Scope: This procedure outlines instructions for processing special orders in the Monographs Receiving Unit, LTS Olin. This guideline should be used with much discretion, and only at the recommendation of the heads of the LTS Olin Ordering and/or Receiving Units.
Contact: Gary Branch
Unit: Acquisitions Ordering
Date last updated: 02/06/08
Date of next review: February 2009
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- Qualification for Special Orders
- Placing Special Orders
- Receiving Orders
A. Qualification for Special Orders
Special order materials may be a single monograph or groups of items such as foreign language videos or unique area or literature collections. These items typically
- have very limited availability and are from unique source
- are those whose information is hard to be reproduced if they are not input into Voyager immediately
- are difficult to input without having the piece in-hand. E.g., the item is in a foreign language that none of the staff understands, or, there is limited/sketchy bibliographic information available
- need a record in Voyager to facilitate the ordering and receiving activities, such as pre-payment
B. Placing Special Orders
- Create a preliminary level BIB record (encoding level = 5) for the item/items with a 245 and a 246 field.
Example:
245 |a Icelandic literature (144 titles)
246 |a Special Order
2. Create a holdings record with proper location.
3. Suppress both the bibliographic and holdings records
4. Create a purchase order following the guidelines for regular materials
5. Forward a copy of the original title information, annotated with the purchase order number, to the head of the Receiving Unit. This documentation will be kept until receiving is completed (also see C4 in section below)
6. Fax, phone or mail the purchase order as circumstances dictate. Make sure to ask vendor to
- quote the purchase order number on the invoice
- clearly mark the package with: "SPECIAL ORDER" on the shipping label
C. Receiving Special Orders
Upon arrival, the materials are put in front of the queue of other materials to be received. The receiver should receive these first before receiving other normal materials.
- Receive the items following the receiving guidelines for regular materials
- Pay the invoice following the payment guidelines for regular materials
- Use the existing record to process the item if possible and unsuppress it
- Dispose of original order request or return to the selector if so requested
- Send item/items that need inputting to the Inputting Unit
