Generating the Claim Report

From the Acquisitions/Serials module:

1. Click on Services from the menu bar near the top of the window, select Serials , then Print Claim Letters/Report for Serials Items (Serials-44).

From the Print Claim/Letters/Report for Serials Items window:

1. In the Report Output File field, name the output file to be generated [date-sublibrary-claimreport] (i.e. 062705-UFSWE-claimreport)

2. In the Output Type drop-down menu, select "Report (Subscriptions with Send Claim 'Yes')."

3. Choose the Sublibrary for which you wish to generate a claim report.

4. If you wish to narrow you result list down to a specific vendor, specify the vendor in the Vendor Code field.

5. Click Submit

6. A window message will appear that reports "Job was submitted to queue." Click OK.

Retrieving the Claim Report

1. Select Task Manager from the ALEPH menu bar near the top of the window

2. The Task Manager displays two windows. In the lower window, locate the claim report that you created in the previous steps. (mmddyy-sublibrary-claimreport). It may take a few minutes to appear in the window. You can use the Refresh button to refresh the information.

3. Once the report displays, double click on it, and then click OK .

4. Your file will now appear in the top menu window were you can select it and then click the Print button. (Before clicking the print button, you may want to set ALEPH print settings to Preview by right-clicking on the printer icon in the lower right hand corner of the ALEPH menu.

5. In the window that opens select all by pressing Ctrl-A , then copy the entire document by pressing Ctrl-C .

6. Open Microsoft Excel and paste the report into a black Excel file by pressing Ctrl-V.