-Serials\r
-------------\r
-\r
-This documentation is intended for users who will be ordering subscriptions, distributing issues, and receiving issues in Evergreen.\r
-\r
-Serial Control View vs. Alternate Serial Control View \r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-\r
-Serial Control View and Alternate Serial Control View offer you two views of Serials. Both views enable you to create subscriptions, add distributions, define captions, predict future issues, and receive items. Serial Control View was designed for users who work with a smaller number of issues and was designed to accommodate workflows in academic and special libraries. Alternate Serial Control View was designed for users who receive a larger number of issues and was designed for use in public libraries.\r
-\r
-The views are interoperable, but because the views were designed for different purposes, some differences emerge. For example, Serial Control View enables you to create and edit serials in a single tabbed interface while Alternate Serial Control View leads you through a series of steps on multiple screens. In addition, receiving functions vary between views. Both receiving interfaces enable you to batch receive issues. However, the Serials Batch Receive interface, which is associated with Alternate Serial Control View, allows for more customization of each receiving unit while the Items tab in Serial Control View allows for greater flexibility in creating multi-issue units, such as in binding serials.\r
-\r
-.Serials Control View and Alternate Serials Control View Comparison\r
-[options="header"]\r
-====================================================================================================\r
-|Function |Serials Control View |Alternate Serials Control View\r
-|Menu Style |Menu driven |Wizard oriented\r
-|Setting Up subscription |No calendar drop downs |Includes calendar drop down\r
-|Setting up distributions |No copy template selection|Requires the selection of a copy template\r
-|Creating streams |No setup required |Requires streams\r
-|Creating captions and patterns|Wizard available |Wizard available\r
-|Adding Starting Issue |No holdings code wizard |Includes holdings code wizard\r
-|Generate Predictions |Make predictions |Generate predictions\r
-|Add items for special issue |No functionality |New items on issuances tab\r
-====================================================================================================\r
-\r
-\r
-MFHD Records\r
-~~~~~~~~~~~~\r
-\r
-MARC Format for Holdings Display (MFHD) display in the PAC in addition to holding statements generated by Evergreen from subscriptions created in the Serials Control View or the Alternate Serials Control View. 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.\r
+Serials
+-------
+
+This documentation is intended for users who will be ordering subscriptions, distributing issues, and receiving issues in Evergreen.
+
+Serial Control View vs. Alternate Serial Control View
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Serial Control View and Alternate Serial Control View offer you two views of Serials. Both views enable you to create subscriptions, add distributions, define captions, predict future issues, and receive items. Serial Control View was designed for users who work with a smaller number of issues and was designed to accommodate workflows in academic and special libraries. Alternate Serial Control View was designed for users who receive a larger number of issues and was designed for use in public libraries.
+
+The views are interoperable, but because the views were designed for different purposes, some differences emerge. For example, Serial Control View enables you to create and edit serials in a single tabbed interface while Alternate Serial Control View leads you through a series of steps on multiple screens. In addition, receiving functions vary between views. Both receiving interfaces enable you to batch receive issues. However, the Serials Batch Receive interface, which is associated with Alternate Serial Control View, allows for more customization of each receiving unit while the Items tab in Serial Control View allows for greater flexibility in creating multi-issue units, such as in binding serials.
+
+.Serials Control View and Alternate Serials Control View Comparison
+[options="header"]
+====================================================================================================
+|Function |Serials Control View |Alternate Serials Control View
+|Menu Style |Menu driven |Wizard oriented
+|Setting Up subscription |No calendar drop downs |Includes calendar drop down
+|Setting up distributions |No copy template selection|Requires the selection of a copy template
+|Creating streams |No setup required |Requires streams
+|Creating captions and patterns|Wizard available |Wizard available
+|Adding Starting Issue |No holdings code wizard |Includes holdings code wizard
+|Generate Predictions |Make predictions |Generate predictions
+|Add items for special issue |No functionality |New items on issuances tab
+====================================================================================================
+
+MFHD Records
+~~~~~~~~~~~~
+
+MARC Format for Holdings Display (MFHD) display in the PAC in addition to holding statements generated by Evergreen from subscriptions created in the Serials Control View or the Alternate Serials Control View. 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.
-Copy Template for Serials\r
--------------------------\r
-\r
-A copy template enables you to specify item attributes that should be applied by default to copies of serials. You can create one copy template and apply it to multiple serials. You can also create multiple copy templates. Templates will be used in the Alternate Serial Control View or the Serial Control View.\r
-\r
-Create a copy template\r
-~~~~~~~~~~~~~~~~~~~~~~\r
-\r
-To create a copy template, click Admin . Local Administration . Copy Template Editor.\r
-\r
-. Enter a Name for the template.\r
-. Select an owning library from the Owning lib drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template. The menu is populated from the organizations that you created in Admin . Server Administration . Organizational Units.\r
-. Click the box adjacent to Circulate. If you want the item to circulate.\r
-. Check the box adjacent to Holdable. if patrons can place holds on the item.\r
-. Check the box adjacent to OPAC Visible. if you want patrons to be able to see the item in the OPAC after you receive it.\r
-. Select a loan duration rule from the drop down menu.\r
-. Select a fine level for the item from the drop down menu.\r
-. Select a copy Location from the drop down menu. The menu is populated from the copy locations that you created in Admin . Local Administration . Copy Locations.\r
-. Select a circ modifier from the drop down box. The menu is populated from the modifiers that you created in Admin . Server Administration . Circulation Modifiers.\r
-. Check the box adjacent to Floating. if the item is part of a floating collection.\r
-. Check the box adjacent to Deposit. if patrons must place a deposit on the copy before they can use it.\r
-. Check the box adjacent to Reference. if the item is a reference item.\r
-. If the item is in mint condition, then check the box adjacent to Mint Condition.\r
-. Enter age protection rules in the Age Protect field. Age protection allows you to control the extent to which an item can circulate after it has been received. For example, you may want to protect new copies of a serial so that only patrons who check out the item at your branch can use it.\r
-. Enter a message in the Alert Message field. This message will appear every time the item is checked out to a patron.\r
-. Enter a code from the MARC fixed fields if you want to control the circulation based on the item type in the Circ as Type field.\r
-. Enter a deposit amount if patrons must place a deposit on the copy before they can use it.\r
-. Enter the price of the item.\r
-. Enter the ID of the copy status in the Status field. A list of copy statuses and their IDs can be found in Admin . Server Administration . Copy Status.\r
-. Click Save.\r
-. Fine level and loan duration are required fields in the Copy Template Editor.\r
-\r
-Edit a copy template\r
-~~~~~~~~~~~~~~~~~~~~\r
-\r
-You can make changes to an existing copy template. Changes that you make to a copy template will apply to any items that you receive after you edited the template.\r
-\r
-. To edit a copy template, click your cursor in the row that you want to edit. The row will turn blue.\r
-. Double-click. The copy template will appear, and you can edit the fields.\r
-. After making changes, click Save.\r
-\r
-From the copy template interface, you can delete copy templates that have never been used.
\ No newline at end of file
+Copy Template for Serials
+-------------------------
+
+A copy template enables you to specify item attributes that should be applied by default to copies of serials. You can create one copy template and apply it to multiple serials. You can also create multiple copy templates. Templates will be used in the Alternate Serial Control View or the Serial Control View.
+
+Create a copy template
+~~~~~~~~~~~~~~~~~~~~~~
+
+To create a copy template, click Admin . Local Administration . Copy Template Editor.
+
+. Enter a Name for the template.
+. Select an owning library from the Owning lib drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template. The menu is populated from the organizations that you created in Admin . Server Administration . Organizational Units.
+. Click the box adjacent to Circulate. If you want the item to circulate.
+. Check the box adjacent to Holdable. if patrons can place holds on the item.
+. Check the box adjacent to OPAC Visible. if you want patrons to be able to see the item in the OPAC after you receive it.
+. Select a loan duration rule from the drop down menu.
+. Select a fine level for the item from the drop down menu.
+. Select a copy Location from the drop down menu. The menu is populated from the copy locations that you created in Admin . Local Administration . Copy Locations.
