Tips and tricks for serials
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Tips and Tricks for Serials
Presented by Darinlee Needham
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Note:
I am not an expert in OCLC WorldShare Management Services, but I do have two years experience with Acquisitions and
Analytics Reports in this integrated library system.
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UNCG University Libraries
• Less than 20,000 FTE• Print Subs: 475• Total Subs: 810
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Agenda
• The Serials side of purchase orders
• Serials invoices and you• Fun with Managing Issues• Claiming: Can't Get Enough
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THE SERIALS SIDE OF PURCHASE ORDERS
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Tip:
Use the same OCLC catalog record every
year
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Tip:
You can use OCLC catalog records “Not Held” by your library
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Questions?
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Trick:
Use “Note” in purchase order lines
to group items together
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Questions?
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SERIALS INVOICES AND YOU
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Tip:
Time used to create purchase orders is
time well spent
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Questions?
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Tip:
Use “Supplement to invoice” option
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Questions?
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Tip:
You can credit invoices for any
budget year
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Questions?
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FUN WITH MANAGING ISSUES
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Trick:
Retro-activeIssue
Corrections
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Questions?
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Tip:Issues listed in
chronological order by
“Expected ReleaseDate”
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Questions?
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CLAIMING: CAN’T GET ENOUGH
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Tip:
Put “30” in the “days ago” drop down
menu
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But not at the same time
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But not at the same time
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Questions?
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Tip:
Always check catalog before
claiming
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Questions?
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Contact Information:
336-334-5996
Serials Dept.Jackson Library UNCG
P.O. Box 26170Greensboro, NC 27402-6170