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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

Voyager Acquisitions: Approvals Soup to Nuts Training

All titles must be fully searched in Voyager before you start, including checking for any series standing orders.

Cataloging module

ALTERNATE METHOD: Use the RLIN pass command and Record>Import>From new file.

If an RLIN or OCLC record is found :

Run Macro Express (control/shift/p ) to add the 904 statistics field (as "imported approval"

If No RLIN or OCLC record is found :

To create your brief record:

  • Run Macro Express (control/shift/p) to add the 904 statistics field to the record (as "input approval")

Hint: Be sure to fill in 490 if book is part of a series, and to check the 008 field for appropriate language and date.

  • Save the bibliographic record to the database
  • Note down the bibliographic ID # by the title on your invoice. Also note on the invoice any location which varies from the default location for your approval plan.

  • Create a holdings record with the appropriate location.

  • Create an item record with the status "In process"

  • Write the appropriate fund number and item record number in the book.
  • Any book that will be going to hold or to Cataloging will need an item piece label.

Continue until you have created bibliographic records for all items on the invoice, including any items to be returned (unless an exactly matching bibliographic record already exists). Deliver books to designated shelves as per sorting procedures.

[Approvals Soup to Nuts]  [Acquisitions Module]  [Faster Method]  [PO Defaults]   [Approval Vendors]