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Searching for and selecting a serial to check-in
1. Begin in the Receiving app
2. Search by title, ISSN, PO number or HRID using the keyword Keyword search function, which is generally the easiest search method as it includes all options following it in the drop-down menu
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Manually adding issues to the Expected field
1. As the issues in the Expected field deplete, we will need to add more manually. It’s good practice to have at least three issues built up in this field. To do so, click We can choose to add individual issues as they are received, or add several expected issues for future check-in. In either case, this is accomplished by clicking Add piece.
2. A pop-up will appear where you will fill in the enumeration and chronology modeled after the format used in Expected and Received issues. You If adding issues for future check-in, you will also want to add an approximate date of when we can expect to receive this issue. This will come in handy for claiming later on. Click Save & close.
***OR: As a shortcut, click on a previously received issue, copy the Caption information, paste into the Add piece field and edit as needed.
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Receiving an Issue
1. In the Expected field, click on the issue you are checking in. The Edit piece box will pop up. Click Quick receive.
NOTE: If adding an issue at the time it is received (as opposed to predictive issues), you can Quick receive as soon as it's entered and/or edited to match the piece being checked-in.
The issue will then appear in the Received field:
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Adding an issue to the holdings receipt history in Inventory
1. There There is currently no direct connection between the Receiving and Inventory apps (as of the Iris release in May 2021). In . In order for issues to be publicly displayed in Blacklight and discoverable by patrons, they must also be added to the Receiving history in the holdings record through the Inventory app.
2. Navigate to the Instance record in Inventory by right-clicking the title at the top of the record in the Receiving app and opening the link in a new tab. This will make copying the enumeration and chronology easier later on.
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3. Opening the link will bring you to the Instance record in the Inventory app. Find the holdings related to the appropriate location. Click on View holdings.
4. Click Actions near the upper right-hand corner of the screen and select Edit from the drop-down menu.
5. Scroll to the bottom of the page. Click Add receiving history.
6. Copy/paste or type caption from the Receiving app into the enumeration/chronology fields in the holding’s Receiving history. The Public display toggle should be checked, since we are only adding current issues of a serial to the Receiving history (this is a similar function to the Display in OPAC column in Voyager Acquisitions).
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