367.9.1 Add/update enumeration code[//]

After choosing the option New or the option Modify the following form will be displayed:

Fields on the screen

Code –  Unique identifier assigned to this code. Cannot be changed once the code has been added to the system.

Wording - Brief description in each language of the enumeration code.

Type - choose from:

·                Numeric – choose this entry if the numbering of the publication is numeric (i.e. 5, 25, 35, etc).

·                Alphabetic – choose this entry if the numbering of the publication is alphabetic (i.e. predictions of A through Z).

·                Roman numeral – choose this entry if the numbering of the publication is a roman numeral ( i.e. CIX).

·                Free text – choose this entry to place a constant in the numbering of the publication.

Note

Changing the Type once a code is in use by the system will affect the numbering of predicted issues.

367.10 Miscellaneous[//]

After choosing this option the following input form will be displayed:

Fields on the screen

Allow decentralized (location-specific) print layouts and printing for claims: – if checked, you can define different sets of claim print layouts for each location within your serials metainstitution. You would then generate and print claims (AFO 351/2/3) for each location within your serials metainstitution separately.
If not checked, you create one set of claim print layouts and these layouts are used for all claim printing within your serials metainstitution. When you run AFO 351/2/3, claims for all locations within your serials metainstitution are processed.
The location of a claim is determined by the location in the shelfmark of the subscription.

Suppress claiming for indexes: if checked no claims will be generated for items that have “Index” as their Type of Holding rather than “Issues” or “Supplements”.

Suppress claiming for supplements: if checked no claims will be generated for items that have “Supplement” as their Type of Holding rather than “Issues” or “Index”.

Override password(s) to allow the deletion of all the receipt information: The delete receipt option in AFO 311 is password controlled when deleting multiple receipts to prevent accidental deletion of all receipts. If you select more than one of the received, missing, claimed (all but expected) issues and attempt to delete them a warning message will appear. Next you will be asked for the password to confirm deletion. One issue at a time does not need a password.

367.11 Subscription index build[//]

Use this option to rebuild all subscription indexes for all Meta institutions for Serials in the system. Subscription indexes include the Subscription number index, Alternate subscription number index and the index containing supplier reference numbers (both at the subscription and type of holding level).

367.12 Pattern template codes[//]

This option allows for the maintenance (add, delete, modify, copy) of publication pattern templates. You can also add templates to the system by using the option "Save as template" when defining a serials publication pattern in AFO 321 (see the help for this AFO for more information).
These templates appear in a dropdown list when you are defining a new type of holding for a subscription in AFO 321.

After choosing this menu option an overview screen will be displayed:

After installation this will contain various templates. But you are free to delete these and create your own.

Options on the screen

New: Choose this option to define a new code. See section 367.12.1.

Modify: Select a code and choose this option to modify the properties. See section 367.12.2.

Delete: Select a code and choose this option to delete the code. The system will prompt for confirmation.

Copy: Select a code and choose this option to create a new code based on settings of the selected code.

367.12.1 New pattern template code[//]

New: Choose this option to define a new code. An input form will be displayed:

Enter a unique code and click OK, an input form will be displayed:

See the help for AFO 321 on Modifying Holding type and General groups for a full explanation of this screen.

367.12.2 Modify pattern template code[//]

Modify: Select a code and choose this option to modify the properties. An overview screen will be displayed:

See the section on Publication pattern detail in the help for AFO 321 for an explanation of this screen.

Note

Not all options that are available in AFO 321 are available here.