期刊

Serials actions can be accessed by going to the 『More』 menu at the top of your screen and choosing 『Serials』 or by clicking 『Serials』 on the main Koha staff interface page. The serials module in Koha is used for keeping track of journals, newspapers and other items that come on a regular schedule.

As with all modules, make sure you go through the related implementation checklist and system preferences before using the serials module.

  • 到那: 其他 > 期刊

管理期刊的刊期

Koha保留出版刊期的記錄,供管理與複製之用。

  • 到那: 其他 > 期刊 > 管理刊期

From this page you can view all of the existing frequencies in your system.

Table of serial frequencies

You can edit, delete and create new ones.

Adding a frequency

To add a new frequency, click on the 『New frequency』 button.

New frequency form

  • Description: this is the name that will appear in the drop-down menu when creating a new serial subscription; make sure it is descriptive

  • Unit: this is the unit used for counting the cycle of publication. Choose either none (for irregular frequencies), day, week, month, or year.

  • Issues per unit: this is how many issues are published during the unit chosen above (this will usually be 1).

  • Units per issue: this is how many units must we count until the next issue is published.

  • Display order: this is the display order in the drop-down menu when creating a new subscription (you may want to put the most used frequencies at the top and the less frequent at the bottom; the top-most position is 0). Several frequencies can have the same display order value. If this is the case, they will appear in the order they were created.

小訣竅

To understand 『issues per unit』 versus 『units per issue』 you can read it as 『<issues per unit> issue(s) every <units per issues> <unit>』. For example, a biweekly frenquency (every two weeks) would be 『1 issue every 2 weeks』. So 『issues per unit』 would be 1 and 『units per issue』 would be 2. See below for more examples.

Examples

Here are some examples for most common serial publication frequencies.

Frequency

Unit

Issues per unit

Units per issue

Daily (「1 issue every 1 day」)

Day

1

1

Three times per week (「3 issues every 1 week」)

Week

3

1

Semiweekly (「2 issues every 1 week」)

Week

2

1

Weekly (「1 issue every 1 week」)

Week

1

1

Biweekly (「1 issue every 2 weeks」)

Week

1

2

Monthly (「1 issue every 1 month」)

Month

1

1

Bimonthly (「1 issue every 2 months」)

Month

1

2

Quarterly (「1 issue every 3 months」)

Month

1

3

Semiannual (「1 issue every 6 months」)

Month

1

6

Annual (「1 issue every 1 year」)

Year

1

1

Biennal (「1 issue every 2 years」)

Year

1

2

管理期刊編碼模式

Every time you create a new numbering pattern in serials you can save it for later use. These patterns are accessible via the 『Manage numbering patterns』 page.

  • 到那: 其他 > 期刊 > 管理編碼模式

This page will list for you the numbering patterns you have saved in the past as well as a few basic patterns.

Numbering patterns table

備註

If you have upgraded from an old version of Koha (before 3.14) you will see 『Backup patterns』 listed for patterns. This is how Koha saved your old numbering patterns. You can edit these to give them more meaningful names from here.

Adding a numbering pattern

To add new new pattern click the 『New numbering pattern』 button.

New numbering pattern form

  • Name: this is the name that will appear in the drop-down menu when creating a new serial subscription; make sure it is descriptive.

  • Description: this is to further describe the numbering pattern; this does not appear when creating a new subscription, it only displays in the numbering patterns table (see above).

  • Numbering formula: this is what is used to create the number for each issue. You can use up to three variables {X}, {Y}, and {Z} (see below). Along with the variables, you can enter any text you want to have appear in the issue number. You must also include any spaces you want to see in the issue numbers. The text will stay the same for each issue and the variables will vary.

    警告

    The variables must be in capital letters and between curly brackets.

    Examples

    • Vol. {X} No {Y}

    • Issue {X}

    • {X} {Y}

  • Display order: this is the display order in the drop-down menu when creating a new subscription (you may want to put the most used frequencies at the top and the less frequent at the bottom; the top-most position is 0). Several frequencies can have the same display order value. If this is the case, they will appear in the order they were created.

In the table, you need to enter the parameters for each variable.

  • Label: this is simply a name for the variable, it is not used anywhere else, but it helps identify what the variable is supposed to be.

  • Add: how many numbers or units are added to the variable.

  • Each: the numbers or units added to the variable are added each how many issues.

  • Set back to: this is used for cyclic numbering; enter the starting number.

  • When more than: this is used for cyclic numbering; enter the last number.

