Claiming by Branch

Overview

The Claiming by Branch feature allows library branches to claim serials issues and manage receiving settings individually. When enabled, each user account in WMS will be assigned a default branch, which determines pre-set filters. The following areas and functionality are affected:

• The Receive issues screen is pre-filtered by login branch
• The Missing issues list is pre-filtered by login branch
• You can only claim issues for one branch at a time
• You can set up automated jobs to claim for multiple branches

Claiming by Branch is a permanent change in WMS, and it cannot be disabled. Consider enabling Claiming by Branch only if your institution:

• Has branches that are autonomous/decentralized for the management of serial issues
• Wants each branch to do their own receiving and claiming
• Accepts that receiving settings must be reconfigured for each branch and for every serial title currently being received
• Typically has each user do receiving and claiming for a single branch during each session
• Has separate order items for each branch

 Note: This functionality is separate from Branch Based Acquisitions. 

Enable Claiming by Branch 

If you are sure that Claiming by Branch works for your institution, please contact OCLC staff for next steps. You can do this by contacting OCLC Support or a member of your Implementation team. The general process is as follows:

1. Your institution requests enabling the feature or more information about the feature.
2. Your institution confirms that you want to move forward with enabling Claiming by Branch.
3. OCLC sends your institution a form of acknowledgement to sign and return.
4. OCLC arranges a specific date with your institution for when the feature will be enabled.
5. Your institution follows the steps to configure the feature (details below).

After enabling: Manage receiving settings

After you have enabled Claiming by Branch, you must configure receiving and claiming settings. For all serial issues currently being received, you must stop receiving at your main institution and begin receiving at your desired branch.

 Note: You cannot receive issues at a branch without a branch-level receiving status. You must configure receiving before receiving issues at the branch by following the instructions below.

1. Search for the serial in Discover Items in the left navigation.
2. From the search results, click the serial's title. The Receive Issues tab is pre-filtered to your default login branch.
3. Click the Manage Settings tab to configure receiving settings for the copy.
4. In the list of results, locate the receiving settings for your main institution. In the Action column, click the ellipses button.

    Note: The main institution will be identified with a marker in the list, e.g., University Libraries (Main Institution).

5. Select Stop Receiving.
6. On the Stop Receiving dialog window:
   1. Choose the most recently received issue from the Stop Issue drop-down list (ex., v.1 n.1).
   2. Click Save.
7. The following now displays for the serial on the Manage Settings tab:
   1. The Receiving Status is set to Not Receiving. 
   2. The End Issue is set to the most recently received issue.
8. Click Start Receiving at a New Branch.
9. On the Start Receiving at a New Branch dialog window:
   1. The value for Branch is automatically set to your default login branch.
   2. From the Shelving Location drop-down menu, select the desired shelving location.
   3. For Copies Expected, enter the number of copies you expect to receive for the serial.
   4. For the Start Issue drop-down menu, select the starting issue (ex., v.1 n.2).
   5. Click Save.
10. Click the Receive Issues tab. The serial you configured now displays with the updated information, with the branch now filtered to your default login branch.
11. Click Receive in the Action column of the updated serial.
12. On the Receive Issues dialog window:
    1. (Optional) Scan or add a barcode in the Barcode text box.
    2. Enable the Received checkbox.
    3. Click Save.

After enabling: Missing issues

Missing issues are also pre-filtered by your default login branch. To view issues missing from other branches, you can adjust filters to include the desired branches.

1. In the left navigation, click Serial Issues.
2. Click Missing Issues. Note that the missing issues list is filtered by your default login branch.
3. (Optional) To find missing issues for other branches:
   1. Click the Receiving Branch drop-down menu.
   2. Select the branch you want to claim issues for.
   3. Click Apply.
4. (Optional) Use filters to narrow down the missing issue search.
5. Enter search terms in the text box at the top of the screen and click Search.
6. Click the checkbox next to the issue you want to claim.
7. Click Claim.