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Acquisitions>> EDI Procedures>
Monograph Receiving Unit Guidelines
Receiving Enhanced EDI Approvals
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- De-dup book title and series title.
- If duplicate, follow EDI Duplicates procedure
- If not a duplicate but on-order with the same vendor do relinking per EDI2GIFTS procedure, add Extended Note to firm order: “rec. on approval invoice <invoice #> <your initials> <date> and “close” the order by changing both Funded Quantity and Distributed Quantity on the Order Segments tab to 0 (zero) and “close” any claim segments by changing Status to RECEIVED.
- If not a duplicate but on-order with a different vendor, do relinking per EDI2GIFTS procedure and notify appropriate staff in the Ordering Unit to cancel the firm order. (How do they do this? By email or …?)
- Verify that the piece in hand matches the record
- Examine the piece briefly to make sure there is no physical damage
Modify Title<F3>
- Check for 940 information.
- Flag any items with a 940 NOTIFY but do not delete the 940 NOTIFY from the record.
- If no 940 NOTIFY in record, but NOTIFY flag has been inserted in the book, follow the Notify procedure.
- Follow any instructions written by selector on the slip (change location, order additional copy, place a standing order, C/R, etc.
- Make any changes to the record based on any Reference flag that was inserted by selector.
- Correct any tagging or typographical errors to the 245 field.
- Add |dCSt in the 040 field if you make any changes to the bibliographic record.
- Add appropriate 910 routing information.
- Create marc holdings structure for accompanying material or multi-volume items according to the Marc holdings guidelines.
- Change Item cat 1 to RECYCLE
- Change current location to INPROCESS
- If size is folio or tiny, add f or t to call number as appropriate.
- Make printout of VOL/COPY screen
- No changes. Date cataloged always = NEVER.
Modify Order <F8>
- Make any fund code changes requested by selector.
Last modified:
August 9, 2006 |
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