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SETTING UP PATTERNS:

The “Patterns” tab of a serial control has three components: enumeration, chronology, and publication cycle.

  1. Determine the "Enumeration pattern" of the journal from the issue in hand or from the publisher's website. Apply the appropriate labels by checking the necessary "use" boxes and choosing the proper corresponding labels from the drop-down lists.
    • The most common labels are volume and number. There are lots of choices for these tags on the list, but library policy is to use V. and NO. to indicate these (and PT. for part).
    • In the "Limit" field, type the number of issues per volume. The system will then automatically reset the volume number when the limit is reached. If the issues numbers don't repeat for subsequent volumes, check the "continuous" box.
  2. Choose the "Chronology type" from the drop-down menu.
    • Use DATE for publications that indicate the day of the month each issue is published.
    • Use MONTH if only the month is noted.
    • BIMONTH patterns begin with JAN/FEB, while BIMONTH2 patterns start with DEC/JAN.
    • The SEASON pattern begins with WIN. The SEASON2 pattern begins with SPR.
    • If none of the listed chronology types are accurate, use the CUSTOM option, separating each entry in the list with a comma and space. Example: JAN/MAR, APR/JUN, JUL/SEP, OCT/DEC ... or FEB, MAR, APR, JUL, OCT.
  3. In the "Publication pattern" section, check "Allow automatic prediction of issues" and proceed to the "Publication cycle" wizard.
    • The options "Daily, Weekly, Monthly, Annualy" are listed across the top of the box. Choose the appropriate publication type and edit it accordingly.
    • For a monthly journal, click "Monthly," and type in "1" to indicate the frequency. (For a bimonthly journal, type "2." For a quarterly or seasonal journal, type "3"). Use the calendar below to indicate the day of publication. Just use the first of the month for publications such as these, as a choice of the 29th, 30th, or 31st will result in messy predictions every time February rolls around.
    • If, though, a journal is published on specific dates each month, use the calendar to indicate that, so the predictions will be correct. If it's published on the 1st and 15th of each month, for instance, just check 1 and 15 on the calendar.
    • In the top left corner of the "Publication cycle" wizard is the "Omit" gadget. Use this on custom patterns to make sure the predictions will remain accurate.
MAKING PREDICTIONS:

At the far end of the row of icons across the top of the serial control is the "Generate predictions" button. Indicate how many issues you want to predict (usually one year), which issue to start with, and the chronology of the issue (which has to match the chronology type selected in the pattern).
In the "Date first prediction" box, type the date of the expected issue, itself. In the "Date expected" box, type the date the issue should actually arrive at the library. (Use past receipt record or Ebsconet to determine this date).
Click the "Generate Predictions" button. Review and "Save Predictions."

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