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Approvals Soup to Nuts Training
Acquisitions
Module
Faster
Method
PO
Defaults
Approval
Vendors
Approval
training checklist
Continuations
Training
Check
Acq. Record
Check
Cat. Record
Check
In Item
Add
the Piece
Add
continued
Intro to Acq
Production Staff
Buttons
& Icons
Defaults
& Prefs.
Workflows
Approve
Processing
Item
Creation
Searching
Interpreting
PO
Intro
to Acq Production Staff Handout
Buttons
& Icons
Workflows
Line
Items
Approve
Processing
Item
Creation
Interpret
PO
Monographic
Receipts
Find
Order
Check
Order
Receive
Order
Finishing
Up
Periodicals
Check In
Acquisitions
Module
Periodicals
Check-in
Tips
and Hints
Searching and
Record Creation
Searching
Creating
a PO
PO
Continued
Line
Item Info.
Finishing
Up
Searching
and Record Creation Handout
Line
Items Info.
Serials Check-in
Issues
with Components
Issues
continued
Creating
a Component
Creating
Continued
Claiming
Series Checks in
Voyager
Serial
Volume cont.
Bookset
etc.
Monographic
Series
Monographic
Series cont.
Series Checks in
Voyager Script
Bookset
Standing Order
Monographic
Series
Acq for Selectors(WPD)
Monographs
and Funds
Serialsand
Mono series Handouts
Documentation Home
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Voyager Acquisitions: Approvals Soup to Nuts Training
FASTER METHOD
- Be sure all order defaults are set in Acquisitions, and item defaults
are set to"general" and "in process" in cataloging.
Follow steps outline above for creating bibliographic records.
- Start by saving the bibliographic record for the first title on
the invoice. After you save it, invoke the ordering
macro
- After adding the price to the line item, click on the MARC button.
In Cataloging, click on the Get Hldgs icon, then the New
Items icon and add your barcode.
- Save the bibliographic record for the next title on the invoice.
After you save it, invoke the multi-line
order macro. Follow step 3 above.
- Continue until all lines have been added. Approve and receive the
purchase order and finish up as above.
Note that when you use this method, you do not need to write the
bib ID # or the location on the invoice. When the mfhd is created
by adding the purchase order line, it retains its linkage to the acq
location even if you change the mfhd location later on. This avoids
the problem of accidentally ending up with 2 mfhds when a book is
processed for a location other than the usual one for that approval
plan.
[Approvals Soup to Nuts] [Acquisitions
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