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Unit: Acquisitions, Ordering
Date last reviewedupdated: 03 03/01/20212024
Date of next review: March 20222025
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Verifying the Bibliographic Instance Record
Creating the Purchase Order
Creating Check-in Component
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Verifying the Bibliographic Instance Record Anchor A A
Look for the presence of:
- A 300 field with a volume designation.
- A 245 with a main title to cover all of the pieces (The pieces themselves may have their own unique titles, which may appear in a 505 field).
- A 260 or 264 field with a hyphen at the end of the date.
- Multiple date designation in the 008 fixed field.
- After FOLIO instance record is created and updated as it should be create a purchase order as below.
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Creating the Purchase Order Anchor B B
- Create a new purchase order in the Orders App.
- Enter the correct vendor code.
- Select "Ongoing" from the Order type field.
- Select "LTS Acquisitions" from the pop-down menu in the Bill to: and Ship to : fields.
- Check the "Approved box"
- Save and close.
- "Add the PO line" via "Title look-up"
- Acquisition method "Purchase"; Order format "Physical resource"
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- Change Receiving Workflow to:
- Enter proper beginning volume and future volume(s) in the 'Instructions to Vendor' field
Example: Order for vol. 2 and continuationcontinue until cancelled. - Physical unit price should be set at $0; Quantity physical "1".
- Add fund distribution
- Add location; Quantity physical "1".Create inventory as appropriate
- Material type "Book"
- Save & open order.
- Add a note in the notes field on the holdings record: MULTI-VOL. ORDERED (with date ordered) *** ADD VOLUMES AS THEY ARRIVE"
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