1. South Dakota Library Network 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

2. Subscription Records Add subscription records – search, push to serials 2 Locate the title you wish to work with by searching in the search tab, and ‘push’ the record to serials by clicking.

3. Subscription Records Add subscription records – subscription tab 3 Pushing the record to serials will take you to the serials tab. In the navigation pane, highlight subscription list.

4. Subscription records Add subscription records – click Add 4 Click Add to create a subscription record

5. Subscription Records Add subscription records – choose HOL record 5 Select the appropriate holding record using the drop down menu next to the Hol. Link field, and click Refresh

6. Subscription Records Add subscription records – information from HOL record 6 Various fields will be populated with information from the holdings record, such as sublibrary, collection and call number

7. Subscription Records Add subscription records – required information 7 ●Sublibrary ●From Date ●To Date ●Item Status ●Vendor Code

8. Subscription Records Add subscription records – Tab 3, Claims 8 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.

9. Prediction Patterns Add prediction patterns – patterns node 9 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.

10. Prediction Patterns Add prediction patterns – click Add 10 In the upper pane, click Add to add a prediction pattern to the subscription record.

11. 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. Prediction Patterns Add prediction patterns – HOL record 11

12. Prediction Patterns Add prediction patterns – pattern tab (tab 3) 12 The pattern tab (tab 3) becomes active in the lower pane. use Template to select an appropriate pattern record from the list of templates.

13. Prediction Patterns Add prediction patterns - template 13 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.

14. Prediction Patterns Add prediction patterns - template 14 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.

15. Prediction Patterns Add prediction patterns – Level X 15 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.

16. Prediction Patterns Add prediction patterns - template 16 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.

17. Prediction Patterns Add prediction patterns – update Level X 17 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.

18. Prediction Patterns Adding prediction patterns – expected issues 18 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.

19. Prediction Patterns Add prediction patterns – open items 19 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.

20. Prediction Patterns Add prediction patterns – next cycle 20 After opening the first cycle of items, you’ll notice the expected schedule now holds items for volume 79.