We will use Simple Mode to demonstrate creating a card for a monthly periodical that (although it publishes monthly) only publishes 10 times a year with combined issues in the summer (a "normalized irregular").

To see another example of normalized irregular (a daily newspaper that publishes five times a week) see the Innovative Guide and Reference, Page #104074: Extrapolating EXPECTED Dates

A discussion of the specific elements of the Card Create dialog box and what changes are made for this example follows the demonstration. To create our basic card:

Create a basic card in Simple mode.

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OVERVIEW OF CHECKIN CARD FIELDS:

For additional information, refer to the Innovative Guide and Reference, Page # 100489: Overview of Checkin Card Fields

Upper section elements:

1. We use the default "Status" of Current, and the "Display mode" at Box display {link the words "Display mode" to Record Creation, Card Style, section 2.3}

2. We leave the "Create item during checkin" unchecked. If you want to always create an item for each received issue on a card, you would check this box.

3. The default "Update holdings" is set individually for each system. It may be "Yes", "No", or "Yes with dialog", or it may not appear at all if this has not been enabled for your system. We change this from "No" to "Yes" so that the MARC holdings statement will be created when we check our first issue in.

4. The default "Items on card" (number of boxes) is 24. We start with 12 for this card. (You may change this to any number of boxes up to the maximum of 84. For example, for annuals or less-frequent publications, change the number of boxes to 6. For daily newspapers, change the number of boxes to 80.)

5. The default "Order record" is the first order record attached to the bib record if there is one. You can select another order record to associate with this card by clicking on the box. (This is the order record used to display the last payment made when claiming issues from this card.)

6. The default "Suppress OPAC display" is unchecked. Suppressing the card eliminates the "Latest received" link in the Web OPAC display so that the public cannot view the card.

   Lower section elements: (Issue tab)

7. The default "Frequency" is monthly, which is what we use. You can use the drop-down menus to change the frequency. "The use of autumn instead of fall" option appears only with Quarterly frequencies.

8. Enter the cover date of the first issue to be received. If you are binding this title, enter the cover date of the first issue in a bindable unit. If you are creating a "pattern" for a regular-irregular title (like the one we are doing) start with the first issue of the "pattern" - in our case we are starting with the January issue even though we might not actually have the January issue on hand and may delete the January box later). [If the item does not use cover dates, select Advanced to edit the chronology pattern.]

9. The system will supply an expected date based on the cover date you entered. Change this date to reflect the date you expect to receive the issue. This date will be used to create expected dates for the rest of the boxes on the card.

10. Enter the enumeration or numbering of the first issue to be received. Our holdings for this title will begin with volume 25 no. 1.

    WARNING: If the item does not use numbering, or uses any number of levels of enumeration other than two (2), select Advanced to edit the enumeration level.

11. "Issues per volume" tells the system where to start renumbering the next volume. We use 12 even though we will eventually change the card to 10. If we were to start with 10 we would have boxes January through October, and we need November and December for our pattern so it is somewhat easier to start with 12 and change it to 10 before we extrapolate our boxes.

12. Numbering continuity means whether numbering continues or restarts with each new volume. Our example uses "Restart."

    restart = numbering starts over with each new volume (ie v.1 no.12, v.2 no.1) i.e. Vogue

    continue = numbering continues with each new volume (ie v.1 no.12. v.2 no.13) i.e. Irish historical studies

13. The "Days before claim" and "Unit of binding" in the Claiming/Binding section will automatically change when you select your frequency. Verify that they match your policies and change them accordingly. We leave the system-supplied default of 45 days.

14. The Unit of binding is how many issues are in the bound volume. (Use zero if not binding.) We bind all 10 issues per year into one volume.

15. The Binding delay is the number of issues that should remain on the shelf after the unit of binding is sent to the bindery. (Often this is 1, use zero if not binding.)

FIXING THE BASIC PATTERN:

Once the card has been created we must manipulate the boxes until our basic "pattern" for our "normalized irregular" is correct. Then we can "extrapolate" our pattern for future years. The first step in this process is to delete the boxes we do not want and rename the combined issue boxes. For our example, we need to take the following steps:

Fix the basic pattern (delete boxes, update individual boxes).

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1. Delete the July box and the September box (Tools | Box Menu | Delete Boxes or press the Delete key on your keyboard)

2. Change the cover title for the June box to say Jun/Jul (Double-click on the box)

3. Change the cover title for the August box to say Aug/Sep (Double-click on the box)

   Next we must change the issue numbers in the last four boxes so that they are numbered sequentially 7-10 with the following steps:

   Update boxes as a group.

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4. Highlight all four boxes that have incorrect issue numbers

5. Click Tools | Box Menu | Update Boxes as a Group

6. Change the issue number from 8 to 7. A check will appear in the box on the left side signifying that this change will be applied (incrementally) to all the boxes highlighted.

7. Click OK

EXTRAPOLATING THE BOXES:

For additional information, refer to the Innovative Guide and Reference, Page #104074: Extrapolating EXPECTED Boxes

Now that the cover dates and issue numbers are all correct we are almost ready to extrapolate. We need to change our card parameters to 10 issues per volume instead of 12 so that the extrapolation process will know to start the renumbering after issue number 10. Then we are ready to extrapolate as many years as we like. We will add 3 more years of boxes to this card with the following steps:

Extrapolate the boxes.

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1. Click Tools | Card Menu | Edit Card

2. Change the Issues per volume from 12 to 10 and choose OK.

3. Highlight all the boxes (Click and drag from the first box to the last, or Click on the first box and <Shift><Click> on the last box, or press <Alt><A>).

4. Choose Tools | Box Menu | Extrapolate Boxes

5. Change the "number of times" to extrapolate from 1 to 3. This means extrapolate the entire pattern of boxes 3 more times for 30 more boxes. Then choose OK.

You can see that each of the 3 years that we added already has the June/July and August/September boxes combined and the issues numbered 1 through 10.

The card is now ready to save and use for check-in.

For additional information, refer to the Innovative Guide and Reference, Page # 100495: Creating Checkin Cards