Revised abstract for section on year end.
[sitka/doc/acquisitions.git] / acq / acq-add-records.xml
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RJ
1<?xml version='1.0' encoding='UTF-8'?>
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-add-records">
4 <info>
5 <title>Add Records</title>
6 <legalnotice>
7 <para><emphasis role="bold">Adapted with permission from original material by the <link
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
10 Community</link></emphasis></para>
11 </legalnotice>
12
13
14
15 <abstract>
16 <para>This chapter covers the several methods you can use to add records to Evergreen through the Acquisitions Module.</para></abstract>
17
18
19 </info>
20
21<section xml:id="add-records-placeholder">
22</section>
23 <section xml:id="brief-records">
24 <title>Brief Records</title>
25 <para>Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records
26can be added to selection lists or purchase orders and will be imported into the catalogue. You can add brief records to new or existing selection lists. You can add
27brief records to new or pending purchase orders.</para>
28
29<para><link linkend="add-brief-selection">Add a Brief Record to a Selection List</link></para>
30<para><link linkend="create-add-brief-selection">Create a Brief Record and add it to a Selection List</link></para>
31<para><link linkend="add-brief-purchase">Add a Brief Record to a Purchase Order</link></para>
32
33<simplesect xml:id="add-brief-selection">
34<title>Add a Brief Record to a Selection List</title>
35<para>You can add brief records to new or existing selection lists.</para>
36
37<procedure>
38<step>
39<informalfigure>
40<para>Select <menuchoice><guimenu>Acquisitions</guimenu>
41<guimenuitem>My Selection Lists</guimenuitem></menuchoice>.</para>
42<para><mediaobject>
43<alt>screenshot of brief record</alt>
44
45<imageobject>
46<imagedata fileref="media/create-selection-1.png" scalefit="0"></imagedata>
47</imageobject>
48</mediaobject></para>
49</informalfigure>
50</step>
51
52<step>
53<informalfigure>
54<para>Click on the hyperlinked name of the selection list you would like to open.</para>
55<para><mediaobject>
56<alt>screenshot of brief record</alt>
57
58<imageobject>
59<imagedata fileref="media/new-brief-addrecord-4.png" scalefit="0"></imagedata>
60</imageobject>
61</mediaobject></para>
62</informalfigure>
63</step>
64
65<step>
66<informalfigure>
67<para>Select <menuchoice><guimenu>Actions</guimenu>
68<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>
69<para><mediaobject>
70<alt>screenshot of brief record</alt>
71
72<imageobject>
73<imagedata fileref="media/new-brief-addrecord-5.png" scalefit="0"></imagedata>
74</imageobject>
75</mediaobject></para>
76</informalfigure>
77</step>
78
79<step>
80<informalfigure>
81<para>Enter the bibliographic information into the desired fields and click <guibutton>Save Record</guibutton>.</para>
82<para><mediaobject>
83<alt>screenshot of brief record</alt>
84
85<imageobject>
86<imagedata fileref="media/new-brief-addrecord-6.png" scalefit="0"></imagedata>
87</imageobject>
88</mediaobject></para>
89</informalfigure>
90</step>
91
92<step>
93<informalfigure>
94<para>A new line item appears on your selection list.</para>
95<para><mediaobject>
96<alt>screenshot of brief record</alt>
97
98<imageobject>
99<imagedata fileref="media/new-brief-addrecord-7.png" scalefit="0"></imagedata>
100</imageobject>
101</mediaobject></para>
102</informalfigure>
103</step>
104</procedure>
105
106</simplesect>
107
108<simplesect xml:id="create-add-brief-selection">
109<title>Create a Brief Record and add it to a Selection List</title>
110
111<procedure>
112<step>
113<informalfigure>
114<para>Select <menuchoice><guimenu>Acquisitions</guimenu>
115<guimenuitem>New Brief Record</guimenuitem></menuchoice>.</para>
116<para><mediaobject>
117<alt>screenshot of brief record</alt>
118
119<imageobject>
