EDI Messages on a Purchase Order commented out.
[sitka/doc/acquisitions.git] / acq / acq-add-records.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-add-records">\r
4 <info>\r
5 <title>Add Records</title>\r
6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
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16 <para>This chapter covers the various methods that can be used to add records to Evergreen through the Acquisitions Module.</para>\r
17 <para>Libraries should use the methods that best suit their individual workflow.</para> </abstract>\r
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18 \r
19\r
20 </info>\r
21\r
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22 <section xml:id="brief-records">\r
23 <title>Brief Records</title>\r
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24 <para>Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief \r
25records can be added to new or existing selection lists. Brief records can also be added to new or pending purchase orders.</para>\r
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26\r
27<para><link linkend="add-brief-selection">Add a Brief Record to a Selection List</link></para>\r
28<para><link linkend="create-add-brief-selection">Create a Brief Record and add it to a Selection List</link></para>\r
29<para><link linkend="add-brief-purchase">Add a Brief Record to a Purchase Order</link></para>\r
30\r
31<simplesect xml:id="add-brief-selection">\r
32<title>Add a Brief Record to a Selection List</title>\r
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33\r
34<procedure>\r
35<step>\r
36<informalfigure>\r
37<para>Select <menuchoice><guimenu>Acquisitions</guimenu>\r
38<guimenuitem>My Selection Lists</guimenuitem></menuchoice>.</para>\r
39<para><mediaobject>\r
40<alt>screenshot of brief record</alt>\r
41\r
42<imageobject>\r
43<imagedata fileref="media/create-selection-1.png" scalefit="0"></imagedata>\r
44</imageobject>\r
45</mediaobject></para>\r
46</informalfigure>\r
47</step>\r
48\r
49<step>\r
50<informalfigure>\r
51<para>Click on the hyperlinked name of the selection list you would like to open.</para>\r
52<para><mediaobject>\r
53<alt>screenshot of brief record</alt>\r
54\r
55<imageobject>\r
56<imagedata fileref="media/new-brief-addrecord-4.png" scalefit="0"></imagedata>\r
57</imageobject>\r
58</mediaobject></para>\r
59</informalfigure>\r
60</step>\r
61\r
62<step>\r
63<informalfigure>\r
64<para>Select <menuchoice><guimenu>Actions</guimenu>\r
65<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>\r
66<para><mediaobject>\r
67<alt>screenshot of brief record</alt>\r
68\r
69<imageobject>\r
70<imagedata fileref="media/new-brief-addrecord-5.png" scalefit="0"></imagedata>\r
71</imageobject>\r
72</mediaobject></para>\r
73</informalfigure>\r
74</step>\r
75\r
76<step>\r
77<informalfigure>\r
78<para>Enter the bibliographic information into the desired fields and click <guibutton>Save Record</guibutton>.</para>\r
79<para><mediaobject>\r
80<alt>screenshot of brief record</alt>\r
81\r
82<imageobject>\r
83<imagedata fileref="media/new-brief-addrecord-6.png" scalefit="0"></imagedata>\r
84</imageobject>\r
85</mediaobject></para>\r
86</informalfigure>\r
87</step>\r
88\r
89<step>\r
90<informalfigure>\r
91<para>A new line item appears on your selection list.</para>\r
92<para><mediaobject>\r
93<alt>screenshot of brief record</alt>\r
94\r
95<imageobject>\r
96<imagedata fileref="media/new-brief-addrecord-7.png" scalefit="0"></imagedata>\r
97</imageobject>\r
98</mediaobject></para>\r
99</informalfigure>\r
100</step>\r
101</procedure>\r
102\r
103</simplesect>\r
104\r
105<simplesect xml:id="create-add-brief-selection">\r
106<title>Create a Brief Record and add it to a Selection List</title>\r
107\r
108<procedure>\r
109<step>\r
110<informalfigure>\r
111<para>Select <menuchoice><guimenu>Acquisitions</guimenu>\r
112<guimenuitem>New Brief Record</guimenuitem></menuchoice>.</para>\r
113<para><mediaobject>\r
114<alt>screenshot of brief record</alt>\r
115\r
116<imageobject>\r
117<imagedata fileref="media/new-brief-addrecord-1.png" scalefit="0"></imagedata>\r
