Add Irregular Serial Issues/Parts at Check-In

The arrival of most serial issues or parts can be predicted using the publication pattern in the serial holdings record. However, some serial issues or parts cannot be predicted because their publication pattern is too irregular or complex to accurately predict an expected arrival date. For the irregular serials, you can manually add issue/part records in advance of the expected arrival of the physical piece:

To add a subscription issue 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. part for an irregular publication pattern:

  1. Display the Subscription Check In workform or the Standing Order Check In workform for the serial to which you want to add an issue or part.
  2. Select Tools > Add Issue/Part.

If there is more than one publication pattern associated with this serial title, a dialog box lists the publication patterns.

  1. If the Publication Patterns dialog box appears, select the publication pattern for the serial issue or standing order part, and click OK.

Tip:
You can wait until you check in the part to create the bibliographic record. The Create Part Bibliographic Record dialog box appears automatically when you check in the part. See Check in issues/parts from the Check In workform.

  1. If you are adding a standing order part, and you know the bibliographic information, select Tools, Add Bibliographic Record, and enter the information in the Create Part Bibliographic Record dialog box.
  2. Click OK.
  3. Select File > Save.

The Serial Issue or Standing Order Part workform appears.

  1. Enter the enumeration The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole. of the new issue in the value column of the Enumeration levels boxes in the Issue/Part workform.
  2. Enter the chronology The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing. of the new issue in the value column of the Chronology levels boxes.

The Chronology date displays the selected chronology levels.

Note:
The read-only Chronology date in the Issue or Part workform is the internal chronology date Polaris uses for displaying the issue or part in the correct order in the PAC. The chronology date always displays as MM/DD/YYYY format, whether or not all three levels of chronology are defined in the publication pattern. The chronology date uses the year selected in the first level of chronology if it is selected, or the current year if the year is not selected. If the month and day are not defined, the chronology date uses the month and day from the publication pattern's start date.

  1. If needed, change the date in the Expected arrival date box.

Tip:
Public notes display in the PAC. For example: This issue does not circulate.

  1. Select View > Notes to display the Notes view.
  2. Type notes in the Public, Non-public, or Non-public/warning boxes that relate to this specific issue.
  3. Select File > Save.

The new issue record is added to the Serial Check In issues or parts list with a status of Expected.

  1. If the record was added because the issue has arrived, check in the issue by selecting Tools > Check-In before closing the Serial Issue workform.