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Princeton University Order Division Documentation

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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

Periodical Check in on Voyager
Training Document

Tasks you’ll be doing:

  1. Setting up components and patterns in Voyager
  2. Checking in issues on Voyager using patterns

Getting started:

You’ll need to have at least 3 windows open for this: a) OPAC (Netscape view — for current issues information and to check your work to make sure purchase orders are attached to the correct holdings location); b) Acquisitions; c) Cataloging (you may also need to have Geac A or Notis open to check frequencies/summary of receipts, problem solving or missing issues).

Also, remember that everything we do unless specifically suppressed is displayed in the OPAC immediately after it is done — check in must be consistent and correct!

Attaching a Component/Pattern (Task A):

  1. First you need to check to see if the title in hand already has a component/pattern:
  2. Click on the Serials Check in icon (Kardex card icon); type in the title and click on the "Check in" button. If your title is not in the browse list or does not come up, it probably does not have a component/pattern. You can also check for a component/pattern from the purchase order: find the title; from the Line Item Menu on the top Task Bar, select Display and Component. If there is already a component/pattern attached, a plus sign "+" will appear to the far left of the line item in the purchase order.

  3. In the OPAC, do a journal title search and bring up the corresponding record; check the "LIBRARY HAS NEW" field to see what unbound issues we have and to make sure that there are no gaps between the last unbound issue received and the issue in hand: also check to make sure that the LIBRARY HAS field (i.e. bound volumes) and the LIBRARY HAS NEW field (unbound issues) don’t overlap (may need to remove 866 notes from Cataloging to clean up the display). Hint: this is a good place to make a mental or actual note of the frequency and publication pattern so you can set up the component/pattern.

[Periodical Check in Voyager Training]  [Acquisitions Module ]  [Periodical check-in]  [Tips and Hints]