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Click on the ‘Create Order’ Wizard (See Figure II.A.1 for basic, recurring, or dated order options). Locate the bib record in Sirsi by title, author, or control number.
Figure II.A.1. Basic, Recurring or Dated order icons
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Any information input here will appear near the top of each individual line, and thus must be appropriate to the entire order. (See Figure II.A.2)
Figure II.A.2. Extended information fields
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- Fund ID: Assigned by the selector. (See Figure II.A.3)
Figure II.A.3. Fund selected as FAR
- Please note that KRF and KILLGORE funds default to REF holding code, FICTION fund defaults to FOF holding code, and 020 defaults to BIC holding code, unless otherwise requested by the selector.
- Holding code: Use the logical code (see Holdings Codes & Item Types) unless the selector requests a special location. (See Figure II.A.4)
Figure II.A.4. Holding code selected as DVD-VIDEO1
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- Procedures below apply to all Basic order types; special instances or notes are listed separately under each type.
- New order line
- Parts in set: Indicating range of set ordered (v.1 ; v.1%4, etc.) when ordering part of or a complete set. A % sign is used between the numbers for consecutive volumes; a “#” sign is used between the numbers of non-consecutive volumes, e.g., v.1%3#5#7%12. This information will then display in OPAC in translated format (v.1-3, 5, 7-12). (See Figure II.A.5 for example)
Figure II.A.5. Use percent and number signs, instead of dashes and commas.
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- Order Extended Info
- INSTRUCT: Fund= xxx-MS (See Figure II.A.6 for example)
Figure II.A.6. Note to vendor for fund FAR-MS
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- New Order line
- Unit price: This well is grayed-out for any types of recurring order. The price can be filled-in by Edit order after the order has been created. NOTE: Do not use Edit order except for viewing or filling in Unit price for recurring orders.
- Parts in set:“STANDING ORDER” (Use all caps)
- Additional order line information
- DESC: Notes to vendor (“v.1-“ ; “2005-“, etc.) (See Figure II.A.7)
Figure II.A.7. Note to vendor for the start volume
- INSTRUCT: Notes to vendor to specify the range of order (“Please begin standing order with v.1”; “Please send 2005 and all future volumes”, etc.) (See Figure II.A.8)
Figure II.A.8. Note to vendor to start the volume and to continue to send future volumes
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- The dummy record is the record from which the series order is launched. The information required in a dummy record is typically brief.
- Series title is required.
- Publication information is desirable -- place, publisher, and date of 1st volume (date followed by a hyphen. ex.: 1996- .
- Editorial or other authorial information, even if available, is not necessary, as these functions may change over the lifetime of a series.
- In the MARC holdings record, under the 852 field, type-in: |c STACKS |z SEARCH UNDER INDIVIDUAL AUTHOR/TITLE FOR ITEMS IN THIS SERIES (all caps are required (for details see: MARC Holdings Records, Section III, Chapter M)). (See Figure II.A.9)
Figure II.A.9. Class sep message in the holdings
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- Order Extended Info
- INSTRUCT: Fund= xxx-ELECT
- NOTE: THIS IS A STO; DUPLICATE/CHANGE TO STO WHEN 1ST COPY ARRIVES
- § COMMENT:L1= Do not print
- New Order line
- § Unit price: Fill-in the total price§
- Additional order line information
- § DESC:Notes to vendor (“v.1-“ ; “2005-“, etc.)
- INSTRUCT: "Please begin access to Online journal with volume ??-, NOTE: For IP access please note that our IP ranges are 128.42..* and 168.7.*"
- Funding and Distributions
- § Fund ID: Should be suffixed with --ELECT (exception: Fund 2s, which can be used for either basic or recurring orders)
- § Holding code: Use logical code for the material ordered, unless specified otherwise by the selector (INTERNET, REFDESKCD, RESERVCD, RESERVDVD, etc.)
- § ‘Date ready’ should be “Today” (But not on the "Do not print" orders- should be left blank)
- § ‘Date to claim’ should be changed to 3 months into the future. (But not on the "Do not print" orders- should be left blank)
- § Unit price: Fill-in the total price§
- New Order line
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- Fund ID:(Assigned by the selector) (See Figure II.A.11)
- Holding code: Use logical code for the material ordered, unless specified otherwise by the selector (INTERNET, REFDESKCD, RESERVCD, RESERVDVD, etc.) (See Figure II.A.11)
- ‘Date ready’ should be “Today” (See Figure II.A.12)
- ‘Date to claim’: 3 months into future. (See Figure II.A.12)
Figure II.A.11. ENGS selected as the Fund ID, INTERNET selected for the holding code
Figure II.A.12. ‘Date ready’ set for October 20, 2005, ‘Date to claim’ set for three months into future.
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Highlight and copy the call number you need- using the ‘Modify order’ icon in the ‘Vol/Copy’ tab. (See Figure II.A.13)
Figure II.A.13. ‘Modify order’ icon
Use the ‘Add volumes and call numbers’ icon in Workflows to add a new call number (For replacement copies, a second copy, or a 2nd copy for the Reserve desk). (See Figure II.A.14)
Figure II.A.14. ‘Add volumes and call numbers’ icon
Click the ‘All volumes’ tab, next click on the ‘Add Call Number 1’ icon. (See figure II.A.15)
Figure II.A.15. Add Call Number 1 icon
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Paste the call number you copied at the beginning, next add the “XX” (In capital letters) in front of the call number. Click the “OK 1” button on the bottom of the screen. (See Figure II.A.17)
Figure II.A.17. Adding an “XX” to call number
Go back to the list that shows both call numbers and highlight the call number with the ‘XX’ and then you can click on the ‘Create basic order’ icon to create order. (See Figure II.A.18)
Figure II.A.18. Create basic order icon
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- Order Extended Info:
- INSTRUCT: “RUSH” or “RUSH ORDER ONLY” (See figure II.A.19)
- COMMENT: If paid by credit card “Credit Card/Do not print”; “NO MAIL”, “DO NOT PRINT”, etc. (See figure II.A.19)
Figure II.A.19. Type the word, “RUSH” in the Instruct line and “Credit card/ Do not print” in the Comment line.
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If RUSHes are not stamped with Return to JL, or Return to Liliana, put them in the regular basket.
Prepared by: Marco Flores and Jiun Kuo
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