email link

Princeton University Order Division Documentation

Online demos list

RLIN21 Documentation

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.
    Approve Processing
    Item Creation
  Interpreting PO

Intro to Acq Production Staff Handout
  Buttons & Icons
    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
  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

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

Voyager Acquisitions: Approvals Soup to Nuts Training
    1. 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.

    2. Start by saving the bibliographic record for the first title on the invoice. After you save it, invoke the ordering macro

    3. 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.

    4. 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.

    5. 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 Module]  [Faster Method]  [PO Defaults]   [Approval Vendors]