Setting Up Claiming Parameters

Claim parameters include:

When claims are prompted (after remaining unreceived for a specified number of days or after a gap between receipts)
How many claims will be generated for each unreceived issue
How many days between each subsequent claim

To set up claiming parameters

1 Search for the serials title you want and send it to Serials Control, if necessary.

Horizon displays the Copy List window.

2 Highlight the first copy.
3 Click Edit.

Horizon opens the Edit Serial Copies window for the copy.

4 Click Page Down or resize the window to display these fields in the Edit Serials Copies window:

5 Mark the appropriate Acq. Status button to specify the acquisitions status of the copy.
Unknown. Horizon automatically assigns this status to copies that you create in Cataloging. You can also assign this status in Serials.
Other Receipt of Acquisitions Status. Horizon does not automatically assign this status to copies. You must assign this status to copies in Serials Control.
Completed. Horizon does not automatically assign this status to copies. You must assign this status to copies in Serials Control that have all their pieces received or in the system.
On Order. Horizon automatically assigns this status to copies that are ordered but not received.
Currently Received. This is the default selection.
Not Currently Received. Horizon does not automatically assign this status to copies. You must assign this status to copies in Serials Control.
Not Currently Published. Horizon does not automatically assign this status to copies. You must assign this status to copies in Serials Control.
6 Mark the appropriate Claim Type radio button:
Claim After Time OR Gap. Mark this to generate claims after the days entered in the Claim After (Days) field have elapsed.
Claim After Gap Only. Mark this to generate claims on unreceived issues only after you receive the next issue; this creates a gap between received issues.
Do Not Claim. Mark this to generate no claims for issues of this serial copy record.
7 Complete these fields with claim cycle information:
Claim After (Days). Enter how many days after an issue’s expected date that Serials should generate the first claim.
Interval (Days). Enter how many days that should elapse between each subsequent claim.
Maximum Claims. Enter the maximum number of claims Serials generates.
8 Save the file.

 


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