Hi Jennifer - I manage serials for our library, and though I've only been using Evergreen under a year, I feel I have a pretty good grasp on it. People can correct me if I say anything wrong. :)
Q1: Must a library create predication pattern for a serial title? What if you
have many serial titles from local/county historical societies which are not
regular or have any predictable publishing/receiving pattern?
You need predictions to create issues, but it's very easy to
change the enumeration/dates on particular issuances, and you can create these
as the items arrive. I find that even national publications decide to
change/skip/add issues, so you're not alone there.
Q2: Does serial issue have to be barcoded?
Nope. We don't barcode any of our newspapers since they are
only for in-house use, so they are received very simply ( You uncheck the
"Create Units For Received Items" box and the barcode/details fields disappear.)
Q2a: How would a library go back and batch load a serial title back from 19xx
which is weekly but can't go back an barcode? Would this be outside of the
serials module? Im guessing so since I have only seen and read that the serials
module is for ordering subscriptions, distributing issues, and receiving issues.
You can start your predictions whenever you want. I was given a
stack of old Cook's Illustrated issues so I went back and created predictions
for issues that occurred before our subscription began. No problem. Again, you
don't have to barcode anything. If you don't even care about making sure you
received each issue you're expecting, you don't need to create predictions. You
could just have the record with a note about what issues you carry. I see
predictions as a way to make sure you're getting what you paid for - though
there is no claiming module yet for following up with missing issues.
Q3: If a serial changes its pattern (goes from monthly to quarterly) , how
would you change the predictions? Would you close out the current record and
create a new? Meaning you'd add an end date to the subscription or a new MARC
record?
Noooo, that wouldn't be fun at all. You keep the record and
just add a new prediction pattern. This is very common. Let's say a magazine is
publishing monthly, which you've created a prediction pattern for, and all of a
sudden it decides to combine June/July and Nov/Dec. After grumbling about the
change, you make the original pattern inactive (unchecking the box for it), and
create a new prediction pattern and make the new one active. Then you generate
predicted issues from the new pattern. The old pattern will be there and can't
be deleted if there are issues attached, but that's okay. I have some
subscriptions with 5 or 6 patterns already because the publishers are trying to
drive me mad to survive these changing times.
I also have some subscriptions with multiple active patterns. An example would
be a magazine that publishes monthly, but then also has a special Winter issue.
I have one pattern for the monthlies, and another to create that once-a-year
special issue.
Hope this helps! There wasn't great documentation when I started learning this
a year ago, but I figured it out. You learn to trick the patterns into doing
exactly what you want, and I haven't found a situation yet that doesn't fit
into the configuration.
-Holly
Holly Brennan
Library Technology Specialist
Homer Public Library
907-235-3180 (main)
907-435-3154 (direct)
[email protected]
From: [email protected]
[mailto:[email protected]] On Behalf Of
Jennifer Bielewski
Sent: Monday, February 17, 2014 11:49 AM
To: '[email protected]'
Subject: [OPEN-ILS-GENERAL] Using the serial module
Hello Evergreen libraries,
Im currently testing and researching the Evergreen Serials Module and demo'ing
what I know so far. I received some great questions and was hoping you can help.
Q1: Must a library create predication pattern for a serial title? What if you
have many serial titles from local/county historical societies which are not
reqular or have any predictable publishing/receiving pattern?
I have seen these link:
http://www.tararobertson.ca/sharing-serial-prediction-patterns/ and
http://wiki.evergreen-ils.org/doku.php?id=acq:serials:patterns
Q2: Does serial issue have to be barcoded?
Q2a: How would a library go back and batch load a serial title back from 19xx
which is weekly but can't go back an barcode? Would this be outside of the
serials module? Im guessing so since I have only seen and read that the serials
module is for ordering subscriptions, distributing issues, and receiving issues.
Q3: If a serial changes its pattern (goes from monthly to quarterly) , how
would you change the predictions? Would you close out the current record and
create a new? Meaning you'd add an end date to the subscription or a new MARC
record?
Thank you for any advice or help!
Jennifer Bielewski
DTS Representative
Main: 800.999.8558 x 2915
Direct: 678-235-2915
Skype: Jenn Bielewski
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