This document is a basic outline of some of Bud Werner library’s Eagle Valley library’s primary acquisitions processes. This may be useful for other libraries looking for ways to improve their procedures.
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Primary vendor is Baker and Taylor.
Settings
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How are books ordered from the vendor?
Create carts Carts of orders are created in Baker & Taylor.
OneClick queue for FTP
Minimal order records.
FTP backThe carts are sent to Sierra with QuickClick.
QuickClick loads with the m2btab.click load profile.
M2btab.click matches on 001 then 020a then 024. It does match and attach. FPT is queued.
The FTP order file is sent back to B&T with the Sierra Print/Send Orders function.
How are order records created in Sierra?
Order records are created by the QuickClick download from B&T.
How are final bib records created in Sierra?
Final bib records are copy cataloged from OCLC with Connexion Browser, or original records are created.
Connexion Browser is the primary OCLC interface.
Loaded Records are loaded with OCLC default loader matching on OCLC number.
So they are only matching on local record when their orders have been deduped by someone else.
How are item records created in Sierra?
Item records are created with 949 control fields from OCLC.
949 fields are created with constant data in Connexion. There are many sets of constant data for various types of items that need to be created.
How is invoicing/receiving done?
B&T sends EDI invoice files which are loaded with the Import Invoice function in Sierra.
Manual invoicing is done with smaller vendors.
RDATE in order records is set to the paid date by the import invoice function.
Book receiving is managed on paper. The shipped books are checked against the paper packing slip.
Fund codes
Fund codes are used for tracking spending by location and material type.
Spine Labels
Created manually in MS Word, printed on laser printer.
Related Documentation
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