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Duplicating Serial Controls

Creating and Modifying Magazine Control Records

Control Records must be created annually for each magazine subscription. These records enable patrons to place issue-specific holds in the online catalog.

  1. Open the Serials toolbar.
    The Serials module icon in the WorkFlows toolbar
  2. Select Create Control from the Common Tasks sidebar.
    The Create Control wizard link in the Common Tasks menu
  3. Search for the periodical title.
    Note: SEO-specified magazine titles are followed by the current year (e.g., Birds and Blooms, 2026).
    Search window showing the periodical title with the year 2026
  4. Select the title and click Create Control at the bottom of the screen.
    The search results list with the Create Control button highlighted
  5. In the dialog box, select Display Control.
    The option window with Display Control selected
  6. Highlight the SEO Control and select Duplicate Control.
    The Duplicate Control button used to copy the master SEO record
  7. In the dialog box, update the codes to your specific Library Code and Holding Code, then click OK.
    The dialog for entering local Library and Holding codes
  8. Basic Tab Settings:Verify the following:
    • Basic call number = MAG
    • Class scheme = DEWEYPER
    • Status = ACTIVE
  9. The Basic tab showing the MAG call number and ACTIVE status
  10. Patterns Tab Settings:Verify the following:
    • Chronology Type = NUMERATION
    • Allow automatic prediction of issues = UNCHECKED
  11. The Patterns tab with automatic prediction unchecked
  12. Select Create Control.
    Note: If you receive multiple copies of the same magazine, proceed to the "Multiple Copies" section below before finishing.
    The Create Control button at the bottom of the record window

Handling Multiple Copies or Branch Subscriptions

If your library subscribes to multiple copies or processes magazines for multiple branches, follow these additional steps within the Control Record.

  1. From the Subscription Tab, update the Copies to receive field to match your total number of subscriptions.
    The Subscription tab showing where to modify the number of copies to receive
  2. Click the Distribution Tab and select the Create Distribution Helper.
    The Distribution tab with the Create Distribution icon selected
  3. For each additional location, update the Holding code and Copies expected, then select Create Distribution. Repeat this for all locations.
    Updating holding codes for multiple branch distributions

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