This document lists the activity status codes most often used for periodicals and actions to take during the serials checkin process. For codes not listed, consult the CLIO Manual.

Receipt lines do not display if an OPR record is closed, i.e., if the activity status code is V, X or Z. Issues may be checked in on OPR records for cancelled or ceased titles by opening the OPR record. However, after the issues have been checked in, the correct status code must be restored to ensure proper processing and payment.

A -- New open order, no issues received.

Action: Change the A to B before checking in the issues.

B -- Open order, issues being received.

Action: Check in the issues. If more than 30 receipt lines are present, consult supervisor, bind issues, or compress receipt lines.

V -- Cancelled order, vendor cannot supply.

Action: Return to the copy holdings record and look for an OPR record with Activity Status Code A or B for your location. If an OPR record is not found, consult SAS.

X -- Error, library initiated cancellation or vendor change.

Actions:

Error -- The OPR record will have a note in the NV field stating that the OPR record was created in error. Return to the copy holdings record and look for an OPR record with Activity Status Code A or B for your location. If an OPR record is not found, consult SAS.

Cancellation -- The location on the copy holdings record has "sc" in the NOTES field. Examine the OPR record to see when the cancellation became or will become effective.

If paid issues are still coming into the library, consult with SAS.

If an issue is received after the effective cancellation date or you notice a payment after the cancellation date, call SAS immediately.

Vendor change -- The OPR record will have a note stating that a new vendor is supplying the subscription. Return to the copy holdings record and look for an OPR record with Activity Status Code A or B for your location. If an OPR record is not found, consult SAS.

Z -- Completed order. May be a ceased title, a completed back issue or replacement order, or a title change.

Actions:

Ceased title -- Open the OPR record by changing Z to B. Change the B back to Z after checking in the issue. If the ceased title appears to have started up again, consult with SAS.

Replacement or back issue order indicated in NV field -- Return to the copy holdings record and look for an OPR record with Activity Status Code A or B for your location. If an OPR record is not found, consult SAS.

Title change -- Look for a note in the NO field or in a note line citing the CLIO ID of the new title.

Example: tc to ABC1234

If the issue in hand is part of the old title, open the OPR record by changing Z to B. Change the B back to Z after checking in the issue.

If the issue in hand is part of the new title, display the appropriate OPR record for the new title