Printing Serials Routing Slips in JWF

If you are creating a list of names to which a periodical will be routed, first be sure each person who will be on the list has a library card and that the option to "Allow routing" has been checked in the Basic Info tab of their User Record. You can check this routing option using the Modify User wizard.

Once you've set these names for the routing list in the Serials Control record, you need to set the printing options in the properties of the Check In wizard in the Java Client.

Right click on the Check In wizard. Click on Properties. In the Behavior tab, there should be a check mark next to the entry for "Print Routing Lists for Received Issues." Note that these words appear on a raised bar. Click on the raised bar to open the window shown below on the right.

Click on the gadgets next to each element that you wish to add to your routing list. In the illustration above, the gadget labeled 2 opens the third option screen from which you can select information you wish to have associated with the user listed on the routing slip. In the example provided here, only the NAME of the user has been chosen to display on the routing list along with the periodical title, date it was received, and free text header and footer information.

Having Multiple Wizards Open at One Time in JWF

This is a setting that is controlled at each workstation.

Click on Preference > Desktop > Desktop Setup
Click on the box next to the option: Multiple windows mode
Click the OK button.

Logout of JWF.

When you log back in, the word Window will now display in the menu options at the top of the screen.

When you have multiple wizards open, you can click on this Window menu option to see which wizard is the active one being displayed (it has a checkmark next to it) and what other wizards you have open as well.

By clicking on one of the other wizards that display when "Active" is highlighted, you can easily move from one wizard to another so that a previously opened wizard can be selected to be the current active one on your screen.

Note, too, that you can select an option in which to view the wizards you have open. If you wish to see multiple wizards on the screen at the same time, you may want to tile them or you may wish to select another option that works better for you.

Collapsed Tree View of Call Number Display in JWF

If you dislike the display of call numbers and barcodes in the wizards of Java Workflows, try collapsing the display so that the default shows only the call numbers. This option is controlled by a property setting in the Defaults tab of the Call Number and Item Maintenance wizard and the Item Search and Display wizard in the group of Common Task wizards. This property setting is also available in the group of Title Maintenance wizards: Modify Title, Duplicate Title, and Delete Title; and in the group of Item Maintenance wizards: Add Item, and Edit Item.

The property setting is shown above on the left and the resulting display of call numbers is shown above on the right. If you choose this display as your default, simply click on the plus sign next to the call number to view the barcode associated with that call number.

Show Serials Control Tab in JWF

It may often seem difficult to determine if there is a serials control record associated with a title without searching with one of the serials wizards. However, there is a property setting in the Item Search and Display wizard of the Java Client that will enable you to display a serials tab on a Detailed Display of any title that is under serials control.  The property setting displayed here is about halfway down in the Defaults tab under the section for Extended Info Display Options. This same property setting is also available in the C-Client.

Setting this option in the properties results in the display shown below.

Display of Item Notes on Call Number Hitlist Screen in JWF

On the call number/ item hitlist it is possible to see which items have item notes attached to them. Those items with a note will have a tiny yellow flag overlaying the machine readable barcode next to the printed item barcode as shown here. It is possible to see one of these little "post-its" on an item barcode in the hitlist but not see any text in any of the item notes when you view the item record for that barcode. This happens when someone removes the item notes incorrectly. If you just highlight the text and use the delete button, or the backspace button to remove the text, the system will leave the little "post-it" on the barcode in the hitlist.  

No Barcode Prompt when Checking in Periodicals in JWF

No barcode prompt for any titles during check in:
If you link each periodical issue and don't get a prompt for entering your item barcode when checking in issues, the problem is due to a property setting in the Checkin wizard. Right click on the Checkin wizard > Click on Properties > Behavior tab. There should not be a check mark next to the entry that says: "Auto Create Copies for Received Issues." If there is a check mark next to this entry, remove the check mark and click the OK button to save the change.

No barcode prompt for just specific titles during check in:

If you link each periodical issue and don't get a prompt for entering your item barcode when checking in issues on just some titles, the problem is in the Distribution tab of the Serials Control record for each specific periodical title. Search for the periodical using the Modify Control wizard. Unless this periodical is the current title and you can retrieve your serials control record directly, you will need to select your library from the list of serials control records if other libraries also own the title. Click on the Modify Control button. Click on the Distribution tab of your serials control record.

The "Copies to add to catalog" should be at least 1 (one). If the copies to add is zero, there will be no barcode prompt on check in for that title.






Click on the Modify a Distribution sub-helper found directly above the Holding Code and just below the Basic and Patterns tabs. Change the number of Copies to add to catalog. Click the Modify Distribution button. Click the Close button.

Viewing the Number of Holdings on a Bibliographic Record in JWF

When using the Item Search and Display wizard it is possible to view the total number of items linked to the bibliographic record. Retrieve the title and then click on the little red book Helper in the upper left corner of the display screen. In the screen retrieved by clicking on the book, the number of holdings will display after the bibliographic information. If you are viewing a periodical title in ALL LIBRARIES, the total number of holdings display below the bibliographic information and the MARC Holdings statements.

If you wish to view the number of volumes held by just a particular library, you can do so using this helper by setting the helper properties to a single library.

Right click on the wizard. Click on Properties. Click on the Helpers tab. Click on the Configuration button next to the option to Display Bibliographic Description. Set the Library option to a single library. Click OK to close.

With this Helpers properties set to a single library, the display will show you the number of holdings for the selected library only.

This helper also appears in the Transfer Title wizard and in the Serials Maintenance wizards: Checkin, Display Control, Create Control, Modify Control, and Delete Control. **Note that changing the Library option to a single library in the helper of one wizard changes that option in all of these other wizards that feature this Red Book helper.

**It is also possible to determine the number of holdings attached to a record by viewing the Control tab of the bibliographic record in any wizard in which that tab can be viewed. The number of holdings is displayed under Basic Title Information in the prompt labeled: "Number of volumes."**

JWF Modify a Serial Control Record

In most instances if you make a modification to an existing serials control record, it will be necessary to click on the Modify Control button at the bottom of the screen in order for your changes to be saved. This Modify Control button not only initiates the modification process but also acts as the save button to retain those changes. There is an actual save button in the MARC Holdings tab so changes to the MARC Holdings record do not require you to save those changes with the Modify Control button. However, changes in the Extended Information tab do require you to use the Modify Control button to save those changes. If there is no save button and you've made changes to elements within a tab, click on the Modify Control button to save the changes.