Easylib

Easylib Help

Library - Periodicals
  1. Periodicals/ SerialControl:

Periodicals are different types of journals,magazines, etc. that comes in a definitetime period. Effective management and tracking of these kinds of items can be done in a very comprehensive way by using the Periodicals module.



How to access the Periodicals module?
  1. Click once on the Periodicals module, which appears on the front page of Easylib software,to open the Easylib Login screen.
  2. Enter the correctUser ID and Password.
  3. The main page appears containing a list of all the menus and sub-menus of Periodicals module which are displayed below: -



  1. Periodicals Entry
  2. Periodicals Information
  3. PeriodicalsList Subscription Management
  4. Receivables
  5. ReceivablesGeneration and Tracking
  6. Annual Subscription Generation
  7. Receive Periodicals
  8. Summary of Receivables / Received
  9. Indexing
  10. Periodical Indexing
  11. Content Manager
  12. Accessioning
  13. Binding and Accessioning
  14. Accession Register for Periodicals
  15. Serials Reminders
  16. Serials Remainders
  17. Reminder Creation
  18. Routing
  19. Weekly Cardex
  20. Received / Receivable Report
  21. Monthly Cardex
  22. Periodical Report
  23. Reports
  24. Customized Reports– Articles
  25. SubscriptionSearch


  1. Yearwise Statistical Report
  2. StatisticalReport
  3. CustomizedStatistical Report
  4. Continued Discontinued List
  5. All Serials List, Along With Their Volumeand Issue Details
  6. Cardex System
  7. SubscriptionReport

6.6.10. Generate Barcodes

6.6.11. Other Reports

  1. Search
  2. See the List of JournalsSubscribed
  3. Received Periodicals List
  4. Search by ArticleTitle, Keyword
  5. Setup
  6. System Parameters - Periodicals
  7. Publishers
  8. Vendors
  9. Frequency
  10. Departments
  11. Subjects
  12. Source
  13. Periodical Type
  14. Currency
  15. Html Setup
  16. Tool Bar
  17. Screen Setup
  18. Window
  19. Help


  1. PeriodicalsEntry:
  2. Periodicals Information:
  3. Using this screen you are able to maintain the information about periodicals, journals, etc. Here, you are able to provide the necessary information and thus keep a track of the subscription details.This will help you during report generation and while searchingabout a particular periodical.
  4. To enable this function selectthe Periodicals Entry menu and click on the Periodicals Information submenu or simply press Ctrl + P from the keyboard to open it directly.
  5. A screen titledas Serials Control appears, containing three subparts namely,Periodicals Information Entry, Subscriptions Entry and Subscriptions List each containing different fields. ISSN stands for International Standard Serial Number, which is a 10-digit number.
  6. The advantage of this screen is that you have to enter the Periodicals Information Entry details only once and you can subscribethe issues every year. If the vendor details have changed, then make the changes in the Subscriptions Entry subpart and click on the


Modify button. Every time you enterthe periodical id all the entered detailswill be displayed in the screen.

  1. The Periodical ID is a unique number that is generated by the EasylibSoftware. If you want to enter any new detailsclick on the Clear button first, so as to clear the previously entered records and then click on the New button. The Periodical ID will be automatically generated.
  2. Every periodical has a possibility of being renamed or changed in such a way that the previous details need to be stored.For this reasonthe Previous Details button is provided on the screen. Click on this button to open the screen titled as Previous Title Details where Title, Periodicity (Monthly, Bimonthly, Fortnightly, etc.) are the important fields.
  3. While transferring the previous details,you are promptedto enter from and to dates, during which the previous details existed.
  4. The Previous Details button will be enabled only if there are any previous detailsfor that particular periodical.
  5. In the Subscriptions Entry subpart, the Library Subscription No. is usually enteredas the year of subscription like 2006, 2007 etc.
  6. The added records are listed in the grid titled as SubscriptionsList. Select any record by single of the mouse, to see the details in the Subscriptions Entry subpart.
  7. Click on Modify and Delete buttons to change or delete any record.
  8. Indexing of any articlefrom the periodical can be done, by clickingon the Periodical Indexing button.
  9. Search button takes you to the SubscriptionSearch screen where search resultscan be seen for the criteria that have been entered.
  10. You can view all the enteredrecords by scrolling through the Navigation buttons.