118</imageobject>\r
119</mediaobject></para>\r
120</informalfigure>\r
121</step>\r
122\r
123<step>\r
124<informalfigure>\r
125<para>From the <guilabel>Add to Selection List</guilabel> drop down menu choose a selection list, or enter the name of a new selection list in the field.</para>\r
42d6b0c0 126<note><para>The drop down menu displays the ten selection lists most recently edited owned by the user.</para></note>\r
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127<para><mediaobject>\r
128<alt>screenshot of brief record</alt>\r
129\r
130<imageobject>\r
131<imagedata fileref="media/new-brief-addrecord-2.png" scalefit="0"></imagedata>\r
132</imageobject>\r
133</mediaobject></para>\r
134</informalfigure>\r
135</step>\r
136\r
137<step>\r
138<informalfigure>\r
139<para>Enter the bibliographic information into the desired fields and click <guibutton>Save Record</guibutton>.</para>\r
140<para><mediaobject>\r
141<alt>screenshot of brief record</alt>\r
142\r
143<imageobject>\r
144<imagedata fileref="media/new-brief-addrecord-3.png" scalefit="0"></imagedata>\r
145</imageobject>\r
146</mediaobject></para>\r
147</informalfigure>\r
148</step>\r
149\r
150<step>\r
151<informalfigure>\r
152<para>A new line item appears on your selection list.</para>\r
153<para><mediaobject>\r
154<alt>screenshot of brief record</alt>\r
155\r
156<imageobject>\r
157<imagedata fileref="media/new-brief-addrecord-7.png" scalefit="0"></imagedata>\r
158</imageobject>\r
159</mediaobject></para>\r
160</informalfigure>\r
161</step>\r
162</procedure>\r
163\r
164</simplesect>\r
165\r
166<simplesect xml:id="add-brief-purchase">\r
167<title>Add a Brief Record to Purchase Order</title>\r
168\r
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169<procedure>\r
170<step>\r
769961b3 171<para>Open or create a purchase order. See <link linkend="create-purchase-order-blank">Create a Purchase Order</link> for more information.</para>\r
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172</step>\r
173\r
174<step>\r
175<informalfigure>\r
176<para>Click the <guibutton>Add Brief Record</guibutton> button.</para>\r
177<para><mediaobject>\r
178<alt>screenshot of line item status</alt>\r
179\r
180<imageobject>\r
181<imagedata fileref="media/add-brief-purchaseorder-1.png" scalefit="0"></imagedata>\r
182</imageobject>\r
183</mediaobject></para>\r
184</informalfigure>\r
185</step>\r
186\r
187<step>\r
188<informalfigure>\r
189<para>Enter bibliographic information in the desired fields and click <guibutton>Save Record</guibutton>.</para>\r
190<para><mediaobject>\r
191<alt>screenshot of line item status</alt>\r
192\r
193<imageobject>\r
194<imagedata fileref="media/add-brief-purchaseorder-2.png" scalefit="0"></imagedata>\r
195</imageobject>\r
196</mediaobject></para>\r
197</informalfigure>\r
198</step>\r
199\r
200<step>\r
201<informalfigure>\r
202<para>A new line item appears on your purchase order.</para>\r
203<para><mediaobject>\r
204<alt>screenshot of line item status</alt>\r
205\r
206<imageobject>\r
207<imagedata fileref="media/add-brief-purchaseorder-3.png" scalefit="0"></imagedata>\r
208</imageobject>\r
209</mediaobject></para>\r
210</informalfigure>\r
211</step>\r
212\r
213<step>\r
214<informalfigure>\r
215<para>To add additional brief records, select <menuchoice><guimenu>Actions</guimenu>\r
216<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>\r
217<para><mediaobject>\r
218<alt>screenshot of line item status</alt>\r
219\r
220<imageobject>\r
221<imagedata fileref="media/add-brief-purchaseorder-4.png" scalefit="0"></imagedata>\r
222</imageobject>\r
223</mediaobject></para>\r
224</informalfigure>\r
225</step>\r
226</procedure>\r
227\r
228</simplesect>\r
229\r
230</section>\r
231\r
232\r
233<section xml:id="marc-order-records">\r
234<title>Load MARC Order Records</title>\r
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235<para>The <guilabel>Load MARC Order Records</guilabel> interface enables you to upload MARC records to Evergreen that you have saved on your computer. These MARC \r
