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