  1. Periodicals List:
  2. This will keep the track of all the periodicals that you have subscribed which will be helpful during the generation of the reports and also while searching for a particular periodical.
  3. To view this screen, selectthe Periodicals Entry pull down menu and click on the

Periodicals List submenu.

  1. This is basicallya list screen, which displaysthe entire recordsthat have been entered in the database, starting from the first record.
  2. Double click on the mouse or press enter key after selecting any single record from the grid. This will allow you to see the detailsof the selected record as displayed in the Serials Control screen.
  3. Sort By helps you to sort the entirelist according to your requirement.
  4. As the listed records are too large, you have the option to do a quick search by selecting any data from the Search By and entering the data in the corresponding list box.
  5. On clicking the Search button, SubscriptionSearch screen appears,wherein you can do customize search and view the results.


  1. The Periodicals List can be printed in three formatsnamely, HTML, Notepadand Excel by clicking on the Print icon present in the respective format screens.


  1. SubscriptionManagement:
  2. Using this screen, you are able to keep a track of all the periodicals that you have subscribed based on two options namely,Current and All. This will be useful during the generation of the reports.
  3. Go to Periodicals Entrymenu and clickon Subscription Management submenu to open this screen.


  1. Listing of the records can be done in two ways, that is, either by selectingthe Current radio button or by selecting the All radio button. Current option will display the list of all actively subscribed periodicals in the library while All option will display both the current as well as the past records.
  2. Sorting of the displayed list can be done by, selecting your requirement from Sort By.
  3. To view the details about any particular record, click on the Details button. This will prompt the Serials Controlscreen to appear,wherein you can either enter the particular periodical id, or use the navigation buttons to search the details.
  4. If you click on the New button, it will prompt the Serials Control screen to appear with the new periodical id, wherein you can start entering the details about the new periodical.
  5. Once the record has been added it will appear in the Subscription Management screen along with the rest of the list.
  6. The above list can be printed in three formatsnamely, HTML, Notepadand Excel by clicking on the Print icon present in the respective format screens.
  7. The advantage of this screen is that when you double click on the mouse or press the enter key on a subscription then you are able to view/generate receivables, by going to the Receivables Generation and Tracking screen.


  1. Receivables:
  2. Receivables Generation and Tracking:
  3. This screen is essential for generating the periodical issues, according to the periodical type and thus, maintainsa track of all these records. This will be helpful while generating the reports, receiving the periodical and also while generating the barcodes.
  4. All the periodical details that have been recorded in the previous menu needs to be generated as received whenever the issue comes to the library. This can be done by clicking on the ReceivablesGeneration and Trackingsubmenu from the Receivables drop down menu list.
  5. Select from the Periodical Name the periodical, whose issue has to be generated. Next, select the Subscription Number from the combo box.


  1. This generates the periodical list automatically. The issues that have alreadybeen received by the librarian will be displayed under the Received box and the issued that are yet to arrive in the library will be displayed under the Receivables box.
  2. You can separately sort both the Received and Receivables list according to your requirements by selecting from the Sort By list box. It should be noted that for the Received list, you have the optionto sort by Expected ReceiveDate, whereas in the Receivables list, you have the option to sort by Received Date.
  3. Click Select All button to prompt a small screen titled Select One to appear. Here, if you select the Receivables check box then, all the recordspresent under the Receivables box will be selected and if you select the Received check box then all the records present under the Received box will be selected.Once selected, now you can move it to any of the two boxes.
  4. Another way to move the recordsbetween both the boxes, is to select one or more records from the respective boxes and then press the > or < button to move it to the other side box.
  5. For adding a new issue, say a supplementary issue, for the same periodical, which has already arrived, or some extra copy thatis yet to arrive, click on the Add button. Select the option from Select One screen and enter the mandatory fields like Volume, Issue no, Copy, etc. in the Add New Received screen. Press Ok button to add the records to the Received and Receivable list.
  6. The above list can be printedin three formatsnamely, HTML, Notepad and Excel by clicking on the Print icon present in the respective format screens.
  7. When you enter the details for a new periodical, you need to generate the receivables; so as to keep tracks of the expected receive date of each issue for that periodical. This is done by, clicking on the Generate Receivables button. Also, the receivables will be generated according to the frequency that you have already set in the respective Setup screens.
  8. This will prompt a screen titled as Enter these Detailsto appear, whereinall the details has to be entered, as all the fields are mandatory. Click on the Generate button to generate the issues automatically.
  9. Here Generate Barcodes button is providedfor you reference, so that you can generate barcode labels for the periodicals also.
  10. By clicking on the Subscriptions button, you can go directly to the Subscription Management screen, where you are able to view the list of the Current and All records.
  11. Click on the Track by Date button, to go to the Receive Periodicals screen where you can track the required records for a particular date range or other criteria. The details regarding this screen are explained in the following submenu.


