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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.
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
|
Continuations Training Document
Check In The Item
- Click on "Serials Check-in" button. Verify that the correct
volume or issue is highlighted and click on the "Quick Check-In"
button to receive the piece in hand. Go back to the history screen.
- For continuations and mono series the volume display needs to be suppressed
from the OPAC. Highlight the issue you just received, click on the "Display
in OPAC" button to change status from Yes to No. If any changes
or corrections need to be made, click on "Edit Issue" button.
If there are any skipped issues decide if we should make a claim or
unmark the issues from the problem list. Complete any other housekeeping
that needs to be done to the record.
- Go back to the PO. Write the order number and fund in the gutter of
the page following the title page.
Fund The Invoice
- Write the vendor code on the invoice. If the purchase order number
on the invoice differs from the PO# that the vendor is using, write
the PO# on the invoice. If the PO is the same, circle the purchase order
number on the invoice. Make sure you either circle the volume number
or write it on the invoice. Make sure the title on invoice matches standing
order title. If it doesnt, we need to indicate (write in) the
correct title and volume number on invoice. Write your initials on the
invoice.
- You will put the invoice in the "Fully funded invoice" basket.
When you are in training, save with the piece for supervisor/trainer.
- If there in no invoice, you may have a packing slip or may have a
"shipment received without invoice "form, you will put either
of these after revision in the fully funded basket (save with piece
for supervisor/trainer). If you only have a label from the box, and
no form or packing slip, you will have nothing to place in the fully
funded invoice basket.
[Continuations Training] [Check
Acq. Record] [Check
Cat. Record] [Check In Item] [Add
the Piece] [Add
continued] |