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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

Continuations Training Document

Check Acquisitions Record

If there are any discrepancies/questions when you are checking the following information, make a note of all of them, and save them for a supervisor/trainer. DO NOT CHECK IN THE PIECE!!
  • On the PO, make sure type says: Continuation and site says: acq ser. Check vendor code to verify piece is from correct vendor, and verify address on invoice to make sure it matches address in Voyager
  • Check the record against the item you have in your hand. Check line#/status. If line status says APPROVED, this will mean that we need to attach a component pattern (TASK A) in order to check in the item.** While in training, ask supervisor/trainer. DO NOT go ahead and make a component
  • Look at the entire record. Check: title, location, fund (needs to be for a standing order). Highlight the line (Quick line item on & click details box to check)
  • Look over the details display (Quick line items Off), highlight the line & click details box.
  • Click on Notes box and read the note.

**It is extremely important that these notes are read and are understood. There is information in the note field which says if our order has been cancelled, or if a certain number of volume should be given to a patron for notification, or other pertinent information about the standing order. Please note any questions you may have when reading this note, also: DO NOT CHECK IN ANY ITEM FOR WHICH THERE IS A NOTE ABOUT IF YOU HAVE IT IN YOUR HAND WITHOUT ASKING FIRST!!

You also need to be aware about editing these notes for material that you are about to receive. DO NOT EDIT OR REMOVE ANY NOTE. On a piece of paper, make a note of anything you feel needs to be edited and a supervisor/trainer will help you make that decision as far as the editing, or wording. If there is more than one standing order for the same title, supervisor/trainer will discuss.

We next need to go to Cataloging.

[Continuations Training]  [Check Acq. Record]  [Check Cat. Record]  [Check In Item]  [Add the Piece]  [Add Continued]