  1. Annual Subscription Generation:
  2. This is an important screen wherein you are able to subscribe and generate the receivables for the selected periodicals (one or more) at a time according to the specified subscription year.
  3. This screen can be accessedby, clicking on the Receivablesmenu and then selecting the

Annual Subscription Generation submenu.

  1. An input message box appears asking you to “Enter the Subscription Year”. Enter the year for which you want to view the subscription list and press the Ok button to open the screen titled as Annual Generation of Receivables. This helps in avoidingunnecessary information and also waste of time.
  2. If you do not want to enter any particular year then press Ok button withoutentering any data. This will open a blank Annual Generation of Receivables screen.
  3. If you have entered the year then the above screen opens containing the names of all the periodicals subscribed for the entered year under the Title list box.
  4. If the subscription for a periodical has already been generated then the name of this periodical will be displayed in RED color. Similarly, if the issues have already arrived in the library and the receivables generated then it will be displayed in GREEN color. If the periodical has not been subscribed or the issues have not yet arrivedin the library then the name of the periodical will be displayed in BLACK color.
  5. Click on any Periodical Name to see the calculated subscription and receivables details on the right side of the screen.
  6. For generating any subscription, select the periodical and press Generate Subscription button. The subscription will be generated and now the name will be displayed in RED color.
  7. Similarly, for generating receivables then select the periodical and press Generate Receivables button. Now, the name will be displayed in GREEN colorafter the above action has been performed.
  8. Modify button allows you to modify any details, by entering the new value and pressingthe button.


  1. Receive Periodicals:
  2. This screen allows you to keep a track of all the periodicals that you have subscribed based on Vendor, from date, to date and also by selecting any one of the search criteria namely, Next issues receivable for all subscriptions, Received by date and vendor, Receivables by date and vendor. You can also addthe supplementary copy of a particular periodical by entering the necessary information.
  3. To activate this screen selectReceive Periodicals submenu from Receivablespull down menu list.


  1. This is a kind of search screen where you have the option to view the details regardingthe receiving of a particular periodical.
  2. Three search criteriahave been listed under Select One of these Options caption. Select the Next Issues Receivable for all Subscription radio button, to view the next expected date of all the subscriptions that will arrive in the library. You can also press Alt + N, from the keyboard to select the above radio button. Once this criterion is selected, click the List button to view the records in the grid.
  3. Receivables by Date and Vendor radio buttonwill allow you to list the entirereceivables periodical list from a particular vendor within a certain date range. The date range and the vendor name can be selected from the respective fields followed by clicking on the List button to view the records in the grid. You can also press Alt + B, from the keyboard to select the above radio button.
  4. Here, you can select the periodical that has arrivedfrom the displayed list and pressthe

Receive button to generate it as receivedby the library.

  1. Received by Date and Vendor radio button allows you to list the records that have been already received by the library, from a particular vendor for a certain date range. This allowsyou to keep a track, regarding when all the periodicals were received, along with the received date, issue date, etc. You can also press Alt + V, from the keyboard to select the above radio button.
  2. For all the above three cases, select any record from the displayed list to view the Periodical details, presentbelow the grid. Here, you can modify.For this, first click the Clear button and then after entering the new values, press the Ok button.
  3. Subscriptions and Generate Receivables button will take you to the respective screens on clicking them.
  4. To view the summaryor total number of all the receivables and received periodicals for a certain date range, click on the Summary button.
  5. The above list can be printedin two formats namely, Notepad and Excel by clickingon the Print icon present in the respective format screens.


