Create Serial Control Wizard Properties
You can change certain system settings and defaults for the Create Serial Control wizard using the Set Properties window. The Create Serial Control wizard allows the following properties to be set.
Display Property Page
The Display Property Page value allows you to choose when to display the Create Serial Control wizard’s set properties window. Select one of the following options.
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Wizard Startup—Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
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Never—Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, the following properties display.
Search Library Preferences
The Search Library List Type property allows the SirsiDynix Symphony administrator to control what libraries are accessible in the Search Library list when searching items. The following selections are available. Search by Library is the default option.
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Search by Library—If you click this option, the Search Library List property becomes active. The libraries presented in this property list are defined in Library policies. (This option does not refer to the Search Library policies.) |
From the drop-down list, select one of the following Search Library lists.
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All—Includes all libraries on the system |
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Serial Display Libs—Includes the libraries defined in the Library policy’s Serial Display Libraries attribute |
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Search by Search Library Group—If you click this option, the Search Library list will be built from values in the Search Library policies. (This option does not refer to the Library Group policies.) |
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Search by Library or Search Library Group—If you click this option, all libraries on your system and all Search Library policies will be included in the Search Library list. The libraries and Search Library policies will be inter-filed alphabetically. (This option does not refer to the Library Group policies.) |
If your search does not produce any hits, you will be sent to a browse window, and the browse search results will no longer be filtered by your library search selection.
Other Preferences
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Under Other Preferences, select or clear the following check boxes. |
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Generate New Control IDs Automatically—A new control ID will be automatically assigned as serial control records are created. Your system must have automatic IDs for serial control defined in order to use the automatic ID feature. |
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Prompt for Library when Creating a Serial Control—Determines whether different libraries and/or holding codes may be selected for new controls. |
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MARC Holdings Records—Permits working with MARC Holdings information. |
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Warn Prior to Changing the Library of MARC Holdings Linked to a Serial Control—Displays a warning dialog when they attempt to change the library of a MARC holdings record linked to a serial control. Users need to confirm that they want to change the library, or they can cancel the action. |
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ISXN Warnings Must Be Acknowledged—Displays ISBN or ISSN validation warnings when an incorrect ISBN/ISSN is typed. You will have the opportunity to correct the ISBN or ISSN or acknowledge the warnings and continue. The dialog box displays separate lists for invalid ISBNs and invalid ISSNs. By default, this check box is selected. |
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Prompt to Load Bibliographic Pub Pattern Data When Available—Select this check box to display the Load Pattern window in the Replace Patterns helper when a bibliographic record has an 891 Pub Pattern entry (or entries). If you clear this check box, the helper will not present the Load Pattern option. |
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Modify Vendor Information—If you select this check box, the Modify Vendor Information tool will display on the Expected, Received, and Claimed tabs. You can use this tool to modify the vendor of a prediction record. This tool can be useful when a subscription's vendor changes. |
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
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Search Type—Select one of the search method options. Search is the default search preference type. |
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Search Index—Select a search index from the list. The default value is Title. |
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Search Library—Select a search library from the list. This list is determined by your Library policies. |
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Display View Pane—Select this check box to display the View pane on the search window by default. The Show/Hide View View Pane helper can be used to toggle on/off the View pane display on the search window. If the property check box is not selected, the View pane does not display until the you click the Show/Hide View Pane helper. The View pane displays for the entire wizard session or until you toggle the Show/Hide View Pane helper off. This property is delivered selected by default. |
Session Defaults
Create Control Records for Library—Select a library from the list. There is no delivered default value.
Basic Info
Select a default Category 1, Category 2, and Status from each list.
Patterns
Allow Automatic Prediction of Issues—Allows predictions to be created as issues are checked in.
OPAC Display
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Select the following OPAC display default values. |
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Automatically Update MARC Holdings—Allows SirsiDynix Symphony to update MARC holdings as issues are checked in. |
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Display the Most Recently Arrived Issues as a Note—Type the default number of issues to be displayed as a note in the bibliographic record. |
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Form of the Name to Display—Click either Enumeration, Chronology, or Both. |
Distribution
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Select the following distribution default values. |
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Library—Select a Library from the list. |
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Number Of Copies To Add To The Catalog—Type the default number of copies to be added as issues are checked in. |
Subscription
Copies to Receive—Type the default number of copies expected.
Preferences for Working with Issues
Number of Issues per Browse Screen—Determines how many expected, received, or claimed issues will appear at a time. The default value displays approximately the number that will fit per window. If the number of issues exceeds a window size, you may use the scroll bar to display up to this specified number. You may page forward and backward through the issues that are not displayed by clicking the Browse Forward or Browse Backward buttons. However, only this number of issues displayed may be removed at one time and you cannot page forward through a list displayed for removal.
Order for Received Issues
Select the default sort order for the received issues that display on the Received tab.
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Order of Issues—Issues can be sorted in Ascending or Descending order. |
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Sorted By—Issues can be sorted by Enumeration, Date Received, or Date Expected. |
Helpers
On the Helpers tab, you can select the helpers you want to appear when creating a serial control. Click the specific helper button to display the helper properties that you can set.
Related topics
Create Serial Control Wizard
Understanding Properties
Find Holding Code Gadget