Performing Special Handling

Some issues may require special handling at the time of checkin. Special handling functions available in Horizon include:

Automatic item creation, with or without barcode entry
A special handling note that appears for each issue
A workslip note that automatically prints for each issue
A routing list that automatically prints for each issue
A card label that automatically prints for each issue

If you want these functions to occur automatically for an issue, flag the copy record so that the functions occur automatically. However, if you need to perform special handling for a title that does not have automatic functions set up, you can “force” the special handling.

Serials enables the Special Handling command in the Issues menu only when the Issue Detail window is open.

To perform special handling for issues not set up for special handling

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

Horizon displays the Issues window.

2 Highlight the issue that you want to perform special handling for in the Issue window.
3 Click Issue Detail.

Horizon opens the Issue Detail window listing all copies of the issue.

4 Highlight the issue that you want to perform special handling for.
5 Choose Issues, Special Handling.

Horizon opens the Serials Checkin window:

6 Enter or edit these note fields:
Special Handling. Click the mouse cursor in the Special Handling Note box and enter or edit the special handling note. (A special handling note already appears in this note field if a staff member entered this note for this copy record in Serials Control.) Mark Save to save any changes made to the special handling note.
Workslip Note. Click the mouse cursor in the Workslip Note box and enter or edit the workslip note. (A workslip note already appears in this note field if a staff member entered this note for this copy record in Serials Control.)
7 Mark one or more of these boxes:
Print Routing Slip. Routing slips print only if routing has been set up for at least one copy record of the issue’s title. Click Choose Route to select the route that you want printed if more than one route has been set up for this copy record’s title.
Print Labels. Labels will print only if the issue’s collection has a serials label created.
Create Item. Serials creates an item record for the issue. (If you have specified that Serials Checkin creates items with barcodes on checkin, a barcode field appears next to the Create Item box. You can add the item’s barcode to this field.)

Note: The issue’s copy record must contain an ITYPE for you to create item records. If the copy record has no ITYPE, a message appears.

8 Click OK.

Horizon closes the Special Handling window and performs the special handling. Horizon reopens the Issue Detail window.

9 Check in the issue by clicking CKI, or return to the Issue List window and check in all copies of the issue at once.

 


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