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University System of Maryland and Affiliated Institutions

Claiming Serials Issues in Aleph (version 16)

Contributed by Joyce Tenney
2004/11/12
Manual Claiming

In Check-in, the right pane will display the claim date under the Claim column. If you do not see column "Claim" place your cursor on the gray bar with the column descriptions and right click. Check the box Claim click OK. The column should display in the Items Window.

The Expected date of the issue will not change. The date of the Next Claim can be viewed by clicking the Claim button to view the Claim List window.

The Claim Date will display even after the issues is Arrived. After an issue is created, claimed and arrived the window will display the original Expected Date, the Arrival Date and the Claim Date.

Batch Claiming

Under Subscriptions on the left pane in Serials, highlight your subscription in the upper pane. In the lower pane, Tab 3 (Subscription Information) you will find the claim intervals (days after the expected date which should trigger a claim). The trigger for "Send Claims" must be set to Yes on this screen. The claim interval determines which items appear on the Serials Claim Report. (Note that there are claim dates in the vendor record, but they are overridden by the dates on the Subscription Information Form).

In Task Manager you will find the ser-issue-clm-rpt. This is the Serials Claim Report that lists all expected or not arrived items in which the claim interval has passed. The system will add the second Claim Interval to the First Claim Date to determine the Second Claim Date. See the Printing cheat for more details on how reports can be retrieved and printed.

Remember, the First Claim Interval is also used when you establish your original Expected date using the publication pattern. It is used in combination with the issue date in the 853X $3 field.
The system will use the date in the 853X $3 and add the First Claim Interval to create an Expected date.
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