Receive a serial issue
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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
- 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.
- 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
- Search for the serial in the Discover Items area on the left panel.
- From the search results, click the serial's title.
- 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
- On the Issues screen, click the Receive Issues tab.
- 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.
- On the Receive Issues window, there are two ways to receive an issue:
- Enter a barcode, which automatically receives the issue.
- Check the Received box without entering a barcode.
- 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 (13:53)
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.