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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

Continuations Training Document

Check In The Item

  • Click on "Serials Check-in" button. Verify that the correct volume or issue is highlighted and click on the "Quick Check-In" button to receive the piece in hand. Go back to the history screen.
  • For continuations and mono series the volume display needs to be suppressed from the OPAC. Highlight the issue you just received, click on the "Display in OPAC" button to change status from Yes to No. If any changes or corrections need to be made, click on "Edit Issue" button. If there are any skipped issues decide if we should make a claim or unmark the issues from the problem list. Complete any other housekeeping that needs to be done to the record.
  • Go back to the PO. Write the order number and fund in the gutter of the page following the title page.

Fund The Invoice

  • Write the vendor code on the invoice. If the purchase order number on the invoice differs from the PO# that the vendor is using, write the PO# on the invoice. If the PO is the same, circle the purchase order number on the invoice. Make sure you either circle the volume number or write it on the invoice. Make sure the title on invoice matches standing order title. If it doesn’t, we need to indicate (write in) the correct title and volume number on invoice. Write your initials on the invoice.

  • You will put the invoice in the "Fully funded invoice" basket. When you are in training, save with the piece for supervisor/trainer.
  • If there in no invoice, you may have a packing slip or may have a "shipment received without invoice "form, you will put either of these after revision in the fully funded basket (save with piece for supervisor/trainer). If you only have a label from the box, and no form or packing slip, you will have nothing to place in the fully funded invoice basket.

[Continuations Training]  [Check Acq. Record]  [Check Cat. Record]  [Check In Item]   [Add the Piece]  [Add continued]