Approvals Soup to Nuts Training
Intro to Acq
to Acq Production Staff Handout
and Record Creation Handout
Series Checks in
Series Checks in
Acq for Selectors(WPD)
Mono series Handouts
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
- 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