Creating Orders from Collection Manager Requests

1. Upon notification (in RSORDERS mailbox) of pending Requests, OS will generate a printed list of the titles to be ordered:
   • In Collection Manager, select Review Requests from the Acquisitions menu.
     

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     Select Request Type

     Open requests
     Completed requests

     Open approved requests
     Completed approved requests
     Rejected requests

   
   Title Source
   

   US
   UK

   Order information:

   Customer Code: (leave blank)
   Department:
   Fund: (enter fund here)
   Requested By: (select Bibliographer's name from list)
   Approved By:
   Rejected By:

   
   Select requests created:

   
   or enter a custom date from: to:

   (insert date or date range provided by Bibliographer)
   Example: 15/02/1997 (dd/mm/yyyy)

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   • Upon clicking "List Titles", the resulting list should be compared to the number of titles indicated in the bibliographer's e-mail. If the numbers do not match, revise your search, above.
2. The printed list should be forwarded to the appropriate subject verifier's box, along with a copy of the original e-mail.
3. Using the same criteria, the subject verifier should re-create the title list in Collection Manager.
4. The verifier will work from the CM list to verify and order the requested titles:
   • Do NOT order on CM if the title to be ordered is an added copy, part of a multi-volume set, ident,
     or anything that will be added to an existing Acorn record! Do NOT order Level 1or Level 2 priority materials on CM.
   • Search Acorn for duplication, standing orders, etc as usual.
   • As each title is verified, tag each title to be ordered. If a title is NOT to be ordered, see below.
   • Upon completing the verification of the list, use the [List all tagged titles] function to select only those titles to be ordered. (If all titles on the list are to be ordered, this step is not necessary.)
   • Orders may be created individually, or in batch. To create orders for all titles at once, use the [Order all] function. Information from the Request will be copied into the Order record. (Be SURE that the Customer Code for the Request is JUJU+P; if it is not, EDIT THE REQUEST before proceeding.)

    

   • If a title is a duplicate and not to be ordered, change the Request to Rejected (click on the Request icon, then select Rejected, then click the Change button). After closing the window, select Library Notes link following the title. In the Library Notes window, add "dup of (Acorn #) to the bottom window, and click Submit, then Close.
   • If a REQUEST needs to be edited, be sure to click on the Request icon to open the Request, make the necessary edits THERE (adding +P to the JUJU, editing the Holding Code, notes, etc.), and THEN create the order. If you notice that the Order icon appears under the title, but on a separate line from the Request icon, remove the Order icon, edit the Request, and create an Order from the edited Request.
   • If a different Edition is selected for ordering, change the Request to Rejected, as above, and add a Library Note "diff ed ordered".
5. After all titles have been ordered, Queue as usual. Forward the printed list to Mary Ellen for Export.

10/26/2006;mew