+. Select a circ modifier from the drop down box. The menu is populated from the modifiers that you created in Admin . Server Administration . Circulation Modifiers.
+. Check the box adjacent to Floating. if the item is part of a floating collection.
+. Check the box adjacent to Deposit. if patrons must place a deposit on the copy before they can use it.
+. Check the box adjacent to Reference. if the item is a reference item.
+. If the item is in mint condition, then check the box adjacent to Mint Condition.
+. Enter age protection rules in the Age Protect field. Age protection allows you to control the extent to which an item can circulate after it has been received. For example, you may want to protect new copies of a serial so that only patrons who check out the item at your branch can use it.
+. Enter a message in the Alert Message field. This message will appear every time the item is checked out to a patron.
+. Enter a code from the MARC fixed fields if you want to control the circulation based on the item type in the Circ as Type field.
+. Enter a deposit amount if patrons must place a deposit on the copy before they can use it.
+. Enter the price of the item.
+. Enter the ID of the copy status in the Status field. A list of copy statuses and their IDs can be found in Admin . Server Administration . Copy Status.
+. Click Save.
+. Fine level and loan duration are required fields in the Copy Template Editor.
+
+Edit a copy template
+~~~~~~~~~~~~~~~~~~~~
+
+You can make changes to an existing copy template. Changes that you make to a copy template will apply to any items that you receive after you edited the template.
+
+. To edit a copy template, click your cursor in the row that you want to edit. The row will turn blue.
+. Double-click. The copy template will appear, and you can edit the fields.
+. After making changes, click Save.
+
+From the copy template interface, you can delete copy templates that have never been used.
-Serials Control View\r
---------------------\r
-\r
-Serial Control View is separate from the Alternate Serial Control interface. Serial Control View enables you to manage serials in a single tabbed interface. This view also enables you to bind units. Serial Control View consists of five tabs: Items, Units, Distributions, Subscriptions, and Claims. Units and Claims are not functional in 2.0.\r
-\r
-Create a subscription\r
-~~~~~~~~~~~~~~~~~~~~~\r
-A subscription is designed to hold all information related to a single serial title. Therefore, each library is likely to have only one subscription per serial title.\r
-\r
-image::images/scv-sub.jpg[Subscription]\r
-\r
-. Click the Subscriptions link.\r
-. Select the branch that will own the subscription.\r
-. Right-click or click Actions for Selected Row, and click Add Subscription.\r
-. Enter the date that the subscription begins in the start date, and click Apply. You must enter the date in YYYY-MM-DD format.\r
-. Enter the date that the subscription ends in the end date. This field is optional.\r
-. Enter the difference between the nominal publishing date of an issue and the date that you expect to receive your copy in the Expected Date Offset. For example, if an issue is published the first day of each month, but you receive the copy two days prior to the publication date, then enter -2 days into this field.\r
-. When finished, click Create Subscription(s) in the bottom right corner of the screen.\r
-. A confirmation message appears. Click OK.\r
-\r
-You can add notes to the subscription by clicking Subscription Notes. These notes are currently viewable only in the staff client by clicking on the Subscription Notes button.\r
-\r
-Create a distribution\r
-~~~~~~~~~~~~~~~~~~~~~\r
-Distributions indicate the branches that should receive copies of a serial. Distributions work together with streams to indicate the number of copies that should be sent to each branch.\r
-\r
-image::images/scv-distr.jpg[Distribution]\r
-\r
-. Click the distributions link beneath the subscription. Right click or click Actions for Selected Rows, and click Add distribution.\r
-. Apply a new label to the distribution. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field.\r
-. Apply a prefix to the spine label if desired. This information will display in Serial Control View when the items are received, but it does not print on the spine label in . 0.\r
-. Apply a suffix to the spine label if desired. This information will display in Serial Control View when the items are received, but it does not print on the spine label in . 0.\r
-. The holding library is filled in by default and is the library to which you attached the subscription.\r
-. The Legacy Record Entry contains the MFHD records that are attached to the bib record if the owning library is identical to the distribution's holding library. A distribution can thus be an extension of an MFHD record. Select the MFHD record from the drop down menu.\r
-. The Receive Call Number field is empty until you receive the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu.\r
-. The Bind Call Number field is empty until you bind the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu.\r
-. Receive Unit Template - The template that should be applied to copies when they are received. Select a template from the drop down menu.\r
-. Bind Unit Template - The template that should be applied to copies when they are bound. Select a template from the drop down menu.\r
-. When finished, click Create Distribution(s) in the bottom right corner of the screen.\r
-. A confirmation message appears. Click OK.\r
-\r
-----\r
-You can add notes to the distribution by clicking Distribution Notes. These notes are currently viewable only in the staff client by clicking on the Distribution Notes button.\r
-----\r
-\r
-Create Captions and Patterns\r
-~~~~~~~~~~~~~~~~~~~~~\r
-\r
-. Click the captions and patterns link beneath the subscription. Right click or click Actions for Selected Rows, and click Add Caption/Pattern.\r
-. Apply the type which can be for basic subscription, supplements, or indices\r
-. Apply active. Only one active caption and pattern is allowed per type\r
-. In the Pattern Code dbox, you can enter a JSON representation of the 85X tag by hand, or you can click the Pattern CodeWizard to enter the information in a user-friendly format.\r
-\r
-Use the Pattern Code Wizard\r
-^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
-The Pattern Code Wizard enables you to create the caption of the item and add its publication information. The Wizard is composed of five pages of questions. You can use the Next and Previous navigation buttons in the top corners to flip between pages.\r
-\r
-. To add a pattern code, click Wizard.\r
-. Page 1: Enumerations\r
-----\r
-image::images/cap-wiz-num.jpg[Enuperation]\r
-----\r
- . To add an enumeration, check the box adjacent to Use enumerations.. The enumerations conform to $a-$h of the 853,854, and 855 MARC tags.\r
- . A field for the First level will appear. Enter the enumeration for the first level. A common first level enumeration is volume, or "v."\r
- . Click Add Enumeration.\r
- . A field for the Second level will appear. Enter the enumeration for the second level. A common first level enumeration is number, or "no."\r
- . Enter the number of bibliographic units per next higher level. This conforms to $u in the 853, 854, and 855 MARC tags.\r
- . Choose the enumeration scheme from the drop down menu. This conforms to $v in the 853, 854, and 855 MARC tags.\r
- +\r
- ----\r
- You can add up to six levels of enumeration.\r
- ----\r
- +\r
- . Add Alternate Enumeration if desired.\r
- . When you have completed the enumerations, click Next.\r
-. Page 2: Calendar\r
-----\r
-image::images/cap-wiz-cal.jpg[Enumeration]\r
-----\r
-\r
- . To use months, seasons, or dates in your caption, check the box adjacent to Use calendar changes.\r
- . Identify the point in the year at which the highest level enumeration caption changes.\r
- . In the Type drop down menu, select the points during the year at which you want the calendar to restart.\r
- . In the Point drop down menu, select the specific time at which you would like to change the calendar\r
- . To add another calendar change, click Add Calendar Change. There are no limits on the number of calendar changes that you can add.\r
- . When you have finished the calendar changes, click Next.\r
-. Page 3: Chronology\r
-----\r
-image::images/cap-wiz-chron.jpg[Chronology]\r
-----\r
- . To add chronological units to the captions, check the box adjacent to Use chronology captions.\r
- . Choose a chronology for the first level. If you want to display the terms such as "year" and "month" next to the chronology caption in the catlaog, then check the box beneath Display in holding field.\r
- . To include additional levels of chronology, click Add Chronology Caption. Each level that you add must be smaller than the previous level.\r
- . After you have completed the chronology caption, click Next.\r
-. Page 4: Compress and Expand Captions\r
-----\r
-image::images/cap-wiz-freq.jpg[Compress or Expand]\r
-----\r
- . Select the appropriate option for compressing or expanding your captions in the catalog from the compressibility and expandability drop down menu. The entries in the drop down menu correspond to the indicator codes and the subfield $w in the 853 tag. Compressibility and expandability correspond to the first indicator in the 853 tag.\r
