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Manage serial issues

Find information about managing and receiving serial issues.  Learn how to receive or unreceive an issue, start or stop receiving, and set publication patterns.


A serial is a publication issued in successive parts and continued indefinitely. A subscription is composed of parts called items. Example: periodicals.

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.


  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 follows.
    1. Filter for issues to manage or receive
      • Date - To filter by expected release date, use the calendar buttons.
      • 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
    2. Filter results
      • Action
        • Manage Issues
          • Delete issue - Click the red circle. An issue can be deleted only if no WMS library has received it.
          • Edit issue - Click the pencil button to edit the issue. Edits affect all WMS libraries that use the Issue screen. Edits do not affect local holdings records on the Copies screen.
        • Receive Issues - Click Receive to receive the issue. See Receive/unreceive issue below.
      • Chronology - The date the on the issue (e.g., August 2011; Spring 2008; Jan. 3-10, 2010; 2012).
      • Copies received (Receive Issues only) - The number of copies received (first number) and the total number expected (second number).
      • Enumeration - The alphabetic or numeric scheme used by the publisher on an item to identify the individual issue and to show the relationship of each issue to the serial as a whole.
      • Expected release date - The date the publisher ships the issue. If this date is unknown, subtract the estimated shipping time from the date received or expected.
      • First received (Receive Issues only) - The date on which the first WMS library received the issue.
      • Type
        • Basic - A single issue (default)
        • Index - Issue that contains only an index
        • Supplementary - Any extra or bonus issue

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