* xref:serials:A-intro.adoc[Serials]
-** xref:serials:B-serials_admin.adoc[]
-** xref:serials:C-serials_workflow.adoc[]
-** xref:serials:D-Receiving.adoc[]
-** xref:serials:E-routing_lists.adoc[]
-** xref:serials:F-Special_issue.adoc[]
-** xref:serials:G-binding.adoc[]
-** xref:serials:H-holdings_statements.adoc[]
-** xref:serials:Group_Serials_Issues_in_the_OPAC_2.2.adoc[]
+** xref:serials:B-serials_admin.adoc[Serials Administration]
+** xref:serials:C-serials_workflow.adoc[Serials Module]
+** xref:serials:D-Receiving.adoc[Receiving]
+** xref:serials:E-routing_lists.adoc[Routing Lists]
+** xref:serials:F-Special_issue.adoc[Special Issues]
+** xref:serials:G-binding.adoc[Binding Issues]
+** xref:serials:H-holdings_statements.adoc[Holdings]
+** xref:serials:Group_Serials_Issues_in_the_OPAC_2.2.adoc[Group Serials Issues
+in the OPAC]
-== Serials ==
+= Serials =
+:toc:
-=== MFHD Records ===
+== MFHD Records ==
MARC Format for Holdings Display (MFHD) display in the catalog in addition to holding statements generated by Evergreen from subscriptions created in the Serials Module. The MFHDs are editable as MARC but the holdings statements generated from the control view are system generated. Multiple MFHDs can be created and are tied to Organizational Units.
-== Serials Administration ==
+= Serials Administration =
+:toc:
The serials module can be administered under a new menu option: *Administration->Serials Administration*. The new Serials Administration menu currently allows staff to configure _Serial Copy Templates_ and _Pattern Templates_.
-=== Serial Copy Templates ===
+== Serial Copy Templates ==
Serials copy templates enable you to specify item attributes that should be applied by default to copies of serials. Serials copy templates are associated with distributions in a subscription and are applied when serials copies are received. Serial copy templates can also be used as a binding template to apply specific item attributes to copies that are being bound together.
-==== Creating a Serial Copy Template ====
+=== Creating a Serial Copy Template ===
To create a serial copy template, go to *Administration->Serials Administration->Serial Copy Templates*:
image::media/serials_ct1.PNG[]
-==== Modifying a Serial Copy Template ====
+=== Modifying a Serial Copy Template ===
To modify a Serial Copy Template:
. The dialog box will appear. Make any changes to the item attributes and click *Save*.
-==== Deleting a Serial Copy Template ====
+=== Deleting a Serial Copy Template ===
To delete a Serial Copy Template:
NOTE: Serials copy templates that are being used by subscriptions cannot be deleted.
-=== Prediction Pattern Templates ===
+== Prediction Pattern Templates ==
Prediction pattern templates allow you to create templates for prediction patterns that can be shared with other staff users in your library branch, system, or throughout the consortium. Prediction patterns are used to predict issues on serials subscriptions. Templates can be created in the Administration module, as described below, and can also be created and shared directly in a subscription.
-==== Creating a Prediction Pattern Template ====
+=== Creating a Prediction Pattern Template ===
To create a template, go to *Administration->Serials Administration->Prediction Pattern Templates*:
. Click *New Record* in the upper-right hand corner. A dialog box called _Prediction Pattern Template_ will appear.
-== Serials Module ==
+= Serials Module =
+:toc:
The Serials Module can be used to create subscriptions, distributions, streams, and prediction patterns. As well as to generate predictions and receive issues as they come in to the library.
image::media/serials_sub0.PNG[]
-=== Create a Subscription ===
+== Create a Subscription ==
. From a bibliographic record, go to *Serials->Manage Subscriptions*, view the _Manage Subscriptions_ tab.