- . Choose the appropriate caption evaluation from the drop down menu.\r
- . Choose the frequency of your publication from the drop down menu. For irregular frequencies, you may wish to select use number of issues per year, and enter the total number of issues that you receive each year. However, in the . 0 release, recommended practice is that you use only regular frequencies. Planned development will create an additional step to aid in the creation of irregular frequencies.\r
- . Click Next.\r
-. Page 5: Regularity Information \r
-----\r
-image::images/cap-wiz-chan.jpg[Changes]\r
-----\r
- . If needed, check box for Use specific regularity information\r
- . Choose the appropriate information for combined, omitted or published issues\r
- . Choose the appropriate frequency and issue\r
- . Add additional rows as required\r
-. Page 5: Finish Captions and Patterns\r
- . To complete the wizard, click Create Pattern Code.\r
- . Return to Subscription Details.\r
- . Confirm that the box adjacent to Active is checked. Click Save Changes. The row is now highlighted gray instead of orange.\r
- \r
-Creating an Issuance\r
-~~~~~~~~~~~~~~~~~~~~\r
-The Issuances function enables you to manually create an issue. Evergreen will use the initial issue that you manually create to predict future issues.\r
-\r
-image::images/scv-iss.jpg[Issue]\r
-\r
-. Click the Issuances link beneath the subscription. Right click or click Actions for Selected Rows, and click Issuance.\r
-. Click the holdings code and click apply. Currently there is no wizard to create this code. The wizard is only available in the Alternate Serials Control View.\r
-. Click the Caption/Pattern selecting the appropriate patternand click apply\r
-. Click the date published and enter date information (format YYYY-MM-DD) and click apply\r
-. Click label, enter label and click apply\r
-. When finished, click Create Issuance(s) in the bottom right corner of the screen.\r
-. A confirmation message appears. Click OK.\r
-\r
-Generate Prediction\r
-~~~~~~~~~~~~~~~~~~~\r
-\r
-. Open the Subscriptions tab.\r
-. Right-click or click Actions for Selected Row >> Make predictions.\r
-. A pop up box will aks you how many items you want to predict. Enter the number, and click OK.\r
-. A confirmation message will appear. Click OK.\r
-. Click the Issuances link to view the predicted issues.\r
+Serials Control View
+--------------------
+
+Serial Control View is separate from the Alternate Serial Control interface. Serial Control View enables you to manage serials in a single tabbed interface. This view also enables you to bind units. Serial Control View consists of five tabs: Items, Units, Distributions, Subscriptions, and Claims. Units and Claims are not functional in 2.0.
+
+Create a subscription
+~~~~~~~~~~~~~~~~~~~~~
+A subscription is designed to hold all information related to a single serial title. Therefore, each library is likely to have only one subscription per serial title.
+
+image::images/scv-sub.jpg[Subscription]
+
+. Click the Subscriptions link.
+. Select the branch that will own the subscription.
+. Right-click or click Actions for Selected Row, and click Add Subscription.
+. Enter the date that the subscription begins in the start date, and click Apply. You must enter the date in YYYY-MM-DD format.
+. Enter the date that the subscription ends in the end date. This field is optional.
+. Enter the difference between the nominal publishing date of an issue and the date that you expect to receive your copy in the Expected Date Offset. For example, if an issue is published the first day of each month, but you receive the copy two days prior to the publication date, then enter -2 days into this field.
+. When finished, click Create Subscription(s) in the bottom right corner of the screen.
+. A confirmation message appears. Click OK.
+
+You can add notes to the subscription by clicking Subscription Notes. These notes are currently viewable only in the staff client by clicking on the Subscription Notes button.
+
+Create a distribution
+~~~~~~~~~~~~~~~~~~~~~
+Distributions indicate the branches that should receive copies of a serial. Distributions work together with streams to indicate the number of copies that should be sent to each branch.
+
+image::images/scv-distr.jpg[Distribution]
+
+. Click the distributions link beneath the subscription. Right click or click Actions for Selected Rows, and click Add distribution.
+. Apply a new label to the distribution. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field.
+. Apply a prefix to the spine label if desired. This information will display in Serial Control View when the items are received, but it does not print on the spine label in . 0.
+. Apply a suffix to the spine label if desired. This information will display in Serial Control View when the items are received, but it does not print on the spine label in . 0.
+. The holding library is filled in by default and is the library to which you attached the subscription.
+. The Legacy Record Entry contains the MFHD records that are attached to the bib record if the owning library is identical to the distribution's holding library. A distribution can thus be an extension of an MFHD record. Select the MFHD record from the drop down menu.
+. The Receive Call Number field is empty until you receive the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu.
+. The Bind Call Number field is empty until you bind the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu.
+. Receive Unit Template - The template that should be applied to copies when they are received. Select a template from the drop down menu.
+. Bind Unit Template - The template that should be applied to copies when they are bound. Select a template from the drop down menu.
+. When finished, click Create Distribution(s) in the bottom right corner of the screen.
+. A confirmation message appears. Click OK.
+
+----
+You can add notes to the distribution by clicking Distribution Notes. These notes are currently viewable only in the staff client by clicking on the Distribution Notes button.
+----
+
+Create Captions and Patterns
+~~~~~~~~~~~~~~~~~~~~~
+
+. Click the captions and patterns link beneath the subscription. Right click or click Actions for Selected Rows, and click Add Caption/Pattern.
+. Apply the type which can be for basic subscription, supplements, or indices
+. Apply active. Only one active caption and pattern is allowed per type
+. In the Pattern Code dbox, you can enter a JSON representation of the 85X tag by hand, or you can click the Pattern CodeWizard to enter the information in a user-friendly format.
+
+Use the Pattern Code Wizard
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The Pattern Code Wizard enables you to create the caption of the item and add its publication information. The Wizard is composed of five pages of questions. You can use the Next and Previous navigation buttons in the top corners to flip between pages.
+
+. To add a pattern code, click Wizard.
+. Page 1: Enumerations
+----
+image::images/cap-wiz-num.jpg[Enuperation]
+----
+ . To add an enumeration, check the box adjacent to Use enumerations.. The enumerations conform to $a-$h of the 853,854, and 855 MARC tags.
+ . A field for the First level will appear. Enter the enumeration for the first level. A common first level enumeration is volume, or "v."
+ . Click Add Enumeration.
+ . A field for the Second level will appear. Enter the enumeration for the second level. A common first level enumeration is number, or "no."
+ . Enter the number of bibliographic units per next higher level. This conforms to $u in the 853, 854, and 855 MARC tags.
+ . Choose the enumeration scheme from the drop down menu. This conforms to $v in the 853, 854, and 855 MARC tags.
+ +
+ ----
+ You can add up to six levels of enumeration.
+ ----
+ +
+ . Add Alternate Enumeration if desired.
+ . When you have completed the enumerations, click Next.
+. Page 2: Calendar
+----
+image::images/cap-wiz-cal.jpg[Enumeration]
+----
+
+ . To use months, seasons, or dates in your caption, check the box adjacent to Use calendar changes.
+ . Identify the point in the year at which the highest level enumeration caption changes.
+ . In the Type drop down menu, select the points during the year at which you want the calendar to restart.
+ . In the Point drop down menu, select the specific time at which you would like to change the calendar
+ . To add another calendar change, click Add Calendar Change. There are no limits on the number of calendar changes that you can add.
+ . When you have finished the calendar changes, click Next.
+. Page 3: Chronology
+----
+image::images/cap-wiz-chron.jpg[Chronology]
+----
+ . To add chronological units to the captions, check the box adjacent to Use chronology captions.
+ . Choose a chronology for the first level. If you want to display the terms such as "year" and "month" next to the chronology caption in the catlaog, then check the box beneath Display in holding field.
+ . To include additional levels of chronology, click Add Chronology Caption. Each level that you add must be smaller than the previous level.
+ . After you have completed the chronology caption, click Next.
