Introduction to Polaris & CCS  Training Kit

Serials Module Part 2: Essential Tasks

Objectives

When finished with this module, staff will know how to:

  • Create serial holdings records by copying an existing record

  • Create serial holdings records from scratch

  • Create prediction patterns

  • Check in an issue

To complete this module:

  1. Watch the related Two-Minute Tutorials​ (jump to section)

  2. Read through additional documentation (jump to section)

  3. Perform the training Labs (jump to section)

  4. Take the unit quiz (jump to section)

 
Two-Minute Tutorials

Copying an Existing Serial Holdings Record

Click on video to watch in full screen.

Creating a New Serial Holdings Record

Click on video to watch in full screen.

An Introduction to Publication Patterns

Click on video to watch in full screen.

Checking In New Magazine Issues

Click on video to watch in full screen.

 
Documentation

1. Copying a Serial Holdings Record

This document accompanies the two-minute tutorial that demonstrates how to copy an existing Serial Holdings Record.

2. Creating a New Serial Holdings Record

This document accompanies the two-minute tutorial that explains how to create a new Serial Holdings Record without copying an existing one.

3. Publication Patterns

This document explains how to add publication patterns to Serial Holdings Records.

4. Checking In New Magazine Issues

This document accompanies the two-minute tutorial that explains how to check in new issues.