--- /dev/null
+.. include:: images.rst
+
+Serials
+=======
+
+Serials actions can be accessed by going to the More menu at the top of
+your screen and choosing Serials or by clicking Serials on the main Koha
+staff client page. The Serials module in Koha is used for keeping track
+of journals, newspapers and other items that come on a regular schedule.
+As with all modules, make sure you go through the related
+`Implementation Checklist <#impserials>`__ before using the Serials
+module.
+
+- *Get there:* More > Serials
+
+`Manage Serial Frequencies <#serialfreq>`__
+-------------------------------------------
+
+Koha keeps a record of publication frequencies for easy management and
+duplication.
+
+- *Get there:* More > Serials > Manage frequencies
+
+From this page you can view all of the existing frequencies in your
+system
+
+Frequencies
+|image738|
+
+and create new ones.
+
+New frequency
+|image739|
+
+`Manage Serial Numbering Patterns <#serialpatterns>`__
+------------------------------------------------------
+
+Everytime you create a new numbering pattern in serials you can save it
+for later use. These patters are accessible via the Manage numbering
+patterns page.
+
+- *Get there:* More > Serials > Manage numbering patterns
+
+This page will list for you the numbering patterns you have saved in the
+past as well as a few canned patterns.
+
+Number patterns
+|image740|
+
+ **Note**
+
+ If you have upgraded from a previous version of Koha you will see
+ 'Backup patterns' listed for patterns used in version before Koha
+ 3.14. This is how Koha saved your old numbering patterns. You can
+ edit these to give them more meaningful names from here.
+
+It will also allow you to create a new numbering pattern without first
+adding a subscription. To add new new pattern click 'New numbering
+pattern' at the top of the list of patterns.
+
+New number pattern
+|image741|
+
+`Custom Subscription Fields <#serialfields>`__
+----------------------------------------------
+
+This module will allow you to add custom fields to your serial
+subscriptions for reporting and searching.
+
+- *Get there:* Serials > Add subscription fields
+
+To add custom fields simply click the 'Add subscription fields' link on
+the left of the Serial page and choose the 'New field' buttonAdd
+subscription fields
+
+The form that appears will ask for either an authorized value or a marc
+field to populate the field with
+
+Add field
+
+For example you might want to track which department you're ordering for
+or the collection code for this serialAdd department
+
+This data will then show when you are adding a subscriptionAdd field
+value
+
+and when you view the subscriptionShow field
+
+and when you search subscriptions (if you chose to make it
+'searchable')Searchable field
+
+`Add a subscription <#newsubscription>`__
+-----------------------------------------
+
+Subscriptions can be added by clicking the 'New' button on any
+bibliographic record
+
+New Subscription Button
+|image742|
+
+Or by visiting the Serials module and clicking 'New Subscription'
+
+New Subscription Button
+|image743|
+
+If you are entering a new subscription from the Serials module you will
+be presented with a blank form (if creating new from a bibliographic
+record the form will include the bib info).
+
+Add a new subscription (1/2)
+|image744|
+
+- 'Librarian' field will show the logged in librarian's username
+
+- 'Vendor' can be found by either searching vendors entered via the
+ `Acquisitions module <#acqmodule>`__ or entering the vendor ID number
+
+ - Vendor information is not required
+
+ - In order to claim missing and late issues you need to enter vendor
+ information
+
+ Vendor Missing Warning
+ |image745|
+
+- 'Biblio' is the MARC record you'd like to link this subscription to
+
+ - This can be done by searching for an existing record by clicking
+ on the 'Search for Biblio' link below the boxes or by entering the
+ bib number for a record in the first box. Only if you search with
+ the field between the parenthesis.
+
+- Next you can choose whether a new item is created when receiving an
+ issue (if you barcode issues you'll want to create an item at this
+ time)
+
+- In order to determine how to handle irregularities in your
+ subscription answer 'When there is an irregular issue', if the
+ numbers are always sequential you'll want to pick 'Keep issue number'
+
+- Checking the 'Manual history' box will allow you to enter serials
+ outside the prediction pattern once the subscription is saved by
+ going to the 'Planning' tab on the subscription detail page.Manual
+ History
+
+- 'Call Number' is for your item's call number or call number prefix
+
+- 'Library' is the branch that owns this subscription.