+. Page 4: Compress and Expand Captions
+----
+image::images/cap-wiz-freq.jpg[Compress or Expand]
+----
+ . Select the appropriate option for compressing or expanding your captions in the catalog from the compressibility and expandability drop down menu. The entries in the drop down menu correspond to the indicator codes and the subfield $w in the 853 tag. Compressibility and expandability correspond to the first indicator in the 853 tag.
+ . Choose the appropriate caption evaluation from the drop down menu.
+ . Choose the frequency of your publication from the drop down menu. For irregular frequencies, you may wish to select use number of issues per year, and enter the total number of issues that you receive each year. However, in the . 0 release, recommended practice is that you use only regular frequencies. Planned development will create an additional step to aid in the creation of irregular frequencies.
+ . Click Next.
+. Page 5: Regularity Information
+----
+image::images/cap-wiz-chan.jpg[Changes]
+----
+ . If needed, check box for Use specific regularity information
+ . Choose the appropriate information for combined, omitted or published issues
+ . Choose the appropriate frequency and issue
+ . Add additional rows as required
+. Page 5: Finish Captions and Patterns
+ . To complete the wizard, click Create Pattern Code.
+ . Return to Subscription Details.
+ . Confirm that the box adjacent to Active is checked. Click Save Changes. The row is now highlighted gray instead of orange.
+
+Creating an Issuance
+~~~~~~~~~~~~~~~~~~~~
+The Issuances function enables you to manually create an issue. Evergreen will use the initial issue that you manually create to predict future issues.
+
+image::images/scv-iss.jpg[Issue]
+
+. Click the Issuances link beneath the subscription. Right click or click Actions for Selected Rows, and click Issuance.
+. Click the holdings code and click apply. Currently there is no wizard to create this code. The wizard is only available in the Alternate Serials Control View.
+. Click the Caption/Pattern selecting the appropriate patternand click apply
+. Click the date published and enter date information (format YYYY-MM-DD) and click apply
+. Click label, enter label and click apply
+. When finished, click Create Issuance(s) in the bottom right corner of the screen.
+. A confirmation message appears. Click OK.
+
+Generate Prediction
+~~~~~~~~~~~~~~~~~~~
+
+. Open the Subscriptions tab.
+. Right-click or click Actions for Selected Row >> Make predictions.
+. A pop up box will aks you how many items you want to predict. Enter the number, and click OK.
+. A confirmation message will appear. Click OK.
+. Click the Issuances link to view the predicted issues.
-Alternate Serial Control View\r
------------------------------\r
-\r
-Using the Alternate Serial Control View, you can create a subscription, a distribution, a stream, and a caption and pattern, and you can generate predictions and receive issues. To access Alternate Serial Control View, open a serials record, and click Actions for this Record >> Alternate Serial Control. This opens the Subscriptions interface\r
-\r
---\r
-. Create a subscription\r
-. Create a distribution\r
-. Create a a stream (within the distribution)\r
-. Create a caption and pattern (or import from bibliographic or legacy serial records)\r
-. Create at least the first issuance and generate predictions\r
---\r
-\r
-Creating a Subscription\r
-~~~~~~~~~~~~~~~~~~~~~~~\r
-A subscription is designed to hold all information related to a single serial title. Therefore, each library is likely to have only one subscription per serial title.\r
-\r
-image::images/ascv-sub.jpg[Creating a Subscription]\r
-\r
-. Add new subscriptions to a serials record that exists in the catalog.\r
-. Create a subscription\r
-. Click New Subscription.\r
-. Select an owning library. The owning library indicates the organizational unit(s) whose staff can use this subscription. This menu is populated with the shortnames that you created for your libraries in the organizational units tree in Admin . Server Administration . Organizational Units. The rule of parental inheritance applies to this list. For example, if a system is made the owner of a subscription, then users, with appropriate permissions, at the branches within the system could also use this subscription.\r
-. Enter the date that the subscription begins in the start date. Recommended practice is that you select the date from the drop down calendar although you can manually enter a date. Owning library and start date are required fields in the new subscription pop up box.\r
-. Enter the date that the subscription ends in the end date. Recommended practice is to select a date from the drop down calendar, but you can manually enter a date, also.\r
-. Enter the difference between the nominal publishing date of an issue and the date that you expect to receive your copy in the Expected Date Offset. For example, if an issue is published the first day of each month, but you receive the copy two days prior to the publication date, then enter -2 days into this field.\r
-. Click Save.\r
-\r
-After you save the subscription, it will appear in a list with a hyperlinked ID number. Use the drop down menu at the top of the screen to view subscriptions at other organizations.\r
-\r
-Creating a Distribution\r
-~~~~~~~~~~~~~~~~~~~~~~~\r
-Distributions indicate the branches that should receive copies of a serial. Distributions work together with streams to indicate the number of copies that should be sent to each branch.\r
-\r
-image::images/ascv-distr.jpg[Creating a Distribution]\r
-\r
-. Click the Distributions tab.\r
-. Click New Distribution.\r
-. Enter a name for the distribution in the Label field. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field.\r
-. Select a holding library from the drop down menu. The holding library is the branch that will receive the copies.\r
-. Select a copy template from the Receive Unit Template drop down menu. This menu is populated with the copy templates that you created in Copy Template Editor.\r
-+\r
-----\r
-Label, Holding Library, and Receive Unit Template are required fields in the new distribution pop up box.\r
-----\r
-+\r
-. Ignore the fields, Unit Label Prefix and Unit Label Suffix. These fields are not functional in Alternate Serial Control View.\r
-. Click Save. The distribution will appear in a list in the Distributions tab in the Subscription Details.\r
-\r
-Creating a Stream\r
-~~~~~~~~~~~~~~~~~\r
-Distributions work together with streams to indicate the number of copies that should be sent to each branch. Distributions identify the branches that should receive copies of a serial. Streams identify how many copies should be sent to each branch. Streams are intended for copies that are received on a recurring, even if irregular, basis.\r
---\r
-. Click the hyperlinked title of the distribution. The number of streams that have already been created for this distribution displays adjacent to the title. You can choose one of two ways to create a stream: New Stream or Create Many Streams. The New Stream button allows you to create one new stream and assign it a routing label.\r
-. Click New Stream\r
-. Enter a routing label so that the copy could be read by specific users or departments before the copy is shelved. The routing label appears during receiving and could be added to routing lists; it is not viewable by the public. Routing lists do not print from in 2.0. This field is optional.\r
-. Click Save.\r
---\r
-The Create Many Streams button allows you to create multiple streams at once, but it does not allow you to add a routing label when you create the stream.\r
---\r
-. Click Create Many Streams.\r
-. Enter the number of streams that you want to create in the How many. Field.\r
-. Click Create.\r
---\r
-Creating a Caption and Pattern\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-The Captions and Patterns wizard allows you to enter caption and pattern data as it is described by the 853, 854, and 855 MARC tags. These tags allow you to define how issues will be captioned, and how often the library receives issues of the serial.\r
---\r
-. Open the Subscription Details.\r
-. Click the Captions and Patterns tab.\r
-. Click Add Caption and Pattern.\r
-. In the Type drop down box, select the MARC tag to which you would like to add data.\r
-. In the Pattern Code drop down box, you can enter a JSON representation of the 85X tag by hand, or you can click the Wizard to enter the information in a user-friendly format.\r
-. The Caption and Pattern that you create is Active by default, but you can deactivate a caption and pattern at a later time by unchecking the box.\r
---\r
----\r
-A subscription may have multiple captions and patterns listed in the subscripiton details, but only one Caption and Pattern can be active at any time. If you want to add multiple patterns, e.g. for Basic and Supplement, Click Add Caption and Pattern.\r
----\r
-\r
-Use the Pattern Code Wizard\r
-^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
-The Pattern Code Wizard enables you to create the caption of the item and add its publication information. The Wizard is composed of five pages of questions. You can use the Next and Previous navigation buttons in the top corners to flip between pages.\r
-\r
-. To add a pattern code, click Wizard.\r
-. Page 1: Enumerations\r
-----\r
-image::images/cap-wiz-num.jpg[Enuperation]\r
-----\r
