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serials_prediction_patterns [2009/03/12 14:42]
ldegozzaldi
serials_prediction_patterns [2019/01/07 12:20] (current)
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 NOTE: DO NOT use 99 with whole (continuous) numbering systems! NOTE: DO NOT use 99 with whole (continuous) numbering systems!
 </​file>​ </​file>​
-  - Set claiming pattern. Check arrival dates of previously checked-in items, and of item in hand. Refer to Innopac CHECKIN documents if needed. Estimate the difference between the dates on the issues and their arrival, and enter the number of days in the First Claim field. Leave following claims at 90 unless instructed otherwise.+  - Set claiming pattern. Check arrival dates of previously checked-in items, and of item in hand. Refer to Innopac CHECKIN documents if needed. Estimate the difference between the cover dates on the issues and their arrival, and enter the number of days in the First Claim field. Leave following claims at 90 unless instructed otherwise.
   - Make sure Print Label box is checked, and Send Claims is set at "​Yes"​ unless instructed otherwise.   - Make sure Print Label box is checked, and Send Claims is set at "​Yes"​ unless instructed otherwise.
  
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 ==== HOL Record ==== ==== HOL Record ====
  
-Most periodicals for UMDUB (Main Sublibrary) will have unbound and bound issues shelved in the same location, requiring **one** HOL record with collection UPER (bound periodicals). UMSCI (Science Sublibrary) will require **two** HOL records for shelving unbound and bound issues in separate locations, with collection UPERC (unbound periodicals) and collection UPER (bound periodicals). ​ The pattern will be entered into the UPER HOL for Main, and into the UPERC HOL for Science.+Most periodicals for UMDUB (Main Sublibrary) will have unbound and bound issues shelved in the same location, requiring **one** HOL record with collection UPER (bound periodicals). UMSCI (Science Sublibrary) will require **two** HOL records for shelving unbound and bound issues in separate locations, with collection UPERC (unbound periodicals) and collection UPER (bound periodicals). ​ The pattern will be entered into the UPER HOL for Main, and into the UPERC HOL for Science.  __UMDUB Exception__:​ The unbound issues of approximately 90 popular magazines and newspapers will be shelved on the reading area on the 5th floor, in a separate location from the stacks. ​ These will also require **two** HOL records, with collection UPERC (unbound) and collection UPER (bound).
 <​file>​ <​file>​
-NOTE: Approx. News& Mag. titles ​in UMDUB will need UPERC HOL's. See link. +NOTE: Approx. ​90 UMDUB News & Mag. titles will need UPERC HOL's. See link. 
 </​file>​ </​file>​
  
  
-LINK TO BE ADDED!!!+[[serials_popular_magazines_and_newspapers_list]]
  
  
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     * Subfield a=first-level enumeration,​ most often vol. of first issue of start year.     * Subfield a=first-level enumeration,​ most often vol. of first issue of start year.
     * Subfield b=second-level enumeration,​ most often no. of first issue of start year.     * Subfield b=second-level enumeration,​ most often no. of first issue of start year.
 +    * Subfield u=issues published per year (equal to or less than frequency).
 +    * Subfield v=whether 2nd level of enumeration is repeating or continuous.
     * Subfield i=year of starting issue.     * Subfield i=year of starting issue.
     * Subfield j=month of starting issue.     * Subfield j=month of starting issue.
-    * Subfield x=start date for next sequence.+    ​* Subfield w=frequency. 
 +    ​* Subfield x=start date for next sequence ​(if middle of calendar year).
     * Subfield y=seasons, months etc. published, omitted or combined.     * Subfield y=seasons, months etc. published, omitted or combined.
-    * Subfield 3=date first issue of start year is published. ​ This will be the cover date of the first issue to be generated by the pattern, with 01 entered for the day.+    * Subfield 3=cover date of first issue to be generated by the pattern, with 01 entered for the day. (ALEPH adds this subfield information to the figure entered into the "First Claim" field under [L] Subscription List, 3. Subscription Info. (2) (see above), to produce the "date expected"​ which displays in the OPAC.  Subfield 3 can be manipulated if necessary, for example, if issues are arriving sooner than their cover dates.)
     * Subfield 9=link to Subscription. ​ This is required for the pattern to work.  If only one HOL record is present, this subfield will automatically be entered upon saving changes to the HOL.  However, if two HOL records are present for two different locations, we have to manually enter this number. ​ It can be found next to [S] Subscription in the Serials mode.  For new periodicals it will be copy=1, entered as 00001; for previously-owned pers it will be copy=10, entered as 00010. ​ Occasionally we’ll get a copy=20, entered as 00020.     * Subfield 9=link to Subscription. ​ This is required for the pattern to work.  If only one HOL record is present, this subfield will automatically be entered upon saving changes to the HOL.  However, if two HOL records are present for two different locations, we have to manually enter this number. ​ It can be found next to [S] Subscription in the Serials mode.  For new periodicals it will be copy=1, entered as 00001; for previously-owned pers it will be copy=10, entered as 00010. ​ Occasionally we’ll get a copy=20, entered as 00020.
   - 590 Note.  Except in weird cases where the 590 note which appears with the pattern might be helpful (as edited to fit our specific requirements),​ delete the 590.  Save the HOL record to the Server.   - 590 Note.  Except in weird cases where the 590 note which appears with the pattern might be helpful (as edited to fit our specific requirements),​ delete the 590.  Save the HOL record to the Server.
-  - Push to Acquisitions Module. ​ Hit the stack of books (Serials).  ​Go to [L] Subscription List, 4. HOL Links. ​ Make sure that the current subscription is highlighted,​ as well as the current HOL record (in which the pattern has been inserted. ​ Hit Open All on right side of top screen. ​ A small hourglass will appear and blink off, signaling that the pattern has been constructed. ​ If you get an error message, check to make sure the HOL record is linked to the Subscription,​ and that the subfield 9 is in place.+  - Push to Acquisitions Module. ​ Hit the stack of books (Serials).  ​Click on [L] Subscription List, and hit Open All on right side of top screen. ​ A small hourglass will appear and blink off, signaling that the pattern has been constructed. ​ If you get an error message, check to make sure the HOL record is linked to the Subscription,​ and that the subfield 9 is in place.
   - Go to [K] Check In at left side of screen, and press the tab for 2. Expected/​Not Arrived. ​ “Expected items” generated by the pattern should appear. ​ Make sure that pattern has been properly generated.   - Go to [K] Check In at left side of screen, and press the tab for 2. Expected/​Not Arrived. ​ “Expected items” generated by the pattern should appear. ​ Make sure that pattern has been properly generated.
   - De-dupe any “expected items” which have already been checked in.   - De-dupe any “expected items” which have already been checked in.
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 Following is a link to screenshots of how various patterns have been generated, including some more complex situations. Following is a link to screenshots of how various patterns have been generated, including some more complex situations.
  
-LINK TO BE ADDED!+[[serials_prediction_patterns_examples]]
  
  
serials_prediction_patterns.1236883333.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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