120<imagedata fileref="media/new-brief-addrecord-1.png" scalefit="0"></imagedata>
121</imageobject>
122</mediaobject></para>
123</informalfigure>
124</step>
125
126<step>
127<informalfigure>
128<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>
129<para><mediaobject>
130<alt>screenshot of brief record</alt>
131
132<imageobject>
133<imagedata fileref="media/new-brief-addrecord-2.png" scalefit="0"></imagedata>
134</imageobject>
135</mediaobject></para>
136</informalfigure>
137</step>
138
139<step>
140<informalfigure>
141<para>Enter the bibliographic information into the desired fields and click <guibutton>Save Record</guibutton>.</para>
142<para><mediaobject>
143<alt>screenshot of brief record</alt>
144
145<imageobject>
146<imagedata fileref="media/new-brief-addrecord-3.png" scalefit="0"></imagedata>
147</imageobject>
148</mediaobject></para>
149</informalfigure>
150</step>
151
152<step>
153<informalfigure>
154<para>A new line item appears on your selection list.</para>
155<para><mediaobject>
156<alt>screenshot of brief record</alt>
157
158<imageobject>
159<imagedata fileref="media/new-brief-addrecord-7.png" scalefit="0"></imagedata>
160</imageobject>
161</mediaobject></para>
162</informalfigure>
163</step>
164</procedure>
165
166</simplesect>
167
168<simplesect xml:id="add-brief-purchase">
169<title>Add a Brief Record to Purchase Order</title>
170
171<para>You can add brief records to new or existing purchase orders.</para>
172
173<procedure>
174<step>
175<para>Open or create a purchase order. See <link linkend="acq-purchase-orders">Chapter 32, Purchase Orders</link> for more information.</para>
176</step>
177
178<step>
179<informalfigure>
180<para>Click the <guibutton>Add Brief Record</guibutton> button.</para>
181<para><mediaobject>
182<alt>screenshot of line item status</alt>
183
184<imageobject>
185<imagedata fileref="media/add-brief-purchaseorder-1.png" scalefit="0"></imagedata>
186</imageobject>
187</mediaobject></para>
188</informalfigure>
189</step>
190
191<step>
192<informalfigure>
193<para>Enter bibliographic information in the desired fields and click <guibutton>Save Record</guibutton>.</para>
194<para><mediaobject>
195<alt>screenshot of line item status</alt>
196
197<imageobject>
198<imagedata fileref="media/add-brief-purchaseorder-2.png" scalefit="0"></imagedata>
199</imageobject>
200</mediaobject></para>
201</informalfigure>
202</step>
203
204<step>
205<informalfigure>
206<para>A new line item appears on your purchase order.</para>
207<para><mediaobject>
208<alt>screenshot of line item status</alt>
209
210<imageobject>
211<imagedata fileref="media/add-brief-purchaseorder-3.png" scalefit="0"></imagedata>
212</imageobject>
213</mediaobject></para>
214</informalfigure>
215</step>
216
217<step>
218<informalfigure>
219<para>To add additional brief records, select <menuchoice><guimenu>Actions</guimenu>
220<guimenuitem>Add Brief Record</guimenuitem></menuchoice>.</para>
221<para><mediaobject>
222<alt>screenshot of line item status</alt>
223
224<imageobject>
225<imagedata fileref="media/add-brief-purchaseorder-4.png" scalefit="0"></imagedata>
226</imageobject>
227</mediaobject></para>
228</informalfigure>
229</step>
230</procedure>
231
232</simplesect>
233
234</section>
235
236
237<section xml:id="marc-order-records">
238<title>Load MARC Order Records</title>
239<para>The <guilabel>Load MARC Order Records</guilabel> interface enables you to upload MARC records to Evergreen that you have saved on your computer. You can add the
240records to a selection list and/or to a purchase order. You can both create and activate purchase orders in one step from this interface. There is also the ability to
241load bibs and items into the catalogue from this interface.</para>
242
243<procedure>
244<step>
245<informalfigure>
246<para>Select <menuchoice><guimenu>Actions</guimenu>
247<guimenuitem>Load MARC Order Records</guimenuitem></menuchoice>.</para>
