Series Checks in Voyager
Checklist

This checklist is intended for staff who have completed training in series standing order searching, and who have read and understood the document “Series Checks in Voyager.” 

Searching to see if we have a series, serial, or bookset on standing order involves both the Cataloging and Acquisitions modules. You must have both modules open and logged on using the same Operator ID.

1. In the Cataloging module, do a Non-Keyword Journal Title search. This search matches on title fields (245, 246) but not on series fields (4xx, 8xx) and will pick up serials and monographic series. If you find a record, go to step 2. If not, try a Title (Bib) or a Keyword search. This will pick up booksets and monographic volumes of series as well as serials and monographic series records.

2. If you locate a matching bibliographic record, check the holdings record to see if the volume in question has been added. If so, note down the Bib record number and location and treat as a Have.  If the volume has not been added, or if it is identifiable as a monographic series (852 |h “Cataloged separately”), go to step 3.

3. Click on Record menu>View line items in Acquisitions. 

• If there is one line item attached, it will pop up as a tabbed Detail Line Item display in Acquisitions.  This display has a link to the purchase order.
  
  
• A serials single order or bookset single volume order will have the order type Firm order. Receipt status will be seen from the color of the line and the purchase order status in the title bar. Check the vendor instructions for the issue(s) ordered.
  
  
•  A standing order will have the order type Continuation. To check for a particular volume receipt, go to step 4. 
  
  
• If there are multiple line items attached, you will get a list (sometimes minimized) of the lines items. You must select one at a time to display.
  
  
• If there is no line item attached to this bib record, you will get a message “This title does not appear on any purchase order” (meaning, no standing order exists).

4. To check for a receipt of a particular volume of a continuation, click on the Check-in tab on the list bar. Then, click on the Serials history icon. Do a Check-in title search.

• If there is a match, double-click the line to bring up the serials receipt, claim and problem history.
  
  
• If there is not a match, try the Other search option, which allows you to do any type of bibliographic search ; or, try an issn search.  If you still cannot bring up a record, there is no component attached to the order, meaning we have not received any volumes against the order.