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acq:workflows [2018/07/30 10:27]
tlittle
acq:workflows [2018/10/11 16:15] (current)
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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.
  
-===== newspaper subscription =====+===== Local newspaper subscription =====
 //Scenario:// You have one or more subscriptions to a particular newspaper, let's call it the //Ledger-Enquirer.// As it's a rather small newspaper, you've just received a postcard that says your subscription is due to renew and how much your subscription cost is. You need to note and "pay" this in Acq so you can send it to your bookkeeper for payment. //Scenario:// You have one or more subscriptions to a particular newspaper, let's call it the //Ledger-Enquirer.// As it's a rather small newspaper, you've just received a postcard that says your subscription is due to renew and how much your subscription cost is. You need to note and "pay" this in Acq so you can send it to your bookkeeper for payment.
  
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 ===== Some Titles Not Available at a Vendor ===== ===== 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.   - Add as many titles as are available to Vendor B's cart.
   - Download the cart   - Download the cart
-  - Upload and create a PO via Load MARC Order Records +  - **[[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.   - 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>
  
  
acq/workflows.1532960872.txt.gz · Last modified: 2018/10/11 16:15 (external edit)