Circulating Periodicals

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Procedures for Creating/Maintaining Item Records for Circulating Periodicals

These procedures are to be done by the Periodicals staff.

Currently this is only being done at Weiner Library as a pilot program involving 10-12 titles.


Initial Setup

Needs to be done once for each title that will circulate:

Acquisitions > Check-In > Serials Maintenance > Search for Title > Component Details

Check: Create Items

Enter: Default Item Type (FDU Periodicals Circ)

Click “Save”

Select next title and repeat.


Ongoing Procedures

Adding Items to Circulating Issues:

Acquisitions > Check-In > Serials History > Search for Title > Receipt History

Select issue and click on “+” sign to expand hierarchy

Select 2nd (lower) level of the hierarchy

Click on “Item…” button

Item record will pop-up.

Add barcode and click on Sailboat (to save)

Select next issue and repeat.


Deleting Items when Issues are Discarded:

Acquisitions > Check-In > Serials History > Search for Title > Receipt History

Select issue and click on “+” sign to expand hierarchy

Select 2nd (lower) level of the hierarchy

Click on “Item…” button

Item record will pop-up.

Click on the red “X” (to delete)

Select next issue and repeat.

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