email link

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
Searching and record creation


Macro express
Have sample bib records
Acq defaults
Clear defaults

I. Introduction

This session follows the Introduction to Acquisitions session. We will be reviewing searching in Acquisitions, using both the Quick Search option and the Standard Search option. We will also look at creating purchase orders, both with and without defaults.

II. Searching

To search in Voyager Acquisitions you must choose the type of record you want to find before you can search for a particular title – that is, you search for a purchase order, line item, invoice, etc. that contains a particular title. You cannot do preorder searching from Acquisitions, because the results of an Acquisitions search list only titles that are attached to purchase orders, invoices, and so on. A book that is already cataloged but does not have some kind of order record in Voyager will not show up in your search result.

Let’s review the basic searching which we looked at in Introduction to Acquisitions.

You can do a Quick Search of any kind of acquisitions record by choosing the appropriate tab on the List Bar, and clicking on the Search icon. Let’s choose the orders tab and click on Search Orders. Now let’s choose the option PO number from the "search by" drop-down list. Notice that the "equal" button is active. Type in 1AAH1550 in the "search for" box and click on Search. Note that even though there is only one result to your search, you still have to double-click on it to bring it up.

Now let’s close that PO and do a new search, on PO 1AAH. Notice that you have multiple results. There are several orders with the vendor Otto Harrassowitz. However we can’t limit our search result to only Harrassowitz orders using the quick search option. The quick search only allows you to use one search term.

To modify the search, we need to do a Standard Search. Find the Search icon (magnifying glass on a page) at the top of your screen and click on the down arrow to the right of the icon. Click on Purchase orders. Now you see the Acquisitions search box you are familiar with, which allows you to combine up to 4 search terms.

On the first line, choose PO number , equal, 1AAH and the Boolean operator AND

On the second line, choose Vendor code , equal, Harr

Notce that you have several open buttons on your task list in Windows. Let’s close the purchase order boxes but leave the Acq button open.

[Searching & Record Creation]  [Searching]  [Creating a PO]  [PO Continued]  [Line Item Info.]  [Finishing Up]