Searching for and selecting a serial to check-in
1. Begin in the Receiving app
2. Search by title, ISSN or HRID using the keyword search, which is generally the easiest search method as it includes all options following it in the drop-down menu
3. After searching and locating the title you are checking in, click on the title from the larger panel. If several locations appear, choose the line with the appropriate location. A third panel to the right-hand side of the screen will appear.
Manually adding issues to the Expected field
1. As the issues in the Expected field deplete, we will need to add more manually. It’s good practice to have at least three issues built up in this field. To do so, click Add piece.
2. A pop-up will appear where you will fill in the enumeration and chronology modeled after the format used in Expected and Received issues. You will also want to add an approximate date of when we can expect to receive this issue. This will come in handy for claiming later on. Click Save & close.
Receiving an Issue
1. In the Expected field, click on the issue you are checking in. The Edit piece box will pop up. Click Quick receive.
The issue will then appear in the Received field
Adding an issue to the holdings receipt history in Inventory
1. There is currently no connection between the Receiving and Inventory apps (as of the Iris release in May 2021). In order for issues to be publicly displayed in Blacklight and discoverable by patrons, they must also be added to the Receiving history in the holdings record through the Inventory app.
2. Navigate to the Instance record in Inventory by right-clicking the title at the top of the record in the Receiving app and opening the link in a new tab. This will make copying the enumeration and chronology easier later on.
3. Opening the link will bring you to the Instance record in the Inventory app. Find the holdings related to the appropriate location. Click on View holdings.
4. Click Actions near the upper right-hand corner of the screen and select Edit from the drop-down menu.
Precondition:
A pending purchase order has been created
Steps:
Add POL and fill all required fields
Make sure "Manually add pieces for receiving" is checked
Make sure "Create inventory" for the POL format selected is Instance, holding, item
Click save
Open purchase order
Select the POL
Click Receive button in the POL action menu (Note must be viewing POL record NOT PO)
Select title in receiving UI (Note: You should arrive in receiving ui with POL number populated in search box and related titles in search results)
Click 'Add piece' button in expected accordion on the Title record
Fill required fields
Select a location using location Lookup (If necessary)
Toggle "Create item" checkbox
Click Save and close to dismiss modal
Click the piece again
See "Connected" hyperlink appears under "Create item" heading in edit piece modal
Click hyperlink
Note: Do not receive the piece yet
Expected results:
...