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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


Workflows governs work-related system behavior. Workflows also persists from session to session. These are some suggested settings. You may find other settings are more efficient for you. These are only defaults; you can always search by any index.


First you can set default search types for different kinds of Acq records. Default searches should be set as above.

Line Items

Quick line items allows you to create a one-screen order, which includes all the fields necessary for most orders. If this option is not chosen, you must click on several tabs to enter information. However staff doing serial check in for most of their time may prefer not to have this set. You can click one button on the purchase order to bring up a quick line item screen

Quick line item edit/view allows you to look at this information on one screen at a later time.

Show line item relations allows you to view marked and claimed items on the order, and to process marking and claiming from the order or invoice.

[Introduction to Acq for Production Staff]  [Buttons & Icons]  [Defaults/Preferences]  [Workflows]  [Approve Processing]  [Item Creation]  [Searching]  [Interpreting PO]