Checking in Serials
The process of checking in an issue is:
- Create a bibliographic record if none exists.
- Create (or retrieve) a checkin record
- Create (or retrieve) a checkin card.
- Choose Serials Checkin from the Function list.
- Choose a Print Label option.
- Choose an Update Holdings option.
- Check in the issue.
Checking in an Issue
The Undo and Redo options in the Tools menu can be used before you exit a record to undo and redo changes. You cannot undo item record creation or stop print jobs.
To check-in an issue:
- Retrieve the checkin card.
- Sierra selects the current box in the checkin card by default. If you want to check in other issues, select the boxes for those issues.
- Choose the Check In button in the Card tab (or press C) to check in the issue. The system changes the checkin card box Status to "ARRIVED".
If the Copies field of the checkin record is set to '0', the Status will not be changed and a warning will display. Enter the correct number of copies in the checkin record before checking in the issue. See Editing Records for more information.
- If your library maintains counts of the number of pieces received in the PCOUNT field, enter this information in the Pieces Received dialog (see Counting Pieces Received for more information).
- Fill in the necessary fields on the Check-in Box dialog, including Copies received, and choose OK. If the record you are checking in has an UPDCNT value of 'j' through 'r', a box to specify the number of pieces received appears beneath the Copies received box.
If checking in multiple issues, Sierra displays a separate Check-in Box dialog for each issue. Repeat this step for each issue you are checking in.
Note that this dialog displays if either:
- your login is configured with the Always show check-in dialog option selected in the Setup tab
- the box for the issue you are checking in lacks a Cover date or Enumeration levels
- If the serial has multiple copies, enter the number of copies received in the Copies to Check In dialog. Sierra changes the checkin card box Status to "ARRIVED" or "PARTIAL", depending on how many copies you checked in.
- If you are printing labels and you have not already selected a Label printer, the system asks you to Choose a printer from the Select a Printer dialog.
- If you are creating items during checkin, create the item record now.
- If you are updating holdings during checkin, choose Always or Always with dialog from the Update Holdings pulldown menu. Choosing Always with dialog displays the Edit LibHas dialog. See Updating Holdings During Serials Checkin for more information.
- Choose the Close button to return to the search window and start a new search, or choose the Browse button to return to the search window and retain your previous results. If prompted, choose Yes to save the record.
Depending on your settings, Sierra also might prompt you to claim late issues. See Claiming Late Issues for more information.