UKCS+Serials+Control

Importance || Compliance || NB: This section covers ongoing control of serials, i.e. check-in, claiming, routing and binding. Bibliographic record creation for serials is covered in 2 above; ordering, subscription control, invoicing and fund maintenance is covered in 5 above || || || The system must provide for ongoing control of serial issues with regard to: || || || check-in || || || claiming || || || routing || || || binding || || || The system must allow for site-specific check-in, displaying only ‘their’ issues for check-in || || || It must be possible to access directly the following information attached to a serial title: || || || receipt details || || || claims details || || || routing details || || || binding details || || || invoice details || || || The system must display latest issue information on the OPAC and update serial holdings data automatically || || || The system must: || || || allow access to serial records by the following keys: || || || title || || || ISSN || || || issue barcode || || || offer the option to show several expected/outstanding issues as well as just the next expected issue || || || allow the creation of free-text notes at both title and issue level || || || display notes at point of check-in || || || allow for check-in of non-standard issues, including: || || || supplements || || || special issues || || || parts received out of sequence || || || combined and double-numbered issues || || || duplicates || || || indexes || || || allow staff to ‘unreceive’ an issue receipted in error || || || alert staff to gaps in receipted issues at point of check-in || || || The system must: || || || provide the facility to predict a wide range of publication patterns in terms of number of issues per week, per month, per year or over several years (biennial, triennial etc) || || || allow patterns to support irregular but predictable publications such as combined issues, supplements and indexes || || || handle irregular and unpredictable publications  ||  ||  || allow for changing the prediction pattern within a subscription year || || || allow for stopping or suspending prediction for an individual title || || || accommodate delays of any duration between nominal and actual date of publication || || || support at least four levels of enumeration || || || allow any combination of numeric, alphanumeric or date descriptors || || || allow for volumes commencing at any time during the year || || || allow for volumes covering more than one year || || || allow for multiple volumes within a year || || || allow for both continuous and restart issue numbering within volumes || || || provide the option either to require a subscription renewal before parts are predicted for the next subscription period, or to allow subscriptions/predictions to roll over without manual intervention || || || The system must: || || || generate claims based on predicted expected issue date together with library-defined claim period (by title or supplier) || || || allow prior review of claims by staff || || || generate claims for skipped issues automatically on receipt of subsequent issues || || || allow for linking to e-mail/fax functions for sending of claims by these methods rather than print/EDI || || || allow for supplier reports to be added to issues claimed; amendment of delivery date should reset the claims cycle || || || Claim formats and claim messages must be library-defined || || || The system must: || || || allow the creation and maintenance of routing lists for specific copies of individual titles using the borrower file || || || allow lists of titles/recipients to be edited on an individual or global basis || || || alert staff to a routing list at check-in || || || allow printing of routing lists at check-in, either on an individual basis or at the end of a check-in session || || || alert staff to routed issues not returned || || || Format of routing slips must be library-defined || || || The system must: || || || flag and identify items ready for binding according to library-defined requirements || || || hold binder details and instructions || || || record items at binding (issue, return, overdue) || || || offer financial controls for binding || || ||
 * =1.= || == == || ==Serials control== ||
 * || ==== ==== || ====General==== || || ||
 * ===R1 === || ||
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 * ===R3 === || ||
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 * ===R6 === || ||
 * ===R7 === || ||
 * ===R8 === || ||
 * ===R9 === || ||
 * ===R10 === || ||
 * ===R11 === || ||
 * || ==== ==== || ====Check-in==== || || ||
 * ===R12 === || ||
 * ===R13 === || ||
 * ===R14<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
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 * ===R16<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R17<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R18<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R19<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R20<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R21<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R22<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R23<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R24<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R25<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R26<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * || ==== ==== || ====Prediction of issues==== || || ||
 * ===R27<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R28<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R29<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R30<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R31<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R32<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R33<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R34<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R35<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R36<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R37<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R38<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R39<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * || ==== ==== || ====Claiming==== || || ||
 * ===R40<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R41<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R42<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R43<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R44<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R45<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * || ==== ==== || ====Routing==== || || ||
 * ===R46<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R47<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R48<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R49<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R50<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R51<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * || ==== ==== || ====Binding control==== || || ||
 * ===R52<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R53<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R54<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R55<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||