Configure receiving and claiming

Discover how to create a local holdings record (LHR), start receiving, and configure claiming for serial issues in WorldShare Acquisitions.

Configure receiving

Before receiving

  1. You must have a copy (local holdings record) for the title to receive issues. You can add copies (local holdings records) on the Copies screen. See Create copy (local holdings record) for more information.
  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.
     Note: When you add issues using Manage Issues, this becomes global data.

Create copy (local holdings record)

 Note: A subscription is considered a copy.

  1. Search for the serial in Discover Items in the left navigation.
  2. From the search results, click the serial's title.
  3. Click Copies in the upper right.
  4. On the Copies screen, in the upper right corner, click Add Copy.
  5. On the Add New Copy screen, fill in the fields. Some fields require explanation:
    Field Definition
    Audience level The WorldCat holdings audience level assigned to the item. This option is only available for WMS libraries. See WorldCat holdings audience levels for more information.
    Copy Number The number assigned by the library that distinguishes one copy of the title from another identical copy.
    Holding Location Library branch that owns the item described by the item record.
    Note(s)

    Note about the item.

    (Optional) To make a note display upon check in or check out, type an exclamation point as its first character (!).

    Receipt Status Whether newly published parts of a multipart or serial item are being received.
    Shelving Locations

    Location of the item within the holding location.

    To remove a shelving location, click the X next to the down arrow (if available), or click the shelving location in the list to uncheck it.

  6. Click Add Copy.

Unrecognized Shelving Location error

This error occurs when the Shelf Location value (852 ‡c) in the Location Holdings Record does not match a value entered in the Holding Codes Translation Table found in OCLC Service Configuration. The Holding Code Translation Table is the source for Branch codes and display names, Shelving Scheme and Shelf Locations. For more information, see Holding Codes Translation Table.

Start Receiving

  1. Click the Receive Issues tab.
  2. Click Start Receiving.
  3. On the Receiving Settings window:
    1. Enter the number of copies you expect to receive. All issues after the one you choose to start from will have this number.
    2. Choose the first issue you expect to receive (any issue for which there are outstanding copies to be received).
  4. Click Save.
    • The number of copies you expect to receive appears as the second number in the Copies Received column (n of n), starting with the issue you indicated and including all remaining, yet-to-be-received issues.
    • Copies not received automatically appear on the Missing Issues screen (Serial Issues > Missing Issues).
    • The Start Receiving button changes to Stop Receiving.

Missing issues

Once you have indicated the number of copies expected, the system adds copies not received to the Missing Issues screen (Serial Issues > Missing Issues) if these conditions are met:

  1. The Expected Release Date is past
  2. The issue has been received by another library, as indicated in the First Received column
  3. Your library has received at least one, but not all, expected copies of the issue

From the Missing Issues screen (Serial Issues > Missing Issues), you can claim issues. See Claim serial issues for more information.

Configure claiming

Issues appear on the Missing Issues screen after you have clicked Start Receiving issues and at least one of these conditions is true:

Configure filtering

  1. In the left panel click Serial Issues.
  2. Click Missing Issues.
  3. Use the filters: Claiming Status, Expected Release, First Received, Claims, Last Claimed, and Copies Received to find missing issues. See Use filters to find missing serial issues.

Other parameters for configuring claiming are set globally and are not editable in Acquisitions.