Creating Item Records during Serials Check-in

To create item records during serials check-in, you must be assigned the following permissions:

  • 122 (Create item records)
  • 077 (Serials checkin)

See Permissions Used by Sierra for more information.

Settings for your login control:

  • the ability to create item records during serials check-in
  • the default location assigned to new items
  • whether the Check-in Box dialog displays
  • whether a prompt to claim late issues displays after checking in a serial

See the Setup Tab for more information.

To create item records for each copy of a serial during check-in:

  1. Choose Serials Checkin from the Function list.
  2. Retrieve the checkin card.
  3. Select the Create item check box at the top of the checkin card.

The default setting of the Create item check box depends on the setting of the Create item during check-in option in the checkin card parameters (see Editing Checkin Card Parameters).

  1. Check in the issue.
  2. If the serial has multiple copies, enter the number of copies for which you want to create an item record.
  3. Follow the steps described in Entering Data into New Records.

See also:
New Records Settings
Creating Item Records for Serials Issues
Duplicate Checking
Managing Templates for New Records
Variable-length Fields
Fixed-length Fields