Generate predictions as you normally would for an entire year. Then go back and manually change the generated volume to the correct volume number.
In this example, used the words BROWSING COLLECTION in a note to link all serial titles that are in our browsing collection.
Click on the gadget for “Extended Information”
Put the exact words you put in your note for “search strings”, in this case BROWSING COLLECTION.
Don’t forget to click the “Add” button before clicking “OK”
This is what it should look like after using the gadget.
Next expected issue is several months into the future.
Key is not to change the date expected on the issues in the expected tab. Instead change the date expected on the last received issue in the received tab.
After checking in an issue, this error is received, and now the issue you just checked in won’t show up in the catalog as being received.
This is done in the Received tab.
For this example, holdings link number is “2”
There is no subfield “82” to match holdings link number “2” which is what we need.
Once changes are made, don’t forget to click the “save” button.
You can check the catalog to make sure, but this issue should show up correctly despite the warning.
Same idea as in the previous slides, need to have subfield that matches the holdings link number.
Without a patterns 853 field in the MARC Holdings record, there is nothing for the holdings to link to.
I don’t know why WorkFlows seems to have forgotten that this box is already checked, but you got to remind it.
WorkFlows won’t acknowledge the change until you close modify control and re-open the wizard again. Closing and re-opening allows the changes to affect.
Subfield “82” to match holdings link number “2”
If properties are set correctly in the report everything will be off.
We needed our local number for our report, but you may be better off with a different piece of information, such as ISSN.
The numbers are MARC record field numbers.
Don’t include the log unless you want to see it before you delete it for the final report because it will need to not be there before you can transfer the information onto a spreadsheet.
As you can see, this is too messy to be transferred onto a spreadsheet.
Select all, copy, and paste.
In Microsoft Word, “^p” represents one hard return. A hard return is what happens when you press “Enter” on the keyboard in a word processing program.
Now that all the hard returns are gone, we have one long string of text. To fit into a spreadsheet, there needs to be hard returns to separate each journal title into separate rows in Excel.
Microsoft Word wraps text around to fit onto a page, hence, put the text in “Notepad” so that there is no wrapping and the text lines up correctly. Don’t forget to save your notepad document before transferring to Excel.
See how the lines in the data preview line up perfectly.
The summary holdings information doesn’t line up because it is different for each individual journal title.
The data is a lot easier to manipulate when it’s in a table.
Since it is now in a table, you have drop down menus you can use to sort the data anyway you want.
Insert a blank column so you have somewhere to consolidate information.
Consolidate only the summary information that is really important to you. In this example, I want to know if something has been bound in the past or if there is a note that says we only keep the latest year’s issues, so that is what I add to the blank column.
NCSDUG May 2011 - Serials in work flows tips and discussion
Serials in WorkFlows: Tips and Discussion Presented by Darinlee Needham
Note: <ul><li>I am not an expert in SirsiDynix WorkFlows, but I do have many years of experience with the Acquisitions, Serial Control, and Reports wizards. </li></ul>
Agenda <ul><li>Prediction generating with continuous numbering </li></ul><ul><li>How to use Extended Info tab to help generate reports </li></ul><ul><li>How to get the correct expected issue to appear during check in </li></ul>
Agenda <ul><li>Two ways to correct the check in error “missing captions and patterns tag” </li></ul><ul><li>How to use the reports wizard to get summary holdings information </li></ul>
PREDICTION GENERATING WITH CONTINUOUS NUMBERING