1. How to send Serial claims to vendor (Batch) Version 16 Yoel Kortick

2. How to send Serial claims to vendor 2 All of the information in this document is the property of Ex Libris Ltd. It may NOT, under any circumstances, be distributed, transmitted, copied, or displayed without the written permission of Ex Libris Ltd. The information contained in this document has been prepared for the sole purpose of providing information for the members of the MELI users group. The material herein contained has been prepared in good faith; however, Ex Libris disclaims any obligation or warranty as to its accuracy and/or suitability for any usage or purpose other than that for which it is intended. © Ex Libris Ltd., 2006

3. How to send Serial claims to vendor 3 Serial claims to vendor In this presentation we will: 1.Make a report of all claims which should be sent to vendor via batch job 2.Send claims to vendor via batch job 3.Delete a claim which was sent to vendor from the “claims list” 4.Send claims to vendor online (one at a time manually)

4. How to send Serial claims to vendor 4 Serial claims to vendor We have “Journal of applied mechanics”, system number 10575 in bibliographic library USM01

5. How to send Serial claims to vendor 5 Serial claims to vendor We will view the related serials record

6. How to send Serial claims to vendor 6 Serial claims to vendor (Batch) We will concentrate on tab 3 “Subscription Info(2)” of the subscription.

7. How to send Serial claims to vendor 7 Serial claims to vendor (Batch) In order to be able to send claims via the batch services, we must have the radio button “Yes” checked in the “send claims” section.

8. How to send Serial claims to vendor 8 Serial claims to vendor (Batch) Fill in the claim time parameters according to the time you want to send the claims. This parameter is explained on the following slide.

9. How to send Serial claims to vendor 9 Serial claims to vendor (Batch) First Claim: Enter here the number of days after the issue date of each issue when you wish the system to automatically send a first claim to the vendor (only if the Send Claims box was checked). This field can also be described as the delay period from the Issue Date to the Expected Date of Arrival of each issue in the library. Second Claim: This is the number of days after the First Claim that a Second Claim should be sent to the vendor. Third Claim: This is the number of days after the Second Claim that a Third Claim should be sent to the vendor. Subsequent Claims: This is the number of days after the Third Claim that a Subsequent Claim should be sent to the vendor.

10. How to send Serial claims to vendor 10 Serial claims to vendor (Batch) The issue arrival date is determined in the ALEPH schedule (or in the HOL: record). Here the first issue date is January 1, 2006, and a new issue is printed every 3 months.

11. How to send Serial claims to vendor 11 Serial claims to vendor (Batch) That means issue dates for 2006 are: January 1, 2006 April 1, 2006 July 1, 2006 October 1, 2006 And thus the expected arrival date will be ten days later January 11, 2006 April 11, 2006 July 11, 2006 October 11, 2006 Because in tab 3 “Subscription Info(2)” of the subscription we stated that we will send the claim 10 days after the issue date.

12. How to send Serial claims to vendor 12 Serial claims to vendor (Batch) This means the expected arrival date is 10 days after issue date

13. How to send Serial claims to vendor 13 Serial claims to vendor (Batch) Our expected arrival date is exactly in accordance as explained in previous slides. Two of these journals have expected arrival date in the past, and thus the vendor should receive a serial claim letter if we send Serial claims to vendor via the batch service.

14. How to send Serial claims to vendor 14 Serial claims to vendor (Batch) It is possible to produce a report of serial claims (serial-04) and also to print the letters to vendor for the claims (serial-44).

15. How to send Serial claims to vendor 15 Serial claims to vendor (Batch) Here we run the service “Print Claim Report (serial-04)” for all claims for vendor Teldan. For additional help on the fields of the service see the help option. The output file is call “claim_report_june20”

16. How to send Serial claims to vendor 16 Serial claims to vendor (Batch) The output of “Print Claim Report (serial-04)” appears in the task manager:

17. How to send Serial claims to vendor 17 Serial claims to vendor (Batch) The Claim Report includes all issues which should have arrived by the date in which the service is run. In this case it is only for vendor Teldan, because that is what we specified in the service These are the two issues we saw in the previous slides.

18. How to send Serial claims to vendor 18 Serial claims to vendor (Batch) Now we will run the service “Print Claim Letters (serial-44)” for all claims for vendor Teldan. We will choose to print letters for all issues which are expected to arrive by June 20, 2006, for vendor Teldan. We will print one letter per vendor with all Journals expected from that vendor (rather than one letter per Journal title). The output file is call “teldan_june20”

19. How to send Serial claims to vendor 19 Serial claims to vendor (Batch)

20. How to send Serial claims to vendor 20 Serial claims to vendor (Batch) The output of “Print Claim Report (serial-04)” appears in the task manager:

21. How to send Serial claims to vendor 21 Serial claims to vendor (Batch) One letter to Teldan, including the issues we previously saw.

22. How to send Serial claims to vendor 22 Serial claims to vendor (Batch) The fact that a claim was sent is evident in the check in list…

23. How to send Serial claims to vendor 23 Serial claims to vendor (Batch) And also via the serial log node And the serial claims node

24. How to send Serial claims to vendor 24 Serial claims to vendor (Deleting a claim) For the purposes of this presentation we have deleted the claim which was previously sent via the batch service. Claims may be deleted by clicking the “Delete” button from the Claim list

25. How to send Serial claims to vendor 25 Serial claims to vendor (Online) Now we will send an additional claim to vendor Teldan, for the issue which was supposed to arrive January 11, 2006. This time we will print the claim “online” From check in list select the issue for which you want to send a claim and click “Claim”

26. How to send Serial claims to vendor 26 Serial claims to vendor (Online) Then click “new”

27. How to send Serial claims to vendor 27 Serial claims to vendor (Online) Then fill in lower pane as decided and click “add”. Here we have filled in claim text “Please send journal as you stated by phone”

28. How to send Serial claims to vendor 28 Serial claims to vendor (Online) After we click “add” the claim is printed with our claim text.

29. How to send Serial claims to vendor 29 Serial claims to vendor (Online) Now when we click “claim” from check in list we saw all previous claims and can update them In the claim reply we have written “Teldan called and said it would arrive soon”

30. How to send Serial claims to vendor 30 Serial claims to vendor (Online) As with the batch claims, the online claims appear via the “log” and “claims” nodes. Thus we can easily view a history of all claims. Claims for the same journal may be sent both online and via batch (if desired)