Set Up Serials Claiming Notification

To specify how claim notices will be sent for serials issues or parts that are not received as expected:

Important:
If your serials claiming is centralized, set up notification at the system level. If your serials claiming is decentralized, set up notification at the library or branch level.

  1. In the Administration Explorer tree view, expand the organization’s folder.
  2. Select Parameters and click the Notification tab.
  3. Double-click Notification options.

The Notification options - General tabbed page appears.

  1. Select the Serial tab.

Note:
To generate claim notices for a supplier, the Claim Notice box must be checked in the Supplier record.

  1. Select the Serial claim checkbox.
  2. Select the method by which you want to generate and send claim notices in the Notification method box.

Note:
If you want the claim notice method set in supplier records to control how notifications are sent, make sure you select all the possible notification methods on the General tab, and then set the Notification method to Supplier Preference on the Serial tab.

  1. Select Automatic claiming to have a claim notice sent out automatically when an issue or part is eligible to be claimed.
  2. In the following fields, type the contact information for the library staff member who handles serials claims:
    • Contact name
    • Department name
    • Phone number
    • Email address
  3. In the Return address box, select the library whose return address should be used on the serial claim notices.
  4. To include the claim reason on serial claim notices, select Include Claim Reason. The claim reason comes from the Reason box in the Claims view of the Issue record.
  5. To include a claim note, select Include Claim Note. The claim note comes from the text in the Note box in the Issue record.

Note:
If the Subscription ID has been entered in the Serial Holdings Record - Orders view, it appears on the claim notice.

  1. Click Save to save the notice settings you entered.

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