acq:workflows
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acq:workflows [2018/07/30 14:23] – tlittle | acq:workflows [2018/10/11 20:15] (current) – external edit 127.0.0.1 | ||
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As with most things, there are several different ways to do most tasks in Acquisitions. The workflows provided below are just a jumping off place to give some structure to how you think about Acquisitions and how the process works. They are usually not the __only__ way to do something, but they are __one__ way to do something. | As with most things, there are several different ways to do most tasks in Acquisitions. The workflows provided below are just a jumping off place to give some structure to how you think about Acquisitions and how the process works. They are usually not the __only__ way to do something, but they are __one__ way to do something. | ||
- | ===== A newspaper subscription ===== | + | ===== Local newspaper subscription ===== |
// | // | ||
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- If you are including other branches, add those direct charges. | - If you are including other branches, add those direct charges. | ||
- Click Save Charges. | - Click Save Charges. | ||
- | - If you are satisfied everything has been represented, | + | - If you are satisfied everything has been represented, |
- **[[acq: | - **[[acq: | ||
- Fill out the invoice header information. | - Fill out the invoice header information. | ||
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- Close the invoice. | - Close the invoice. | ||
- **[[acq: | - **[[acq: | ||
+ | |||
+ | ===== Some Titles Not Available at a Vendor ===== | ||
+ | // | ||
+ | |||
+ | - Add as many titles as are available to Vendor B's cart. | ||
+ | - Download the cart | ||
+ | - **[[acq: | ||
+ | - **[[acq: | ||
+ | - **[[acq: | ||
+ | - Add branch/ | ||
+ | - Proceed as normal with your PO. | ||
+ | |||
+ | ===== No Available Record in Catalog to Link To ===== | ||
+ | // | ||
+ | |||
+ | - 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/ | ||
+ | If you have followed the steps above and there is no matching record in OCLC-- | ||
+ | |||
+ | - Return to your PO | ||
+ | - When activating, choose " | ||
+ | |||
+ | < | ||
acq/workflows.1532960599.txt.gz · Last modified: 2018/10/11 20:15 (external edit)