Specify the Publication Pattern for a Serial Title

To specify the publication pattern for a serial title:

  1. Click  in the Publication Patterns toolbar of the Serial Holdings Record workform or press Ctrl+Shift+N.

The Create Publication Pattern - Pattern Options wizard appears.

  1. Select a category in the Category box to indicate that the publication pattern is for the basic bibliographic unit, a supplement, or an index.

Note:
You can have multiple runs for the Basic Bib, Index and/or Supplement with the same or different publication patterns.

Tip:
You can have different publication patterns for different categories of the same serial title. For example, you can indicate a frequency of Monthly for the basic bibliographic unit and Annual for the supplement.

  1. Type or select a date when you want the publication pattern to begin in the Start date box.

Note:
The Start date is the current date if you are not using a publication pattern template. If you are using a publication pattern template, the Start date is the template’s start date and should not be changed. See Use a template to create a publication pattern.

  1. To specify a date for the publication pattern to end, type or select a date in the End date box. An end date is not required.
  2. In the Arrival pattern boxes, type the number of days and select before or after to indicate the amount of time between the publication date and the date the issue is expected in the library. The arrival pattern is used to calculate the expected arrival date.
  3. To prepare the issues of this serial holdings record for circulation as they are received, select the Generate item records at check-in box.

Important:
You must create a serial item template before you can create serial items automatically. See Create a serial item template.

  1. If barcodes are applied and should be scanned at check-in, select the Prompt for barcode on check-in box.

Note:
The prompt for the barcode also includes a box for the issue unit price if the Serials parameter Enter unit price at serials check-in is set to Yes. If the parameter is set to No, when you check in a serial issue, the cursor goes to the barcode field, and you can scan in the barcode. If the parameter is set to Yes, when you check in a serial issue, the cursor goes to the price field. See Setting Up the Check In Prompt.

  1. If you want the issues and the item records created from the issues to have a price, type the price per issue in the Unit price box.
  2. If the category type is supplement or index, indicate the type in the Type of supplement or index box.
  3. Type the number of issues or parts you want to predict in the Number of issues/parts to predict box.

Note:
The number of issues or parts that will be predicted also depends on the publication pattern, including the start and end dates. The default (50) is the maximum number of issues or parts that can be predicted.

Tip:
The retention information and public note in the serial holdings record display in the PAC at the branch level. If you have multiple serial holdings records for the same title and branch, but they are retained for different periods based on the collection, use the textual holdings notes to indicate the collection-specific retention.

  1. If you want to record and display other holdings information, type the textual holdings in the Textual Holdings box. You can use this box for retrospective holdings information (the physical serial issues/parts your library holds for which there are no records in Polaris). Example: v. 36-49 (1961-1994). Incomplete vols. unbound. Some issues missing.

Note:
The textual holdings and the textual holdings public note display in the public access catalog after the serial holdings record public note, if there is one. The serial holdings record public note is at the branch level. See Displaying Serial Titles in the PAC.

  1. To enter a public note, type it in the Public note box.
  2. To enter a note that is displayed for staff only, use the Non-public note box.
  3. Click Next, and follow the steps in Establish chronology and enumeration  and in Set up the serial publication pattern regularity.