  1. Summary of Receivables / Received:
  2. This will keep a track of the all the periodicals that have been received and are yet to be received and hence will be useful while generating the reports.
  3. Go to Receivables menu and select Summary of Receivables / Received submenu to enable this function.


  1. This screen basicallygives you a statistical report about the Number of Issues and Amount that have been generated either for the Receivables or Received category. Periodical ID, Subscription Number, Periodical Name and Periodicity are the additional details that are displayed in the grid.
  2. First, select any button from the two options namely, Receivables or Received. Next select the StartDate, End Date from the respective fieldsand click on the Summarize button. This action will display the matching recordsin the grid for your reference. The search can be done, by selecting the vendor also. The periodicals under received or receivables category for the selected vendor will be listed.
  3. Double click on any record in the grid to go directlyto the Receivables Generation and Tracking screen.
  4. The Total numberof issues and the amountwill be displayed at the bottomof the screen.
  5. The above list can be printed in two formatsnamely, Notepad and Excel by clicking on the Print icon present in the respective format screens.


  1. Indexing:
  2. Periodical Indexing:
  3. Using this screen, you are able to index the topic or information by providing the title, page number, creator, etc. This will be useful while generating the reports and searching for the particular article.
  4. By selecting the Indexing menu and clicking on the PeriodicalIndexing submenu, you can access this screen.
  5. The main featureof this screen is to index any important information about a particular article from a periodical, so that it can be used for all future references.
  6. To enter a new record, click on the New button and start entering the details like keyword, periodical,volume no., issueno., article title,etc. Here, it should be noted that the Easylib Software automatically generates Index ID.
  7. After enteringall the requireddata, press the Add button to save the record.
  8. The periodical from which the article has been added should alreadybe present in the Periodical Name list.
  9. Scrolling through the entire recordscan be done by pressingthe navigation buttons.
  10. Modify and Delete buttons are provided for performing the required function.


  1. Content Manager:
  2. This will keep a trackof the indexes and will help duringthe generation of reports.
  3. To enablethis function selectContent Managersubmenu present in the Indexing menu.
  4. All the articles that have been indexed in the previous screen can be listed here, in a tabular format by, selecting the name of the periodical from the Periodicaland pressing the Inquire button.
  5. It should be noted that, this functionwill not display all the enteredarticle records when you click the Inquire button. Instead, you are able to only see the periodical wise listing of the articles.
  6. Sorting of the displayedlist can be done by, selecting you requirement from Sort By list box.
  7. Indexing button will prompt the Periodical Indexing screen to appear where you can see the details about the article and perform the desired function.
  8. In case, you want to search about an article, you can do so by clicking on the Article Search button. Enter the criteriain the respective fields and press the Search button to get the results.
  9. When you double click on any one record present in the list, the Periodical Indexing

screen will be opened along with the detailsof the selected record.


  1. Accessioning:
  2. Binding and Accessioning:
  3. Using this screen,you are able to bind a group ofissues/ volumes of a particular periodical and accession them.
  4. Periodicals can also be accessioned and binded together like the book and non-bookitem types. To open this screen click on the Binding and Accessioning submenu from the Accessioning menu.
  5. Suppose for a particular periodical, there are ten issues for one volume. For easy reference,you want to bind all these ten issues as one volume.This can be done easily with the help of this screen.
  6. To start with select the periodical name from the Periodical by clicking on the Three Dot button. In case, you want furtherdetails regarding the selectedperiodical, press the More Detailsbutton. This will open the Serials Control screen containing the detailed information about the same periodical as entered in the library.
  7. When the periodical name is selected,it will display the issues list along with subscription number, issue no., volume no., etc. on the screen.
  8. Two options namely Accessioned Status and Binding Status are present at the top of the screen. Accessioned Status contains Non Accessioned and Accessioned radio buttons while the Binding Statuscontains Unbound Volumes and Bound Volumes radio


button. One button each from AccessionedStatus and Binding Status must be selected, to list the items. Different types of combinations can be tried out.