+
+ - If more than one library subscribes to this serial you will need
+ to create a subscription for each library
+
+ - This can be done easily by using the 'Edit as New (Duplicate)'
+ option found on the subscription information page and changing
+ only the 'Library' field
+
+ New Duplicate Subscription
+ |image746|
+
+- Use the 'Public Note' for any notes you would like to appear in the
+ OPAC for the patrons
+
+- 'Nonpublic Note' should be used for notes that are only visible to
+ the librarians via the staff client
+
+- The 'Patron notification' option lets you pick a notice to send to
+ patrons who subscribe to updates on this serial via the OPAC.
+
+ - For this option to appear you need to make sure that you have a
+ Routing List notice set up in the `Notices Tool <#notices>`__
+
+- 'Location' is for the shelving location
+
+- The 'Grace period' is the number of days before an issue is
+ automatically moved from 'Expected' status to 'Waiting' and how many
+ days before an issue is automatically moved from 'Waiting' status to
+ 'Late'
+
+- The Staff and OPAC Display options allow you to control how many
+ issues appear by default on bibliographic records in the Staff Client
+ and the OPAC
+
+ - If no values are entered in these fields, they will use the
+ `OPACSerialIssueDisplayCount <#OPACSerialIssueDisplayCount>`__ and
+ `StaffSerialIssueDisplayCount <#StaffSerialIssueDisplayCount>`__
+ system preference values
+
+Once that data is filled in you can click 'Next' to enter the prediction
+pattern information.
+
+Add a new subscription (2/2)
+|image747|
+
+- In 'First issue publication date' you want to enter the date of the
+ issue you have in your hand, the date from which the prediction
+ pattern will start
+
+- There are several pre-defined options for the 'Frequency' of
+ publication all of which are visible alongside your own custom
+ frequencies by visiting '`Manage frequencies <#serialfreq>`__'
+
+ - Without periodicy: some very specific (usually high level science
+ journals) don't have a true periodicity. When you subscribe to the
+ title, you subscribe for 6 issues, which can arrive in 1 year...
+ or 2... There is no regularity or known schedule.
+
+ - Unknown select this if none of the other choices are relevant
+
+ - Irregular: The journal is not "regular" but has a periodicity. You
+ know that it comes out on January, then in October and December,
+ it is irregular, but you know when it's going to arrive.
+
+ - 2/day: Twice daily
+
+ - 1/day: Daily
+
+ - 3/week: Three times a week
+
+ - 1/week: Weekly
+
+ - 1/ 2 weeks: Twice monthly (fortnightly)
+
+ - 1/ 3 weeks: Tri-weekly
+
+ - 1/month: Monthly
+
+ - 1/ 2 months (6/year): Bi-monthly
+
+ - 1/ 3 months (1/quarter): Quarterly
+
+ - 1/quarter (seasonal) : Quarterly related to seasons (ie. Summer,
+ Autumn, Winter, Spring)
+
+ - 2/year: Half yearly
+
+ - 1/year: Annual
+
+ - 1/ 2 years: Bi-annual
+
+- 'Subscription length' is the number of issues or months in the
+ subscription. This is also used for setting up renewal alerts
+
+- 'Subscription start date' is the date at which the subscription
+ begins. This is used for setting up renewal alerts
+
+- 'Subscription end date' should only be entered for subscriptions that
+ have ended (if you're entering in a backlog of serials)
+
+- 'Numbering pattern' will help you determine how the numbers are
+ printed for each issue. Patterns entered here are saved and editable
+ at any time by visiting '`Manage numbering
+ patterns <#serialpatterns>`__'
+
+ - Start with the numbering on the issue you have in hand, the
+ numbering that matches the date you entered in the 'First issue
+ publication' field
+
+ - You can choose to create your own numbering pattern by choosing
+ 'None of the above' and clicking the 'Show/Hide Advanced Pattern'
+ button at the bottom of the form
+
+ Advanced prediction pattern
+ |image748|
+
+- The 'Locale' option is useful when you want to display days, month or
+ season. For example, if you have a German serial, you can use the
+ German locale option to display days, etc. in German.
+
+- Once a 'Numbering pattern' is chosen the number formula will
+ appear.Numbering Forumla
+
+ - The 'Begins with' number is the number of the issue you're holding
+ in your hand.
+
+ - The 'Inner counter' is used to tell Koha where the "receiving
+ cycle" starts
+
+ - For example: If the first issue to receive is "vol. 4, no. 1,
+ iss. 796", you need to set up "inner counter = 0" But if it's
+ "vol. 4, no. 2, iss. 797", the inner counter should be "1".
+
+ - After filling in this data click the 'Test prediction pattern'
+ button to see what issues the system will generate, if there are
+ irregularities you can choose which issues don't exist from the
+ list presented.
