ALEPH Serials
Subscription Records & Prediction Patterns
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799 www.sdln.net
© South Dakota Library Network, 2012
©Ex Libris (USA), 2010
Modified for SDLN
Version 20.01

Subscription Records
Add subscription records – search, push to serials
Locate the title you wish to work with by searching in the search tab, and
‘push’ the record to serials by clicking .
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Subscription Records
Add subscription records – subscription tab
Pushing the record to serials will take you to the serials tab. In the navigation pane, highlight subscription list.
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Subscription records
Click Add to create a subscription record
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Subscription Records
Add subscription records – choose HOL record
Select the appropriate holding record using the drop down menu next to the Hol. Link field, and click
Refresh
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Subscription Records
Add subscription records – information from HOL record
Various fields will be populated with information from the holdings record, such as sublibrary, collection and call number
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Subscription Records
Add subscription records – required information
● Sublibrary
● From Date
● To Date
● Item Status
● Vendor Code
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Subscription Records
Add subscription records – Tab 3, Claims
Tab 3 contains claiming information. There are no required fields on this screen. Add information as desired and click Add to add the subscription record.
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Prediction Patterns
To add a prediction pattern to the subscription record, with the record on the screen highlight the Patterns node under the Control root.
Do NOT use the patterns node under the subscription root.
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Prediction Patterns
In the upper pane, click Add to add a prediction pattern to the subscription record.
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Prediction Patterns
The system will ask you which library to attach the pattern record.
Pattern records should be attached to the holdings record, and you should always select the holdings record number in the
SYS60 library.
**Note: if you do not receive this dialog box, a holdings record likely does not exist. Create a holdings record before proceeding.
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Prediction Patterns
Add prediction patterns – pattern tab (tab 3)
The pattern tab (tab 3) becomes active in the lower pane.
use Template to select an appropriate pattern record from the list of templates.
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Prediction Patterns
Highlight the desired template in the upper pane of the Choose
Pattern Template File window and click OK.
**Note the corresponding 85x field will display in the lower pane of the dialog box.
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Prediction Patterns
The template will populate various fields in the pattern tab automatically that correspond with the chosen pattern. Make any adjustments that may be necessary and click Add.
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Prediction Patterns
Click on the Level-X tab (tab 2) in the upper pane and click
Add. The Level-X record indicates the starting point at which the subscription record should begin creating issues for arrival.
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Prediction Patterns
Select template and choose the same option as the pattern record.
The system will populate the required fields with information that can be altered to fit your needs. This way you can assure that no fields are accidentally skipped.
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Prediction Patterns
Add prediction patterns – update Level X
Update the Level-X record with the enumeration and chronology for the next volume or cycle that will be opened, as well as the start date. When finished, click Add.
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Prediction Patterns
Adding prediction patterns – expected issues
You can view the details of the issue item records that will be generated by clicking on the Expected Schedule tab (tab 5) in the lower pane. A preview of the next cycle to be opened is displayed. If this information is incorrect or otherwise in need of further modification, click on the pattern or level-x tab and make corrections.
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Prediction Patterns
Clicking Open Items creates an item record for each issue of the volume. When item records are created, the system will automatically update the 85x field for the next cycle. Note the volume currently being opened is 78.
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Prediction Patterns
After opening the first cycle of items, you’ll notice the expected schedule now holds items for volume 79.
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