Checking In Serials

When you receive serial issues or 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. parts from the supplier, you check in the issue or part. You can check in any issue or part that has a status of Expected, Pending Claim, or Claimed.

If you set up a publication pattern in the Serial Holdings Record for the title, and you choose to generate issues or parts, they display in the Serial Check In workform. You can predict more expected issues or parts under this publication pattern from the Check In workform, and you can add issues or parts that arrive unexpectedly. When you check in a standing order part, you can either link to an existing bibliographic record or, if no title exists in the database, you can manually create a new bibliographic record.

You can check in serial issues and standing order parts from the Issue or Standing Order Part workform, the Check In workform, the Polaris Find Tool, and any linked list box that displays the issues or parts. Multiple issues can be checked in at once from the Find Tool or Check In workform.

If the Generate Item Records at Check In and the Prompt for barcode at Check In boxes are checked in the publication pattern, the barcode prompt appears, and you can scan in a barcode. The prompt may also include a box for the serial issue’s price, if the Enter unit price at serials check-in parameter is set to Yes in Polaris Administration. The Generate Item Records at Check In may also be enabled without the Prompt for barcode at Check In. If this is done, an issue’s linked item will be automatically generated behind the scenes.

Note:
During Serials check-in, if the System Administration Permission Override invalid item barcode message: Allow is enabled in Cataloging, an alert appears if an invalid item (format) barcode is scanned.