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Department of Technical Services Acquisition Procedures

SETTING UP STANDING ORDER RECORDS IN III

(rev 10/19/99)

Setting up a new standing order (S.O.)

1. Create a short Bib Record and Order record to enter a new Standing Order in HELIN. (If a Bib Record already exists, attach an Order Record to it.)
2. Use menus: O> Ordering & Receiving; K> Key New Orders; 2> Bib & Order Records; 1> main: main defaults; 01> orders : uri mono acq.

PARAMETERS:

Check for duplication? Yes, most cases.

Use today’s date as order date? Yes.

Use today’s date as received date? No.

Print purchase order for all, no, or some orders? No.

Foreign currencies in estimated prices? No.

Key MARC records? No.

Substitution phrases? No.

All options as you want them? Yes

1. Bib record

LOCATION urio <return>

CAT DATE <return> no

BIB LVL m

MAT TYPE a

BCODE 3 <return>

AUTHOR AUTHOR NAME IN CAPS (if any) <return>

TITLE TITLE IN CAPS <return>

EDITION enter edition, if known, except 1^st

IMPRINT Place, Publisher, Date

SERIES enter, if known

ISBN/ISSN enter, if known

2. Order record

ACQ TYPE p = purchase; g = gift

LOCATION riuu (or riuf = Reference; rium = mform, etc.)

EPRICE <return>

FORM s = standing order

FUND fund code + s (e.g. Math = mths)

ODATE today’s date (for old titles, date of original order, if known)

ORDTYPE o

VENDOR appropriate vendor code, or NONE

SELECTOR initials of selector

IDENTITY All vols. as published, beg. ------

INT NOTE Enter internal note to show cataloging practice:

Added vols: AV Call # v. no. (number designations)

Analyzed: Analyzed Type TBO Call #. v. no.

Cat. Sep. Type TBO (no assigned call number)