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OCLC Support

Receive a serial issue

Once you've found the serial (via Discover Items), then:

  • Use the Issues screen to manage and receive issues from current subscriptions.
  • Use the Item Copies screen for a comprehensive view of your serial holdings and the ability to edit them.

 Note: Serials data migrated from an ILS into WMS does not show up on the Issues screen, so all current subscriptions must be manually added via Manage Issues.

Before receiving

  1. You must have a copy (local holdings record) for the title in order to receive issues. Add copies (local holdings records) on the Copies screen.
  2. The issue must appear on the Receive Issues tab. If it does not, it must be added. Add issues on the Manage Issues tab.

Search

  1. Search for the serial in the Discover Items area on the left panel.
  2. From the search results, click the serial's title.
  3. From the Issues screen, filter as described below.
Filter for issues to receive - Table
Filter by Description
Date To filter by expected release date, use the calendar icons.

Received

(Receive Issues only)

All: All issues

Not received: Issues that have not been received.

Partially/completely received: Issues that have been partially or completely received.

Filter results - Table
Filter by Description
Date To filter by expected release date, use the calendar icons.

Received

(Receive Issues only)

All: All issues

Not received: Issues that have not been received.

Partially/completely received: Issues that have been partially or completely received.

Receive issue

  1. On the Issues screen, click the Receive Issues tab.
  2. Find the issue you want to receive. In the issue's Action column, click Receive. The Receive Issues window appears, listing the library's shelf copies (local holdings records) for the title.
  3. On the Receive Issues window, there are two ways to receive an issue:
    1. Enter a barcode, which automatically receives the issue.
    2. Check the Received box without entering a barcode.
  4. Click Save.
    • The Copies Received column shows the copy has been received.
    • An issue is created for the copy (local holdings record), which appears on the Issues and Copies screens (under Holdings for Selected Copy).

Watch a video

Serials issues management (13:40)

This video goes through the steps for serials issues management for a new serial subscription. This includes selecting a bibliographic record, adding issues metadata, setting the Start Receiving options, setting a publication pattern and receiving issues.

 

 

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