Page History

Scope:  Occasionally, a patron requests an item or a selector requests an item to be New & Noteworthy that the Ordering staff either knows or suspects will arrive on one of the Library’s approval plans.  In both cases, a purchase order must be created to record the requester information .

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Unit: Acquisitions (Ordering)

Date reviewedlast reviewed: 06 05/0113/20162020

Date of next review: May 2017 2021

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Requested titles expected/suspected to arrive on an approval plan 

Requested titles expected to arrive through the NPAC blanket plan 

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When an item has been profiled by a vendor for approval or is expected/suspected to come on approval, a purchase order should be created.  The PO will serve as a placeholder for Requester or Receiving instructions. 

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1. Create a new purchase order.
2. Select “Approval” from the TYPE field. 
3. In the ORDER LOCATION, SHIP TO and BILL TO fields, select “LTS Approvals”. 
4. Enter the vendor code.
5. Import the bibliographic line item.
6. Leave the price at $0.
7. Select “LTS review shelves” as the item's location.
8. In the fund code field, enter 521 for Coutts approval items or appropriate selector fund for other vendors.
9. Enter the requester information in the REQUESTOR REQUESTER note field. Example:  REQ:bm123@, Bat Man.
10. Enter New & Noteworthy in the in the REQUESTER note field. Example: New & Noteworthy
    
11. Approve the PO but do not print or send it to vendor via EDI. It is a placeholder only. 
12. In the Holdings screen, add a subfield “x” after “cts,rev” in the 852 field, and type "XBO REQ see PO"." or "XBO New & Noteworthy"
13. Suppress If item is expected on Coutts Approval, suppress Bib and Holdings records.      
      

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1. Create a new purchase order.
2. Select “Approval” from the TYPE field. 
3. In the ORDER LOCATION, SHIP TO and BILL TO fields, select “LTS Approvals”. 
4. Enter the vendor code as NPAC
5. Import the bibliographic line item.
6. Leave the price at $0.
7. Select “ECH”as the item location.
8. In the fund code field, enter LOOK.
9. Enter the requester information in the REQUESTOR REQUESTER note field. Example: REQ:bm123@, Bat Man.
10. Approve the PO but do not print or send it to vendor via EDI. This PO does not need to be sent to the vendor.
11. In the Holdings screen, add a subfield “x” after “Ech” in the 852 field, and  type ‘XBO REQ see PO’.

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