Serials User and Administrator Guide

Welcome to Horizon Serials. Serials offers tools to help you track incoming serials and manage your existing serials inventory effectively.

Before you can manage your serials, a copy record must exist in Serials Control for each subscription to a title. Once a copy record exists, you can then predict when the next issue will arrive for each subscription. After the issues arrive you can add them to your existing materials. If an issue is late, Horizon automatically generates a serials claim for each overdue subscription based on your prediction of when that item should arrive. You can use Serials to generate a current inventory of all your subscriptions and enter each vendor into Horizon in the setup parameters. This enables you to choose from a list of existing vendors if changes need to be made to any serials subscription

The Serials Guide is for all users of Serials, including system administrators. It explains how to set up and use Serials to do tasks with serial items. It covers all the steps in the serials cycle—from cataloging and predicting serial items to receiving serial items and circulating serial items. It also explains how to review and print Serials reports. All setup and administrationrelated topics that are specific to Serials are covered in the Serials Guide, not in the System Administration Guide.

This guide contains these major sections:

Getting Started explains the basic information you need to begin using Serials. It gives you an overview of this guide. It also gives you an overview of basic Serials records and tasks.
Copy Records explains how to create or edit serial copy records, specify vendors from whom you receive serial titles, specify checkin parameters, and specify routing functions.
Prediction Setup explains how to set up basic prediction and test basic prediction patterns. In addition, this chapter gives prediction examples and steps on creating publication patterns.
Checking In Issues provides the tools for checking in, processing, and routing serials. In addition, this chapter also explains how to checkin expected and unexpected issues, how to view issue detail and copy history, and how to change an issue’s status.
Serials Claims explains how to work with serials claims, including specifying when and how often Serials generates claims, printing and reviewing claims, and forcing claims for serials issues.
Summary of Holdings explains how to work with summary of holdings, including editing summary of holdings, adding a new line of holdings, adding a display note for summary of holdings, and deleting summary of holdings.
Serials Setup Parameters explains how to set up patterns and codes that you use in Serials Control and Serials Checkin. This chapter explains how to set up interpretation codes, chronology pattern codes, run codes, serials checkin locations, and vendors.
Acquisitions/Serials Link explains the Acquisitions/Serials link, including the tasks that you perform in Serials to view purchase order information and attach purchase order line items to copy records.

 


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