Serial Control > Modify Serial Control Wizard > Modify Serial Control Record Wizard Properties

Modify Serial Control Record Wizard Properties

You can change certain system settings and defaults for the Modify Serial Control wizard using the Set Properties window. The Modify 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 Modify Serial Control wizard’s set properties window. Select one of the following options.

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.
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 appear.

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.

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.

All – Includes all libraries on the system
Serial Display Libs – Includes the libraries defined in the Library policy’s Serial Display Libraries attribute
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.)
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

Under Other Preferences, select or clear the following check boxes.

Create a Serial Control – Creates a new control during a search if there is not a serial control associated with the title that was searched.
Modify MARC Holdings Records – Permits working with MARC Holdings information. By default, this check box is selected.
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.
Delete Received Issues – Displays the Delete Received Issues tool on the Received Issues tab in Modify Control and the modify state of Create Control. By default, this check box is not selected.
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

Select the following default search preferences.

Search Type – Select one of the search method options. Search is the default search preference type.
Search Index – Select a search index from the list. The default value is Title.
Search Library – Select a search library from the list. This list is determined by your Library policies.
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.

Folder Options

You can select any of the following tabs to appear during the modification process.

Distribution Defaults

Select the following distribution defaults.

Holding Code – Select a default holding code from the list.
Number of Copies to Add to the Catalog – Type the number of copies to create when issues are received.

Preferences for Working with Issues

Select the following preferences when working with issues.

Configure Default Selection for Removal of Issues – Click Remove All Issues if you are more likely to remove all displayed issues, or click Remove Selected Issues if you are more likely to remove displayed issues from the Expected, Received, and Claimed tabs.
You can select the Claimed Tab, Expected Tab and Received Tab to appear.
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.

Order of Issues – Issues can be sorted in Ascending or Descending order.
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 modifying a serial control. Click the specific helper button to display the helper properties that you can set.

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