Serials Check-In
Receiving serials on continuing orders. Basic steps
1.Set location. Make sure you set your location to the correct library. There is a drop down menu in the upper right of the screen listing all library locations.
2. Click the Acquisitions icon to enter the Acquisitions module.
3. Under Receiving and Invoicing, click Receive. This will open the receiving module where all your current serials will be listed.
4. Make sure the Continuous tab is open and find the title you need from the list.
5. From the ellipses menu, click Manage Items
6. If there is a dummy item, you can click the ellipses menu and Edit Inventory Item. At minimum, edit the following fields:
Barcode: click Generate if you are not adding a physical barcode. Otherwise scan in a barcode
Material Type: Choose Issue or Bound Issue
Description: type in Description or use Enumeration and Chronology fields
Save.
7. If there is an existing item, to add another, click ‘Receive New Items”; this will bring up the item editor with information from the previous item.
8. Update the Description to match the new issue
9. Create and Receive if you aren’t applying a physical barcode
10.Receive and Set Barcodes if you are applying a physical barcode
11. If you selected Receive and Set Barcoes, scan in barcode on the pop up menu and hit Submit.
Receiving serials with predicted items
See Serials-Prediction pattern guide
1.Click Manage Items for the title in question.
2. Click Holdings information, then Edit Holdings
3. From the menu bar select Editing Actions and Add Field
4. Add an 853 field, go back to Editing Actions and click Expand from Template
5. Choose Template: Scroll down to serials prediction templates and select one that matches the frequency, or is as close as possible (you can tweak later). Hit OK
6. Click Record Actions -> Next predicted items information. Fill in the pop up and Close
7. Click Record Actions -> Open predicted items
8. Release Record and Exit the MDE
9. Return to Received items list. You should find predicted, unreceived items. When you get an issue or issues, you can simply select the corresponding item/s and Receive rather than manually creating items for each
Printing Labels
2. You can print labels from either the Physical Item Editor (a single label) or the List of Items (multiple labels)
3. From either page, click the Ellipses menu at the very top right of the screen, and then the Cloud App Center icon. Click ‘print labels.’ In a separate tab, Libstick will open and populate labels for printing. Insert label paper and print.
By jdezember on 10-05-2023