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Princeton University Order Division Documentation
 
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General Acquisitions Workflow

FAQS

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Especially for Collection Development

FAQ

Frequently Asked Questions for Acquisitions

   All of these instructions will work with the view only logon. Be sure that you are logged on to Cataloging module and Acquisitions module with the same logon.

Orders       Receipts       Payments and funds       Serials       Miscellaneous

1. When was a given issue of a standing order or subscription received?
  • On the List Bar on the left of the Acquisitions screen, select Check-In, then select Serials History.
  • Search for the Check-in title, which is normally the title in the 245 on the bibliographic record.
  • Select the appropritate title from the list, if necessary, and click on the Select button to display the Serials History - Details window.
  • Select the Receipt History tab to see the Receive Date of all received issues.

2. If a given issue of a standing order or subscription is not yet received, is it in the marked list?

  • On the List Bar on the left of the screen, select Check-In, then select Serials History.
  • Search for the Check-In title. Select the appropritate title from the list, and click on the Select button to display the Serials History - Details window.
  • Select the Problem History tab to see issues that have been marked. Items that are marked are usually skipped or late issues.Order Division looks at the list of all marked items to determine if they need to be claimed.

3. When will a specific issue of a periodical arrive (prediction pattern)?
  • On the List Bar on the left of the screen, select Check-In, then select Serials Check-in. This window provides the expected date for the next expected issue, but does not give dates for any subsequent issues.

4. Where can I see the routing lists of journals? How can I be added to a routing list?

  • On the List Bar on the left of the screen, select Check-In, then select Search Routing Lists.
  • Search this list by any of the options in the drop-down box.

5. Has a missing or late issue been claimed?
  • On the List Bar on the left of the screen, select Check-In, then select Serials History.
  • Search for the Check-in title, highlight the appropriate line, and click Select.
  • Select the Claims History tab.

6. How can I tell if there is a standing order? A single order?
  • In the Cataloging module, search for your monograph or serial using bibliographic information.
  • On the menu bar, click on Record, then View Line Items in Acquisition (or use the keyboard shortcut Alt/r/q). This will bring up the Line Item Record.
  • Select the Order tab. The Order Type field will be "Continuation" for a standing order or subscription and "Firm Order" for a monograph or single order. For serial firm orders, check the Notes tab to see what issue or issues were ordered.

7. Has a specific subscription been cancelled?
  • In the Cataloging module, search for your monograph or serial using bibliographic information.
  • Click on the Hierarchy button on the toolbar and retrieve the appropriate MFHD record.
  • If the subscription has been cancelled, there should be an appropriate note in an 866 field.
  • You can also click on Record on the menu bar, then View Line Items in Acquisition (or use the keyboard shortcut Alt/r/q). This will bring up the Line Item Record. If a subsription has been cancelled, there should be a note in the Notes tab.

8. Has a specific subscription been reinstated?
  • Use the same procedures indicated above to check on cancelled subscriptions. Reinstated subscriptions will have appropriate notes.

9. Is there a place where I could tell if we were set to receive future editions?
  • There are no "tickler" files in Voyager . You can get some information by checking to see if your title is on a standing order.
  • In he Cataloging module, search for your monograph or serial using bibliographic information.
  • On the menu bar, click on Record, then View Line Items in Acquisition (or use the keyboard shortcut Alt/r/q). This will bring up the Line Item Record.
  • Select the Order tab. The Order Type field will be "Continuation" for a standing order or subscription and "Firm Order" for a monograph or single order.