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• Check Acquisition Settings
• Fund wizard
  1. Do a brief check of Fund wizard
  2. Review funds (All funds & Available funds)
  3. Display fund (All cycles & Specific cycle)
• Vendor wizard
  1. Make sure AUTO feature is working
  2. Search vendors
  3. Display vendor record
  4. Create new vendor
  5. Edit an existing vendor record
  6. Duplicate vendor record
  7. Delete vendor record
• Order wizard
  1. Check order properties
  2. Display existing order
  3. Create basic order
     • - Use existing record in catalog
     • - Create MLP
     • - Smartport title
     • - Ordering Variations:
     1. One copy
     2. Two or more copies
        • - same fund, same holding code
        • - same fund, different holding codes
        • - different fund, same holding code
        • - different fund, different holding codes
  4. Split fund
  5. Multiple volumes
  6. Foreign currency
  7. Duplicate order
     • - Check to make sure working properly
  8. Modify order
     • - Enter notes
     • - Change funding
  1. Single to single
  2. Single to split
  3. Split to single
  4. Split to split
  • - Change encumbered amount
    1. US
    2. Foreign
  • - Add claim segment
  • - Add cancel segment
• Receive Wizard
  1. Receive complete order
  2. Receive partial order
• Invoice Wizard
  • Create invoice

   

 

Serials and Acquisitions | University Libraries | Penn State

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U.Ed. LIB 07-140
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