9.3. Serials Administration

For information on creating a copy template, go to the Copy Template Serials page.

To modify a Serial Copy Template:

To delete a Serial Copy Template:

1. Click New Record in the upper-right hand corner. A dialog box called Prediction Pattern Template will appear.
2. Assign a Name to the template, such as "Monthly", to create a monthly publication pattern.

3. Next to Pattern Code click Pattern Wizard. The Prediction Pattern Code Wizard will appear. This wizard has five tabs that will step you through creating a prediction pattern for your publication.

   1. Enumeration Labels

      1. If the publication does not use enumeration and instead only uses dates, select the radio button adjacent to Use Calendar Dates Only and click Next in the upper right-hand corner and go to b. Chronology Display in this document.
      2. If the publication uses enumerations (commonly used), select the radio button adjacent to Use enumerations. The enumerations conform to $a-$h of the 853, 854, and 855 MARC tags.
      3. Enter the first level of enumeration in the field labeled Level 1. A common first level enumeration is volume, or "v.". If there are additional levels of enumeration, click Add Level.

      4. A second field labeled Level 2 will appear. Enter the second level of enumeration in the field. A common second level enumeration is number, or "no.".

         1. Select if the second level of enumeration is a set Number, Varies, or is Undetermined.

         2. If Number is selected (commonly used):

            1. Enter the number of bibliographic units per next higher level (e.g. 12 no. per v.). This conforms to $u in the 853, 854, and 855 MARC tags.
            2. Select the radio button for the enumeration scheme: Restarts at unit completion or Increments continuously. This conforms to $v in the 853, 854, and 855 MARC tags.
         3. You can add up to six levels of enumeration.
      5. Check the box adjacent to Add alternative enumeration if the publication uses an alternative enumeration.

      6. Check the box adjacent to First level enumeration changes during subscription year to configure calendar changes if needed. A common calendar change is for the first level of enumeration to increment every January.

         1. Select when the Change occurs from the drop down menu: Start of the month, Specific date, or Start of season.
         2. From the corresponding drop down menu select the specific point in time at which the first level of enumeration should change.
         3. Click Add more to add additional calendar changes if needed.
      7. When you have completed the enumerations, click Next in the upper right-hand corner.

1. Chronology Display

   1. To use chronological captions for the subscription, check the box adjacent to Use Chronology Captions?
   2. Choose a chronological unit for the first level. If you want to display the term for the unit selected, such as "Year" and "Month" next to the chronology caption in the catalog, then select the checkbox for Display level descriptor? (not commonly used).

   3. To add additional levels of chronology for display, click Add level.

      1. Note: Each level that you add must be a smaller chronological unit than the previous level (e.g. Level 1 = Year, Level 2 = Month).
   4. Check the box adjacent to Use Alternative Chronology Captions? If the publication uses alternative chronology.
   5. After you have completed the chronology caption, click Next in the upper-right hand corner.

1. MFHD Indicators

   1. Compression Display Options: 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.
   2. Caption Evaluation: Choose the appropriate caption evaluation from the drop down menu. Caption Evaluation corresponds to the second indicator in the 853 tag.
   3. Click Next in the upper right hand corner.

1. Frequency and Regularity

   1. Indicate the frequency of the publication by selecting one of the following radio buttons:

      1. Pre-selected and choose the frequency from the drop down menu.
      2. Use number of issues per year and enter the total number of issues in the field.

   2. If the publication has combined, skipped, or special issues, that should be accounted for in the publication pattern, check the box adjacent to Use specific regularity information?.

      1. From the first drop down menu, select the appropriate publication information: Combined, Omitted, or Published issues.
      2. From the subsequent drop down menus, select the appropriate frequency and issue information.
      3. Add additional regularity rows as needed.
      4. For a Combined issue, enter the relevant combined issue code. E.g., for a monthly combined issue, enter 02/03 to specify that February and March are combined.
   3. After you have completed frequency and regularity information, click Next in the upper-right hand corner.

1. Review

   1. Review the Pattern Summary to verify that the pattern is correct. You can also click on the expand arrow icon to view the Raw Pattern Code.
   2. If you want to share this pattern, assign it a name and select if it will be shared with your library, the system, or across the consortium.
   3. Click Save.

1. Back in the Prediction Pattern Template dialog box, select the Owning Library, which will default to the workstation library.
2. If you want to share the template, set the Share Depth to indicate how far out into your consortium the template will be shared.

1. The Prediction Pattern will now appear in the list of templates and can be used to create predictions for subscriptions.

Prediction Patterns can be edited after creation as long as all predicted issues have the status of "Expected". Once an issue is moved into a different status, the Prediction Pattern cannot be changed.