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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: Joanna Cerro

Unit: Serials Management

Date last updated: 05/01/2020

Date of next review: May 2021



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 Martha Walker 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.



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