Processing Approval Books Shipments

 

Processing the shipment

 

 Your primary decision for each book is whether or not it should be kept. Your secondary decision for books being kept is whether or not you can complete the processing. You will end up with 3 piles of books :
 
Possible returns/problems (duplicates, books with Reject slips in them).
Further processing needed (Keeping but further processing needed - CIP, brief copy)
Fully processed and ready for binding or shelving - (the largest group) (Anything in this group with a flag marked "give to circ for..." should be delivered to Circulation after processing)

 

Step 1: Determining whether to process the book

 Search using the Title (Bib) index (be sure to eliminate initial articles A, An, The from your search). If there is more than one title match for the same year, or within 1 year of publication, annotate the slip and put the book aside as a possible return/problem. If no record is found, annotate "no record found" on the book slip and put the book in the Possible return/problem pile.

If there is only one record is found, click on the Display Hierarchy icon. Look at the Order Status field.

Hierarchy display options:
Order status Action
In the pre-order process Continue processing the book
On Order Make a printout of the hierarchy screen and put in the Possible return/problem pile. Circle the title on the invoice.
1 Copy received as of [date] Make a printout of the hierarchy screen and put in the Possible return/problem pile. Circle the title on the invoice.  
No order status but has call number Make a printout of the hierarchy screen and put in the Possible return/problem pile. Circle the title on the invoice.  
There is more than 1 location Make a printout of the hierarchy screen and put in the Possible return/problem pile. Circle the title on the invoice.  
   

 

For the first title in the shipment only: after you have pulled up the bibliographic record, click on the Record menu and select View line items in Acquisitions. When the line item displays, click on the Order tab. Be sure the vendor says AP-COUTTS, AP-CAS, or AP-YBP (depending on your shipment) and check the order number. Write the order number on the top of the invoice along with the vendor code.
Click on the save and close button and go back to cataloging.

 

Step 2 :Processing books we are keeping :  Coutts;    YBP    Casalini

 

 

Overview       Loading records       Receipt and review of shipment       Setting up Voyager for Processing      Processing the shipment       Processing the shipment step 2     Win-alt-l macro        Win-alt-n macro      Possible return/problem pile