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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

Voyager Acquisitions — Serials Check-in

II. Creating a component

If, when you search Serials Check-in, no results are found, then a component needs to be created for the title.

Letís search the title CLA journal.

There are two ways to begin creating a component, and your supervisor will determine which is the best way as part of your workflow.

Now we can create a component for CLA journal.

  1. You can search for a purchase order for the title. Click on Orders on the left list bar. Then click on Search orders from the menu. Choose bibliographic info to search by, and you will get a search screen where you can choose your type of search and search for the title.
  2. When the title comes up, highlight it, click Ok and then click on the Search button. Double click on the line item, and the purchase order screen will appear. Be sure that the Quick line item button on the tool is OFF.

    Highlight the line on the purchase order, and you will see the Details and Marc buttons become active.

    Click on Marc and get the frequency from the Bibliographic screen and the designator from the holdings screen. [Quarterly; vol., no., year, mo. (single)]

    Click on the Details button and a Line Item screen will appear. Look for the green tab on the right marked Type.

    Click on Type and the screen will display the Line Item type and a button marked Subscription Pattern When you click on Subscription Pattern, Voyager will open Subscription Maintenance and a Component pattern form will appear, and you should click on the button marked New.

    The component name will be filled in; here is where you type in a check-in note, if you need one. The check in title box should remain checked, and the category should remain basic. We will continue not using the Create Items box.

    Click Save, and the other tabs will become active, so you can choose Predictive component pattern.

    Choose the relevant Publication Pattern Model, and click Start prediction. Click okay.

    Now when you click on the yellow serials check in card and search the title, your component will appear and you can check in your issue.

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