- . To add an enumeration, check the box adjacent to Use enumerations.. The enumerations conform to $a-$h of the 853,854, and 855 MARC tags.\r
- . A field for the First level will appear. Enter the enumeration for the first level. A common first level enumeration is volume, or "v."\r
- . Click Add Enumeration.\r
- . A field for the Second level will appear. Enter the enumeration for the second level. A common first level enumeration is number, or "no."\r
- . Enter the number of bibliographic units per next higher level. This conforms to $u in the 853, 854, and 855 MARC tags.\r
- . Choose the enumeration scheme from the drop down menu. This conforms to $v in the 853, 854, and 855 MARC tags.\r
- +\r
- ----\r
- You can add up to six levels of enumeration.\r
- ----\r
- +\r
- . Add Alternate Enumeration if desired.\r
- . When you have completed the enumerations, click Next.\r
-. Page 2: Calendar\r
-----\r
-image::images/cap-wiz-cal.jpg[Enumeration]\r
-----\r
-\r
- . To use months, seasons, or dates in your caption, check the box adjacent to Use calendar changes.\r
- . Identify the point in the year at which the highest level enumeration caption changes.\r
- . In the Type drop down menu, select the points during the year at which you want the calendar to restart.\r
- . In the Point drop down menu, select the specific time at which you would like to change the calendar\r
- . To add another calendar change, click Add Calendar Change. There are no limits on the number of calendar changes that you can add.\r
- . When you have finished the calendar changes, click Next.\r
-. Page 3: Chronology\r
-----\r
-image::images/cap-wiz-chron.jpg[Chronology]\r
-----\r
- . To add chronological units to the captions, check the box adjacent to Use chronology captions.\r
- . Choose a chronology for the first level. If you want to display the terms, "year" and "month" next to the chronology caption in the catlaog, then check the box beneath Display in holding field.\r
- . To include additional levels of chronology, click Add Chronology Caption. Each level that you add must be smaller than the previous level.\r
- . After you have completed the chronology caption, click Next.\r
-. Page 4: Compress and Expand Captions\r
-----\r
-image::images/cap-wiz-freq.jpg[Compress or Expand]\r
-----\r
- . Select the appropriate option for compressing or expanding your captions in the catalog from the compressibility and expandability drop down menu. The entries in the drop down menu correspond to the indicator codes and the subfield $w in the 853 tag. Compressibility and expandability correspond to the first indicator in the 853 tag.\r
- . Choose the appropriate caption evaluation from the drop down menu.\r
- . Choose the frequency of your publication from the drop down menu. For irregular frequencies, you may wish to select use number of issues per year, and enter the total number of issues that you receive each year. However, in the . 0 release, recommended practice is that you use only regular frequencies. Planned development will create an additional step to aid in the creation of irregular frequencies.\r
- . Click Next.\r
-. Page 5: Regularity Information \r
-----\r
-image::images/cap-wiz-chan.jpg[Changes]\r
-----\r
- . If needed, check box for Use specific regularity information\r
- . Choose the appropriate information for combined, omitted or published issues\r
- . Choose the appropriate frequency and issue\r
- . Add additional rows as required\r
-. Page 5: Finish Captions and Patterns\r
- . To complete the wizard, click Create Pattern Code.\r
- . Return to Subscription Details.\r
- . Confirm that the box adjacent to Active is checked. Click Save Changes. The row is now highlighted gray instead of orange.\r
-\r
-Creating an Issuance\r
-~~~~~~~~~~~~~~~~~~~~\r
-The Issuances tab enables you to manually create an issue. Evergreen will use the initial issue that you manually create to predict future issues.\r
-\r
-image::images/ascv-issues.jpg[Changes]\r
-\r
-. Click the Issuances tab in the Subscription Details.\r
-. Click New Issuance.\r
-. The Subscription, Creator, and Editor fields contain subscription and user IDs, respectively. These fields are disabled because Evergreen automatically fills in these fields.\r
-. Enter a name for this issuance in the Label field. There are no limits on the number of characters that can be entered in this field. You may want to enter the month and year of the publication in hand.\r
-. Enter the Date Published of the issuance that you are editing. Recommended practice is that you select the date from the drop down calendar although you can manually enter a date. If you are creating one manual issue before automatically predicting more issues, then this date should be the date of the most current issue before the prediction starts.\r
-. Select a Caption/Pattern from the drop down menu. The numbers in the drop down menu correspond to the IDs of the caption/patterns that you created.\r
-. The Holding Type appears by default and corresponds to the Type that you selected when you created the Caption/Pattern.\r
-. In the holding code area of the New Issuance dialog, click Wizard. The Wizard enables you to add holdings information.\r
-. Enter the volume of the item in hand in the v. field.\r
-. Enter the number of the item in hand in the no. field.\r
-. Enter the year of publication in the Year field.\r
-. Enter the month of publication in the Month field if applicable. You must enter the calendar number of the month rather than the name of the month. For example, enter 12 if the item in hand was published in December.\r
-. Enter the day of publication in the day field if applicable.\r
-. Click Compile to generate the holdings code.\r
-\r
-Generate Item Predictions\r
-~~~~~~~~~~~~~~~~~~~~~~~~~\r
-\r
-After you manually create the first issue, Evergreen will predict future issuances. Use the Generate Predictions functionality to predict future issues.\r
-\r
-. Click Subscription Details >> Issuances >> Generate Predictions.\r
-. Choose the length of time for which you want to predict issues. If you select the radio button to predict until end of subscription, then Evergreen will predict issues until the end date that you created when you created the subscription. See simplesect . 1 for more information. If you do not have an end date, select the radio button to predict a certain number of issuances, and enter a number in the field.\r
-. Click Generate.\r
-. Evergreen will predict a run of issuances and copies. The prediction will appear in a list.\r
-. You can delete the first, manual issuance by clicking the check box adjacent to the issuance and clicking Delete Selected.\r
+Alternate Serial Control View
+-----------------------------
+
+Using the Alternate Serial Control View, you can create a subscription, a distribution, a stream, and a caption and pattern, and you can generate predictions and receive issues. To access Alternate Serial Control View, open a serials record, and click Actions for this Record >> Alternate Serial Control. This opens the Subscriptions interface
+
+--
+. Create a subscription
+. Create a distribution
+. Create a a stream (within the distribution)
+. Create a caption and pattern (or import from bibliographic or legacy serial records)
+. Create at least the first issuance and generate predictions
+--
+
+Creating a Subscription
+~~~~~~~~~~~~~~~~~~~~~~~
+A subscription is designed to hold all information related to a single serial title. Therefore, each library is likely to have only one subscription per serial title.
+
+image::images/ascv-sub.jpg[Creating a Subscription]
+
+. Add new subscriptions to a serials record that exists in the catalog.
+. Create a subscription
+. Click New Subscription.
+. Select an owning library. The owning library indicates the organizational unit(s) whose staff can use this subscription. This menu is populated with the shortnames that you created for your libraries in the organizational units tree in Admin . Server Administration . Organizational Units. The rule of parental inheritance applies to this list. For example, if a system is made the owner of a subscription, then users, with appropriate permissions, at the branches within the system could also use this subscription.
+. Enter the date that the subscription begins in the start date. Recommended practice is that you select the date from the drop down calendar although you can manually enter a date. Owning library and start date are required fields in the new subscription pop up box.
+. Enter the date that the subscription ends in the end date. Recommended practice is to select a date from the drop down calendar, but you can manually enter a date, also.
+. Enter the difference between the nominal publishing date of an issue and the date that you expect to receive your copy in the Expected Date Offset. For example, if an issue is published the first day of each month, but you receive the copy two days prior to the publication date, then enter -2 days into this field.
+. Click Save.
+
+After you save the subscription, it will appear in a list with a hyperlinked ID number. Use the drop down menu at the top of the screen to view subscriptions at other organizations.
+
+Creating a Distribution
+~~~~~~~~~~~~~~~~~~~~~~~
+Distributions indicate the branches that should receive copies of a serial. Distributions work together with streams to indicate the number of copies that should be sent to each branch.
+
+image::images/ascv-distr.jpg[Creating a Distribution]
+
+. Click the Distributions tab.
+. Click New Distribution.
