Create Serial Control Wizard

The Create Serial Control wizard guides you through the process of creating a control record for a serial title. Each serial title may have one or more linked control records. A control record maintains basic information about the serial title to be checked in, and is used as the basis for generating predictions.

To create a serial control record

In Item Search, identify the item title for which you want to create a control record. A table of titles that meet your search criteria appears. When a title is highlighted, detailed information appears on the Description and Call Number/Item tabs below the search list table.

Select a title, and click Create Control to create a new serial control record.

If a title is already under serial control, you may display the existing control, duplicate an existing control, create a new control, or look up another title.

If more than one control record is associated with a title, the List of Controls Found on Lookup window appears. You may select one to display and use the Display Serials Control helper to view the record, or select one to duplicate, create a new control, or look up another title.

The next step is to assign the library that will be receiving the issues. Select a Library from the list. A holding code may distribute copies to any library, regardless of the library that is selected. Select a Holding Code from the list, or use the Find Holding Code Gadget to help narrow down the list of holding codes for distribution. Click OK.

If you are creating a serial control in order to generate predictions, making it very easy to check in issues, it is necessary to provide pattern information on the Patterns Tab. If you are creating a control on a MARC record with the appropriate value in the Frequency Code of the fixed field, the Patterns tab is automatically filled in. If not, you may use the Replace Patterns Helper to select an appropriate pattern, which you may then modify if necessary.

Or, if selected in behavior properties to display, the Load Patterns window will open if the bibliographic record has an 891 CONSER Pub Pattern entry (or entries). For more information see Loading Pub Patterns from 891 Entries.

Review the information in the following tabs carefully to determine that your control is set up properly.

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Basic Tab: Serial Control

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Binding Tab

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Distribution Tab: Serial Control

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Expected Tab

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Extended Information Tab: Serial Control

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OPAC Display Tab

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MARC Holdings Tab: Serial Control

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Patterns Tab

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Routing Tab: Serial Control

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Subscription Tab

Click Create Control.

You may be prompted to provide information about the expected issues. Use the Generate Predictions for Selected Issues step to generate predictions. Alternately, you may use the Create a Prediction Tool in the toolbox on the Expected tab. When you are satisfied with the predictions generated, click Save Prediction.

After creating serial control information, you may click one of the following options.

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Modify Control after making more changes to the new control record

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Duplicate Control to copy the serial control information to a new serial control record

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Return to Search to select another title from the search list

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New Search to look up a different title

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Close to exit the Create Serial Control wizard

Important Considerations When Using this Wizard

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You cannot generate predictions that have a chronology date, date expected, and date first prediction earlier than 1970. SirsiDynix Symphony will display an appropriate error message indicating that you are not able to create issues prior to this date. To represent historical holdings, you can do the following.

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Update the MARC holdings record with a summary statement in the 866 tag that reflects the range of issues.

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Do not create predictions. Instead, use the Check In Issues of a Serial wizard to receive special issues. Because you are not following a pattern when you use the special issue work flow, you are able to avoid the pre-1970 date limitation, and you can receive an issue with any date in the Chronology field.