小訣竅

When filling out these four parameter (『add』, 『each』, 『set back to』 and 『when more than』), work column by column and read it as a sentence: 「Add 1 Every 1 issue, set back to 1 when greater than 10」.

  • Formatting: this is used if, instead of numbers, you want words to appear in your issue number. You can choose

    • Name of day (Monday, Tuesday, Wednesday, etc.)

    • Name of day (abbreviated) (Mon, Tue, Wed, etc.)

    • Name of month (January, February, March, etc.)

    • Name of month (abbreviated) (Jan, Feb, Mar, etc.)

    • Name of season (Spring, Summer, Fall, Winter)

    • Name of season (abbreviated) (Spr, Sum, Fal, Win)

警告

When filling out the table, you must always use numbers, even to represent names of days, months or seasons. Here are the equivalent for each

Days

Sunday

0

Monday

1

Tuesday

2

Wednesday

3

Thursday

4

Friday

5

Saturday

6

Months

January

0

February

1

March

2

April

3

May

4

June

5

July

6

August

7

September

8

October

9

November

10

December

11

Seasons

Spring

0

Summer

1

Fall

2

Winter

3

Before you save your numbering pattern, you can test it to make sure it behaves as you intend.

  • Frequency: choose a frequency that fits with your numbering pattern.

  • First issue publication date: choose a date where your test will start.

  • Subscription length: enter a number of issues, weeks or months to test your numbering pattern; if the numbering pattern is cyclic, it is recommended to try at least two cycles to see the change in cycles and make sure it behaves correctly.

  • Locale: if using names of days, months or season, you can choose the language in which these names will be displayed.

    備註

    Locale doesn’t currently work well with season names.

Next enter the parameters for your variables.

  • Begins with: enter the first value for each variable, these should be the values of the issue entered in 『First issue publication date』 above.

  • Inner counter: enter how many issues have already passed in the cycle, so that Koha can calculate when to cycle back.

Click 『Test pattern』 to see the results. If the result is what you expected, you can save your numbering pattern. If the results does not match your expectations, go back and tweak the parameters and test again.

Examples

Month and year for monthly serials

Numbering formula: {X} {Y}

X

Y

Z

Label

Month

Year

Add

1

1

Every

1

12

Set back to

0

0

When more than

11

99999

Formatting

Name of month

Volume and number for monthly serials

Numbering formula: Vol.{X} No.{Y}

X

Y

Z

Label

Volume

Number

Add

1

1

Every

12

1

Set back to

0

1

When more than

99999

12

Formatting

Season and year for quarterly serials

Numbering formula: {X} {Y}

X

Y

Z

Label

Season

Year

Add

1

1

Every

1

4

Set back to

0

0

When more than

3

99999

Formatting

Name of season

Volume and number for weekly serials

Numbering formula: Vol.{X} No.{Y}

X

Y

Z

Label

Volume

Number

Add

1

1

Every

52

1

Set back to

0

1

When more than

99999

52

Formatting

備註

Find more numbering patterns on Koha’s wiki [https://wiki.koha-community.org/wiki/Serial_Pattern_Library].

Adding a subscription

Subscriptions can be added by clicking the 『New』 button on any bibliographic record and choosing 『New subscription』

Click on New and choose New subscription in a bibliographic record

Or click the 『New subscription』 button in the serials module

Main page of the serials module with the left hand side menu and the New subscription button

If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record the form will include the record number info).

Add a new subscription form (1 of 2)

  • Vendor: can be found by either searching vendors entered via the Acquisitions module or manually entering the vendor ID number

    • 供應商資訊不是必備

    • 需鍵入供應商資訊,才能發出催缺資訊

      Warning pop up saying 'If you wish to claim late or missing issues you must link this subscription to a vendor. Click OK to ignore or Cancel to return and enter a vendor'

  • Record: the biblionumber of the MARC record you’d like to link this subscription to

    • If you created a new subscription from a bibliographic record, the biblionumber and the title will already be filled in

    • You can search for an existing record by clicking on the 『Search for record』 link below the boxes

    • If there is no existing bibliographic record for this subscription, you can create one by clicking on the 『Create record』 link below the boxes

    • You can also manually enter the biblionumber for a record in the first box

  • Next you can choose whether a new item is created when receiving an issue

    備註

    If you add barcodes to issues or if your circulate them, choose to create an item upon reception

  • When there is an irregular issue: choose how to handle irregularities in your subscription, by either skipping the issue number or keeping the issue number

    備註

    If the numbers are always sequential, choose 『Keep issue number』

  • Manual history: if checked, you will be able to enter serials outside the prediction pattern once the subscription is saved. For example, 『The library has issues from June 1974 to December 1996』. To do so, go to the 『Planning』 tab on the subscription detail page once the subscription is saved and click 『Edit history』.

