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Approvals Soup to Nuts Training
Acquisitions
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Method
PO
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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
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Periodical Check in on Voyager
Training Document
- 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!, don’t 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 you’ve 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 it’s what you wanted: if not, you’ll have to delete the
component and begin again (and it’s better to do it here than once you’ve
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] |