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Scope: This procedure outlines instructions for processing special orders in the Monographs Receiving Ordering Unit, LTS Olin. This guideline should be used with much discretion, and only at the recommendation of the heads of the LTS Ordering and/or Receiving Units.

Contact:  Lisa Maybury, Masayo Uchiyama

Unit: Acquisitions Ordering

Date last reviewedupdated: 02/0127/20172024

Date of next review: February 20182025

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Qualification for Special Orders

Placing Special Orders

Receiving Orders

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AnchorAAA.  Qualification for Special Orders  Special order materials may be a single monograph or groups of items such as foreign language videos or unique area or literature collections. These items typically: 

1.  Have very limited availability and are from a unique source
2.  Are those whose information is hard to be reproduced if they are not input into Voyager FOLIO immediately
3.  Are difficult to input without having the piece in-hand. E.g., the item is in a foreign language that none of the staff understands, or, there is limited/sketchy bibliographic information available
4.  Need a record in Voyager FOLIO to facilitate the ordering and receiving activities, such as pre-payment

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BB. Placing Special Orders

1.  Create a preliminary level BIB instance record (encoding level = 5) for the item/items with a 245 and a 246 field.

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2.  Create a holdings record with proper location.

3.  Suppress both the bibliographic instance and holdings holding records.

4.  Create a purchase order following the guidelines for regular materials.

5.  Forward a copy of the original title information, annotated with the purchase order number, to the head of the Receiving Unit. This documentation will be kept until receiving is complete (also see C4 in section below)6.  Fax, phone or mail the purchase order as circumstances dictate. Make sure to ask vendor to:

• quote the purchase order number on the invoice
• clearly mark the package with: "SPECIAL ORDER" on the shipping label

AnchorCCC.  Receiving Special Orders

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1.  Receive the items following the receiving guidelines for more traditional orders.
2.  Pay the invoice following the payment guidelines for more traditional orders.
3.  Use the existing record to process the item if possible and unsuppress it, updating it as appropriate. Dispose of original order request or return to the selector if so requested.