  1. Select the volumesyou want to Bind or Accession by clicking on the respective check boxes.
  2. Now enter the binding orderdetails like the Binding OrderNumber, Binding Bill Number and Bound Volume Number. Three different options are provided for performing different types of functions.
  3. Only Bind button will allow you to only bind the selectedvolumes and not accession them. To see the list of such items, select the Non Accessioned and Bound Volumes radio button.
  4. Accession as One Volume button will both, accession and bind the selected volumes simultaneously. After clicking this button, you will be prompted to Enter the Accession Number in the corresponding field. The accessionno. must be enteredin the format as set already in the Setup menu. To see the list of such items, select the Accessioned and Bound Volumes radio button.
  5. Accession Individually button will only accession the selected volume and not bind them. In this case, you do not have to enter any details in the Binding Order Number, Binding Bill Number and Bound Volume Number. Click on this button to open a small screen, where you have to Enter the Accession Number in the corresponding field. To see the list of such items, select the Accessioned and Unbound Volumes radio button.


  1. Accession Register for Periodicals:
  2. This screen is required for accessioning a periodical by entering the periodical and binding details. This will be useful while generating the reports and also during the periodical circulation.
  3. To activate this function select Accessioning menu and click on the Accession Register for Periodicals submenu.


  1. This screen containsthree subparts namely,Periodical Details, Publisher Name and Address and Binding details.
  2. All the records accessioned in the Binding and Accessioning screen can be viewed in this screen either by entering the Accession No. and clicking on the Inquire button or by clicking on the navigation buttons and scrolling through the previously entered records.
  3. Here, you have the option to add multiple Subscription number, Volume number, Issue number and Copy number for a single accessionnumber, by selectingthe details from the above-mentioned fields and clicking on Add to List button. The added records will be displayed on the right side of the screen.
  4. The binding detailslike Binding volumenumber, Binding ordernumber, Binding bill number and Date as entered in the previous submenu, will be displayed for the accessioned volumes, on pressing the Inquire button.
  5. If you want to add a new accession number then, enter the Accessionnumber, Periodical title, Periodicity and other mandatory fields and click on Add button to save the record.
  6. To make some changes in the existingrecord, change the required fields and click on

Modify button.

  1. To delete any record, first search for the record and then click on Delete button. The record once deleted, will not be available for any future reference.


  1. Serials Reminders:
  2. Serials Reminders:
  3. This screen allows you to create and send a reminder regarding the issues of a periodical that are yet to be received, damaged or other related information to the respective vendor by specifying the necessary details.
  4. Selecting the Serials Reminderspull down menu and clickingon the Serials Reminders

submenu can activate this screen.

  1. Once the reminder for a particular serial has been generated and sent to the concerned vendor, it needs to be recorded. Similarly, the reminder that you may have received from a particular vendor also needs to be recorded. With the help of this screen you can keep a track of all these details.
  2. Select the data from the Periodical field and click Inquire button to view the previous details, if any. The entered Date and Time when the reminder was sent/ received will be displayed in the grid.
  3. To enter a new record, click on the New button and start entering the details. Select the Sent or Received option from the Sent/ Receivedlist box and click on the Add button once the record has been added.
  4. Modify and Delete button allows you to perform the respective function as per your requirement.


  1. Reminder Creation:
  2. This is a specific screen that allows you to generate remindersfor the issues of a particular periodical that are yet to be received. This reminder can be directly mailed to the concerned vendor by entering the vendor details or you can take a print of this report and send it to the desired vendor.
  3. This screen can be accessedfrom the Serials Reminders pull down menu by clicking on the Reminder Creation submenu.
  4. Sometimes the subscribed issue or a periodical might not arrive in the library on time. With this feature, you can send a reminder to the concerned vendor along with the periodical details, like Serials (or Periodicals), Subscription Number, Volume Number,Issue Number, etc. This can be sent as an email or by post as you desire.
  5. The Date is set as currentdate by default, which can be changedas per the requirement. Enter the correct address of the vendor and give the relevant details regarding the periodicals that are yet to arrive.
  6. Here, Notes is providedso that you are able to add any extra details when required.
  7. Generate and Send as E-Mail button will generatethe reminder and send it, if the internet facility is available.
  8. Generate Reminderand Print button will generatethe reminder and display it in the Notepad format which can be printed and send by post if you require.
  9. Print button will display the preview in the Notepadformat and the print out can be taken by clicking on the Print icon in the menu bar. In this case, the reminder will not be generated.
  10. Once, all the relevant details have been entered click on the Down Arrow button to add the Serials, Subscription Number, Volume Number and Issue Number in the grid. In this way, you can add multiplerecords to the grid. Now, click on any one of the three buttonsas per your requirement.


