Serials Management
A Guide for Serials and Periodicals Staff
What the Serials module does
Manages periodical subscriptions from prediction through receipt, claiming and binding:
- Subscriptions — vendor, frequency, issues per year, renewal date.
- Issue prediction — generate expected issues with enumeration (volume / issue) and chronology.
- Receiving — check in expected issues; gaps are flagged automatically.
- Claiming — claim missing or late issues.
- Bindery — batch received issues, send to the bindery, and mark them returned/bound.
- Renewal reminders — scheduled email of subscriptions due for renewal.
Predicting and receiving issues
- Create a subscription (frequency + issues-per-year drive the prediction).
- Generate expected issues for a date range — each predicted issue gets a volume, issue number (cycling within the volume) and expected date.
- As issues arrive, check in the expected issue (status → received). The gaps view lists expected-but-not-received.
- Claim a late/missing issue — status → claimed, with a claim count.
Bindery
From Serials → Bindery: select received issues, send to bindery (creates a batch), then receive the batch back to mark those issues bound (optionally linking the bound volume).
Renewal reminders
A scheduled task emails staff the subscriptions due for renewal:
php symfony library:serial-renewal-reminders --days=30
Recipients come from ahg_settings.serial_renewal_recipients (comma-separated). Add it to cron (e.g. weekly).
For Administrators
- Tables:
library_subscription,library_serial_issue,library_bindery_batch. - Issue status values come from the
serial_issue_statusdropdown taxonomy (expected / received / claimed / missing / bound / damaged).