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ukcs_serials_control [2018/06/26 20:25] (current)
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 +| ====== 1. ====== | =====   ===== | ===== Serials control ===== | Importance\\ | Compliance\\ |
 +| \\ | \\ | NB: This section covers ongoing control of serials, i.e. check-in, claiming, routing and binding. Bibliographic record creation for serials is covered in 2 above; ordering, subscription control, invoicing and fund maintenance is covered in 5 above\\ | \\ | \\ |
 +| \\ | ===   === | === General === | \\ | \\ |
 +| \\ | \\ | The system must provide for ongoing control of serial issues with regard to:\\ | \\ | \\ |
 +| ==== R1 ==== | \\ | check-in\\ | \\ | \\ |
 +| ==== R2 ==== | \\ | claiming\\ | \\ | \\ |
 +| ==== R3 ==== | \\ | routing\\ | \\ | \\ |
 +| ==== R4 ==== | \\ | binding\\ | \\ | \\ |
 +| ==== R5 ==== | \\ | The system must allow for site-specific check-in, displaying only ‘their’ issues for check-in\\ | \\ | \\ |
 +| \\ | \\ | It must be possible to access directly the following information attached to a serial title:\\ | \\ | \\ |
 +| ==== R6 ==== | \\ | receipt details\\ | \\ | \\ |
 +| ==== R7 ==== | \\ | claims details\\ | \\ | \\ |
 +| ==== R8 ==== | \\ | routing details\\ | \\ | \\ |
 +| ==== R9 ==== | \\ | binding details\\ | \\ | \\ |
 +| ==== R10 ==== | \\ | invoice details\\ | \\ | \\ |
 +| ==== R11 ==== | \\ | The system must display latest issue information on the OPAC and update serial holdings data automatically\\ | \\ | \\ |
 +| \\ | ===   === | === Check-in === | \\ | \\ |
 +| \\ | \\ | The system must:\\ | \\ | \\ |
 +| \\ | \\ | allow access to serial records by the following keys:\\ | \\ | \\ |
 +| ==== R12 ==== | \\ | title\\ | \\ | \\ |
 +| ==== R13 ==== | \\ | ISSN\\ | \\ | \\ |
 +| ==== R14 ==== | \\ | issue barcode\\ | \\ | \\ |
 +| ==== R15 ==== | \\ | offer the option to show several expected/​outstanding issues as well as just the next expected issue\\ | \\ | \\ |
 +| ==== R16 ==== | \\ | allow the creation of free-text notes at both title and issue level\\ | \\ | \\ |
 +| ==== R17 ==== | \\ | display notes at point of check-in\\ | \\ | \\ |
 +| ==== R18 ==== | \\ | allow for check-in of non-standard issues, including:​\\ | \\ | \\ |
 +| ==== R19 ==== | \\ | supplements\\ | \\ | \\ |
 +| ==== R20 ==== | \\ | special issues\\ | \\ | \\ |
 +| ==== R21 ==== | \\ | parts received out of sequence\\ | \\ | \\ |
 +| ==== R22 ==== | \\ | combined and double-numbered issues\\ | \\ | \\ |
 +| ==== R23 ==== | \\ | duplicates\\ | \\ | \\ |
 +| ==== R24 ==== | \\ | indexes\\ | \\ | \\ |
 +| ==== R25 ==== | \\ | allow staff to ‘unreceive’ an issue receipted in error\\ | \\ | \\ |
 +| ==== R26 ==== | \\ | alert staff to gaps in receipted issues at point of check-in\\ | \\ | \\ |
 +| \\ | ===   === | === Prediction of issues === | \\ | \\ |
 +| \\ | \\ | The system must:\\ | \\ | \\ |
 +| ==== R27 ==== | \\ | provide the facility to predict a wide range of publication patterns in terms of number of issues per week, per month, per year or over several years (biennial, triennial etc)\\ | \\ | \\ |
 +| ==== R28 ==== | \\ | allow patterns to support irregular but predictable publications such as combined issues, supplements and indexes\\ | \\ | \\ |
 +| ==== R29 ==== | \\ | handle irregular and unpredictable publications ​ \\ | \\ | \\ |
