Receipt Records

A receipt record contains the same information about an issue as a prediction record, such as enumeration, chronology, and number of copies expected, but also contains information about the dates and copies that were received. For the most complete information regarding a particular receipt record, use the Show Issue Detail helper. Receipt records may be created on the Receipt tab when a control is being modified, or when an issue is received using the Check In Issues of a Serial wizard.

It is important not to edit the receipt record when receiving additional copies of an issue. For more information, refer to the topic “A second copy that was received by editing the receipt record has been claimed. What could be wrong?” of FAQs: Checking in Issues of a Serial.

The Chronology field contains the date published on the issue. When generating prediction records, the chronology pattern value begins with the date of the next issue of prediction records you want to generate. Each subsequent chronology pattern value in a list of predicted issues will follow the same format, sequentially, of the first issue. The format for entering the originating date into the Chronology field is dependent on the name pattern stated in the Chronology Type field of the Patterns tab.

This field allows you to add a free-text comment up to 80 characters in length specific to the receipt.

This field contains the expected receipt date of an issue as defined by the library. This field is used when generating prediction records, and will indicate the date that the next issue for this generated prediction is expected to be received by the library. Use the Calendar gadget to enter a date into this field.

The issue’s expected or predicted date of publication is displayed in this field. This field is used when generating prediction records, and will indicate the date that the first issue for this generated prediction is expected to be published. The date prediction typically correlates with the issue’s Chronology field. The Date Prediction links the prediction’s chronology to the publication pattern of the serial control record. In most cases, the date prediction and the date expected would be the same. However, when titles that are behind schedule, or have very regular dates that do not vary from month to month, the date prediction can be used to provide more useful information.

If copies have been received for the selected issue, the receipt date for each will be displayed in this field. When creating a receipt, this value cannot be set to NEVER.

The Date to Claim contains the date to begin claiming unreceived copies of the issue. It is calculated by adding the number of Days to Wait Before Claiming in the serial control record to the Date Expected in the prediction record. This is done automatically by the Prediction As Late report. If the value in the Days to Wait Before Claiming field is zero, then the Date to Claim is set to NEVER.

Enumeration identifies an issue of a serial title by the numeric information printed on a particular issue. This may generally be defined as the volume, issue, and any item numbers displayed on the issue. Each prediction record includes an enumeration field.

This field identifies a particular funding period. The funding period may be in quarters, calendar years, or fiscal years.

Serial control records (controls, vendors, predictions, claims) are assigned to a library. Which libraries may display your library’s serial control records is governed by the Serial Display Libraries attribute of the Library policy. Which libraries may maintain your library’s serial control records is governed by the Serial Maintenance Libraries attribute of the Library policy.

This is the number of copies expected for an entire issue, and should equal the Copies to Receive value on the Subscription tab. If the number of copies received does not equal the copies expected, partially received predictions will remain on the expected tab even after that issue’s Date Expected has passed. However, a claim record will also be created automatically for the unreceived issues, with a date claimed of NEVER.

If one or more copies have been received for this issue, they are displayed here. When an issue is received, you may type the number of copies received for this particular issue. Zero is not a valid value for this field. Zero is not a valid value for this field.