236records can be added to a selection list and/or to a purchase order. A purchase order can be created and activated in one step from this interface.</para>\r
237\r
238<para>When used in conjunction with a holding tag and subfields information such as number of copies, price, and fund for payment can be loaded from the provider. \r
239See <link linkend="holding-subfield">Holding Subfields</link> for information on setting up holding tags and subfields.</para>\r
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240\r
241<procedure>\r
242<step>\r
243<informalfigure>\r
244<para>Select <menuchoice><guimenu>Actions</guimenu>\r
245<guimenuitem>Load MARC Order Records</guimenuitem></menuchoice>.</para>\r
246<para><mediaobject>\r
247<alt>screenshot of load MARC order records</alt>\r
248\r
249<imageobject>\r
250<imagedata fileref="media/load-MARC-addrecord-1.png" scalefit="0"></imagedata>\r
251</imageobject>\r
252</mediaobject></para>\r
253</informalfigure>\r
254</step>\r
255\r
256<step>\r
257<informalfigure>\r
258<para>If you would like to upload the MARC records to a new purchase order, check the box adjacent to <guilabel>Create Purchase Order</guilabel>.</para>\r
259<para><mediaobject>\r
260<alt>screenshot of load MARC order records</alt>\r
261\r
262<imageobject>\r
263<imagedata fileref="media/load-MARC-addrecord-2.png" scalefit="0"></imagedata>\r
264</imageobject>\r
265</mediaobject></para>\r
266</informalfigure>\r
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267</step>\r
268\r
269<step>\r
270<informalfigure>\r
271<para>If you would like to activate the purchase order at the time of creation, check the box adjacent to <guilabel>Activate Purchase Order</guilabel>.</para>\r
272<para><mediaobject>\r
273<alt>screenshot of load MARC order records</alt>\r
274\r
275<imageobject>\r
276<imagedata fileref="media/load-MARC-addrecord-3.png" scalefit="0"></imagedata>\r
277</imageobject>\r
278</mediaobject></para>\r
279</informalfigure>\r
280<caution><para>This option is not currently working. Do not check this box.</para></caution>\r
281</step>\r
282\r
283<step>\r
284<informalfigure>\r
285<para>If you would like to load bibs and items into the catalogue, check the box adjacent to <guilabel>Load Bibs and Items into the ILS</guilabel>.</para>\r
286<para><mediaobject>\r
287<alt>screenshot of load MARC order records</alt>\r
288\r
289<imageobject>\r
290<imagedata fileref="media/load-MARC-addrecord-4.png" scalefit="0"></imagedata>\r
291</imageobject>\r
292</mediaobject></para>\r
293</informalfigure>\r
294</step>\r
295\r
296<step>\r
297<informalfigure>\r
298<para>In the <guilabel>Provider</guilabel> field, enter the code for the provider. The text will auto-complete.</para>\r
299<para><mediaobject>\r
300<alt>screenshot of load MARC order records</alt>\r
301\r
302<imageobject>\r
303<imagedata fileref="media/load-MARC-addrecord-5.png" scalefit="0"></imagedata>\r
304</imageobject>\r
305</mediaobject></para>\r
306</informalfigure>\r
307</step>\r
308\r
309<step>\r
310<informalfigure>\r
311<para>Select a context org unit from the drop down menu.</para>\r
312<note><para>The context org unit is the org unit that "owns" the bib record. Multi-branch systems should select a physical location rather \r
313than an administrative org unit as the context org unit.</para></note>\r
314<para><mediaobject>\r
315<alt>screenshot of load MARC order records</alt>\r
316\r
317<imageobject>\r
318<imagedata fileref="media/load-MARC-addrecord-6.png" scalefit="0"></imagedata>\r
319</imageobject>\r
320</mediaobject></para>\r
321</informalfigure>\r
322</step>\r
323\r
324<step>\r
325<informalfigure>\r
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326<para>If you would like to upload the records to a selection list, rather than creating a purchase order, you can select a list from the drop down menu or type \r
327in the name of the selection list you would like to create.</para>\r
328<note><para>The drop down menu displays the ten selection lists most recently edited owned by the user.</para></note>\r
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329<para><mediaobject>\r
