View and Edit Serial Holdings Record Header and Details

The Serial Holdings Record (SHR) workform starts with header information. From the header, you can view information about the serial holdings record such as Status, Destination, and ISSN/ISBN. You can select the Bib control number to open the Bibliographic Record workform. You can view serial holdings record properties by hovering your cursor over the i.

You can use the menus in the header to do the following:

• Copy the SHR — Select Actions > Copy.

  Note:
  To make a copy of an SHR, you must have the following permissions:
  Serial Holdings Record: Create
  The required permissions in Leap are different from the required permissions to perform the same action in Polaris Administration (staff client).
  

• Delete the SHR — Select Actions > Delete.

• Return to Serials Check In — Select Links > Serials Check In.

You can also do the following using the Serial Holdings Record workform Details tab:

• Edit Header Information

• Set the Holdings Display

• Create or Edit Linked Publication Patterns

Edit the Header Information

To edit the header information

1. Select Details. The Details section contains all the editable fields displayed in the header.

2. Enter the information for the following fields:

   • Status — Select the overall status for the serial holding. Assigning “Not currently received” as a status disables automatic prediction for this serial holdings record.

   • Destination — Select the branch that will house the series.

   • Collection — Select the collection where the series will be located.

     Note:
     The selections available in the Collection list are dependent on the organization you selected for destination branch.

   • Copy No. — Enter the copy number.

   • Material type — Select the format of the series.

3. To change the Bib control number, select the Find button beside the Bib control number field. The Bibliographic Find Tool opens. For help using the Find Tool, see Using the Find Tool.

   Note:
   Change the Bib control number only if you want to change the links and associations with this SHR, including the links to the subscription record, purchase orders, or invoices.

Set the Holdings Display

To set the holdings display

1. Enter the shelving scheme:

   1. Select a Call Number Scheme.

   2. Enter a Prefix.

   3. Enter a Classification.

   4. Enter a Cutter.

   5. Select Display in PAC if you want this information to appear in PowerPAC and Children's PAC. The display also depends on the retention information you enter. The checked in issues display according to the retention information. For more information, search the staff client help for "Displaying Serial Titles in the PAC."

      Note:
      If you leave Display in PAC cleared, no serial issues display for the title (unless there are linked item records that are set to display).

2. Select completeness and retention information:

   1. Select a Completeness Code that best describes the current state of the series.

   2. Select a Retention Designator.

      Note:
      If you select Retained for a limited period, then select Latest retained or Previous retained and the number of editions, issues, months, supplements, weeks or years of this serial title to retain. If you select Latest retained, the latest publications are retained, including the current one. If you select Previous retained, the previous publications, not including the current ones, are retained.

Create or Edit Linked Publication Patterns

The Publication Patterns table enables you to view and sort the publication patterns linked to the serial holdings record. You can also do the following with a chosen publication pattern: add new, close, reopen, and delete.

To sort publication patterns

• Select the arrow in the header line of each column to sort rows in ascending or descending order.

To view a publication pattern

• See the View and Edit Publication Pattern topic.

To add a publication pattern

• Select + NEW PATTERN.

  The Publication Pattern workform appears.

To close and reopen a publication pattern

• See the Close and Reopen a Publication Pattern topic.

To delete a publication pattern

• See the Delete a Publication Pattern topic.

 

Next, read and enter Notes in the Serial Holdings Record workform.