From the search results, click the serial's title.
  3. Click Notes to expand the accordion.
  4. Click the pencil icon ()  next to the note you want to edit.
  5. Edit the existing note text or remove the note from the Note field.
  6. (Optional) From the Show on drop-down list, enable or disable the display a pop-up note whenever you receive an issue of the serial.
  7. Click Save.

Add or edit a serial issue note

  1. In the left navigation, click Discover Items and search for a serial.
  2. From the search results, click the serial's title.
  3. Click the Manage Issues tab.
  4. Locate an issue to which you want to add a note and click the pencil button () in the Actions column.
  5. Select Acknowledge to edit the issue.
  6. Enter your text or remove the note in the Notes field.
  7. Click Save.