South Dakota Library Network

ALEPH SerialsSubscription Records & Prediction Patterns

South Dakota Library Network1200 University, Unit 9672Spearfish, SD 57799www.sdln.net

© South Dakota Library Network, 2012©Ex Libris (USA), 2010Modified for SDLNVersion 20.01

Subscription Records

Add subscription records – search, push to serials

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Locate the title youwish to work with bysearching in the search tab, and ‘push’ the record to serials by clicking .

Subscription Records

Add subscription records – subscription tab

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Pushing the record to serials will take you to the serials tab. Inthe navigation pane, highlight subscription list.

Subscription records

Add subscription records – click Add

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Click Add to create a subscription record

Subscription Records

Add subscription records – choose HOL record

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Select the appropriate holding record using the drop down menu next to the Hol. Link field, and clickRefresh

Subscription RecordsAdd subscription records – information from HOL record

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Various fields will be populated with information fromthe holdings record, such as sublibrary, collection and callnumber

Subscription Records

Add subscription records – required information

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●Sublibrary●From Date●To Date●Item Status●Vendor Code

Subscription Records

Add subscription records – Tab 3, Claims

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Tab 3 contains claiming information. There are no required fields on this screen. Add information as desired and click Add to add the subscription record.

Prediction Patterns

Add prediction patterns – patterns node

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To add a prediction pattern to the subscription record, with the record on the screen highlight the Patterns node under the Control root. Do NOT use the patterns node under the subscription root.

Prediction Patterns

Add prediction patterns – click Add

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In the upper pane, click Add to add a prediction pattern tothe subscription record.

The system will ask you which library to attach the pattern record.Pattern records should be attached to the holdings record, andyou should always select the holdings record number in theSYS60 library.

**Note: if you do not receive this dialog box, a holdings recordlikely does not exist. Create a holdings record beforeproceeding.

Prediction Patterns

Add prediction patterns – HOL record

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Prediction Patterns

Add prediction patterns – pattern tab (tab 3)

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The pattern tab (tab 3) becomes active in the lower pane.use Template to select an appropriate pattern record from thelist of templates.

Prediction Patterns

Add prediction patterns - template

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Highlight the desired template in the upper pane of the ChoosePattern Template File window and click OK. **Note the corresponding 85x field will display in the lower pane of thedialog box.

Prediction Patterns

Add prediction patterns - template

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The template will populate various fields in the pattern tabautomatically that correspond with the chosen pattern. Makeany adjustments that may be necessary and click Add.

Prediction Patterns

Add prediction patterns – Level X

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Click on the Level-X tab (tab 2) in the upper pane and click Add. The Level-X record indicates the starting point atwhich the subscription record should begin creating issues forarrival.

Prediction PatternsAdd prediction patterns - template

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Select template and choose the same option as the pattern record. The system will populate the required fields with information that can be altered to fit your needs. This way you can assure that no fields are accidentally skipped.

Prediction Patterns

Add prediction patterns – update Level X

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Update the Level-X record with the enumeration and chronology for the next volume or cycle that will be opened, as well as the start date. When finished, click Add.

Prediction PatternsAdding prediction patterns – expected issues

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You can view the details of the issue item records that will begenerated by clicking on the Expected Schedule tab (tab 5) inthe lower pane. A preview of the next cycle to be opened isdisplayed. If this information is incorrect or otherwise in need offurther modification, click on the pattern or level-x tab and make corrections.

Prediction Patterns

Add prediction patterns – open items

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Clicking Open Items creates an item record for each issue of thevolume. When item records are created, the system willautomatically update the 85x field for the next cycle. Note thevolume currently being opened is 78.

Prediction Patterns

Add prediction patterns – next cycle

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After opening the first cycle of items, you’ll notice the expectedschedule now holds items for volume 79.