248<para><mediaobject>
249<alt>screenshot of load MARC order records</alt>
250
251<imageobject>
252<imagedata fileref="media/load-MARC-addrecord-1.png" scalefit="0"></imagedata>
253</imageobject>
254</mediaobject></para>
255</informalfigure>
256</step>
257
258<step>
259<informalfigure>
260<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>
261<para><mediaobject>
262<alt>screenshot of load MARC order records</alt>
263
264<imageobject>
265<imagedata fileref="media/load-MARC-addrecord-2.png" scalefit="0"></imagedata>
266</imageobject>
267</mediaobject></para>
268</informalfigure>
269<caution><para>This option is not currently working. Do not check this box.</para></caution>
270</step>
271
272<step>
273<informalfigure>
274<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>
275<para><mediaobject>
276<alt>screenshot of load MARC order records</alt>
277
278<imageobject>
279<imagedata fileref="media/load-MARC-addrecord-3.png" scalefit="0"></imagedata>
280</imageobject>
281</mediaobject></para>
282</informalfigure>
283<caution><para>This option is not currently working. Do not check this box.</para></caution>
284</step>
285
286<step>
287<informalfigure>
288<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>
289<para><mediaobject>
290<alt>screenshot of load MARC order records</alt>
291
292<imageobject>
293<imagedata fileref="media/load-MARC-addrecord-4.png" scalefit="0"></imagedata>
294</imageobject>
295</mediaobject></para>
296</informalfigure>
297</step>
298
299<step>
300<informalfigure>
301<para>In the <guilabel>Provider</guilabel> field, enter the code for the provider. The text will auto-complete.</para>
302<para><mediaobject>
303<alt>screenshot of load MARC order records</alt>
304
305<imageobject>
306<imagedata fileref="media/load-MARC-addrecord-5.png" scalefit="0"></imagedata>
307</imageobject>
308</mediaobject></para>
309</informalfigure>
310</step>
311
312<step>
313<informalfigure>
314<para>Select a context org unit from the drop down menu.</para>
315<note><para>The context org unit is the org unit that "owns" the bib record. Multi-branch systems should select a physical location rather
316than an administrative org unit as the context org unit.</para></note>
317<para><mediaobject>
318<alt>screenshot of load MARC order records</alt>
319
320<imageobject>
321<imagedata fileref="media/load-MARC-addrecord-6.png" scalefit="0"></imagedata>
322</imageobject>
323</mediaobject></para>
324</informalfigure>
325</step>
326
327<step>
328<informalfigure>
329<para>If you would like to upload the records to a selection list, you can select a list from the drop down menu or type in the name of the selection list you would
330like to create.</para>
331<para><mediaobject>
332<alt>screenshot of load MARC order records</alt>
333
334<imageobject>
335<imagedata fileref="media/load-MARC-addrecord-7.png" scalefit="0"></imagedata>
336</imageobject>
337</mediaobject></para>
338</informalfigure>
339</step>
340
341<step>
342<informalfigure>
343<para>Click <guibutton>Browse</guibutton> to search for the file of bibliographic records saved on your computer.</para>
344<para><mediaobject>
345<alt>screenshot of load MARC order records</alt>
346
347<imageobject>
348<imagedata fileref="media/load-MARC-addrecord-8.png" scalefit="0"></imagedata>
349</imageobject>
350</mediaobject></para>
351</informalfigure>
352</step>
353
354<step>
355<informalfigure>
356<para>Locate the desired file and click <guibutton>Open</guibutton>.</para>
357<para><mediaobject>
358<alt>screenshot of load MARC order records</alt>
359
360<imageobject>
361<imagedata fileref="media/load-MARC-addrecord-9.png" scalefit="0"></imagedata>
362</imageobject>
363</mediaobject></para>
364</informalfigure>
365</step>
366
367<step>
368<informalfigure>
369<para>Click <guibutton>Upload</guibutton>. A summary of the items that have been processed will appear.</para>
370<para><mediaobject>
