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ACQ to CAT Workflows

ACQ to CAT Workflows. Galadriel Lackey Library Technician III Acquisitions Department. Overview. 15,000 to 20,000 ordered volumes to Cataloging annually 20 to 30% are order requests 3 to 5% received on standing order Remainder come from Yankee Approval Plan or GOBI claims.

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ACQ to CAT Workflows

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  1. ACQ to CAT Workflows Galadriel Lackey Library Technician III Acquisitions Department

  2. Overview • 15,000 to 20,000 ordered volumes to Cataloging annually • 20 to 30% are order requests • 3 to 5% received on standing order • Remainder come from Yankee Approval Plan or GOBI claims

  3. Web-based Order System

  4. New Order Request

  5. Searching the Catalog • Series type (analytic, class together, or cataloged separately) • Added copies • Added volumes to classed together series • Different editions • Standing orders for monographic series

  6. Example of notes in bib record

  7. Provisional record template

  8. Create Purchase Order in ACQ

  9. Search to add line items

  10. Select title

  11. PO Quick Line Item

  12. Delivery Options Tab

  13. Approve the PO

  14. Duplicate Order Warning

  15. Submitting orders to vendors • Orders for big jobbers (Baker & Taylor, Emery Pratt) are ordered directly at vendor website and we are invoiced later • Orders for Midwest Library Service are submitted via EDI or less frequently, directly at their website • A few orders are faxed, mailed, or phoned in. Credit card or invoice • When we use expedited vendors (Amazon, Barnes & Noble) we pay with credit card

  16. Yankee Approval Plan • Workflow is “backwards” • Books are received with PromptCat records • Search the catalog and insert notes • Search for extraneous records • Make sure there is an open order • Correct PO-Bib record links • Proceed to check-in

  17. Creating a new invoice

  18. Add line items to invoice

  19. Invoice quick line item

  20. Special handling pop-up

  21. View Marc record

  22. Loading EDI Invoice

  23. EDI Load verify

  24. Load Summary Report

  25. EDI Invoice Receiving

  26. Detailed invoice line item

  27. Receive / Mark Tab

  28. Special handling pop-up

  29. Notes tab: descriptive info

  30. Bib record tab

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