Receiving Sample Periodical Issues (LTS Procedure #62)

Scope: This document outlines the procedure that Library Technical Services serials receiving staff follow when an issue is received in response to a sample request/order.

Contact: Deb Warfield

Unit: Serials Management

Date last reviewed: 05/07/15

Date of next review: May 2016

Line Item  

Bibliographic Record  

Holdings Record  

Routing 

A. Line Item

1. In the Acquisitions module of Voyager, display the Purchase Order for the title in hand.
2. Display Line Item Details -> Delivery Options:
   
   1. Make a note of the requester on the Decision Flyer.
      Example: "Sample issue, please route to David Block on arrival"
   2. Record issue received in Line Item Notes field.
      Example: no.3 (2000).
   3. Click on Recv/Mark tab to receive the sample on the purchase order.
      
      

B. Bibliographic Record  

Display the bibliographic record and suppress from OPAC

C. Holdings Record

Display Holdings Record:

• Suppress from OPAC.
•  Add |x DECISION PENDING in the 852 field.
  
  

D. Routing

Send issue received to the selector, along with the Decision Flyer.