+. Enter a name for the distribution in the Label field. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field.
+. Select a holding library from the drop down menu. The holding library is the branch that will receive the copies.
+. Select a copy template from the Receive Unit Template drop down menu. This menu is populated with the copy templates that you created in Copy Template Editor.
++
+----
+Label, Holding Library, and Receive Unit Template are required fields in the new distribution pop up box.
+----
++
+. Ignore the fields, Unit Label Prefix and Unit Label Suffix. These fields are not functional in Alternate Serial Control View.
+. Click Save. The distribution will appear in a list in the Distributions tab in the Subscription Details.
+
+Creating a Stream
+~~~~~~~~~~~~~~~~~
+Distributions work together with streams to indicate the number of copies that should be sent to each branch. Distributions identify the branches that should receive copies of a serial. Streams identify how many copies should be sent to each branch. Streams are intended for copies that are received on a recurring, even if irregular, basis.
+--
+. Click the hyperlinked title of the distribution. The number of streams that have already been created for this distribution displays adjacent to the title. You can choose one of two ways to create a stream: New Stream or Create Many Streams. The New Stream button allows you to create one new stream and assign it a routing label.
+. Click New Stream
+. Enter a routing label so that the copy could be read by specific users or departments before the copy is shelved. The routing label appears during receiving and could be added to routing lists; it is not viewable by the public. Routing lists do not print from in 2.0. This field is optional.
+. Click Save.
+--
+The Create Many Streams button allows you to create multiple streams at once, but it does not allow you to add a routing label when you create the stream.
+--
+. Click Create Many Streams.
+. Enter the number of streams that you want to create in the How many. Field.
+. Click Create.
+--
+Creating a Caption and Pattern
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+The Captions and Patterns wizard allows you to enter caption and pattern data as it is described by the 853, 854, and 855 MARC tags. These tags allow you to define how issues will be captioned, and how often the library receives issues of the serial.
+--
+. Open the Subscription Details.
+. Click the Captions and Patterns tab.
+. Click Add Caption and Pattern.
+. In the Type drop down box, select the MARC tag to which you would like to add data.
+. In the Pattern Code drop down box, you can enter a JSON representation of the 85X tag by hand, or you can click the Wizard to enter the information in a user-friendly format.
+. The Caption and Pattern that you create is Active by default, but you can deactivate a caption and pattern at a later time by unchecking the box.
+--
+---
+A subscription may have multiple captions and patterns listed in the subscripiton details, but only one Caption and Pattern can be active at any time. If you want to add multiple patterns, e.g. for Basic and Supplement, Click Add Caption and Pattern.
+---
+
+Use the Pattern Code Wizard
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The Pattern Code Wizard enables you to create the caption of the item and add its publication information. The Wizard is composed of five pages of questions. You can use the Next and Previous navigation buttons in the top corners to flip between pages.
+
+. To add a pattern code, click Wizard.
+. Page 1: Enumerations
+----
+image::images/cap-wiz-num.jpg[Enuperation]
+----
+ . To add an enumeration, check the box adjacent to Use enumerations.. The enumerations conform to $a-$h of the 853,854, and 855 MARC tags.
+ . A field for the First level will appear. Enter the enumeration for the first level. A common first level enumeration is volume, or "v."
+ . Click Add Enumeration.
+ . A field for the Second level will appear. Enter the enumeration for the second level. A common first level enumeration is number, or "no."
+ . Enter the number of bibliographic units per next higher level. This conforms to $u in the 853, 854, and 855 MARC tags.
+ . Choose the enumeration scheme from the drop down menu. This conforms to $v in the 853, 854, and 855 MARC tags.
+ +
+ ----
+ You can add up to six levels of enumeration.
+ ----
+ +
+ . Add Alternate Enumeration if desired.
+ . When you have completed the enumerations, click Next.
+. Page 2: Calendar
+----
+image::images/cap-wiz-cal.jpg[Enumeration]
+----
+
+ . To use months, seasons, or dates in your caption, check the box adjacent to Use calendar changes.
+ . Identify the point in the year at which the highest level enumeration caption changes.
+ . In the Type drop down menu, select the points during the year at which you want the calendar to restart.
+ . In the Point drop down menu, select the specific time at which you would like to change the calendar
+ . To add another calendar change, click Add Calendar Change. There are no limits on the number of calendar changes that you can add.
+ . When you have finished the calendar changes, click Next.
+. Page 3: Chronology
+----
+image::images/cap-wiz-chron.jpg[Chronology]
+----
+ . To add chronological units to the captions, check the box adjacent to Use chronology captions.
+ . Choose a chronology for the first level. If you want to display the terms, "year" and "month" next to the chronology caption in the catlaog, then check the box beneath Display in holding field.
+ . To include additional levels of chronology, click Add Chronology Caption. Each level that you add must be smaller than the previous level.
+ . After you have completed the chronology caption, click Next.
+. Page 4: Compress and Expand Captions
+----
+image::images/cap-wiz-freq.jpg[Compress or Expand]
+----
+ . Select the appropriate option for compressing or expanding your captions in the catalog from the compressibility and expandability drop down menu. The entries in the drop down menu correspond to the indicator codes and the subfield $w in the 853 tag. Compressibility and expandability correspond to the first indicator in the 853 tag.
+ . Choose the appropriate caption evaluation from the drop down menu.
+ . Choose the frequency of your publication from the drop down menu. For irregular frequencies, you may wish to select use number of issues per year, and enter the total number of issues that you receive each year. However, in the . 0 release, recommended practice is that you use only regular frequencies. Planned development will create an additional step to aid in the creation of irregular frequencies.
+ . Click Next.
+. Page 5: Regularity Information
+----
+image::images/cap-wiz-chan.jpg[Changes]
+----
+ . If needed, check box for Use specific regularity information
+ . Choose the appropriate information for combined, omitted or published issues
+ . Choose the appropriate frequency and issue
+ . Add additional rows as required
+. Page 5: Finish Captions and Patterns
+ . To complete the wizard, click Create Pattern Code.
+ . Return to Subscription Details.
+ . Confirm that the box adjacent to Active is checked. Click Save Changes. The row is now highlighted gray instead of orange.
+
+Creating an Issuance
+~~~~~~~~~~~~~~~~~~~~
+The Issuances tab enables you to manually create an issue. Evergreen will use the initial issue that you manually create to predict future issues.
+
+image::images/ascv-issues.jpg[Changes]
+
+. Click the Issuances tab in the Subscription Details.
+. Click New Issuance.
+. The Subscription, Creator, and Editor fields contain subscription and user IDs, respectively. These fields are disabled because Evergreen automatically fills in these fields.
+. Enter a name for this issuance in the Label field. There are no limits on the number of characters that can be entered in this field. You may want to enter the month and year of the publication in hand.
+. Enter the Date Published of the issuance that you are editing. Recommended practice is that you select the date from the drop down calendar although you can manually enter a date. If you are creating one manual issue before automatically predicting more issues, then this date should be the date of the most current issue before the prediction starts.
+. Select a Caption/Pattern from the drop down menu. The numbers in the drop down menu correspond to the IDs of the caption/patterns that you created.
+. The Holding Type appears by default and corresponds to the Type that you selected when you created the Caption/Pattern.
+. In the holding code area of the New Issuance dialog, click Wizard. The Wizard enables you to add holdings information.
+. Enter the volume of the item in hand in the v. field.
+. Enter the number of the item in hand in the no. field.
+. Enter the year of publication in the Year field.
+. Enter the month of publication in the Month field if applicable. You must enter the calendar number of the month rather than the name of the month. For example, enter 12 if the item in hand was published in December.
+. Enter the day of publication in the day field if applicable.
+. Click Compile to generate the holdings code.
+
+Generate Item Predictions
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After you manually create the first issue, Evergreen will predict future issuances. Use the Generate Predictions functionality to predict future issues.
+
+. Click Subscription Details >> Issuances >> Generate Predictions.
+. Choose the length of time for which you want to predict issues. If you select the radio button to predict until end of subscription, then Evergreen will predict issues until the end date that you created when you created the subscription. See simplesect . 1 for more information. If you do not have an end date, select the radio button to predict a certain number of issuances, and enter a number in the field.
