Manage Serial Holdings Record Claim Intervals

When a serial issue is not received by its expected date and the number of days specified in the Days After Release/Expected Arrival setting in the supplier record elapses, the claim cycle begins. Claim intervals determine when claim notices are generated (if your library uses automatic claiming) or when a serial issue appears in the Claim Alert List (if your library uses manual claiming). For more information, search for "Claiming in Serials" in the Polaris staff client help.

Note:
You can add and delete serial holdings record claim intervals if you have the Serial holdings records: Modify permission enabled in Polaris Administration (staff client). For more information, search for "Serials Workflow Permissions" in the Polaris staff client help.

This section covers the following topics:

• View Claim Intervals for a Supplier's Subscription Number
• Add Serial Holdings Record Claim Intervals
• Delete Serial Holdings Record Claim Intervals

View Claim Intervals for a Supplier's Subscription Number

To view the claim intervals for a supplier's subscription number

1. Find the supplier's subscription number printed on claim notices.
2. Use the Find Tool to search for and open the serial holdings record.
3. On the Serial Holdings Record workform, select the Claims tab.

4. Enter the supplier's subscription number in the Subscription ID field.

   The claim intervals appear in the table.

Add Serial Holdings Record Claim Intervals

To add a claim interval for a serial holdings record

1. Use the Find Tool to search for and open the serial holdings record.

2. On the Serial Holdings Record workform, select the Claims tab.

   

3. Select ADD CLAIM.

   Leap displays the Add Claim Interval dialog.

   

4. From the Categories list, select a type of serial publication.

5. In the Interval box, enter the number of days for the claim interval.

6. Select OK.

   Leap adds the claim interval and displays a success message. The new claim interval appears in the table on the Claims tab.

Delete Serial Holdings Record Claim Intervals

To delete a claim interval for a serial holdings record

1. Use the Find Tool to search for and open a serial holdings record.
2. On the Serial Holdings Record workform, select the Claims tab.
3. Select the checkbox next to the claim interval you want to delete. You can select multiple claim intervals.

4. Select DELETE.

   Leap prompts you to confirm the deletion.

5. Select CONTINUE.

   Leap deletes the claim interval and displays a success message. The table on the Claims tab refreshes to reflect your changes.