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Notes for serials

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 have the ability to 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.

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.
  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. Edit the existing note text or remove the note from the Note field.
  5. (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.
  6. Click Save.

Add 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 in the Notes field and then click Save.

Edit a serial issue note

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

 

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