+
+ Prediction pattern
+ |image749|
+
+- If you have added a `custom subscription field <#serialfields>`__, it
+ will be editable above the buttons at the bottom of the screenShow
+ field
+
+Click 'Save Subscription' to save the information you have entered.
+`Find sample serial examples in the appendix <#sampleserialsapp>`__.
+
+`Receive Issues <#receiveissues>`__
+-----------------------------------
+
+Issues can be marked as received from several locations. To find a
+subscription, use the search box at the top of the Serials page to
+search for the serial you'd like to receive issues for:
+
+Subscription Search
+|image750|
+
+From the search results you can click the 'Serial Receive' link or you
+can click on the subscription title and then click the 'Receive' button.
+
+Subscription Buttons
+|image751|
+
+The final way to receive serials is from the 'Serial Collection' page.
+To the left of the Subscription summary page there is a menu with a link
+to 'Serial Collection'
+
+Serial Subscription Menu
+|image752|
+
+From the page that opens up you can click 'Edit Serial' with the issue
+you want to receive checked.
+
+Edit Issues
+|image753|
+
+All three of these options will open up the issue receive form:
+
+Receive Serials
+|image754|
+
+- Choose 'Arrived' from the status pull down to mark a serial as
+ received.
+
+- If you have decided to have an item record created for each issue an
+ `item add form <#addingitems>`__ will appear after choosing 'Arrived'
+
+ Serial item record
+ |image755|
+
+- If your issue has a supplemental issue with it, fill in the
+ Supplemental Issue information.
+
+ - Key the entire numbering in the box after "Supplemental issue" no
+ numbering will be inherited/auto-filled from the main issue, and
+ exactly what you key in the box after "Supplemental issue" will be
+ auto-filled in the item record's Serial enumeration/chronology
+ [MARC21 952$h] (if you create item records).
+
+ - E.g., key this in its entirety if it's what you would like
+ displayed: "v.69 no.3 (Mar. 2015) suppl."
+
+- If you have decided to have an item record created for each issue an
+ `item add form <#addingitems>`__ will appear for your supplement and
+ for the issue itself
+
+- Once you have entered your info you can click 'Save'
+
+If you are receiving multiple issues at once, or have marked an issue as
+'Late' or 'Missing' there you can click the 'Generate Next' button below
+the list of issues.
+
+Generate Next Button
+|image756|
+
+Clicking this button will generate the next issue for you and mark the
+previously expected issue as 'Late' automatically. You can then check
+the 'Edit' box to the right of each issue and edit the status on
+multiple issues at once.
+
+`Create a Routing List <#routinglist>`__
+----------------------------------------
+
+A routing list is a list of people who receive the serial before it goes
+to the shelf. To enable routing lists you want to set your
+`RoutingSerials <#RoutingSerials>`__ preference to 'Add'.
+
+When on the subscription page you will see a link to the left that reads
+'Create Routing List' or 'Edit Routing List'
+
+Subscription Routing List Link
+|image757|
+
+Clicking that link will bring you to the menu to add a new routing list.
+
+Routing List Creation
+|image758|
+
+From here you want to click 'Add recipients' in order to add people to
+the routing list. In the menu that appears you can filter patrons by
+part of their name, their library and/or patron category.
+
+Add Members to Routing List
+|image759|
+
+Clicking 'Add' to the right of each name will add them to the routing
+list. When you have chosen all of the people for the list, click the
+'Close' link to be redirected to the routing list.
+
+Routing List
+|image760|
+
+If the list looks the way you expect it to, then click 'Save'. Next you
+will be brought to a preview of the routing list. To print the list
+click 'Save and preview routing slip.' This will open a printable
+version of the list.
+
+Preview Routing List
+|image761|
+
+If `RoutingListAddReserves <#RoutingListAddReserves>`__ is set to on
+then patrons listed in the routing list will automatically be added to
+the holds list for the issue.
+
+To see a list of all of the routing lists a specific patron is on visit
+the `Routing Lists tab <#patronroutingtab>`__ on their patron record.
+
+`Subscriptions in Staff Client <#serialsubinstaff>`__
+-----------------------------------------------------
+
+Subscription information will appear on bibliographic records under the
+'Subscriptions' tab
+
+Subscription Tab on Bibliographic Record
+|image762|
+
+Clicking the 'Subscription Details' link will take you to the
+Subscription summary page in the staff client.
