Attaching Item Records

1. Under the Circulation Function, select Search/Holds or Catalog.
2. Change the search index to Title from the drop down list if it isn’t already.
3. Type the title of the magazine.
   1. If you are unable to find it by name…
      • Change the search index to Standard No. and type in the ISSN of the magazine.
   2. If a list of records appear with the same name, pick the one that fits the item in hand.
4. The record should open up to the item summary. Select the Edit icon to verify that it is the correct bib record to attach your item record.
   • Verify that your location is listed.
   • Mat Type is ‘b’ for periodical.
   • Title matches
5. Select the Summary
6. The summary screen view should be set to Item. If it isn’t, please change it by clicking the drop down arrow and choosing Item.
7. Select the Attach New Item
8. When you are prompted to choose a template, pick one that has been designed for serials. If there isn’t one, please create one or use another that is easily adjusted.
9. Follow the template prompts.
10. When prompted for a Call # please use either a specific classification # with vol./issue format or for those who do not use a classification to clearly identify their serials, use the below options as guidance. The key here is to use consistency.
    

    Monthly	2014: 01
    Weekly(year: month day format)	2014: 01 04
    Multiple year & month	2013: 12/2014: 01
    Multiple year, month & day	2013:12 27/2014: 01 03
    Season 2014: SPRING

11. When prompted for volume #, please use the below as a guideline. If not prompted in the template you chose, select the Insert icon and in the drop-down menu choose Volume.
    

    Volume	v. 45 or vol. 45
    Issue	iss. 2 or issue 2
    Volume and Issue	v. 45, iss. 2 or vol. 45, issue 2

12. Type the volume and issue number when prompted if they are available. If you do not have a volume or issue number, then add the call number data again.
13. Scan the barcode when prompted.
14. Review the item record.
15. Select the Save icon.

II. To verify the record works…

1. Go to the Functions menu and select Check–In (No Patron) and scan the barcode.
2. If the item record appears and the status is ‘Not Checked Out’, then the item record creation was successful.
3. If you receive the message below, most likely the barcode didn’t completely scan or was omitted when creating the item record.
4. Go back to the bib record and find the item record you just created.
5. Double-click on the record and select the Record # tab.
6. Review the barcode. If it is incorrect, highlight the barcode #s and scan the serial’s barcode again.
7. Select the Save icon.
8. Repeat step II. 1.

Holdings Statements

–Under construction–