371<alt>screenshot of load MARC order records</alt>
372
373<imageobject>
374<imagedata fileref="media/load-MARC-addrecord-10.png" scalefit="0"></imagedata>
375</imageobject>
376</mediaobject></para>
377</informalfigure>
378</step>
379
380<step>
381<para>Click the hyperlink that appears to either <guilabel>View Selection List</guilabel> or <guilabel>View Purchase Order</guilabel>.</para>
382</step>
383</procedure>
384
385</section>
386
387
388 <section xml:id="marc-federated-search">
389 <title>MARC Federated Search</title>
390 <para>The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source.</para>
391
392<procedure>
393<step>
394<informalfigure>
395<para>Select <menuchoice><guimenu>Actions</guimenu>
396<guimenuitem>MARC Federated Search</guimenuitem></menuchoice>.</para>
397<para><mediaobject>
398<alt>screenshot of MARC federated search</alt>
399
400<imageobject>
401<imagedata fileref="media/MARC-federated-addrecord-1.png" scalefit="0"></imagedata>
402</imageobject>
403</mediaobject></para>
404</informalfigure>
405</step>
406
407<step>
408<informalfigure>
409<para>Check the boxes of the Z39.50 services you wish to search. The local Evergreen Catalogue is checked by default.</para>
410<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>
411<para><mediaobject>
412<alt>screenshot of MARC federated search</alt>
413
414<imageobject>
415<imagedata fileref="media/MARC-federated-addrecord-2.png" scalefit="0"></imagedata>
416</imageobject>
417</mediaobject></para>
418</informalfigure>
419</step>
420
421<step>
422<informalfigure>
423<para>Enter your search term(s) into the search field(s) of your choice.</para>
424<para><mediaobject>
425<alt>screenshot of MARC federated search</alt>
426
427<imageobject>
428<imagedata fileref="media/MARC-federated-addrecord-3.png" scalefit="0"></imagedata>
429</imageobject>
430</mediaobject></para>
431</informalfigure>
432</step>
433
434<step>
435<informalfigure>
436<para>Choose the number of <guilabel>Hits Per Source</guilabel> that you desire.</para>
437<para><mediaobject>
438<alt>screenshot of MARC federated search</alt>
439
440<imageobject>
441<imagedata fileref="media/MARC-federated-addrecord-4.png" scalefit="0"></imagedata>
442</imageobject>
443</mediaobject></para>
444</informalfigure>
445</step>
446
447<step>
448<informalfigure>
449<para>Click <guibutton>Submit</guibutton>.</para>
450<para><mediaobject>
451<alt>screenshot of MARC federated search</alt>
452
453<imageobject>
454<imagedata fileref="media/MARC-federated-addrecord-5.png" scalefit="0"></imagedata>
455</imageobject>
456</mediaobject></para>
457</informalfigure>
458</step>
459
460<step>
461<informalfigure>
462<para>A list of results will appear.</para>
463<para><mediaobject>
464<alt>screenshot of MARC federated search</alt>
465
466<imageobject>
467<imagedata fileref="media/MARC-federated-addrecord-6.png" scalefit="0"></imagedata>
468</imageobject>
469</mediaobject></para>
470</informalfigure>
471
472<tip><informalfigure><para>Clicking on the title of any of the results will bring up the MARC record.</para>
473<para><mediaobject>
474<alt>screenshot of MARC federated search</alt>
475
476<imageobject>
477<imagedata fileref="media/MARC-federated-addrecord-9.png" scalefit="0"></imagedata>
478</imageobject>
479</mediaobject></para>
480</informalfigure>
481
482<informalfigure>
483<para>You are then able to edit the MARC record before bringing it into the catalogue. Records that already exist in Evergreen do not give the
484<guibutton>Edit MARC Order Record</guibutton> option.</para>
485<para><mediaobject>
486<alt>screenshot of MARC federated search</alt>
487
488<imageobject>
489<imagedata fileref="media/MARC-federated-addrecord-10.png" scalefit="0"></imagedata>
490</imageobject>
491</mediaobject></para>
492</informalfigure>
493</tip>
494</step>
495
496<step>
497<informalfigure>
498<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>
