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Creating a Periodical Issue

There are two ways to catalogue 'Periodical Issues' both depend on cataloguing the Periodical Template first,  ensure this has been done.

 Both methods of cataloguing 'Periodical Issues' are detailed and the advantages of each outlined.

The steps in this topic refer to 'Periodicals', the content in this topic also applies to cataloguing 'Journal Issues'. To apply this to journals, you need to select 'Journal' instead of 'Periodical' where applicable.

 

Using the New Resource Window

On the cataloguing screen, select 'Periodical Issue' and give it a barcode.

Next to the 'Periodical Title' field, click the 'Find' button then search the edition that is being catalogued.

Select the edition from the list and click 'Select'.

Notice that this automatically fills in the 'Title', 'ISBN' and 'ISSN' fields.

Click 'Continue' to launch the record card.

Notice that many of the details on the catalogue record have been entered automatically. This is because they are pulled from the periodical template. There is a distinct difference though, the title of the 'Periodical Issue' always includes the 'Volume Number' and 'Issue Number'. 

Click 'Save' after making any changes.

 

From an existing Periodical

In addition to the first method above, issues can be catalogued directly from its parent template record. This is quicker if you have many consecutive issues to catalogue at once.

Locate the 'Periodical Template' in management and click 'Edit' in the right-hand menu to view the template's record card.

From the template's record card, click the 'Issues' tab.

Enter the 'Volume Number' and 'Issue Number' of the new issue then click 'Add'.

A new catalogue record window will open containing the template details. A barcode number still needs assigning to the resource so right-click in the 'Barcode' field and add a custom barcode or click 'Auto'.

Click 'Continue' once a barcode has been entered.

Modify the resource details if necessary and then click 'Save'.

The issue has now been added. Notice that it now shows on the 'Periodicals Issue' tab.

Resources can also be edited and deleted from this tab by using the appropriate buttons.