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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 — Serials Check-in

The samples in this document are based on the Test database.

Let’s begin by looking at the left list bar.

Click on the Check-in button. This will display 6 Function buttons: Serials Check-in, Serials History, Subscription Maintenance, Search Routing Lists, New Publication Pattern, Search Publication Patterns.

If there are only 5 Function button displaying, notice that there is a small arrow key on the right side of the list column bar. Click on the arrow and it displays one more icon. Notice that when you click on this arrow another small arrow appears on the top right side of the list bar. Each arrow can be used to display the "hidden" icons.

The Serials History icon and the Subscription Maintenance icon function independently from the component record. This means that you can search for ONLY the receipt history of a serial without having to go through the check-in record. Or, you can edit a component by searching for it through Subscription Maintenance, rather than going through the check-in record

The Serials History button will take you to where all serial claiming and maintenance work is done. The Subscription Maintenance button is where the component is edited and updated. This is a little misleading because we’re accustomed to thinking of subscription maintenance as the area where claiming is done.

There are also some important workflow features that will make serial check-in more efficient. If you click on the Workflow icon and then choose Serial Check-in, there are a number of choices to make workflow easier. Especially relevant is the Use persistent check in notes choice. If this is checked, pop up notes will not block your work every time you want to do something else to a record. It simply remains on the screen so that you can view it.

[Serials Check-in]  [Issues with Components]   [Issues continued]   [Creating a Component]  [Creating continued]  [Claiming]