Check in from the Issue/Standing Order Part

To check in from the Issue or Standing Order Part:

Use the Find Tool to search for and select the standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. part or serial issue you want to check in.

The Standing Order Part or Issue workform appears.

Select Tools, Check In from the menu.

If you are checking in a serial issue, the check in is complete. However, you can create an item record for the serial issue if you circulate issues or track their in-house use statistics.

If you are checking in a standing order part, the Create Part Bibliographic Record dialog box appears.

If you checked in a standing order part, complete the Create Part Bibliographic Record dialog box as follows:

Tip:
Do not use articles before title names, such as “The” or “A”. For The Big Apple, enter: Big Apple. The linked MARC record automatically assigns to the Title information (245) the indicators 10 (one-zero).

Link to an existing bibliographic record by clicking Find to search for and select an existing record, or enter the bibliographic record information in the fields (the minimum required is Title) to create a new bibliographic record.
Click OK.

Note:
If you do not want this bibliographic record to display in the PAC, clear the Display in PAC check box.

The bibliographic record is created and saved in the database with a status of Final.

Tip:
The Unit price field is read-only if the Polaris Administration Acquisitions/Serials parameter Enter unit price at serials check-in is set to No. The price will appear if it was set in the publication pattern, but it will be read-only. The cursor will go to the Item barcode field on the Create Item for Issue/Part dialog box where you can scan or type the barcode. See Set the prompt for price at check-in.

If the Enter Barcode dialog box appears, type or scan the barcode number, and click OK.

Note:
If the Generate Item Records at Check In box has been checked in the publication pattern, but not the Prompt for barcode at Check In, the Enter Barcode dialog box does not display. An item is generated at issue check-in.

The issue or part is received, and the following status changes occur:

The issue’s or part’s status is changed to Received.
The status of both the serial holdings record and the linked purchase order line item (if one exists) change to Currently Received.

Related Information

Printing serial labels - If the Polaris Administration Staff Client profile Labels: Automatically generate labels for each SO and SUBS check-in is set to Yes, labels are generated automatically when issues or parts are checked in. See Print a label for a serial issue or part.
Routing issues - If you are checking in a serial issue that is on a route list, a message asks if you want to print a route slip. See Print a route slip.
Uncheck in - If you checked in an issue in error, you can undo the check in. See Uncheck in issues or standing order parts.