    Subscription details page, Planning tab

  • 索書號: 您館藏的索書號或索書號字首, 這會複製到館藏, 如果他們是在接收時產生的.

  • Library: the branch that owns this subscription.

    • 若多個圖書館訂閱此期刊,您需為每個圖書館新增訂閱

    • 使用訂閱資訊頁面的 『編輯新增(複製)』 選項,或改變 『圖書館』 欄位,都可以做到

      The Edit as new (duplicate) option under the Edit button in the subscription details page

  • Public note: any notes you would like to appear in the OPAC for the patrons

  • Nonpublic note: should be used for notes that are only visible to staff members via the staff interface

  • Patron notification: you can pick a notice to send to patrons who subscribe to updates on this serial via the OPAC.

    • For this option to appear you need to make sure that you have a 『Serials (new issue)』-type notice set up in the 『Notices and slips』 tool

  • Location: the shelving location, this will be copied to items if they are created upon receiving.

  • Item type: if creating items upon reception, choose the item type of the items created.

  • Item type for older issues: if creating items upon reception, choose the item type that will be assigned to previous issues when receiving new issues. This will only appear only if the makePreviousSerialAvailable is enabled.

  • Grace period: the number of days before an issue is automatically moved from 『Expected』 status to 『Late』. This mechanism requires that the SerialsUpdate.pl cron job is set up to run regularly.

  • Number of issues to display to staff: this allows you to control how many issues appear by default in the staff interface catalog, in the 『Subscriptions』 tab of the bibliographic record.

    備註

    This does not affect the number of items shown in the 『Holdings』 tab if you create items for issues. It only affects the number of issues displayed in the 『Subscriptions』 tab.

  • Number of issues to display to the public: this allows you to control how many issues appear by default in the OPAC, in the 『Subscriptions』 tab in bibliographic records

    備註

    This does not affect the number of items shown in the 『Holdings』 tab if you create items for issues. It only affects the number of issues displayed in the 『Subscriptions』 tab.

填入資料後您可按 『下一步』 進入預測模式資訊。

Add a new subscription form (2 of 2)

  • First issue publication date: enter the date of the issue you have in your hand, the date from which the prediction pattern will start

  • Frequency: choose the frequency of your serial. There are several pre-defined options all of which are visible alongside your own custom frequencies in 『manage frequencies』. If the frequency you are looking for is not there, you can add a custom frequency.

  • Subscription length: enter the number of issues, weeks, or months in the subscription. This is also used for setting up renewal alerts.

  • Subscription start date: this is the date at which the subscription begins. This is used for setting up renewal alerts.

  • Subscription end date: this should only be entered for subscriptions that have ended (if you’re entering in a backlog of serials).

  • Numbering pattern: choose how issues are numbered. The options here are the ones in the manage numbering patterns section.

    • If the numbering pattern you need has not been created yet, you can create a new one by clicking on 『Show advanced pattern』 and then 『Modify pattern』. This is be the same as adding a numbering pattern (see section above).

      Form to create a new numbering pattern from the subscription form

  • Locale: if using names of days, months or season, you can choose the language in which these names will be displayed.

    備註

    Locale doesn’t currently work well with season names.

  • Once a 『Numbering pattern』 is chosen the numbering table will appear.

    Table to enter the starting numbers for the numbering pattern

    • Begins with: enter the first value for each variable, these should be the values of the issue entered in 『First issue publication date』 above.

    • Inner counter: enter how many issues have already passed in the cycle, so that Koha can calculate when to cycle back.

      • 例如:若收到的第一期是 「vol. 4, no. 1, iss. 796」,您需設定為 「inner counter = 0」 若是 「vol. 4, no. 2, iss. 797」,則內部計數器應為 「1」。

    • 填入資料後按 『測試預期模式』 鈕檢視系統產生的卷期,若出現不規則卷期可從清單選擇不存在的卷期。

      Prediction of the numbering for each issue in the subscription

  • If you have added custom fields, they will be editable above the buttons at the bottom of the screen

Click 『Save subscription』 to save the information you have entered.

