Create a Publication Pattern Template

To set up a serial publication pattern template:

  1. Select Serials > Templates > Publication Pattern from the Shortcut Bar.

The Publication Pattern Template Manager workform appears.

Tips:
Expand the Publication Pattern Manager by dragging the bottom right corner of the workform.
Widen a column by dragging the border of the column header.
Filter the list by selecting a creator or frequency.
Sort the list by clicking the column header.
Quickly locate a template by placing the cursor in the list and typing the first letter of the template name.

  1. Select File > New, or click the New button.

The Create Publication Pattern Template - Enumeration and Chronology dialog box appears.

  1. Define the publication pattern 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. and 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., and click Next. See Establish chronology and enumeration.

The Create Publication Pattern Template - Regularity Pattern dialog box appears.

  1. Specify the publication regularity, and click Next. See Set up the serial publication pattern regularity.

The Create Publication Pattern Template - Prediction Results dialog box appears.

  1. Review the predicted issues to make sure the results are what you expected. See Review a publication pattern’s prediction.

Note:
If the results are not what you expected, click Back to go back and change the prediction pattern.

  1. If you want a note to appear next to this template in the Publication Pattern Template Manager list, type up to 512 characters in the Note box.
  2. Type a name for the template in the Template name box.
  3. Click Finish.

The publication pattern template is saved and will appear in the list of templates when you create a new pattern in a serial holdings record.