330<alt>screenshot of load MARC order records</alt>\r
331\r
332<imageobject>\r
333<imagedata fileref="media/load-MARC-addrecord-7.png" scalefit="0"></imagedata>\r
334</imageobject>\r
335</mediaobject></para>\r
336</informalfigure>\r
337</step>\r
338\r
339<step>\r
340<informalfigure>\r
341<para>Click <guibutton>Browse</guibutton> to search for the file of bibliographic records saved on your computer.</para>\r
342<para><mediaobject>\r
343<alt>screenshot of load MARC order records</alt>\r
344\r
345<imageobject>\r
346<imagedata fileref="media/load-MARC-addrecord-8.png" scalefit="0"></imagedata>\r
347</imageobject>\r
348</mediaobject></para>\r
349</informalfigure>\r
350</step>\r
351\r
352<step>\r
353<informalfigure>\r
354<para>Locate the desired file and click <guibutton>Open</guibutton>.</para>\r
355<para><mediaobject>\r
356<alt>screenshot of load MARC order records</alt>\r
357\r
358<imageobject>\r
359<imagedata fileref="media/load-MARC-addrecord-9.png" scalefit="0"></imagedata>\r
360</imageobject>\r
361</mediaobject></para>\r
362</informalfigure>\r
363</step>\r
364\r
365<step>\r
366<informalfigure>\r
367<para>Click <guibutton>Upload</guibutton>. A summary of the items that have been processed will appear.</para>\r
368<para><mediaobject>\r
369<alt>screenshot of load MARC order records</alt>\r
370\r
371<imageobject>\r
372<imagedata fileref="media/load-MARC-addrecord-10.png" scalefit="0"></imagedata>\r
373</imageobject>\r
374</mediaobject></para>\r
375</informalfigure>\r
376</step>\r
377\r
378<step>\r
379<para>Click the hyperlink that appears to either <guilabel>View Selection List</guilabel> or <guilabel>View Purchase Order</guilabel>.</para>\r
380</step>\r
381</procedure>\r
382\r
383</section>\r
384\r
385\r
386 <section xml:id="marc-federated-search">\r
387 <title>MARC Federated Search</title>\r
388 <para>The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source.</para>\r
389\r
390<procedure>\r
391<step>\r
392<informalfigure>\r
393<para>Select <menuchoice><guimenu>Actions</guimenu>\r
394<guimenuitem>MARC Federated Search</guimenuitem></menuchoice>.</para>\r
395<para><mediaobject>\r
396<alt>screenshot of MARC federated search</alt>\r
397\r
398<imageobject>\r
399<imagedata fileref="media/MARC-federated-addrecord-1.png" scalefit="0"></imagedata>\r
400</imageobject>\r
401</mediaobject></para>\r
402</informalfigure>\r
403</step>\r
404\r
405<step>\r
406<informalfigure>\r
407<para>Check the boxes of the Z39.50 services you wish to search. The local Evergreen Catalogue is checked by default.</para>\r
408<note><para>Best practice is to always leave the Evergreen Catalogue checked. This helps prevent duplicate records from being added to the catalogue.</para></note>\r
409<para><mediaobject>\r
410<alt>screenshot of MARC federated search</alt>\r
411\r
412<imageobject>\r
413<imagedata fileref="media/MARC-federated-addrecord-2.png" scalefit="0"></imagedata>\r
414</imageobject>\r
415</mediaobject></para>\r
416</informalfigure>\r
417</step>\r
418\r
419<step>\r
420<informalfigure>\r
421<para>Enter your search term(s) into the search field(s) of your choice.</para>\r
422<para><mediaobject>\r
423<alt>screenshot of MARC federated search</alt>\r
424\r
425<imageobject>\r
426<imagedata fileref="media/MARC-federated-addrecord-3.png" scalefit="0"></imagedata>\r
427</imageobject>\r
428</mediaobject></para>\r
429</informalfigure>\r
430</step>\r
431\r
432<step>\r
433<informalfigure>\r
434<para>Choose the number of <guilabel>Hits Per Source</guilabel> that you desire.</para>\r
435<para><mediaobject>\r
436<alt>screenshot of MARC federated search</alt>\r
437\r
438<imageobject>\r
439<imagedata fileref="media/MARC-federated-addrecord-4.png" scalefit="0"></imagedata>\r
440</imageobject>\r
441</mediaobject></para>\r
442</informalfigure>\r
443</step>\r
444\r
445<step>\r
446<informalfigure>\r
447<para>Click <guibutton>Submit</guibutton>.</para>\r
448<para><mediaobject>\r
449<alt>screenshot of MARC federated search</alt>\r
450\r
451<imageobject>\r
452<imagedata fileref="media/MARC-federated-addrecord-5.png" scalefit="0"></imagedata>\r
