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Department of Technical Services Acquisitions Procedures

SERIAL PROCEDURES - PROCESSING SERIAL CLAIMS

Serial claims entered during check in are stored in the Serial Claims Awaiting Print File. To clear the file, claims must be printed out and mailed or electronically sent to the vendors. Remember all HELIN libraries use the same Checkin files, so you must limit by local logon (URI, PELL, or CCE) as part of the claiming process.

To print claims for URI serials only, follow the menus below:

15. Ordering and Receiving

19. Serials processing

3. Claim overdue serial issues

(Initials and password)

At this step you may S> Examine the Serial file to find overdue issues.

This file contains claims for ALL HELIN libraries. Very time consuming. Not recommended. You may create a separate file of your own library’s serial claims in Create Lists to review claims more efficiently.

Or you may proceed with processing claims:

15. Process claims to vendors for overdue serial issues

12. Limit claims by location

3> Process claims for URI logon

16. Process serial claims

(File is split into e-mail claims and print claims)

5. ____ claims to send via EMAIL

16. ____ claims to print

rev. 9/25/97