Serials Control View -------------------- As of Evergreen 2.4, the Serial Control View incorporates the Alternate Serial Control interface in the Subscription editor. Serial Control View enables you to manage serials in a single tabbed interface. This view also enables you to bind units. Serial Control View consists of five tabs: Items, Units, Distributions, Subscriptions, and Claims. Units and Claims are not functional in 2.4. Create a Subscription ~~~~~~~~~~~~~~~~~~~~~ A subscription is designed to hold all information related to a single serial title. Therefore, each library is likely to have only one subscription per serial title. image::media/scv-combined-sub.png[Subscription] . Click the *Subscriptions* tab. . In the tree on the left, select the branch that will own the subscription. . Right-click to show the *Actions* menu, or click *Actions for Selected Row*, and click *Add Subscription*. . Enter the date that the subscription begins in the Start Date field. . Enter the date that the subscription ends in the End Date field. This field is optional. . Enter the difference between the nominal publishing date of an issue and the date that you expect to receive your copy in the Expected Date Offset field. For example, if an issue is published the first day of each month, but you receive the copy two days prior to the publication date, then enter -2 days into this field. . When finished, click *Save*. Or to exit the editor without saving, click *Cancel*. [NOTE] You can add notes to the subscription by clicking *View/Edit Notes*. These notes can also be accessed from the Items tab by right-clicking on an item and choosing *View Sub. Notes*. Also, the Notes column in the Items tab displays the total notes of each kind (Item notes, then Distribution notes, then Subscription notes). Create a Distribution ~~~~~~~~~~~~~~~~~~~~~ Distributions indicate the branches that should receive copies of a serial. Distributions work together with streams to indicate the number of copies that should be sent to each branch. From the new combination Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ image::media/scv-combined-dist.png[Distribution] . Choose a subscription from the list on the left . In the panel on the right, click the *Distributions* tab . Click the *New Distribution* button . Enter your desired label in the Label field. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field. . Select a Holding Library from the drop down menu. The holding library is the branch that will receive the copies. . Select a Display Grouping . Choose a Legacy Record Entry to attach to this serial record. The Legacy Record Entry contains the MFHD records that are attached to the bib record if the owning library is identical to the distribution's holding library. A distribution can thus be an extension of an MFHD record. . Select a copy template from the Receive Unit Template drop down menu. This menu is populated with the copy templates that you created in Copy Template Editor. . Select a Summary method. This determines how the Holdings Summary will treat the Legacy Record Entry (i.e. MFHD record) in relation to the Serial Control holdings data. * Add to record entry - Displays the MFHD holdings summary first, followed by the summary generated from the Serial Control received issues * Use record entry only - Displays only the MFHD holdings summary * Do not use record entry - Displays only the holdings summary generated from Serial Control received issues * Merge with record entry - Merges the two holdings summaries into a single statement . Enter a Unit label prefix. This information will display in Serial Control View when the items are received, but it does not print in the Spine Label printing interface. . Enter a Unit label suffix. This information will display in Serial Control View when the items are received, but it does not print in the Spine Label printing interface. . Click the *Save* button to finish. [NOTE] Label, Holding Library, and Receive Unit Template are required fields when creating a distribution. [NOTE] Streams are created automatically in the Serial Control View. For information on using Streams in the combination Serial Control View, see link:_creating_a_stream.html[Creating a Stream]. From the original Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ image::media/scv-distr.png[Distribution] . Click *Distributions* beneath the subscription from the tree on the left. Right click to show the *Actions* menu, or click *Actions for Selected Rows*, and click *Add distribution*. . Apply a new label to the distribution. