Creating Requests in Blackwell's Collection Manager

for bibliographers

Note: Order Services does not order Level 1 or Level 2 requests on Collection Manager. For faster processing of Level 1 or Level 2 titles, please submit them directly to Order Services, and not through Collection Manager.

Alternatively, Bibliographers may choose to create Lists in Collection Manager for ease of ordering.

1. Prior to creating any Requests, the bibliographer should verify that their Preferences in CM are set appropriately for Requests. Select Preferences in the menu across the top of the CM screen, then select Default Field Information. Set Defaults as follows:

 
Default field information
For Requests, Orders, and Exports the following optional information will be added:

Customer code: JUJU+P

Quantity: 1
Fund: (enter your 8 digit fund code here, ex 90024100)
Location: (enter your default Holding Code here, ex CEN)
Department:
Purchase order number:

Internal Notes: (LASTNAME; LAST 4 DIGITS OF FUND; HOLDING CODE, ex BRUSH; 4100; CEN)
Notes to Blackwell:

OpenURL base: http://sfx.library.vanderbilt.edu/vu

Note: Fields in blue must be filled out so that OS may create the order record - if not in Preferences, then in the subsequent Requests. Customer Code must be JUJU+P.

Open URL base: This feature allows you to check Acorn, Kudzu, etc. for holdings while in CM. While this search automatically searches both the isbn and the title, it does not search the shadow data base.

2. Bibliographers can create Requests in Collection Manager by selecting an individual title, then clicking on the [Request] link following the title. When the Request window opens, the default information you provided in Preferences (above) will appear in the order information fields. You may edit the information in the individual Request as needed. When complete, click on the Request button within the window. After the window closes, a Request icon will appear below the title.

   Alternatively, bibliographers may choose to tag specific titles from a list, then use the [List all tagged titles] function to create a new list of titles to be requested. By then using the [Request All] function, all of the titles in the list may be requested in a batch.

3. While working with an individual title, clicking on the "Other resources" link will automatically allow you to search Acorn or Kudzu for possible duplication. See "Open Url base" note, above.
4. When Requests are ready for ordering, the bibliographer should send an e-mail to the RSORDERS mailbox to let OS know that there are Requests awaiting further processing. In the e-mail, please include the date the Requests were created (this may be a date range), the fund code or codes, and the number of titles ordered (this number will help us to confirm that we have resurrected all of the Requests). Add any other information that is relevant to the orders.
5. Upon receipt of the e-mail, OS will count the number of titles ordered and forward the information to the appropriate subject verifier for further processing.

10/25/2006;mew