備註

Find sample serial examples in the serial pattern library on the wiki [https://wiki.koha-community.org/wiki/Serial_Pattern_Library].

Editing a subscription

從訂閱頁面按下 『編輯』 與 『編輯訂閱』,就能編輯訂閱的內容。此作為將回至 creating a new subscription

The Edit subscription option under the Edit button in the subscription details page

您也可以批次編輯訂閱。先搜尋想改變的訂閱。在結果頁面,勾選待編輯的訂閱選項。將出現 『編輯選定的期刊』 連結。

Subscription search results, two subscriptions are selected and the option Edit selected serials is available

從這裡,您可以改變:

  • 代理商

  • 書架位置

  • 圖書館

  • 館藏類型

  • 公開的說明

  • 不公開的說明

  • 簽收期刊時,是否新增館藏

  • 到期日

  • any custom fields

Subscription batch editing form

備註

不變更欄位內容使用原來的值。

Receiving issues

可從多個地簽收期刊。找到訂閱後,使用期刊頁面上方的搜尋盒找到欲簽收的期刊:

Search for serial subscriptions in the search bar at the top of the screen, and results

From the search results you can click the 『Serial receive』 buton or you can click on the subscription title and then click the 『Receive』 button.

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Serials statistics wizard)

從 『期刊館藏』 頁面簽收期刊。在訂閱摘要頁面左方有個連結至 『期刊館藏』 的選單

From the page that opens up, check the issue(s) you want to receive (the expected ones should be checked by default) and click 『Edit serials』.

Serial collection page, the issues table shows three issues that have already been received and one issue still expected, the expected issue is checked

所有的三個選項將打開收到刊期表單:

Issue receive form, the status drop-down menu is opened and the cursor points to Arrived

  • Choose 『Arrived』 from the status drop-down menu to mark an issue as received.

  • 若打算把每期都新增為一個館藏記錄,則於選取 『到館』 之後將出現 館藏新增表單。可以使用表格底部的’此館藏要複製的份數’選項添加多個副本。

    Issue receive form with the item creation form opened

  • 填寫補篇資訊,供補篇的刊期使用。

    • 在 「補篇」 之後的盒內鍵入完整編碼就不會從主編號取用/自動填入編號,祗取用從 「補篇」 之後的盒內完整編碼置於 [MARC21 952$h] (若您新增館藏紀錄)。

      • 例如,若希望顯示它則鍵入完整的內容:」v.69 no.3 (Mar. 2015) suppl.」

  • 若打算把每期都新增為一個館藏記錄,則 新增館藏表單 將出現供各期使用

  • 鍵入您的資訊後,可以勾選 『儲存』

期刊館藏

從期刊選單可以看到每個訂閱期刊的管理頁面。

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Serials statistics wizard)

From this page you can manage additional tasks related to subscription issues such as receiving multiple issues and editing.

Serial collection page, the issues table shows three issues that have already been received and one issue still expected, the expected issue is checked

按下產生鈕,產生下一期供館員標記並把稍早那期自動標記為 『遲到』。

Check the box in the Edit column for one or more previous issues and then click the Edit serials button. This will bring you to the same screen as when you are receiving issues. From there, you can edit the numbering, dates, status, and add notes.

Creating a routing list

A routing list is a list of people who receive the serial before it goes to the shelf. To enable routing lists, set your RoutingSerials preference to 『Use』.

從訂閱頁面左方可見到 『新增傳閱清單』 或 『編輯傳閱清單』 連結

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Serials statistics wizard)

Clicking that link will bring you to the form to add a new routing list.

Create routing list form

From here, click 『Add recipients』 to add users to the routing list. In the menu that appears you can filter patrons by part of their name, their library, or their patron category.

Patron search to add to routing list

Click 『Add』 to the right of each name to add them to the routing list. When you have chosen all of the people for the list, click the 『Close』 button to be redirected to the routing list.

Editing routing list form

From this form, you can play with the order of the users and add notes. If you always add the same note, you can enter it in the RoutingListNote system preference.

If the list looks the way you expect it to, click 『Save』.

Next, you will be brought to a preview of the routing list. To print the list click 『Save and preview routing slip.』 This will open a printable version of the list.

Routing list preview

If RoutingListAddReserves is enabled, patrons listed in the routing list will automatically be added to the holds list for the issue.

To see a list of all of the routing lists for a specific patron is visit the routing lists tab on their patron record. Patrons are able to see a list of their own routing lists when logged into the OPAC in the your routing lists tab.