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field. . Select a Summary method. This determines how the Holdings Summary will treat the Legacy Record Entry (i.e. MFHD record) in relation to the Serial Control holdings data. * Add to record entry - Displays the MFHD holdings summary first, followed by the summary generated from the Serial Control received issues * Use record entry only - Displays only the MFHD holdings summary * Do not use record entry - Displays only the holdings summary generated from Serial Control received issues * Merge with record entry - Merges the two holdings summaries into a single statement . Apply a prefix to the spine label if desired. This information will display in Serial Control View when the items are received, but it does not print in the Spine Label printing interface. . Apply a suffix to the spine label if desired. This information will display in Serial Control View when the items are received, but it does not print in the Spine Label printing interface. . The holding library is filled in by default and is the library to which you attached the subscription. . The Legacy Record Entry contains the MFHD records that are attached to the bib record if the owning library is identical to the distribution's holding library. A distribution can thus be an extension of an MFHD record. Select the MFHD record from the drop down menu. . The Receive Call Number field is empty until you receive the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu. . The Bind Call Number field is empty until you bind the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu. . Receive Unit Template - The template that should be applied to copies when they are received. Select a template from the drop down menu. . Bind Unit Template - The template that should be applied to copies when they are bound. Select a template from the drop down menu. . When finished, click *Create Distribution(s)* in the bottom right corner of the screen. . A confirmation message appears. Click *OK*. [NOTE] You can add notes to the distribution by clicking *Distribution Notes*. These notes can also be accessed from the Items tab by right-clicking on an item and choosing *View Dist. Notes*. Also, the Notes column in the Items tab displays the total notes of each kind (Item notes, then Distribution notes, then Subscription notes). Create Captions and Patterns ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ From the new combination Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ The Captions and Patterns wizard allows you to enter caption and pattern data as it is described by the 853, 854, and 855 MARC tags. These tags allow you to define how issues will be captioned, and how often the library receives issues of the serial. . In the panel on the right, click the *Captions and Patterns* tab. . Click *Add New*. . In the Type drop down menu, select the MARC tag to which you would like to add data. . In the Pattern Code text box, you can enter a JSON representation of the 85X tag by hand, or you can click the *Wizard* to enter the information in a user-friendly format. . The Caption and Pattern is Active by default. You can deactivate it at any time by unchecking the box and clicking *Save Changes*. Only one active caption and pattern is allowed per type. . Click *Save Changes* to finish. . To delete a pattern, simply click the red X button. From the original Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ . Click *Captions and patterns* beneath the subscription from the tree on the left. Right click to the show the *Actions* menu, or click *Actions for Selected Rows*, and click *Add Caption/Pattern*. . Apply a type, which can be for basic subscription, supplements, or indices . Apply active. Only one active caption and pattern is allowed per type . In the Pattern Code box, you can enter a JSON representation of the 85X tag by hand, or you can click the Pattern Code Wizard to enter the information in a user-friendly format. Use the Pattern Code Wizard ^^^^^^^^^^^^^^^^^^^^^^^^^^^ The Pattern Code Wizard enables you to create the caption of the item and add its publication information. The Wizard is composed of five pages of questions. You can use the Next and Previous navigation buttons in the top corners to flip between pages. To add a pattern code, click *Wizard*. Page 1: Enumerations ++++++++++++++++++++ image::media/cap-wiz-num.jpg[Enumeration] . To add an enumeration, check the box adjacent to Use enumerations.. The enumerations conform to $a-$h of the 853,854, and 855 MARC tags. . A field for the First level will appear. Enter the enumeration for the first level. A common first level enumeration is volume, or "v." . Click *Add Enumeration*. . A field for the Second level will appear. Enter the enumeration for the second level. A common first level enumeration is number, or "no." . Enter the number of bibliographic units per next higher level. This conforms to $u in the 853, 854, and 855 MARC tags. . Choose the enumeration scheme from the drop down menu. This conforms to $v in the 853, 854, and 855 MARC tags. + [NOTE] You can add up to six levels of enumeration. + . Add Alternate Enumeration if desired. . When you have completed the enumerations, click *Next*. Page 2: Calendar ++++++++++++++++ image::media/cap-wiz-cal.jpg[Enumeration] . To use months, seasons, or dates in your caption, check the box adjacent to Use calendar changes. . Identify the point in the year at which the highest level enumeration caption changes. . In the Type drop down menu, select the points during the year at which you want the calendar to restart. . In the Point drop down menu, select the specific time at which you would