  1. Routing:
  2. To activate this screen click on the Serials Remindersmenu and select Routing

submenu.

  1. This screen will help you in keepinga track regarding which member has issued a particular periodical.
  2. Select the name from Serial and enter the Member id. You can search about the member details by clicking on the Three Dot button.
  3. After entering both the optionsclick on the Add button to save the record and add it to the list.
  4. Modify and Delete buttons are providedfor performing the required function.


  1. Weekly Cardex:

This screen gives a graphical representation of weekly periodicals that you have selected along with highlighted issue numbers for a particular subscribed year.

To open this screen select the Weekly Cardex submenu from the Serials Reminders pull down menu. This screen basically helps you to obtain a monthly statistical report for the periodicals that have been subscribed from the library.


  1. Received / Receivable Report: (This has been removedfrom version, 4.2.21onwards)
  2. This screen will keep a track of the periodicals, which you have subscribed for a particular year. The periodicals that have been received will be highlighted in green color; those that are not received in pink color and those that are yet to received will be highlighted in yellow color.
  3. This screen can be referred to, as a different kind of reminder as well as report screen, which can be accessedby selecting Received / Receivable Report submenu from the Serials Reminders, pull down menu.
  4. Select the Year, Frequency and any one from the Vendor/Source/ Department and click on the List button to view the records displayed in the grid. The Year and Frequency are mandatory here.
  5. The list is displayed as Title, Copy no., Volume no. and Issue no. for the corresponding

Frequency that has been selected.


  1. The issue numbers for a particular frequency, say for example, Monthly periodical will be displayed in various color. The Green color indicates that the particular Issue no. has been Received, the Pink color indicates Not Received Issue no., the Yellow color indicatesYet to Receive Issue numbers while the White color indicates No Issue.
  2. Print Received, Print Not Received, Print Receivables and Print All buttons, allow you to view the print preview in the Excel format. This helps you to avoid unnecessary reports.
  3. Similarly, print previewin the HTML format is also availablein which you have to select from Received, Not Received, Receivables and All to get the customized report.


  1. Monthly Cardex:

This screen gives a graphical representation of monthly periodicals that you have selected along with highlighted issue numbers for a particular subscribed year.

To open this screen select the Monthly Cardex submenu from the Serials Reminders pull down menu. This screen basically helps you to obtain a monthly statistical report for the periodicals that have been subscribed from the library.


  1. Periodical Report


  1. This report screen will keep a track of the periodicals that you have subscribed based on department, source, subject, vendor, frequency, periodical type and issue date.
  2. This report screen can be accessed by selecting Periodical Report submenu from the Serials Reminders pull down menu. You can also open the screen, by entering Ctrl + I from the keyboard.
  3. Several search criteriahas been given here like, Issue Date Between, Frequency, Periodic Type, Vendor, Department, etc. The Issue Date Between is a mandatory field.
  4. Click on the List button to view the matching search criteria in the grid.
  5. The records will be listedunder various fieldslike, Serial No., Title, Frequency, ISSN, Subscription No., Volume No., Received, and Not received respectively.
  6. The above list can be printedin Notepad and Excel formats. When you click on any of the two print icons, a small screen appears asking you, whether the reports should be generated for Received, Not Received or All that are mentioned in the grid.


  1. Reports:
  2. Customized Reports – Articles:
  3. With this screen you are able to perform customized search on articlebased on the various search criteria present in the screen. This will also be useful while generating the reports.
  4. To enable this report screen click on the Customized Reports– Articles submenu present in the Reports menu.