453</imageobject>\r
454</mediaobject></para>\r
455</informalfigure>\r
456</step>\r
457\r
458<step>\r
459<informalfigure>\r
460<para>A list of results will appear.</para>\r
461<para><mediaobject>\r
462<alt>screenshot of MARC federated search</alt>\r
463\r
464<imageobject>\r
465<imagedata fileref="media/MARC-federated-addrecord-6.png" scalefit="0"></imagedata>\r
466</imageobject>\r
467</mediaobject></para>\r
468</informalfigure>\r
469\r
470<tip><informalfigure><para>Clicking on the title of any of the results will bring up the MARC record.</para>\r
471<para><mediaobject>\r
472<alt>screenshot of MARC federated search</alt>\r
473\r
474<imageobject>\r
475<imagedata fileref="media/MARC-federated-addrecord-9.png" scalefit="0"></imagedata>\r
476</imageobject>\r
477</mediaobject></para>\r
478</informalfigure>\r
479\r
480<informalfigure>\r
42d6b0c0 481<para>You are able to edit the MARC record before bringing it into the catalogue. Records that already exist in Evergreen do not give the \r
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482<guibutton>Edit MARC Order Record</guibutton> option.</para>\r
483<para><mediaobject>\r
484<alt>screenshot of MARC federated search</alt>\r
485\r
486<imageobject>\r
487<imagedata fileref="media/MARC-federated-addrecord-10.png" scalefit="0"></imagedata>\r
488</imageobject>\r
489</mediaobject></para>\r
490</informalfigure>\r
491</tip>\r
492</step>\r
493\r
494<step>\r
495<informalfigure>\r
42d6b0c0 496<para>Save the line item(s) to a selection list by checking the box(es) adjacent to the desired line item(s) and selecting <menuchoice><guimenu>Actions</guimenu>\r
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497<guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para> \r
498<para><mediaobject>\r
499<alt>screenshot of MARC federated search</alt>\r
500\r
501<imageobject>\r
502<imagedata fileref="media/MARC-federated-addrecord-7.png" scalefit="0"></imagedata>\r
503</imageobject>\r
504</mediaobject></para>\r
505</informalfigure>\r
506\r
507<informalfigure>\r
508<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list, \r
42d6b0c0 509or <guilabel>Add to Selection List</guilabel> and type in the name of any existing selection list created by any user at your library.</para>\r
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510<para><mediaobject>\r
511<alt>screenshot of MARC federated search</alt>\r
512\r
513<imageobject>\r
514<imagedata fileref="media/MARC-federated-addrecord-11.png" scalefit="0"></imagedata>\r
515</imageobject>\r
516</mediaobject></para>\r
517</informalfigure>\r
518<para></para>\r
519<informalfigure>\r
520<para>Alternatively, you can create a purchase order from the line item(s) by checking the box adjacent to the desired line item(s) and selecting \r
521<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>.</para>\r
769961b3 522<para>See <link linkend="create-purchase-order-lineitem">Create a Purchase Order from Line Items</link> for further instructions.</para>\r
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523<para><mediaobject>\r
524<alt>screenshot of MARC federated search</alt>\r
525\r
526<imageobject>\r
527<imagedata fileref="media/MARC-federated-addrecord-8.png" scalefit="0"></imagedata>\r
528</imageobject>\r
529</mediaobject></para>\r
530</informalfigure>\r
531</step>\r
532\r
533</procedure>\r
534\r
535</section>\r
536\r
537\r
538 <section xml:id="catalog-record-ids">\r
539 <title>Load Catalog Record IDs</title>\r
540 <para>The Load Catalog Record IDs function enables you to create line items from a list of catalogue records whose record IDs are saved in a CSV file.</para>\r
541<para>This is useful if you want to batch order copies of items that your organization already owns. For example, you run a copy/hold ratio report to identify \r
542how many copies you have available compared to the number of holds that are on your Hot Fiction display. You decided that you want to order an extra copy of six titles. \r
