[This article was copied from the Voyager Wiki.]

Created by Shelley Schultz & Jerrie Bourgo @ Kirkwood Community College, September 5, 2001

CREATE DUMMY PO

Version 2000.1.2

• Open Acquisitions and Cataloging
  • Login and password
  • Select Acquisitions

• In Acquisitions

• • Set Defaults (Puzzle Piece)
    • Purchase Order Tab – Blank
    • Line Item Tab – Blank
    • Line Item Copies/Funds Tab – Blank
    • OK

• • Orders
    • New Purchase Order
      • Number: PO # if different from default (for practice add your initials before the number)
      • Type: Continuation
      • Site: Acquisitions Desk
      • Code:
        • SPECIFIC TO EACH SITE
        • Click on check mark
      • Ship to: Acquisitions Desk (optional)
      • Bill to: Acquisitions Desk (optional)
      • Currency Code: USD
      • Save

• • Turn Quick Line Item ON
    • Add Line (Bib Search) for title in database
    • Locate title
    • Highlight item
    • MARC
      • Click on blinking Cataloging icon
      • Verify correct record
      • Get Holdings
        • Check 852 field
    • Save to Database
      • If changes made in Marc or holdings records

Return to Acquisitions

• • Details
    • Intended location (“Live At” location)
      • This creates MFHD
      • LOCATION IS SPECIFIC TO SITE
    • Number of copies (always 1)
    • Link to Holdings
      • Click ellipses once
      • Highlight appropriate holding
      • Click on “Link”
    • Ship to: make appropriate choice
    • Ledger
    • Commit to Fund
    • Line Item Type: Subscription
    • Check “Open Line Item Detail window after saving”
    • Save

• • Type Tab on Line Item screen
    • Line Item Type: Subscription
    • Start Piece Identification
      • Fill in enumeration and chronology for first issue you expect to receive
        • V.x, No.x
        • From VTLS sheet
    • Start Date
      • Date of first issue expected
    • Renewal Date
    • Subscription length
      • As appropriate
    • Vendor title number if Ebsco (3digits-3digits-3digits)
    • Vendor reference number
      • “(SNA)” for Ebsco
      • Title number
      • Renewal Date
    • Save

• • Subscription Pattern button

• • Subscription Maintenance screen appears
    • New
      • Title appears in Component Details
      • Category
        • Basic
        • Index
        • Supplement
      • Save
  • Subscription Maintenance (cont.)
    • Predictive Component Pattern
      • Make appropriate choice.)
      • Start prediction
        • Fill in as appropriate for first issue expected
        • Enumeration
        • Chronology
        • Convert Roman numerals to Arabic
        • Fill in 1^st Issue Expected Date
        • Date of Month Expected
          • Must match 1^st Issue Expected Date
        • OK (If provided)
        • If another screen pops up
          • Select appropriate issue
          • OK
    • Save changes made in subscription maintenance in “Component Details” Tab
    • Click on the “Purchase Order” screen to approve
      • Approve PO
      • Yes
      • Yes
    • Clear Workspace
    • Close PO
      • If asked to save all changes respond yes