Serials Claim Selection Tab

The following serials claim selections may be available.

Claim Comment

All issues selected by the report have this specified comment or comments in the Claim Comment field of the claim record. To enter a list of comments, use the String List gadget.

Claim Reason

Issues selected by the report will include these specified claim reasons. Claim reasons are defined by the SirsiDynix Symphony administrator in policies and can correspond to a particular vendor’s numeric claim coding as well as a mnemonic name. A claim reason is only required if a claim notice is to be generated using reports. Use the Policy List gadget to select claim reasons.

Claim Response

Issues selected by the report will include these specified claim responses. Claim responses are defined by the SirsiDynix Symphony administrator in policies and can correspond to a particular vendor’s numeric response coding as well as a mnemonic name. Use the Policy List gadget to select claim responses.

Created By

All serial claims selected by the report were created by the specified user access. To enter a list of user access values, use the Policy List gadget.

Date Claimed

All issues selected by the report were last claimed on this specified date. This date is modified when the Serial Claim Notices report is run. The X12 Serial Claim Transactions report may also be set to modify this date. To select a range of dates, use the Date Range gadget.

Note: Selecting No Date (NEVER) for the date claimed may not select predictions never claimed, because the claim record is typically created only after it has been claimed. Instead, set the Any Claimed Prediction Selection to No in the List Serial Predictions report.

Date Created

All serial claims selected by the report were created on this specified date. To select a range of dates, use the Date Range gadget.

Date Modified

All serial claim records selected by the report were last modified on this specified date. To select a range of dates, use the Date Range gadget.

Date Responded

All claims selected by the report were responded to by the vendor on this specified date. This date is calculated from the Date Claimed plus the number of days in the Days Before Subsequent Claim field in the Patterns tab. To select a range of dates, use the Date Range gadget.

Date to Send Claim

All issues selected by the report are scheduled to be claimed on this specified date. This field is in the serial claim record is used to select claims for printing claim notices. If no claim notice has yet been sent, this date indicates the date the first claim will be sent. If one or more claim notices have been sent for this issue, the date indicates the date the next claim will be sent. To select a range of dates, use the Date Range gadget.

Modified By

All serial claims selected by the report were last modified by the specified user access. To enter a list of user access values, use the Policy List gadget.

Number of Copies Claimed

All issues selected by the report have had claims sent for this specified number of copies. To select a range of numbers, use the Number Range gadget.

Number of Times Claimed

All issues selected by the report have been claimed this specified number of times. This number is automatically updated by the system when the Serial Claim Notices report is run. The X12 Serial Claim Transactions report may also be set to modify this field. To select a range of numbers, use the Number Range gadget.

Response Comment

All issues selected by the report have this specified comment or comments in the Response Comment field of the claim record. To enter a list of comments, use the String List gadget.

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