543Your copy/hold ration report includes the record ID of each title. You can save the record IDs into a CSV file, upload the file into Evergreen, and create a purchase \r
544order for the items. If you only want to order additional copies of one title then using <link linkend="view-place-orders">View/Place Orders</link> is faster.</para>\r
545\r
546<note><informalfigure><para>Record IDs are auto-generated digits associated with each record. They are found in the <guilabel>Record Summary</guilabel> that appears at the top of \r
547each record in the catalogue.</para>\r
548<para><mediaobject>\r
549<alt>screenshot of load catalog IDs</alt>\r
550\r
551<imageobject>\r
552<imagedata fileref="media/load-catalog-record-1.png" scalefit="0"></imagedata>\r
553</imageobject>\r
554</mediaobject></para>\r
555</informalfigure>\r
556</note>\r
557\r
558<procedure>\r
559<step>\r
560<para>Create a CSV file with the record ID of each catalogue record in the first column of the spreadsheet. You can create this CSV file from a spreadsheet generated \r
561by a report, as suggested in the aforementioned example. You can also copy and paste record IDs from the catalogue record into the CSV file.</para>\r
562</step>\r
563\r
564<step>\r
565<para>Save the CSV file to your computer.</para>\r
566</step>\r
567\r
568<step>\r
569<informalfigure>\r
570<para>In Evergreen, select <menuchoice><guimenu>Actions</guimenu>\r
571<guimenuitem>Load Catalog Record IDs</guimenuitem></menuchoice>.</para>\r
572<para><mediaobject>\r
573<alt>screenshot of load catalog IDs</alt>\r
574\r
575<imageobject>\r
576<imagedata fileref="media/load-catalog-record-2.png" scalefit="0"></imagedata>\r
577</imageobject>\r
578</mediaobject></para>\r
579</informalfigure>\r
580</step>\r
581\r
582<step>\r
583<informalfigure>\r
584<para>Click <guibutton>Load More Terms</guibutton>.</para>\r
585<para><mediaobject>\r
586<alt>screenshot of load catalog IDs</alt>\r
587\r
588<imageobject>\r
589<imagedata fileref="media/load-catalog-record-3.png" scalefit="0"></imagedata>\r
590</imageobject>\r
591</mediaobject></para>\r
592</informalfigure>\r
593</step>\r
594\r
595<step>\r
596<informalfigure>\r
597<para>Locate the desired file and click <guibutton>Open</guibutton>.</para>\r
598<para><mediaobject>\r
599<alt>screenshot of load catalog IDs</alt>\r
600\r
601<imageobject>\r
602<imagedata fileref="media/load-catalog-record-4.png" scalefit="0"></imagedata>\r
603</imageobject>\r
604</mediaobject></para>\r
605</informalfigure>\r
606</step>\r
607\r
608<step>\r
609<informalfigure>\r
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610<para>The screen will display the number of terms (record IDs) that have been loaded. Clicking <guibutton>Load more terms</guibutton> again will allow you to load\r
611an additional file of record IDs.</para>\r
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612<para><mediaobject>\r
613<alt>screenshot of load catalog IDs</alt>\r
614\r
615<imageobject>\r
616<imagedata fileref="media/load-catalog-record-5.png" scalefit="0"></imagedata>\r
617</imageobject>\r
618</mediaobject></para>\r
619</informalfigure>\r
620</step>\r
621\r
622<step>\r
623<informalfigure>\r
624<para>Click <guibutton>Retrieve Records</guibutton>.</para> \r
625<para><mediaobject>\r
626<alt>screenshot of load catalog IDs</alt>\r
627\r
628<imageobject>\r
629<imagedata fileref="media/load-catalog-record-6.png" scalefit="0"></imagedata>\r
630</imageobject>\r
631</mediaobject></para>\r
632</informalfigure>\r
633</step>\r
634\r
635<step>\r
636<informalfigure>\r
637<para>The records will appear as line items to which you can add copies, notes, and pricing information.</para>\r
638<para><mediaobject>\r
639<alt>screenshot of load catalog IDs</alt>\r
640\r
641<imageobject>\r
642<imagedata fileref="media/load-catalog-record-7.png" scalefit="0"></imagedata>\r
643</imageobject>\r
644</mediaobject></para>\r
645</informalfigure>\r
646</step>\r
647\r
648<step>\r
649<informalfigure>\r
650<para>You can save the line item(s) to a selection list by checking the box(es) adjacent to the desired line item(s) and selecting <menuchoice><guimenu>Actions</guimenu>\r