 +| ==== R30 ==== | \\ | allow for changing the prediction pattern within a subscription year\\ | \\ | \\ |
 +| ==== R31 ==== | \\ | allow for stopping or suspending prediction for an individual title\\ | \\ | \\ |
 +| ==== R32 ==== | \\ | accommodate delays of any duration between nominal and actual date of publication\\ | \\ | \\ |
 +| ==== R33 ==== | \\ | support at least four levels of enumeration\\ | \\ | \\ |
 +| ==== R34 ==== | \\ | allow any combination of numeric, alphanumeric or date descriptors\\ | \\ | \\ |
 +| ==== R35 ==== | \\ | allow for volumes commencing at any time during the year\\ | \\ | \\ |
 +| ==== R36 ==== | \\ | allow for volumes covering more than one year\\ | \\ | \\ |
 +| ==== R37 ==== | \\ | allow for multiple volumes within a year\\ | \\ | \\ |
 +| ==== R38 ==== | \\ | allow for both continuous and restart issue numbering within volumes\\ | \\ | \\ |
 +| ==== R39 ==== | \\ | provide the option either to require a subscription renewal before parts are predicted for the next subscription period, or to allow subscriptions/​predictions to roll over without manual intervention\\ | \\ | \\ |
 +| \\ | ===   === | === Claiming === | \\ | \\ |
 +| \\ | \\ | The system must:\\ | \\ | \\ |
 +| ==== R40 ==== | \\ | generate claims based on predicted expected issue date together with library-defined claim period (by title or supplier)\\ | \\ | \\ |
 +| ==== R41 ==== | \\ | allow prior review of claims by staff\\ | \\ | \\ |
 +| ==== R42 ==== | \\ | generate claims for skipped issues automatically on receipt of subsequent issues\\ | \\ | \\ |
 +| ==== R43 ==== | \\ | allow for linking to e-mail/fax functions for sending of claims by these methods rather than print/EDI\\ | \\ | \\ |
 +| ==== R44 ==== | \\ | allow for supplier reports to be added to issues claimed; amendment of delivery date should reset the claims cycle\\ | \\ | \\ |
 +| ==== R45 ==== | \\ | Claim formats and claim messages must be library-defined\\ | \\ | \\ |
 +| \\ | ===   === | === Routing === | \\ | \\ |
 +| \\ | \\ | The system must:\\ | \\ | \\ |
 +| ==== R46 ==== | \\ | allow the creation and maintenance of routing lists for specific copies of individual titles using the borrower file\\ | \\ | \\ |
 +| ==== R47 ==== | \\ | allow lists of titles/​recipients to be edited on an individual or global basis\\ | \\ | \\ |
 +| ==== R48 ==== | \\ | alert staff to a routing list at check-in\\ | \\ | \\ |
 +| ==== R49 ==== | \\ | allow printing of routing lists at check-in, either on an individual basis or at the end of a check-in session\\ | \\ | \\ |
 +| ==== R50 ==== | \\ | alert staff to routed issues not returned\\ | \\ | \\ |
 +| ==== R51 ==== | \\ | Format of routing slips must be library-defined\\ | \\ | \\ |
 +| \\ | ===   === | === Binding control === | \\ | \\ |
 +| \\ | \\ | The system must:\\ | \\ | \\ |
 +| ==== R52 ==== | \\ | flag and identify items ready for binding according to library-defined requirements\\ | \\ | \\ |
 +| ==== R53 ==== | \\ | hold binder details and instructions\\ | \\ | \\ |
 +| ==== R54 ==== | \\ | record items at binding (issue, return, overdue)\\ | \\ | \\ |
 +| ==== R55 ==== | \\ | offer financial controls for binding\\ | \\ | \\ |
 +| \\ | \\ | \\ | \\ | \\ |
ukcs_serials_control.txt · Last modified: 2018/06/26 20:25 (external edit)