499<guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para>
500<para><mediaobject>
501<alt>screenshot of MARC federated search</alt>
502
503<imageobject>
504<imagedata fileref="media/MARC-federated-addrecord-7.png" scalefit="0"></imagedata>
505</imageobject>
506</mediaobject></para>
507</informalfigure>
508
509<informalfigure>
510<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list,
511or <guilabel>Add to Selection List</guilabel> and type in the name of an existing selection list.</para>
512<para><mediaobject>
513<alt>screenshot of MARC federated search</alt>
514
515<imageobject>
516<imagedata fileref="media/MARC-federated-addrecord-11.png" scalefit="0"></imagedata>
517</imageobject>
518</mediaobject></para>
519</informalfigure>
520<para></para>
521<informalfigure>
522<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
523<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>.</para>
524<para>See <link linkend="acq-purchase-orders">Chapter32, Purchase Orders</link> for further instructions.</para>
525<para><mediaobject>
526<alt>screenshot of MARC federated search</alt>
527
528<imageobject>
529<imagedata fileref="media/MARC-federated-addrecord-8.png" scalefit="0"></imagedata>
530</imageobject>
531</mediaobject></para>
532</informalfigure>
533</step>
534
535</procedure>
536
537</section>
538
539
540 <section xml:id="catalog-record-ids">
541 <title>Load Catalog Record IDs</title>
542 <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>
543<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
544how 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.
545Your 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
546order 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>
547
548<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
549each record in the catalogue.</para>
550<para><mediaobject>
551<alt>screenshot of load catalog IDs</alt>
552
553<imageobject>
554<imagedata fileref="media/load-catalog-record-1.png" scalefit="0"></imagedata>
555</imageobject>
556</mediaobject></para>
557</informalfigure>
558</note>
559
560<procedure>
561<step>
562<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
563by 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>
564</step>
565
566<step>
567<para>Save the CSV file to your computer.</para>
568</step>
569
570<step>
571<informalfigure>
572<para>In Evergreen, select <menuchoice><guimenu>Actions</guimenu>
573<guimenuitem>Load Catalog Record IDs</guimenuitem></menuchoice>.</para>
574<para><mediaobject>
575<alt>screenshot of load catalog IDs</alt>
576
577<imageobject>
578<imagedata fileref="media/load-catalog-record-2.png" scalefit="0"></imagedata>
579</imageobject>
580</mediaobject></para>
581</informalfigure>
582</step>
583
584<step>
585<informalfigure>
586<para>Click <guibutton>Load More Terms</guibutton>.</para>
587<para><mediaobject>
588<alt>screenshot of load catalog IDs</alt>
589
590<imageobject>
591<imagedata fileref="media/load-catalog-record-3.png" scalefit="0"></imagedata>
592</imageobject>
593</mediaobject></para>
594</informalfigure>
595</step>
596
597<step>
598<informalfigure>
599<para>Locate the desired file and click <guibutton>Open</guibutton>.</para>
600<para><mediaobject>
601<alt>screenshot of load catalog IDs</alt>
602
603<imageobject>
604<imagedata fileref="media/load-catalog-record-4.png" scalefit="0"></imagedata>
605</imageobject>
606</mediaobject></para>
607</informalfigure>
608</step>
609
610<step>
611<informalfigure>
612<para>The screen will display the number of terms (record IDs) that have been loaded.</para>
613<para><mediaobject>
614<alt>screenshot of load catalog IDs</alt>
615
616<imageobject>
617<imagedata fileref="media/load-catalog-record-5.png" scalefit="0"></imagedata>
618</imageobject>
619</mediaobject></para>
620</informalfigure>
621</step>
622
623<step>
624<informalfigure>
625<para>Click <guibutton>Retrieve Records</guibutton>.</para>
626<para><mediaobject>