  1. This screen is basically used for searchingabout articles that have alreadybeen indexed and generating report for the same.
  2. A screen titled as Customized search on Articles appears wherein various types of search combinations can be performed by selecting the AND/OR options.
  3. Click on the Search button to see the matchingrecords displayed in the Customized Search Results - Articles screen.
  4. Sorting of the displayed list can be done by, selecting you requirement from Sort Criteria

listbox.

  1. The Total No. of Recordswill be displayed at the bottomof the screen.
  2. The above list can be printed in three formatsnamely, HTML, Notepadand Excel, by clicking on the Print icon present in the respective format screens.


  1. SubscriptionSearch:

Using this screen, you are able to perform customized search on the subscribed periodical based on the varioussearch criteria presentin the screen. This will also be useful while generating the reports.

This is also a different type of customized search and report screen, which can be accessed by selecting the Reports menu and clicking on the SubscriptionSearch submenu. This has been explained under Search Journals, Serials and Periodicals heading in the OPAC module. You may refer the document there.


  1. Yearwise Statistical Report:

The YearwiseStatistical Report will display a list of the periodicals that have been subscribed/not subscribed /not received for a particular period.


  1. Statistical Report:
  2. This prepares a general report for all the listed periodicals depending on From Year and To Year, whichyou have entered.It also allowsyou to judge the status of a particular periodical.
  3. Go to Reports > YearwiseStatistical Report > Statistical Reportto enable this function.
  4. After selecting the respective year range, clickon the List button to displayall the records in the grid.
  5. When the list is too long only 25 titles will be listed in the same screen. In such cases, click the Next button to go the next page and Back button to go the previous list.
  6. List All button will displaythe entire list on the same screen.
  7. The list will be displayed as Serial No., Title, Periodicity, ISSN, From Year and To Year.
  8. In this screen, the following notations have been used: - YES == Subscribed and received(at least one copy), NO == Not subscribed

NR == Not received

* == Old Periodical Titles

  1. The above list can be printedin three formatsnamely, HTML, Notepad and Excel

by clickingon the Print icon presentin the respective format screens.


  1. Customized Statistical Report:
  2. This screen allows you to obtain a statistical report based on the search criteria present in the screen like Publisher code, frequency, department, etc.
  3. To access this screen go to Reports > Yearwise Statistical Report > Customized Statistical Report.
  4. The difference here is that this will give you a customized report according to your requirements. Various types of search combinations can be performed by selecting the AND/OR options.
  5. Click on the Yearwise Statistical Report button to view the list displayed in the Yearwise Statistical Report screen. All the functionsof this screen are same as described in the above submenu.


  1. Continued Discontinued List:
  2. Sometimes you might want to discontinue some of the periodicals and instead subscribea new one. Using this screen you are able to compare the periodicals that have been newly added/subscribed with those that have been discontinued for the specified period.
  3. To activatethis function selectReports menu and click on Continued Discontinued List

submenu.


  1. A screen titled as Comparison of Subscription appears where you have to first Select the Years in the First Year and Second Year. For example, select 2004 and 2005 from the First Year and Second Year respectively.
  2. This will display all the DiscontinuedPeriodicals in 2004 and simultaneously displayall the

Added Periodicals in 2005.

  1. Groupwise Reports can be obtained for Subject, Department and Source. On selecting each of these buttons, the corresponding Crystal Reports are generated which can be printed by clicking on the Print icon button in the menu bar.
  2. To view the print preview of the report displayed in the screen,select either the Notepad or

Excel print button.


  1. All Serials List, Along With Their Volumeand Issue Details:

Using this screen, you are able to keep a track of the entireperiodicals that are present in the library along with their volume and issue details.

This screen can be accessed by selecting the Reports pull down menu and clicking on the All Serials List, Along With Their Volume and Issue Details submenu. Ascreen titled as All Serials List appears where the records are displayed under as Periodical Name, Subscription Number, Start Date, End Date, Received and Not Received. Here, the records of the all the periodicals are displayed in the grid beginning from the first entered data. The displayed list can be printed in two formats namely, Notepad and Excel by clicking on the Print icon present in the respective format screens.


