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Princeton University Order Division Documentation

Approval Plan Processing Overview
  Plans with Bulk-Loading
  Plans without Bulk-Loading
  PO Default Values
  Approval Vendor Table

Approval training checklist

Approval Returns Purchase Order

Using the Ordering Macro
  Acquisitions Defaults
  Using Macro

Using the Multiline Purchase Order Macro

Documentation Home

Approval Plan Processing Overview


List of Plans

What is an approval plan?

An approval plan is a contractual arrangement with a vendor to automatically send books with certain common characteristics to a library.  The books are reviewed by a selector upon receipt and any unwanted book may be returned.  Each approval plan has a specific fund and default location assigned to it.

List of Current Approval Plans

General processing guidelines

Because we may already own the book for  the designated location or another location, or have the book on order, each book must be fully searched in Voyager before being processed, including checking for any series standing orders.  Because orders may have been placed at a time when full and accurate information for the title in question was not available, it is necessary to use the guidelines of preorder searching when checking Voyager.

N.B. It is not sufficient to do an ISBN search. Pre-existing orders may not have an ISBN as part of the bibliographic record.

Follow through the remainder of the process depending on the type of record loading for your plan: bulk-loaded or not.

Plans without bulk-loaded records

Plans with bulk-loaded records

Processing Approval Invoices and Tracking Returns

See posted procedure Processing Approval Invoices.

Appendix I contains Approval PO Default Values.

[Approval Plan Processing Overview]  [Plans with Bulk-Loading] [Plans without Bulk-Loading]  [PO Default Values]  [Approval Vendor Table]