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adding_subscriptions

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.

Adding a Distribution

  • 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.

Adding a Stream

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”

adding_subscriptions.txt · Last modified: 2024/09/09 13:02 by bwillis

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