Scope: Occasionally, a patron requests an item 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 .
Contact: Masayo Uchiyama
Unit: Acquisitions (Ordering)
Date reviewed: 06/01/2016
Date of next review: May 2017
Requested titles expected/suspected to arrive on an approval plan
Requested titles expected to arrive through the NPAC blanket plan
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.
A. Requested title expected/suspected to arrive on approval plan:
This purchase order does not need to be sent to the vendor. If the title has not been published or profiled by the vendor, we should still create a purchase order.
B. Requested title expected to arrive on NPAC blanket plan:
Records for items expected to arrive from Southeast Asia on the NPAC plan (usually for Echols) are entered solely to prevent duplication by firm orders. A purchase order should be created and that will serve as a placeholder for Requestor or Receiving instructions.