+
+Subscription Detail
+|image763|
+
+If you are using the `Acquisitions <#acqmodule>`__ module to keep `track
+of serial subscriptions <#ordersubscription>`__ you will see that info
+before your subscription details.
+
+Acquisitions information for subscription
+|image764|
+
+`Subscriptions in OPAC <#serialsubinopac>`__
+--------------------------------------------
+
+When viewing the subscription in the OPAC there will be several options.
+
+Like in the staff client, there will be a Subscriptions tab on the
+bibliographic record.
+
+Subscriptions Tab in OPAC
+|image765|
+
+Under this tab will appear the number of issues you chose when setting
+up the subscription or in your
+`OPACSerialIssueDisplayCount <#OPACSerialIssueDisplayCount>`__ system
+preference. Clicking the 'More details' link will provide you with
+additional information about the serial history. You can set the default
+view of a serial in the OPAC with the
+`SubscriptionHistory <#SubscriptionHistory>`__ system preference.
+
+There are two views, compact and full. The compact serial subscription
+will show basic information regarding the subscription
+
+Compact Serial View
+|image766|
+
+From this compact display patrons can subscribe to be notified of new
+issues as they are released by clicking the 'Subscribe to email
+notifications of new issues' button. For this link to appear you will
+want to have chosen to notify patrons `on the
+subscription <#newsubscription>`__ itself.
+
+Subscribe link in the OPAC
+|image767|
+
+You can see thos who subscribe to new issue alerts by going to the
+subscription page in the staff client and looking on the right of the
+'Information' tab.Serial notification subscribers
+
+Whereas the full view shows extensive details, broken out by year,
+regarding the subscription
+
+Full Serial View
+|image768|
+
+`Claim Late Serials <#serialclaims>`__
+--------------------------------------
+
+Koha can send email messages to your serial vendors if you have late
+issues. To the left of the main serials page there is a link to 'Claims'
+
+Link to Claims on Serials Menu
+|image769|
+
+The links to claims also appears to the left of the subscription detail
+page
+
+Link to Claims on the Serials Menu
+|image770|
+
+If you don't have a claim notice defined yet you will see a warning
+message that you need to first define a notice.
+
+Missing Claims Notice Warning
+|image771|
+
+Clicking 'Claims' will open a report that will ask you to choose from
+your various serial vendors to generate claims for late issues.
+
+Serial Claims
+|image772|
+
+From the list of late issues you can choose which ones you want to send
+a claim email to by clicking the checkbox to the left of late issue,
+choosing the notice template to use and clicking the 'Send notification'
+button.
+
+`Check Serial Expiration <#serialexpiration>`__
+-----------------------------------------------
+
+When adding serials you enter a subscription length, using the check
+expiration tool you can see when your subscriptions are about to expire.
+To use the tool click the link to 'Check expiration' on the serials
+menu.
+
+Check Serial Expiration
+|image773|
+
+In the form that appears you need to enter at least a date to search by.
+
+In your results you will see all subscriptions that will expire before
+the date you entered. From there you can choose to view the subscription
+further or renew it in one click.
+
+Serial Expiration Search Results
+|image774|
+
+`Renewing Serials <#serialrenew>`__
+-----------------------------------
+
+If your serial subscription has expired you won't be able to receive
+issues. To renew your subscription you can click the 'Renew' button at
+the top of your subscription detail page.
+
+Renew option on subscription detail
+|image775|
+
+Another option is to click the 'Renew' link to the right of the
+subscription on the Serial Collection page.
+
+Renew option on serial collection
+|image776|
+
+Once you click the 'Renew' link or button you will be presenting with
+renewal options.
+
+Subscription renewal form
+|image777|
+
+- The start date should be the date your subscription period starts.
+
+- For the subscription length you'll want to fill in one of the three
+ fields presented: Number of num (issues), Number of months or Number
+ of weeks.
+
+- Finally enter any notes you might have about this renewal.
+
+`Searching Serials <#serialsearch>`__
+-------------------------------------
+
+Once in the Serials module there is basic search box at the top that you
+can use to find subscriptions using any part of the ISSN and/or title.
+
+Basic Serials Search
+|image778|
+
+You can also click the 'Advanced Search' link to the right of the
+'Submit' button to do a more thorough search of your serials.
+
+Advanced Serials Search
+|image779|
+
+From your results you can filter by using the search boxes at the bottom
+of each column and adjust the number of resutls using the toolbar at the
+top of the results set.
+
+Serial Search Results
+|image780|
projects / kohadocs.git / blobdiff