South Dakota Library Network ALEPH Serials Overview South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD 57799 www.sdln.net © South Dakota.

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Presentation transcript:

South Dakota Library Network ALEPH Serials Overview South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD © South Dakota Library Network, 2008 ©Ex Libris (USA), 2004 Modified for SDLN Version 16.02

2 Serials Overview The ALEPH Serials portion of the Acquisitions module enables you to manage serials check-in and follow-up, maintains a listing of expected journal issues, tracks those that arrive and routes them, and claims those that are missing. Serial issues can be loaned using the circulation function of the system, provided that they have been given a barcode. The first prerequisite in serials management is a bibliographic record that has been entered into the system via the Cataloging module.

3 Serials Prerequisites for serials Bibliographic record Holding record Vendor record

4 Serials Different records used in serials Subscription record Prediction patterns Item records Routing lists

5 Serials Subscription record The subscription record contains information relevant to the individual subscriptions (copies) of the serials held by the library There must be one subscription record per each ‘physical copy’ received by the library

6 Serials Prediction patterns You may enter a new pattern in one of two ways: In the Cataloging Module, during normal cataloging Create from a pattern template (recommended) or Create from scratch In the Acquisitions and Serials Module – after cataloging Using special forms

7 Serials Item records Item records are created automatically for every expected issue. One item record is created for each physical copy of the issue received or expected.

8 Serials Routing lists Routing lists are optional. They may be created for specific subscriptions. Every subscription can have several routing lists linked to it.

9 Serials Workflow Option 1 Defining a New Serial (via the Acquisitions Module) Open Acqusitions/Serials Module Retrieve a bibliographic record PUSH to Orders Create an ORDER for the title Create a SUBSCRIPTION record for every copy ordered by the library, and PUSH to Serials Link the subscription to a Holdings record Create publication PREDICTION PATTERN Create ROUTING LISTS (optional) Open expected items – you’re ready to start check-in

10 Serials Workflow Option 2 Defining a New Serial (bypassing the Acquisitions Module) Open Acquisitions/Serials Module Retrieve a bibliographic record PUSH to Serials Create a SUBSCRIPTION record for every copy ordered by the library Link the subscription to a Holding record Create publication PREDICTION PATTERN Create ROUTING LISTS (optional) Open expected items for the subscription

11 Serials Issue check in Can be accomplished in two ways: Check-In node for single issues Group node for multiple issues (also allows for special issues)

12 Serials Claims Manual claiming – per item Batch claiming – Print claim report and print claim letters