Serial Claim Notices Report

The Serial Claim Notices (Serclaimntc) report allows you to identify issues from particular vendor, or using characteristics in the claim records, or a particular serial control library.

Before running this report, run the Prediction As Late report to prepare issues for selection. After the staff reviews the list and makes any necessary modifications to the list of late predictions, run the Serial Claim Notices report.

This report contains the following tabs.

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Basic Tab: Reports

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Vendor Selection Tab (Specified)

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Serials Claim Selection Tab

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Serial Control Selection Tab

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Serial Claim Notice Tab

By default, the report selects claims based on a date to send a claim that falls any time before the report run date, and the number of copies claimed greater than zero to prevent the claiming of previously resolved claims. The report creates letters to vendors that claim each issue using a specific claim reason text, based on the Claim Reason policy, which can be created or modified by your library. The report automatically sorts notices by vendor and serial control library. Within each notice, issues are also sorted by title. Each time the report runs with the Count as a Notice Sent field in the output options set to Yes, the selected issues’ Date Claimed and Times Claimed fields are updated.

An issue is not actually claimed in SirsiDynix Symphony until claim notices are generated through the X12 Serial Claim Transactions report or the Serial Claim Notices report with the updating options set to Yes. The Serial Claim Notices Report generates standard paper letters and claims for serials in order by vendor. Run the X12 Serial Claim Transactions report to generate claims in EDI claim format for X12 capable vendors.

The Serial Control record must be linked to a vendor cycle in order to be selected by the report. If the serial control record is assigned a vendor and fiscal cycle after the prediction was created, predictions selected for claiming use the vendor cycle of the serial control. If predictions that otherwise qualify for claiming are not linked to a vendor cycle, they will be skipped and a message such as the following displays in the report log.

15 serclaim(s) skipped because not attached to a vendor

The report cannot select claim reasons with the policy’s Type attribute defined as ”Do not claim.”