. Within the _Manage Subscriptions_ tab, create a new subscription by clicking *New Subscription*. The subscription editor will appear:
image::media/serials_sub1.PNG[]
-=== Create and Manage Predictions ===
+== Create and Manage Predictions ==
From the _Manage Predictions_ tab you can create a new prediction pattern from scratch, use an existing pattern template, or use an existing pattern template as the basis for a new prediction pattern.
-==== Predict Issues Using a New Prediction Pattern ====
+=== Predict Issues Using a New Prediction Pattern ===
. Within the _Manage Predictions_ tab, _Select [a] subscription_ to work on from the drop down menu.
. To create a new prediction pattern, click *Add New*.
.. The box next to *Active* will be checked by default.
image::media/serials_sub4.PNG[]
-==== Predict Issues Using a Prediction Pattern Template ====
+=== Predict Issues Using a Prediction Pattern Template ===
. Within the _Manage Predictions_ tab, *Select [a] subscription* to work on from the drop down menu.
. _Select a template_ from the drop down menu that appears under the Add New button and click *Create from Template*. The pattern information will appear below the drop down menu.
. Evergreen will generate the predictions and bring you to the _Manage Issues_ tab to review the predicted issues.
-==== Predict Issues Using a Prediction Pattern from a Bibliographic and/or MFHD Record ====
+=== Predict Issues Using a Prediction Pattern from a Bibliographic and/or MFHD Record ===
Evergreen can also generate a prediction pattern from existing MFHD records attached to a serials record and from MFHD patterns embedded directly in the bibliographic record.
. Within the _Manage Predictions_ tab, *Select [a] subscription* to work on from the drop down menu.
. Evergreen will generate the predictions and bring you to the _Manage Issues_ tab to review the predicted issues.
-==== Manage Issues ====
+=== Manage Issues ===
After generating predictions in the _Manage Predictions_ tab, you will see a list of the predicted issues in the Manage Issues tab. A variety of actions can be taken in this tab, including receiving issues, predicting new issues, adding special issues.
-== Receiving ==
+= Receiving =
+:toc:
Issues can be received through the _Manage Issues_ tab or through the _Quick Receive_ option located in the bibliographic record display. While receiving, staff can select if issues should be barcoded during receipt.
-=== Quick Receive ===
+== Quick Receive ==
. From a serials record in the catalog, go to *Serials->Quick Receive*.
. A dialog box will appear. Select the _Library_ and _Subscription_ for which you are receiving issues from the drop down menu and click *OK/Continue*.
. A _Receive items_ dialog box will appear with the next expected issue.
image::media/serials_sub9.PNG[]
-=== Receiving from the Manage Issues tab ===
+== Receiving from the Manage Issues tab ==
The Manage Issues tab can be used to receive the next expected issue and to receive multiple expected issues. This tab can be accessed by retrieving the serial record, going to *Serials->Manage Subscriptions*, and selecting the _Manage Issues_ tab.
-==== Receive Next Issue and Barcode ====
+=== Receive Next Issue and Barcode ===
. Within the _Manage Issues_ tab, *Select [a] subscription* to work on from the drop down menu. The list of predicted issues for the subscription will appear.
. Check the box adjacent to _Barcode on receive_.
. Click *Save* to receive the item(s). The Status of the issue will update to "Received" and a Date Received will be recorded. The barcoded item(s) will now appear in the holdings area of the catalog and the Holdings Summary in the Issues Held tab in the catalog will reflect the newly received issue.
-==== Receive Next Issue (no barcode) ====
+=== Receive Next Issue (no barcode) ===
. In the _Manage Issues_ tab, make sure the box adjacent to _Barcode on receive_ is unchecked and click *Receive Next*.
. A _Receive items_ dialog box will appear with the message "Will receive # item(s) without barcoding."
image::media/serials_sub10.PNG[]
-=== Batch Receiving ===
+== Batch Receiving ==
Multiple issues can be received at the same time using the _Manage Issues_ tab.
-==== Batch Receive and Barcode ====
+=== Batch Receive and Barcode ===
. Within the _Manage Issues tab_, *Select [a] subscription* to work on from the drop down menu. The list of predicted issues for the subscription will appear.
