Task 5.1 Generate predicted pieces

Owned by Owen Stephens
Last updated: Mar 03, 2024
2 min read

It is recommended you are familiar with how to use the serials application before trying this task as it does not describe every step in detail. Task 1.1 and Task 2.1 or Task 2.2 provide step-by-step instructions that will help you become familiar with the process of setting up a serial record and publication pattern.

  1. Login to Snapshot or Snapshot-2 Folio with the username/password: acq-manager / acq-manager

  2. Navigate to the “Serials” application

  3. Create a New serial record with a description and status “Active” (you do not need to link a PO Line for this task, although if you would like to that is also not a problem)

  4. Add an active publication pattern complete with chronology and enumeration and a template. Follow the examples in Task 2.1 or Task 2.2 or see the relevant documentation:

    1. Publication patterns: Frequency of publication

    2. Publication patterns: Days of publication

    3. Publication patterns: Enumeration and Chronology

    4. Publication patterns: Templates

  5. Save the publication pattern

  6. In the Serial record view click the Actions button and select “Generate predicted pieces”

  7. Fill out the details for the set of issues you want to predict - this is very similar to the “Preview” form used when creating the publication pattern (see Task 2.1 or Task 2.2). One difference is that you can add a text Note that will be attached to the set of predicted pieces you are about to create. This is not required.

  8. The Preview button can be used one last time to check that the pieces will be generated as you expect.

  9. Once you have previewed successfully, click the Generate button

  10. Wait for the pieces to be generated - this may take a few moments. Once the generation has happened successfully you should see the Predicted piece set - which is a list of the predicted pieces you have just generated

The process of generating the predicted piece sets is the same in all cases, but you may wish to experiment with generating multiple predicted piece sets for the same, or different, publication patterns to see how it works.