Differences

This shows you the differences between two versions of the page.

--- acq:workflows [2018/07/30 14:29] – tlittle
+++ acq:workflows [2018/08/06 15:10] – tlittle
@@ Line 22: / Line 22: @@
 ===== Some Titles Not Available at a Vendor =====
-//Scenario:// If you are using a vendor that does not offer MARC records, and your work-around solution is to add the titles to a vendor that //does// offer MARC downloads. Sometimes you will encounter that Vendor B does not have a title that you are ordering from Vendor A.
+//Scenario:// If you are using a vendor that does not offer MARC records, and your work-around solution is to add the titles to a vendor that //does// offer MARC downloads and then download the cart. Sometimes you will encounter that Vendor B does not have a title that you are ordering from Vendor A. (Example: You're ordering //Insert Title Here// from Amazon, and you try to add it into a cart in Baker & Taylor but B&T does not carry that book.)
   - Add as many titles as are available to Vendor B's cart.
   - Download the cart
   - **[[acq:addrecords#load_marc_order_records|Upload and create a PO]]** via Load MARC Order Records
-  - Create a brief record for each title that you are ordering from Vendor A that were not available in Vendor B's catalog.
+  - **[[acq:addrecords#add_a_brief_record_to_purchase_order|Create a brief record]]** for each title that you are ordering from Vendor A that were not available in Vendor B's catalog.
-  - Link each brief record to a record in the catalog.
+  - **[[acq:manual:lineitemshowto#link_line_items_to_the_catalog|Link each brief record to a record]]** in the catalog.
   - Add branch/fund/quantity info to your created line items.
   - Proceed as normal with your PO.
+===== No Available Record in Catalog to Link To =====
+//Scenario:// If you created brief records or you get the "link to catalog" link in a line item, you will need to link the line item to a catalog record. However, sometimes there may not be a record already in PINES that matches your item.
+  - Search PINES for matching record
+  - If there is no record in PINES that matches, open Z39.50.
+  - Search for a matching record
+  - If you find a match, import into the catalog
+  - Return to your PO/line item and link to the record you just imported.
+**If there is no matching record in OCLC/Z39.50**\\
+If you have followed the steps above and there is no matching record in OCLC--
+  - Return to your PO
+  - When activating, choose "Activate Without Loading Items."
+<note>Be aware that this action will mean that no acquisitions barcodes will be created for ANY line items in this purchase order.</note>