1 Serials module: scope and purpose


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Copyright © 1992-2000 Adlib Information Systems B.V. ® All rights reserved. Adlib® is a product of Adlib Information Systems B.V. ® Windows is a registered trademark of Microsoft Corporation.
The information in this document is subject to change without notice and should not be construed as a commitment by Adlib Information Systems. Adlib assumes no responsibility for any errors that may appear in this document. The software described in this document is furnished under a licence and may be used or copied only in accordance with the terms of such a licence.
While making every effort to ensure the accuracy of this document, products are continually being improved. As a result, later versions of the products may vary from those described here. Under no circumstances may this document be regarded as a part of any contractual obligation to supply software, or as a definitive product description.

Adlib Information Systems



1. Introduction 1

1.1. Serials module: scope and purpose 1

1.2. Components 1

1.3. Relationship to other modules 2

1.4. Basic Adlib functions 2

2. Serials module procedures 3

3. Tasks 5

4. Supplementary files 7

4.1. Readers 7

4.2. Distribution list management 10

4.3. Persons and institutions (contains supplier data) 12

4.4. Cost centres 15

4.5. Currencies 17

4.6. Letters 18

4.7. Languages 19

4.8. Layout distribution list 20

4.9. Charging details 22

5. Serials 25

5.1. Setting up a subscription to a serial 25

5.2. Renewing / cancelling subscriptions 34

5.3. Checking in serials 34

5.4. Copies in circulation 37

6. Payments 39

7. Printing letters 41

7.1. Printing letters 41

7.2. Printing an order letter for a specific serial 42

Appendix 1: Index 43



1.Introduction

1.1.Serials module: scope and purpose


The Serials module is one of the integrated modular components of the Adlib Library application. The other modules are the Catalogue, Acquisitions, Loans and Public Access Catalogue modules.
The Serials module has links to all these modules, but can also be operated as a separate application. For the purposes of this manual, the functionality is described as if the module were operating as a component of an integrated library management system.
The Serials module supports the following procedures:
- Creation of subscription records

- Checking-in of issues

- Monitoring of circulation

- Handling of returns

  • Renewal or cancellation of subscriptions

  • Handling of payments

  • Printing of letters



1.2.Components


The Serials module consists of a series of linked files. The main file is the Subscriptions file. This file is supported by a number of supplementary files which store details on suppliers, cost centres, currencies, standard letters, language-specific texts, and readers.

1.3.Relationship to other modules


The Serials module is fully integrated with the other modules of the Adlib Library application. The links operate as follows:
• The Serials file is a dataset in the catalogue. Data can be entered directly into this dataset via the Serials module. The bibliographic details are thus automatically written to the catalogue.

• The Borrowers file (known in the Serials module as the Readers file) is shared with the Loans module and the Acquisitions module (in the latter case, the borrowers are requesters). These names therefore do not have to be rekeyed.

• The supplementary files Persons and Institutions (Suppliers), Cost Centres, Currencies, Letters and Languages are also used by the Acquisitions Module.

1.4.Basic Adlib functions


Basic Adlib for Windows functions, such as searching, menu operation, data entry, editing, and output, are described in the Adlib User Guide.
This manual describes the functionality of the Serials module as a whole and the various tasks you can carry out. Where necessary, the function of a specific field is explained. For a description of the function of the other fields, please consult the context-sensitive help by clicking , by pressing or by selecting the Screen info option from the Help drop-down menu.
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