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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

Series Checks in Voyager
Training Script

Searching to see if we have a series, serial or bookset on standing order involves both the Cataloging and Acquisitions modules. You must have both modules open and logged on using the same Operator ID.

Let's start with the simplest case, a search for a serial volume.

Let's say that the title in question is the 1999-2000 annual report of the National Library of Wales.

In Cataloging, do a Journal title search on Annual report. The Journal title matches on title fields 245 and 246, but not on series titles in the 400's and 800's.

Since there are lots of annual reports in the system, you could also try an author headings search on National Library of Wales.

Once you have the matching bib record, bring up the holdings record to see if the volume in question has been added.

If the volume in question has been added, you would treat it as a Have and note down the Bib ID # and the location. In this case, however, the last volume added was 1998-99. We need to check for a standing order.

Click on Record menu>View line items in Acquisitions.

If there is one line item attached, it will pop up as a tabbed Detail Line Item display in Acquisitions. This display has a link to the purchase order.

A serial single order or a bookset single volume order will have the order type Firm order. Receipt status will be seen from the color of the line and the purchase order status in the title bar. Check the vendor instructions for the issue(s) ordered. A standing order will have the order type Continuation. To check for receipt status, you have to go to the serials history display.

In this case we are looking at a continuation order, so we will need to look at the Serials History display. Click on the Check-in tab on the list bar. Then, click on the Serials history icon. Do a Check-in title search. If there is a match, double-click the line to bring up the serials receipt, claim and problem history.

If there is not a match, try the Other search option, which allows you to do any type of bibliographic search; or, try an issn search. If you still cannot bring up a record, there is no component attached to the order, meaning we have not received any volumes against the order. In this case, we have not received any volumes on Voyager, so we do not yet have the volume in question.

[Series Checks in Voyager Script]  [Bookset Standing Order] [Monographic Series]