LCLS: CAP Manual: Acquisitions:

BTLINK ONLINE CHEAT SHEET(From Baker and Taylor)

 

Log onto the Baker & Taylor website (www.btol.com):

·        Type your email address (????@???.???).  Upper right - Log in: my email address.

·        Type in your password (?????).  Click on Go>.

·        On the upper right side of the page it may say, “Welcome, your name, you are currently logged in as (your email address)…” , all you have to do is go to the top of the webpage and click on the drop-down arrow in the box between the Links and the Go button.  Scroll down and select The New B&T Link Online (next to last item on list). 

 

Viewing/Creating Carts:

    NOTE: There is a 100 item limit on all carts.

·        Click on My Lists (carts).  You will see what carts you have created.

·        To create a new cart, look on the top left side of the page:  Your Name, here you will find the carts you have started. You can even start a new cart .    Click on the new cart link.  Complete the information and click on Submit.  (Notes:  These notes are not forwarded to B&T).

·        A cart must be created before you can add any items.

·        Make sure Filter by: is on the correct filter for the cart you wish to view (Build, Confirmed, etc.).

·        The Ordering, Transmitted and Price Check carts will only be in this status while this process is being completed.

 

Detailed Search:

·        Click on Detailed Search. 

·        Type your information in the Search for: field.

·        You have 4 categories (All, Books, Music, Movies) to search, choose one. 

·        You have 12 items in Criteria that you can choose from.

·         Use filters to narrow your search. 

·        Click on Go Search.

·        You must create a cart before adding an item.

·        Adding an item to your cart is a two step process.  

Step 1 - Put in Quantity

Step 2 - Click on Update

·        If you have a list of ISBN numbers, click on ISBN Batch Entry.  You can add up to 16 ISBNs per screen (with quantity) and click on Reset to clear, Save and Continue (if you have more), Save and Quit (when completed).

 

Note: ISBN Batch Entry does not check for duplicates.  It will add to the quantity but not advise of duplicate entry.

 

Checking Discount Prices and Availability:

After you have done a search you can click on the title to display additional information about the item, scroll to the bottom and click on the Inventory icon.  This gives you access to Inventory information that is posted to the B&T Link Online site every night. You will see up to the minute inventory and your discounted price with Baker & Taylor.  Make sure that you have the correct account chosen or you may get an error message (e.g. ERROR (1122): Server responded with error condition).

 

Ordering:

·        Click on the My Lists (carts) tab.  Select the cart that is ready to send by clicking the radial button in the Select column.

·        In Navigation: set the action as Order (keep in mind that you have other actions in this area.  You may want to do a Price Check.  This will take the cart and return it to you in approx 15 minutes with the estimated total discount price for the entire cart).  Currently Price Check is only available with book carts.

·        Once you have chosen to Order the cart, it will display a screen and allow you to choose the account number and enter a purchase order number (required).  Please keep in mind that if you include any Special Instructions, it will result in the order going into a temporary hold status which will prevent a title by title confirmation from being received.

·        After completing this information, click on the Order Cart button.

·        Approximately fifteen minutes after your order is placed it will be in Confirmed status.  View the entire order and the status of each item.

 

E-Lists (electronic selection lists covering popular genres, industry current events, and titles in high demand):

·        This section is under construction.

 

Accounts:

This area is for adding accounts.  Click on the click here link and a box will appear.  Put your Account Name or Number, make sure to hit the drop-down arrow and choose Account Type (Books or Entertainment).  Accept the SAN that appears and make sure that you know the correct SAN Suffix.  If you don’t know, call 1-800-775-3700 hit option 9 and Product Support will be glad to help you.  If you do know your SAN Suffix, please make sure to put a space before the number.  This must be a total of 5 digits, the first space being blank.

 

Preferences:

Users may want to personalize their viewing preferences. You can come back at any time and change these settings.

 

Main Menu:

If you created and sent order using Baker & Taylor’s Internet Ordering, you can transfer those Confirmed carts so they are available to you on B&T Link online.  Delete any carts that you no longer need in B&T Internet Ordering, BEFORE you transfer them to the new site.  Click on BIO Carts Transfer >Go.  You will need to enter your login name and password, click on Submit.  The carts will transfer overnight.  This process will block you from using the old ordering site.

 

Printing:

·        Once you have done a Price Check, it is a good idea to print your order in Extended view, prior to ordering.  This will show your list price and estimated discount price for each item.  The estimated discount price will not be there once the order is Confirmed.

·        To Sort and Print.  Go to My Lists (carts), click on List/Cart Name, choose Sort by (8 different choices), go to the browser toolbar to File to Print, click on Print.

 

Note: Sorting for printing using the Navigation: Select Action is not available at this time.  It will print, but it will NOT sort.

 

Deleting Cart:

·        Choose the cart by clicking in the radial button to the right of the screen in My Lists (carts) screen.  Click on the drop-down arrow in Navigation menu, Select Action.  Choose Delete.  It will ask you if you are sure you want to delete this cart.  Click on OK.

·        Confirmed Carts cannot be deleted.  This will be available for the next upgrade.

 

Copy Cart:

To copy a cart, select the cart by clicking in the radial button and selecting copy from the Navigation menu.  You must select the cart FROM: and then select the TO: cart.  You must select “Copy and save the titles in to and from list” or “Move titles to the selected list”.  Move titles to the selected list will delete your “from list/cart.  This is irreversible.

 

Duplicate Check:

Select the cart by clicking in the radial button and then select “Duplicate Check” from the Navigation bar.  You can then narrow the Duplicate Check by selecting All Lists/Carts or select a specific cart to check against for duplicates.  Click on Go Search.