like to change the calendar . To add another calendar change, click *Add Calendar Change*. There are no limits on the number of calendar changes that you can add. . When you have finished the calendar changes, click *Next*. Page 3: Chronology ++++++++++++++++++ image::media/cap-wiz-chron.jpg[Chronology] . To add chronological units to the captions, check the box adjacent to Use chronology captions. . Choose a chronology for the first level. If you want to display the terms such as "year" and "month" next to the chronology caption in the catalog, then check the box beneath Display in holding field. . To include additional levels of chronology, click *Add Chronology Caption*. Each level that you add must be smaller than the previous level. . After you have completed the chronology caption, click *Next*. Page 4: Compress and Expand Captions ++++++++++++++++++++++++++++++++++++ image::media/cap-wiz-freq.jpg[Compress or Expand] . Select the appropriate option for compressing or expanding your captions in the catalog from the compressibility and expandability drop down menu. The entries in the drop down menu correspond to the indicator codes and the subfield $w in the 853 tag. Compressibility and expandability correspond to the first indicator in the 853 tag. . Choose the appropriate caption evaluation from the drop down menu. . Choose the frequency of your publication from the drop down menu. For irregular frequencies, you may wish to select use number of issues per year, and enter the total number of issues that you receive each year. However, in the . 0 release, recommended practice is that you use only regular frequencies. Planned development will create an additional step to aid in the creation of irregular frequencies. . Click *Next*. Page 5: Regularity Information ++++++++++++++++++++++++++++++ image::media/cap-wiz-chan.jpg[Changes] . If needed, check box for Use specific regularity information . Choose the appropriate information for combined, omitted or published issues . Choose the appropriate frequency and issue . Add additional rows as required Page 5: Finish Captions and Patterns ++++++++++++++++++++++++++++++++++++ . To complete the wizard, click *Create Pattern Code*. . Return to Subscription Details. . Confirm that the box adjacent to Active is checked. Click *Save Changes*. The row is now highlighted gray instead of orange. Creating an Issuance ~~~~~~~~~~~~~~~~~~~~ The Issuances function enables you to manually create an issue. Evergreen will use the initial issue that you manually create to predict future issues. From the new combination Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ image::media/scv-combined-iss.png[Issuance] . In the panel on the right, click the *Issuances* tab. . Click *New Issuance*. . The Subscription, Creator, and Editor fields contain subscription and user IDs, respectively. These fields are disabled because Evergreen automatically fills in these fields. . Enter a name for this issuance in the Label field. There are no limits on the number of characters that can be entered in this field. You may want to enter the month and year of the publication in hand. . Enter the Date Published of the issuance. If you are creating one manual issue before automatically predicting more issues, then this date should be the date of the most current issue before the prediction starts. . Select a Caption/Pattern from the drop down menu. The numbers in the drop down menu correspond to the IDs of the caption/patterns that you created. . The Holding Type appears by default and corresponds to the Type that you selected when you created the Caption/Pattern. . In the holding code area of the New Issuance dialog, click *Wizard*. The Wizard enables you to add holdings information. . Enter the volume of the item in hand in the v. field. . Enter the number of the item in hand in the no. field. . Enter the year of publication in the Year field. . Enter the month of publication in the Month field if applicable. You must enter the calendar number of the month rather than the name of the month. For example, enter 12 if the item in hand was published in December. . Enter the day of publication in the day field if applicable. . Click *Compile* to generate the holdings code. . Click *Save* to finish. From the original Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ image::media/scv-iss.png[Issuance] . Click *Issuances* beneath the subscription from the tree on the left. Right click to show the *Actions* menu, or click *Actions for Selected Rows*, and click *Add Issuance*. . As of Evergreen 2.2, the Issuance editor is the same as mentioned above in the new combination view. Generate Prediction ~~~~~~~~~~~~~~~~~~~ . Select the Subscription in the tree on the left. . Right-click to show the *Actions* menu, or click *Actions for Selected Row*, then click *Make predictions*. . A pop up box will ask you how many items you want to predict. Enter the number, and click *OK*. . A confirmation message will appear. Click *OK*. . To view the predicted issues, select a Subscription from the tree on the left, then click the *Issuances* tab in the panel on the right.