627<alt>screenshot of load catalog IDs</alt>
628
629<imageobject>
630<imagedata fileref="media/load-catalog-record-6.png" scalefit="0"></imagedata>
631</imageobject>
632</mediaobject></para>
633</informalfigure>
634</step>
635
636<step>
637<informalfigure>
638<para>The records will appear as line items to which you can add copies, notes, and pricing information.</para>
639<para><mediaobject>
640<alt>screenshot of load catalog IDs</alt>
641
642<imageobject>
643<imagedata fileref="media/load-catalog-record-7.png" scalefit="0"></imagedata>
644</imageobject>
645</mediaobject></para>
646</informalfigure>
647</step>
648
649<step>
650<informalfigure>
651<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>
652<guimenuitem>Save Items to Selection List</guimenuitem></menuchoice>.</para>
653<para><mediaobject>
654<alt>screenshot of load catalog IDs</alt>
655
656<imageobject>
657<imagedata fileref="media/load-catalog-record-8.png" scalefit="0"></imagedata>
658</imageobject>
659</mediaobject></para>
660</informalfigure>
661
662<informalfigure>
663<para>Either <guilabel>Save as Selection List</guilabel> and type in the name of a new selection list,
664or <guilabel>Add to Selection List</guilabel> and type in the name of an existing selection list.</para>
665<para><mediaobject>
666<alt>screenshot of MARC federated search</alt>
667
668<imageobject>
669<imagedata fileref="media/MARC-federated-addrecord-11.png" scalefit="0"></imagedata>
670</imageobject>
671</mediaobject></para>
672</informalfigure>
673
674<informalfigure>
675<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
676<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. See the <link linkend="create-purchase-order">Create a Purchase Order</link> for
677further instructions.</para>
678<para><mediaobject>
679<alt>screenshot of load catalog IDs</alt>
680
681<imageobject>
682<imagedata fileref="media/load-catalog-record-9.png" scalefit="0"></imagedata>
683</imageobject>
684</mediaobject></para>
685</informalfigure>
686</step>
687
688</procedure>
689</section>
690
691
692 <section xml:id="view-place-orders">
693 <title>View/Place Orders</title>
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.
695<link linkend="catalog-record-ids">Load Catalog Record IDs</link> is more effective when working with a list of additional copies
696of titles to be ordered.</para>
697
698<procedure>
699
700<step>
701<para>Open a bibliographic record.</para>
702</step>
703
704<step>
705<informalfigure>
706<para>Select <menuchoice><guimenu>Actions for this Record</guimenu>
707<guimenuitem>View/Place Orders</guimenuitem></menuchoice>.</para>
708<para><mediaobject>
709<alt>screenshot of view/place orders</alt>
710
711<imageobject>
712<imagedata fileref="media/view-place-record-1.png" scalefit="0"></imagedata>
713</imageobject>
714</mediaobject></para>
715</informalfigure>
716</step>
717
718<step>
719<informalfigure>
720<para>Click either <guilabel>Add to Selection List</guilabel>, or <guilabel>Create a Purchase Order</guilabel>. See
721<link linkend="acq-purchase-orders">Chapter 32, Purchase Orders</link> for further instructions.</para>
722<para><mediaobject>
723<alt>screenshot of view/place orders</alt>
724
725<imageobject>
726<imagedata fileref="media/view-place-record-2.png" scalefit="0"></imagedata>
727</imageobject>
728</mediaobject></para>
729</informalfigure>
730</step>
731
732</procedure>
733</section>
734
735
736 <section xml:id="patron-requests">
737 <title>Patron Requests</title>
738
739<informalfigure>
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
741in the native Evergreen interface, so the screen remains blank in 2.0.</para>
742<para><mediaobject>
743<alt>screenshot of patron requests</alt>
744
745<imageobject>
746<imagedata fileref="media/patron-requests-record-1.png" scalefit="0"></imagedata>
747</imageobject>
748</mediaobject></para>
749</informalfigure>
750
751</section>
752
753</chapter>