Serials Module Training Materials

Download these materials to provide easy access to training information.

Choose from written documentation (with screenshots) or video file (a movie that shows the process, step by step).

These are big files, so they take a while to download.

**Links to Training Material Files**

Right-click on a link, select "Save Target as..." and put the file on your desktop or other easily accessible place.
Written Documentation Written documentation with Screenshots of initial Serials training (PDF file, approx. 3MB) Documentation from the April 19, 2006, User's Group meeting demonstration Checking in Special Issues of Magazines (PDF file, approx. 180KB) Editing Issue and Item Records (PDF file, approx. 85KB) List of Horizon Bib Numbers that correspond to existing serial records (PDF file, approx. 150KB) If you would like an Excel version of this list, which you can edit to match your library's holdings right-click on the link below and save. Excel spreadsheet of serial titles and bib numbers Deleting Holdings from the Serials Module -- how to deal with serials that are being weeded (PDF file, approx. 330KB) Helpful Hints for working with Serials (PDF file, approx. 200 KB) Instructions for Claiming Serials -- how to find and report issues that never arrived (PDF file, approx. 2.2MB) Instructions for Retroconverted Serials -- what to do when your library's serials are retroconverted (PDF file, approx. 292KB)
Video Documentation Video files require QuickTime Player to view. QuickTime Player is bundled with iTunes (install the whole package); it is available as a free download. Please download these clips to your hard drive (right click > "Save Target as...") rather than viewing them from within your browser. The video clips correspond to the written documentation, so you may want to have both! Videos are listed in order, below. How to locate your magazine in the Serials Module: by Serial Title Search, and by Horizon Bib Number. (8 MB and 4.6 MB, respectively) How to use Serials Control and edit a copy record. (13.5 MB) How to use Serials Checkin to process a magazine and create an item record. (8 MB) How to edit an item record. (8MB)

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