Subscriptions in the staff interface

訂閱資訊將顯示在書目記錄的 『訂閱』 分頁

The Subscriptions tab of a bibliographic record in the staff interface

Clicking the 『Subscription details』 link will take you to the Subscription summary page in the staff interface.

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Serials statistics wizard)

If you are using the acquisitions module to keep track of serial subscriptions you will see an extra 『Acquisition details』 tab in your subscription details.

Acquisitions details tab in a bibliographic record attached to a serial subscription

備註

You can customize the columns of this table in the 『Table settings』 section of the Administration module (table id: orders).

Subscriptions in the OPAC

When viewing the subscription in the OPAC there will be several options. You can choose which tab appears by default with the opacSerialDefaultTab system preference.

Like in the staff interface, there will be a Subscriptions tab on the bibliographic record.

The Subscriptions tab of a bibliographic record in the OPAC

Under this tab will appear the number of issues you chose when setting up the subscription or in your OPACSerialIssueDisplayCount system preference. Clicking the 『More details』 link will provide you with additional information about the serial history. You can set the default view of the serial history in the OPAC with the SubscriptionHistory system preference.

There are two views, brief and full. The brief serial subscription history will show basic information regarding the subscription.

Brief history of a subscription in the OPAC

From this brief display patrons can subscribe to be notified of new issues as they are released by clicking the 『Subscribe to email notifications of new issues』 button. This link will only appear if you have chosen to notify patrons when creating the subscription.

從館員介面的訂閱頁面右方的 『資訊』 分頁,可以檢視訂閱期刊到館通知的內容。

Subscription details page, Information tab

完整檢視顯示詳情,依年分排列訂閱事宜

Full history of a subscription in the OPAC

Claiming late issues

Koha can send email messages to your serial vendors if you have late issues. To the left of the main serials page there is a link to 『Claims』.

Main page of the serials module with the left hand side menu and the New subscription button

連結至催缺也顯示在訂閱詳情頁面的左方

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Serials statistics wizard)

If you don’t have a claim notice defined yet you will see a warning message that you need to first define a notice in the Notices and slips tool.

Warning No claims notice defined. Please define one.

勾選 『催缺』 將開啟表單,詢問催缺的期刊供應商。

Claims report result

從最新到館清單裡,可以選擇勾選遲到期刊、通知模版以及勾選 『送出通知』 鈕,發送催缺電子郵件。

You can also export the results to a CSV file by choosing a CSV profile and clicking 『Download selected claims』.

Checking serial expiration

When adding serials you enter a subscription length, using the check expiration tool you can see when your subscriptions are about to expire. To use the tool, click the link to 『Check expiration』 on the serials menu.

Check subscription expiration search form

In the form that appears you need to enter at least a date to search by. You can also search by title, ISBN or library.

可從結果裡看到所有在鍵入日期前將終止的訂購。從此可選擇檢視訂購詳情或更新內容。

Check expiration search results

若有多個訂閱,可以勾選它們並按 『續訂勾選的訂閱』 一次全部更新。將以同樣的期程續訂 (即,最後一次訂期為一年,將續訂一年;若最後一次訂期為16期,則續訂為16期)。

Check expiration search results, two results are checked and the Renew selected subscription is available

Renewing subscriptions

若期刊已到期就不會收到新的期刊。可以從訂閱詳情頁面上方的 『續訂』 鈕執行續訂工作。

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Serials statistics wizard)

Once you click the 『Renew』 button you will be presented with renewal options.

Subscription renewal form

  • Start date: enter the date your subscription period starts.

  • Subscription length: enter the number of issues, weeks or months your subscription lasts

  • Library: enter the library for which this subscription is

  • Note for the librarian that will manage your renewal request: enter any notes you might have about this renewal.

Click 『Submit』.

If your RenewSerialAddsSuggestion system preference is enabled, renewing a subscription will create a purchase suggestion in the acquisitions module so that your acquisitions staff can manage it.

搜尋期刊

期刊模組上方有搜尋盒可以用 ISSN 或題名搜尋期刊的訂閱事宜。

Search for serial subscriptions in the search bar at the top of the screen, and results

點選 『送出』 鈕右方的 『進階搜尋』 連結,即可搜尋您的期刊。

Serials advanced search form

備註

If you have additional fields that are searchable, they will appear in this form.

可從結果頁面搜尋盒下方的欄位篩選結果,並且以結果上方的工具列調整顯示的結果數。

Subscription search results, two subscriptions are selected and the option Edit selected serials is available