Manage serial issues

  • serials
Last updated: 03-08-2023

Receive an issue

In the detailed view of documents of type Serial, the button opens the holdings' detailed view, which displays received and scheduled issues.

Quick receive () automatically saves an issue using the holdings' prediction pattern, current date and status received. Standard receive () lets you edit the issue before saving it. Once received, each issue can still be edited using the icon.

In the case of a special issue, Add an irregular issue ... allows you to fill in all the fields manually without modifying the prediction pattern.

Edit an issue

Issues are items of type issue which have a few additional management fields. These fields can be found in the Issue box:

  • Expected date: Expected receipt date for the issue. Calculated by the holdings' prediction, but can be modified individually without influencing the prediction, e.g. in the event of an announced delivery delay.
  • Date of receipt: Is automatically saved as the current date on receipt and can be modified later.
  • Sorting date: This field is used to override the expected date for sorting the issues in list views. For example, if an issue is late and scheduled for release at a later date, this date preserves the scheduled release date, so that the correct order of the issues is maintained.

Manage late issues

Late issues

If an issue is not received by the expected date, it automatically receives the "late" status. The list of these late issues can be viewed from the Acquisitions > Late issues menu.


When an issute is late, the button can be used to send a claim notification to the vendor, choosing recipients, copies, etc. By default, the addresses used are:

  • Send to: Address in vendor contact (type serial contact or default contact)
  • Copy to and Send replies to: Address in library acquisition settings (Serial acquisition settings)

The date and time of each claim sent is recorded in the item data and visible in the Late issues list, with the option of filtering using the Number of claims and Claim date facets. This information can also be found in the detailed view of the holdings and item, as well as in the item API data.

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