email link
Contact


Princeton University Order Division Documentation
 
Training

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.
  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

Periodical Check in on Voyager
Training Document
  1. In Acquisitions Module:
  • click on the Search Orders icon

  • search by Bibliographic info

  • click on the ellipsis to get the search box

  • select Journal Title from the drop down list

  • type in your title in the "Search For" box and click on Do Search button

  • select the correct record, click on OK

  • once the title has been put in the "Search" box, click on Find to get the purchase order

  • select the p.o. from the results, click on the Edit button or double click on the highlighted line to bring up the p.o.

  • check over the po, make sure it looks ok; look over the Details Display (Quick line items OFF) — be sure to check the Line Item Notes for special instructions.

  • stay in the Details Tab display; click on the Type Tab; then click on the Subscription Pattern button, which will take you to the component/pattern.

  • if you do not see a component already attached, you need to attach one (if there is one already in place, STOP!, donít add another one, click on the Serials Check-In icon to get out of it). To attach a new component/pattern, click on NEW, then SAVE. The Component Tab will now be highlighted yellow.

  • you now need to select a pattern: click on the Predictive Component Pattern Tab (which will still be greyed out because there is no pattern attached yet), and click in the box with the drop-down menu; find the appropriate pattern (you can search the list quickly by typing in the first letter of the word, i.e. M for monthly); once youíve found the appropriate pattern click on it, then click on Start Prediction button. If you do NOT find the appropriate pattern to describe the title in hand, please put it aside with a post it note (record ID and frequency) — we will need to generate a new pattern to use for it.

  • you must fill in the next screen in order to set up the pattern based on the issue in hand or the last issue(s) received in Notis after June 3rd , 2000; also account for gaps in receipts (if you get stuck here, please come and ask for help IMMEDIATELY!! This part can be very confusing!!!). This screen varies based on the pattern you have chosen in the previous screen and takes lots of trial and error to make the pattern work.

  • once you have attached the pattern, please go back and look at it to make sure itís what you wanted: if not, youíll have to delete the component and begin again (and itís better to do it here than once youíve started to check in issues: all issues checked in are deleted once you delete the component). You are now done at the purchase order.

[Periodical Check in Voyager Training]  [Acquisitions Module ]  [Periodical check-in]  [Tips and Hints]