Adding New Subscriptions

When the library purchases a new journal/magazine, a new subscription should be added to Evergreen.

• Select the Serials tab from the record summary screen
• Select “Manage Subscriptions” (Note: if this is the library’s first subscription to this title, a message displays indicating “No subscriptions are owned by this library.”

• Select “New Subscription”

• Select the start date for the subscription from the calendar

• Select an end date from the calendar, applicable; note: this is uncommon
• Enter the expected date offset, if applicable, in days.

• On the row below, enter a name (“Label”) for the first distribution (e.g. Adult Magazines). Note: in most cases you will have only one distribution. Only select “Add distribution” if you wish to create a second distribution.
• Select the preferred OPAC display (either is fine)

• Select the appropriate receiving template from the drop-down menu

Note: Templates that were created in the staff client are available in the Web staff client. If you need to create a new template, see Serial Item Templates.

The stream indicates the number of copies that should be sent to the distribution library. Streams are NOT required.

• Next enter/select the stream from the box labeled “Send to” Note: select “Add item stream” if you wish to create a second stream.

• Click on “Save”