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Managing Serials with SmartSuite Library

Updated

Open Serials

  1. Log into SmartSuite Library
  2. Open the Serials module from the main navigation
serials_landing.png

Every subscription appears here. The tiles up top show your totals, and each card shows its status — green On track or red Overdue.

 

Add a New Serial

Select New Serial and complete the three steps.

Step 1 – Serial Info: Title, Supplier, Purchase Order, Ordered By, Email, Phone

wizard_page1.png

 

Step 2 – Volume Details: Number of Volumes, Copies per Volume, Frequency, First Receive Date

wizard_page2.png

 

Step 3 – Copy Info: Location, Sublocation, Cost, Additional Information

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Select Save Serial to finish.

 

Track Issues

Select any subscription to open its detail page.

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  • Serial Details (left) — the subscription's information. Select Edit Serial to change it.
  • Copy List (right) — every issue, with a Received, Expected or Overdue badge.
  • Select Mark received next to an issue to check it in.