+. Click Generate.
+. Evergreen will predict a run of issuances and copies. The prediction will appear in a list.
+. You can delete the first, manual issuance by clicking the check box adjacent to the issuance and clicking Delete Selected.
-Edit Subscriptions\r
-------------------\r
-Subscriptions can be edite to change the caption and pattern and other information.\r
-\r
-Serials Control View\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-\r
-. To access Serial Control View, open a serials record, and click Actions for this Record >> Serial Control. This opens the Subscriptions interface\r
-. Click the subscriptions tab\r
-. Click on the appropriate link to edit\r
-\r
-\r
-Alternate Serials Control View\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-\r
-. To access Alternate Serial Control View, open a serials record, and click Actions for this Record >> Alternate Serial Control. This opens the Subscriptions interface\r
-. Click the hyperlinked ID number to edit the subscription. \r
-. Click on the appropriate tab to edit the information\r
-\r
+Edit Subscriptions
+------------------
+Subscriptions can be edite to change the caption and pattern and other information.
+
+Serials Control View
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+. To access Serial Control View, open a serials record, and click Actions for this Record >> Serial Control. This opens the Subscriptions interface
+. Click the subscriptions tab
+. Click on the appropriate link to edit
+
+
+Alternate Serials Control View
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+. To access Alternate Serial Control View, open a serials record, and click Actions for this Record >> Alternate Serial Control. This opens the Subscriptions interface
+. Click the hyperlinked ID number to edit the subscription.
+. Click on the appropriate tab to edit the information
+
-Receiving\r
----------\r
-You can receive either through the Serials Control View or in Batch Receive with the simple or advanced interface\r
-\r
-Serials Control View Receiving\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-\r
-image::images/scv-rec.jpg[Receiving]\r
-\r
-. To receive items, click the Receive radio button. In the top half of the screen, the items that have yet to be received are displayed. In the bottom half of the screen, recently received items are displayed.\r
-. Select the branch that will receive the items from the drop down box.\r
-. Select the issue that you want to receive.\r
-. Select the current working unit. Click Set Current Unit, located in the lower right corner of the screen. A drop down menu will appear.\r
- * If you want to barcode each item individually, select Auto per item. This setting is recommended for most receiving processes.\r
- * If you want each item within a unit to share the same barcode, then select New Unit. This setting is advised for most binding processes.\r
- * If you want the item to be received or bound into an existing item, select Recent and select the desired issue. To making a change in bound items, receive or bind the items into an already existing unit.\r
-. Click Receive/Move Selected.\r
-. Enter a barcode and call number if prompted to do so.\r
-. A message confirming receipt of the item appears. Click OK.\r
-. The screen refreshes. In the top half of the screen, the item displays a received date. In the bottom half of the screen, the item that you have just received is now at the top of the list of the received items.\r
-\r
-After receiving items, you can view the updated holdings in the OPAC. In this example, the legacy MFHD record and the items recently received in the serial control view display together in the MFHD statement.\r
-\r
-Batch Receiving\r
-~~~~~~~~~~~~~~~\r
-\r
-You can batch receive items through a simple or an advanced interface. The simple interface does not allow you to add barcodes or use the copy template. These items are also not visible in the OPAC. The advanced interface enables you to use the copy templates that you created, add barcodes, and make items OPAC visible and holdable.\r
-\r
-You can access both Batch Receive interfaces from two locations in the ILS. From the Subscription Details screen, you can click Batch Item Receive. You can also access these interfaces by opening the catalog record for the serial, and clicking Actions for this Record . Serials Batch Receive.\r
-\r
-Simple Batch Receiving\r
-^^^^^^^^^^^^^^^^^^^^^^\r
-Follow these steps to receive items in batch in a simple interface.\r
-\r
-image::images/scv-srec.jpg[Receiving]\r
-\r
-. The Batch Receive interface displays issues that have not yet been received. The earliest expected issue appears at the top of the list.\r
-. In the right lower corner, you see a check box to Create Units for Received Items. If you do not check this box, then you will receive items in simple mode.\r
-. Click Next.\r
-. In simple mode, the distributions that you created are displayed. They are marked received by default. If you hover over the branch name, you can view the name of the distribution and its stream.\r
-. You can receive and add a note to each item individually, or you can perform these actions on all of the distributions and streams at once. To do so, look above the line, and enter the note that you want to apply to all copies and confirm that the box to Receive. is checked.\r
-. Click Apply. The note should appear in the note field in each distribution.\r
-. Then click Receive Selected Items.\r
-. The received items are cleared from the screen.\r
-\r
-Advanced Batch Receiving\r
-^^^^^^^^^^^^^^^^^^^^^^^^\r
-Follow these steps to receive items in batch in a simple interface.\r
-image::images/scv-srec.jpg[Receiving]\r
-\r
-. The Batch Receive interface displays issues that have not yet been received. The earliest expected issue appears at the top of the list.\r
-. If you want to barcode each copy, display it in the catalog, and make it holdable, then check the box adjacent to Create Units for Received Items in the lower right side of the screen.\r
-. This will allow you to utilize the copy templates and input additional information about the copy:\r
-. Barcode - You can scan printed barcodes into the barcode field for each copy, or you can allow the system to auto-generate barcodes. To auto-generate barcodes, check the box adjacent to Auto-generate., and enter the first barcode into the barcode field in the first row of the table. Then press the Tab key. The remaining barcode fields will automatically populate with the next barcodes in sequence, including check digits.\r
- . Circ Modifiers - The circ modifiers drop down menu is populated with the circulation modifiers that you created in Admin . Server Administration . Circulation Modifiers. If you entered a circ modifier in the copy template that you created for this subscription, then it will appear by default in the distributions.\r
- . Call Number - Enter a call number. Any item with a barcode must also have a call number.\r
- . Note - Add a note. There are no limits on the number of characters that can be entered in this field. The note only displays in this screen.\r
- . Copy Location - The copy location drop down menu is populated with the copy locations that you created in Admin . Local Administration . Copy Location Editor. If you entered a copy location in the copy template that you created for this subscription, then it will appear by default in the distributions.\r
- . Price - If you entered a price in the copy template that you created for this subscription, then it will appear by default in the distributions. You can also manually enter a price if you did not include one in the copy template.\r
- . Receive - The boxes in the Receive Column are checked by default. Uncheck the box if you do not want to receive the item. Evergreen will retain the unreceived copies and will allow you to receive them at a later time.\r
-. When you are ready to receive the items, click Receive Selected Items.\r
-. The items that have been received are cleared from the Batch Receive interface. The remaining disabled item is an unreceived item.\r
-. If the items that you received have a barcode, a copy template that was set to OPAC Visible, and are assigned a shelving location that is OPAC Visible, then you can view the received items in the catalog. Notice that the Holdings Summary has been updated to reflect the most recent addition to the holdings.\r
+Receiving
+---------
+You can receive either through the Serials Control View or in Batch Receive with the simple or advanced interface
+
+Serials Control View Receiving
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+image::images/scv-rec.jpg[Receiving]
+
+. To receive items, click the Receive radio button. In the top half of the screen, the items that have yet to be received are displayed. In the bottom half of the screen, recently received items are displayed.
+. Select the branch that will receive the items from the drop down box.
+. Select the issue that you want to receive.
+. Select the current working unit. Click Set Current Unit, located in the lower right corner of the screen. A drop down menu will appear.
+ * If you want to barcode each item individually, select Auto per item. This setting is recommended for most receiving processes.
+ * If you want each item within a unit to share the same barcode, then select New Unit. This setting is advised for most binding processes.
+ * If you want the item to be received or bound into an existing item, select Recent and select the desired issue. To making a change in bound items, receive or bind the items into an already existing unit.
+. Click Receive/Move Selected.
+. Enter a barcode and call number if prompted to do so.
+. A message confirming receipt of the item appears. Click OK.
+. The screen refreshes. In the top half of the screen, the item displays a received date. In the bottom half of the screen, the item that you have just received is now at the top of the list of the received items.