651<guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para>\r
652<para><mediaobject>\r
653<alt>screenshot of load catalog IDs</alt>\r
654\r
655<imageobject>\r
656<imagedata fileref="media/load-catalog-record-8.png" scalefit="0"></imagedata>\r
657</imageobject>\r
658</mediaobject></para>\r
659</informalfigure>\r
660\r
661<informalfigure>\r
662<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list, \r
f39aa22c 663or <guilabel>Add to Selection List</guilabel> and type in the name of any existing selection list created by any user at your library.</para>\r
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664<para><mediaobject>\r
665<alt>screenshot of MARC federated search</alt>\r
666\r
667<imageobject>\r
668<imagedata fileref="media/MARC-federated-addrecord-11.png" scalefit="0"></imagedata>\r
669</imageobject>\r
670</mediaobject></para>\r
671</informalfigure>\r
672\r
673<informalfigure>\r
674<para>Alternatively, you can create a purchase order from the line item(s) by checking the box adjacent to the desired line item(s) and selecting \r
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675<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. See \r
676<link linkend="create-purchase-order-lineitem">Create a Purchase Order from Line Items</link> for \r
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677further instructions.</para>\r
678<para><mediaobject>\r
679<alt>screenshot of load catalog IDs</alt>\r
680\r
681<imageobject>\r
682<imagedata fileref="media/load-catalog-record-9.png" scalefit="0"></imagedata>\r
683</imageobject>\r
684</mediaobject></para>\r
685</informalfigure>\r
686</step>\r
687\r
688</procedure>\r
689</section>\r
690\r
691\r
692 <section xml:id="view-place-orders">\r
693 <title>View/Place Orders</title>\r
694 <para>You can use <guilabel>View/Place Orders</guilabel> to easily order an additional copy of an item that is already in the catalogue. \r
695<link linkend="catalog-record-ids">Load Catalog Record IDs</link> is more effective when working with a list of additional copies \r
696of titles to be ordered.</para>\r
697\r
698<procedure>\r
699\r
700<step>\r
f39aa22c 701<para>Open the bibliographic record of the title you wish to purchase.</para>\r
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702</step>\r
703\r
704<step>\r
705<informalfigure>\r
706<para>Select <menuchoice><guimenu>Actions for this Record</guimenu>\r
707<guimenuitem>View/Place Orders</guimenuitem></menuchoice>.</para>\r
708<para><mediaobject>\r
709<alt>screenshot of view/place orders</alt>\r
710\r
711<imageobject>\r
712<imagedata fileref="media/view-place-record-1.png" scalefit="0"></imagedata>\r
713</imageobject>\r
714</mediaobject></para>\r
715</informalfigure>\r
716</step>\r
717\r
718<step>\r
719<informalfigure>\r
720<para>Click either <guilabel>Add to Selection List</guilabel>, or <guilabel>Create a Purchase Order</guilabel>. See \r
769961b3 721<link linkend="create-purchase-order-lineitem">Create a Purchase Order from Line Items</link> for further instructions.</para>\r
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722<para><mediaobject>\r
723<alt>screenshot of view/place orders</alt>\r
724\r
725<imageobject>\r
726<imagedata fileref="media/view-place-record-2.png" scalefit="0"></imagedata>\r
727</imageobject>\r
728</mediaobject></para>\r
729</informalfigure>\r
730</step>\r
731\r
732</procedure>\r
733</section>\r
734\r
735\r
736 <section xml:id="patron-requests">\r
737 <title>Patron Requests</title>\r
738\r
739<informalfigure> \r
740<para>The patron request interface will allow you to view requests that patrons make via the OPAC. The functionality for OPAC requests is not currently available \r
741in the native Evergreen interface, so the screen remains blank in 2.0.</para>\r
742<para><mediaobject>\r
743<alt>screenshot of patron requests</alt>\r
744\r
745<imageobject>\r
746<imagedata fileref="media/patron-requests-record-1.png" scalefit="0"></imagedata>\r
747</imageobject>\r
748</mediaobject></para>\r
749</informalfigure>\r
750\r
751</section> \r
752 \r
753</chapter>\r