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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.
To access Serial Control View, open a bib record and click Actions for this Record → Serial Control View.
The Subscriptions tab enables you to view and manage subscriptions.
Click the Subscriptions tab.
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.
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.
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.
Apply a suffix to the spine label if desired. This information will display in Serial Control View when the items are received.
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.
To edit a distribution, select the distribution in the tree on the left side of the screen. You can edit the following categories: Label, Holding Lib, Legacy Record Entry, Receive Unit Template, Bind Unit Template, Receive Call Number and Bind Call Number. After you edit the distribution, click Modify Distribution(s) to save the changes.
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.
In our example, the Apex Branch should receive copies, so we created a distribution to that branch. The Apex Branch should receive two copies, so we will create two streams to that branch.
Click the Distributions tab.
Check the boxes to Show Dist. and Show Groups to view distributions and streams.
Select the Streams link beneath the distribution that you created for that branch. Right click or click Actions for Selected Row → Add Stream.
Click the stream that is created.
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. This field is optional.
Click Modify Stream(s) in the bottom right corner of the screen.
The data in the Basic Summary, Supplement Summary, and Index Summary are automatically generated by the ILS when you create a caption and pattern and a holdings statement. You can create additional textual holdings manually by editing the Textual Holdings field.
To edit a stream, select the stream in the tree on the left side of the screen. You can edit the following category:
The Basic Summary displays the distribution ID, the Textual Holdings, and the Generated Holdings. The OPAC uses data in legacy records, the generated coverage field, and the textual holdings fields to display holdings information.
The distribution ID and the Generated Coverage are created by Evergreen.
Textual Holdings – Enter any additional holdings information in this field, and it will display in the OPAC as Additional Volume Information.
Then click Modify Basic Summary to save your changes. Your changes will appear in the OPAC view.
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.
Click the Subscriptions tab.
Beneath the subscription, click Captions and Patterns, and right-click or click Actions for Selected Row → Add Caption/Pattern.
The ID and Creation Date will fill in automatically.
Click the Unset entry beneath Type. A drop down menu will appear. Choose the type of caption and pattern that you want to create, and click Apply.
Click the Unset entry beneath Active. A drop down menu will appear. Choose Yes if you want to activate the caption and pattern. Click Apply.
Click the Unset entry beneath the Pattern Code (temporary) field if you want to create the pattern code by hand. If you want to create it automatically, click Pattern Code Wizard in the lower right corner.
Follow the steps for using the pattern code wizard.
Click Apply.
Click Create Caption and Pattern(s).
To edit a caption/pattern, select the caption/pattern in the tree on the left side of the screen. You can edit the following categories: - Type – Change the type of the caption/pattern. - Acitve – Activate or deactivate the caption/pattern. - Pattern Code – Edit the contents of the field, or click the Pattern Code Wizard to create a new pattern code.
After you edit the subscription, click Modify Caption and Pattern(s) to save the changes.
The Issuances tab enables you to manually create an issue in the ILS. The ILS will use the initial issue that you manually create to predict future issues.
Click the Subscriptions tab.
Beneath the subscription, click Issuances, and right-click or click Actions for Selected Row → Add Issuance.
The fields in the first column will fill in automatically after you have created the issuance.
Click the Unset link in the Holding Code field, and manually enter a holding code. Click Apply.
Click the Unset link in the Caption/Pattern field. Select a caption/pattern from the drop down menu. Click Apply.
Enter the Date Published of the issuance that you are editing. Enter the date in YYYY-MM-DD format. If you are creating one manual issue before automatically predicting more issues, then this date should be the date that you want to enter before the prediction starts. Click Apply.
Click in the Issuance Label field to name the issuance. 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. Click Apply.
Click Create Issuance in the lower right corner to save your changes.
A confirmation message appears. Click OK.
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.
Receive items in the Items tab. From this interface, you can receive items, edit item attributes, and delete items.
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.
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.
In this pop up box, you can view the Item ID, Status, Distribution, and Shelving ID. These are generated by Evergreen. However, you may need to edit an item’s Date Expected or Received.
To edit item attributes, select the item(s) that you want to edit, and click Actions for Selected Rows → Edit Item Attributes.
Edit the attributes that appear. When you are finished, click Modify Item(s).
The binding mode applies the binding template, which is defined in the distribution (see simplesect 2 for more information), to units that should be bound.
Select the the branch that will receive the items from the drop down box.
To bind items, click the Bind radio button. Items that have been received will appear in the top half of the screen.
Select the current working unit.
Select the issues that you want to bind, and click Receive/Move Selected.
In the bottom half of the screen, you can view the items that you have bound together.
If you want to view all items, including those that have not been received, in the top half of the screen, click the check box adjacent to Show All.