. Check the box adjacent to _Barcode on receive_.
image::media/serials_sub11.PNG[]
-==== Receive multiple issues (no barcode) ====
+=== Receive multiple issues (no barcode) ===
. Within the _Manage Issues_ tab, *Select [a] subscription* to work on from the drop down menu. The list of predicted issues for the subscription will appear.
. Make sure the box next to _Barcode on receive_ is unchecked and check the boxes adjacent to the expected issues you want to receive.
-== Routing Lists ==
+= Routing Lists =
+:toc:
Routing lists enable you to designate specific users and/or departments that serial items need to be routed to upon receiving.
-== Special Issues ==
+= Special Issues =
+:toc:
-=== Adding Extra Copies ===
+== Adding Extra Copies ==
If the library receives an extra copy of an expected issue, the extra copy can be added to the list of predicted issues so it can be received through the serials module.
*To add an extra copy of an expected issue*:
image::media/serials_extra1.PNG[]
-=== Adding Special Issues ===
+== Adding Special Issues ==
If the library receives an unexpected issue of a subscription, such as Summer Issue or Holiday Issue, it can be added to the list of predicted issues as a Special Issue so it can be received through the serials module.
*To add a special issue*:
-== Binding Issues ==
+= Binding Issues =
+:toc:
*Apply a binding template:*
-== Group Serials Issues in the Template Toolkit OPAC ==
+= Group Serials Issues in the Template Toolkit OPAC =
+:toc:
In previous versions of Evergreen, issues of serials displayed in a list ordered by publication date. The list could be lengthy if the library had extensive holdings of a serial.
Using the Template Toolkit OPAC that is available in version 2.2, you can group issues of serials in the OPAC by chronology or enumeration. For example, you might group issues by date published or by volume. Users can expand these hyperlinked groups to view holdings of specific issues. The result is a clean, easy-to-navigate interface for viewing holdings of serials with a large quantity of issues.
NOTE: This feature is only available in the Template Toolkit OPAC.
-=== Administration ===
+== Administration ==
Enable the following organizational unit settings to use this feature:
. Select the value, *True*, to view a compressed holdings statement.
. Click *Update Setting*.
-=== Displaying Issues in the OPAC ===
+== Displaying Issues in the OPAC ==
Your library system has a subscription to the periodical, _Bon Appetit_. The serials librarian has determined that the issues at the Forest Falls branch should display in the OPAC by month and year. The issues at the McKinley branch should display by volume and number. The serials librarian will create two distributions for the serial that will include these groupings.
-== Holdings ==
+= Holdings =
+:toc:
-=== System Generated Holdings Statement ===
+== System Generated Holdings Statement ==
As issues are received, Evergreen creates a holding statement in the OPAC based on what is set up in the Caption and Patterns of the subscription. The systems generated holdings can only be edited by changing caption and pattern information and there is no ability to edit the statement as free text.
-=== MARC Format for Holdings Display (MFHD) ===
+== MARC Format for Holdings Display (MFHD) ==
Evergreen users can create, edit and delete their own MFHD.
-==== Create an MFHD record ====
+=== Create an MFHD record ===
*To create a MFHD record:*
image::media/serials_mfhd6.PNG[]
-==== Edit a MFHD record ====
+=== Edit a MFHD record ===
. Open a serial record, go to *Serials* -> *MFHD Record* -> *Manage MFHDs* and select the appropriate MFHD.
. Go to *Actions* or right-click on the MFHD and select *Edit MFHD*.
. The MARC Editor will appear. _Modify the MFHD record_ as needed and click *Save*.
-==== Delete a MFHD Record ====
+=== Delete a MFHD Record ===
. Open a serial record, go to *Serials* -> *MFHD Record* -> *Manage MFHDs* and select the appropriate MFHD.
. Go to *Actions* or right-click on the MFHD and select *Delete Selected MFHDs*.
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