+
+After receiving items, you can view the updated holdings in the OPAC. In this example, the legacy MFHD record and the items recently received in the serial control view display together in the MFHD statement.
+
+Batch Receiving
+~~~~~~~~~~~~~~~
+
+You can batch receive items through a simple or an advanced interface. The simple interface does not allow you to add barcodes or use the copy template. These items are also not visible in the OPAC. The advanced interface enables you to use the copy templates that you created, add barcodes, and make items OPAC visible and holdable.
+
+You can access both Batch Receive interfaces from two locations in the ILS. From the Subscription Details screen, you can click Batch Item Receive. You can also access these interfaces by opening the catalog record for the serial, and clicking Actions for this Record . Serials Batch Receive.
+
+Simple Batch Receiving
+^^^^^^^^^^^^^^^^^^^^^^
+Follow these steps to receive items in batch in a simple interface.
+
+image::images/scv-srec.jpg[Receiving]
+
+. The Batch Receive interface displays issues that have not yet been received. The earliest expected issue appears at the top of the list.
+. In the right lower corner, you see a check box to Create Units for Received Items. If you do not check this box, then you will receive items in simple mode.
+. Click Next.
+. In simple mode, the distributions that you created are displayed. They are marked received by default. If you hover over the branch name, you can view the name of the distribution and its stream.
+. You can receive and add a note to each item individually, or you can perform these actions on all of the distributions and streams at once. To do so, look above the line, and enter the note that you want to apply to all copies and confirm that the box to Receive. is checked.
+. Click Apply. The note should appear in the note field in each distribution.
+. Then click Receive Selected Items.
+. The received items are cleared from the screen.
+
+Advanced Batch Receiving
+^^^^^^^^^^^^^^^^^^^^^^^^
+Follow these steps to receive items in batch in a simple interface.
+image::images/scv-srec.jpg[Receiving]
+
+. The Batch Receive interface displays issues that have not yet been received. The earliest expected issue appears at the top of the list.
+. If you want to barcode each copy, display it in the catalog, and make it holdable, then check the box adjacent to Create Units for Received Items in the lower right side of the screen.
+. This will allow you to utilize the copy templates and input additional information about the copy:
+. Barcode - You can scan printed barcodes into the barcode field for each copy, or you can allow the system to auto-generate barcodes. To auto-generate barcodes, check the box adjacent to Auto-generate., and enter the first barcode into the barcode field in the first row of the table. Then press the Tab key. The remaining barcode fields will automatically populate with the next barcodes in sequence, including check digits.
+ . Circ Modifiers - The circ modifiers drop down menu is populated with the circulation modifiers that you created in Admin . Server Administration . Circulation Modifiers. If you entered a circ modifier in the copy template that you created for this subscription, then it will appear by default in the distributions.
+ . Call Number - Enter a call number. Any item with a barcode must also have a call number.
+ . Note - Add a note. There are no limits on the number of characters that can be entered in this field. The note only displays in this screen.
+ . Copy Location - The copy location drop down menu is populated with the copy locations that you created in Admin . Local Administration . Copy Location Editor. If you entered a copy location in the copy template that you created for this subscription, then it will appear by default in the distributions.
+ . Price - If you entered a price in the copy template that you created for this subscription, then it will appear by default in the distributions. You can also manually enter a price if you did not include one in the copy template.
+ . Receive - The boxes in the Receive Column are checked by default. Uncheck the box if you do not want to receive the item. Evergreen will retain the unreceived copies and will allow you to receive them at a later time.
+. When you are ready to receive the items, click Receive Selected Items.
+. The items that have been received are cleared from the Batch Receive interface. The remaining disabled item is an unreceived item.
+. If the items that you received have a barcode, a copy template that was set to OPAC Visible, and are assigned a shelving location that is OPAC Visible, then you can view the received items in the catalog. Notice that the Holdings Summary has been updated to reflect the most recent addition to the holdings.
-Special Issues\r
---------------\r
-Currently, Setting up the special issue can only be done through the Alternate Serials Control view.\r
-\r
-. Create an issuance in the Serials Control View or the Alternate Serials Control View\r
-. In the Alternate Serials Control View, click on the name of your special issue in the list of issuances.\r
-. Click the New Items button\r
-. Enter the appropriate information\r
-. The item is now ready to receive. If you complete the Date Received field and change the status to received then it will receive the issue but it won't create the associated copy record whereas if you leave it blank and receive the item through the Serials Control View or Batch Receive function you can create the Copy Record at that time.
\ No newline at end of file
+Special Issues
+--------------
+Currently, Setting up the special issue can only be done through the Alternate Serials Control view.
+
+. Create an issuance in the Serials Control View or the Alternate Serials Control View
+. In the Alternate Serials Control View, click on the name of your special issue in the list of issuances.
+. Click the New Items button
+. Enter the appropriate information
+. The item is now ready to receive. If you complete the Date Received field and change the status to received then it will receive the issue but it won't create the associated copy record whereas if you leave it blank and receive the item through the Serials Control View or Batch Receive function you can create the Copy Record at that time.
-Holdings\r
---------\r
-\r
-System Generated Holdings Statement\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-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 abilitiy to edit the statement as free text.\r
-\r
-MARC Format for Holdings Display (MFHD)\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
-Evergreen users can create, edit and delete their own MFHD.\r
-\r
-Create an MFHD record\r
-^^^^^^^^^^^^^^^^^^^^^\r
-\r
-. Open a serial record, and in the bottom right corner above the copy information, click Add MFHD Record. You can also add the MFHD statement by clicking Actions for this Record .MFHD Holdings .Add MFHD Record.\r
-. A message will confirm that you have created the MFHD Record. Click OK.\r
-. Click Reload in the top left corner of the record.\r
-. The Holdings Summary will appear. Click Edit Holdings in the right corner.\r
-. Click Edit Record.\r
-. The MFHD window will pop up. Enter holdings information. Click Save MFHD.\r
-. Close the MFHD window.\r
-. Click Reload in the top left corner of the record. The Holdings Summary will reflect the changes to the MFHD statement.\r
-\r
-Edit a MFHD record\r
-^^^^^^^^^^^^^^^^^^\r
-\r
-. Open a serial record, and in the Actions for this Record, click MFHD Record>>Edit MFHD Record and select the appropriate MFHD. \r
-. Edit the MFHD\r
-. Click Save MFHD\r
-\r
-Delete a MFHD Record\r
-^^^^^^^^^^^^^^^^^^^^\r
-\r
-. Open a serial record, and in the Actions for this Record, click MFHD Record>>Delete MFHD Record and select the appropriate MFHD. \r
-. Click to confirm the deletion of the MFHD\r
+Holdings
+--------
+
+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 abilitiy to edit the statement as free text.
+
+MARC Format for Holdings Display (MFHD)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Evergreen users can create, edit and delete their own MFHD.
+
+Create an MFHD record
+^^^^^^^^^^^^^^^^^^^^^
+
+. Open a serial record, and in the bottom right corner above the copy information, click Add MFHD Record. You can also add the MFHD statement by clicking Actions for this Record .MFHD Holdings .Add MFHD Record.
+. A message will confirm that you have created the MFHD Record. Click OK.
+. Click Reload in the top left corner of the record.
+. The Holdings Summary will appear. Click Edit Holdings in the right corner.
+. Click Edit Record.
+. The MFHD window will pop up. Enter holdings information. Click Save MFHD.
+. Close the MFHD window.
+. Click Reload in the top left corner of the record. The Holdings Summary will reflect the changes to the MFHD statement.
+
+Edit a MFHD record
+^^^^^^^^^^^^^^^^^^
+
+. Open a serial record, and in the Actions for this Record, click MFHD Record>>Edit MFHD Record and select the appropriate MFHD.
+. Edit the MFHD
+. Click Save MFHD
+
+Delete a MFHD Record
+^^^^^^^^^^^^^^^^^^^^
+
+. Open a serial record, and in the Actions for this Record, click MFHD Record>>Delete MFHD Record and select the appropriate MFHD.
+. Click to confirm the deletion of the MFHD
projects / working / Evergreen.git / commitdiff