  1. Cardex System:
  2. Cardex report is a report of received volumes and corresponding issues based on their frequency. The report is generated for a particular period according to your requirement.
  3. Select Reports menu and click on Cardex System submenu to prompt a screen titledas

Cardex Report to appear.


  1. Select the Periodical Name and the Date. The records will be displayed in the grid, according to the Year and frequency of the selected periodical. Other details of the selected periodical like Periodicity, Vendor,ISSN, Type and Source will be displayed above the list.
  2. The grid displaywill be adjusted according to the periodicity. The division of columns will depend on periodicity of the periodical. For odd frequencies like 18 times per annum a twelve-month grid is chosen as the display format.
  3. The issues are displayed in the month corresponding to the issue date. The background color is green if the issue has been received otherwise the background color is white.
  4. To adjustthe font formatdouble click anywherein the grid to selectthe desired font.


  1. List button containstwo options namely,Default Format and Volume Separately. Default Format will display the list as per the previously set format where as if you select the Volume Separately option then it will add Volume field separately to the display list.
  2. Printing of the reportis possible in two formatsnamely, HTML and Excel format.


  1. SubscriptionReport:
  2. This screen gives you a statistical report regarding the total amount of money spent on the different subscriptions by each department in the institution.
  3. To enable this function clickon the Subscription Report submenu presentin the Reports

menu.

  1. Select the SubscriptionStart between Dates and also any one from other options like Department, Vendor, Source, Frequency, etc.
  2. Press the List button to view the list, which is displayedas Serial Number,Number of distinct subscriptions and Total amount corresponding to the selected field.
  3. The above list can be printedin three formatsnamely, HTML, Notepad and Excel by clicking on the Print icon present in the respective format screens.
  4. The TOTAL for both Number of distinct subscriptions and Total amount is calculated and displayed at the bottom of the list.
  5. The Total Numberof Periodicals Subscribed is listedat the bottom of the screen.


  1. Generate Barcodes:

This function can be accessed by selecting the Reports menu and clicking on Generate Barcodes submenu. The description of this screen has alreadybeen explained in the Reports menu present in the Catalogue and Accessioning module. For any reference you may go to the specified module.


  1. Other Reports:

To view this report screen select Other Reports submenu from the Reports menu. The screen opens displaying Periodical Subscription Expiry Reminder title under the Reports – Periodicals heading. On clicking the Periodical Subscription Expiry Reminder subtitle, a small screen appears asking you to select from and to dates. Click on the Ok button to generate the report displaying the Subscription Date, Expiry Date, Subscription No. and Copies along with other details, such as Periodical ID, Periodical Name, Publisher and Supplier. This report helps in reminding the expiry date of the subscriptions so that necessary action can be taken.


  1. Search:
  2. See the List of JournalsSubscribed:

This screen can be accessed by clicking on the Search menu and selecting See the List of Journals Subscribed submenu. This screenfeatures have been discussed in the Periodicals List submenu.


  1. Received Periodicals List:

Select the Search menu and click on the Received Periodicals List submenu to access this screen. The screen titled as Receive Periodical appears which has been explained in Receive Periodical submenu.


  1. Search by ArticleTitle, Keyword:

Click on the Search menu and select Search by ArticleTitle, Keyword submenu to open the screen titled as Article Search. This has been explained in OPAC module. You may refer the document by going there.



  1. Setup:
  2. System Parameters – Periodicals:

This screen allows you to set the mandatory fields,which are useful while enteringthe periodical information.

This setup screen can be accessedby, clicking on the Setup menu and selecting the System Parameters – Periodicals submenu. The mandatory fields can be set by clicking on the Set Mandatory Field(s) button. This action will take you to another screen where all the fields present in the Periodical Information screen are displayed. Select the field/fields that you want to set it as mandatory and click on the Save button. Closethis screen and open the Periodical Information screen to see the changes that you have made.

Note: All the submenus displayed below have been explained in detail in the Setup and Security module underthe Initial Setup Screens submenu. You may referthe document by going to the above submenu.


  1. Publishers
  2. Vendors
  3. Frequency
  4. Departments
  5. Subjects
  6. Source
  7. Periodical Type
  8. Currency
  9. Html Setup
  10. Tool Bar
  11. Screen Setup