LCLS: CAP Manual: Cataloging:

SEARCHING AND EXPORTING ORDERED TITLES

 

        When an Order needs to be created, print the order from the vendor's web site or other source. It may look something like this:

It should always contain a list of titles, authors, ISBNs and prices, and a total price for the order.

 

SEARCHING ORDERED TITLES

 

        The first step in creating an order is to search for the desired titles in the catalog to determine if the title was cataloged previously. To accomplish this, invoke the Item Search wizard. Use the General index and search Library: ALL for ISBN:

 

 

 

If the search produces a Browse Screen, this indicates the title is not in the catalog.

You will then need to export the title. If a record is retrieved, this indicates that the title is indeed in the catalog.  This title should be crossed off the list. If not, the record should be edited so that it appears first.

 

 

When you are done searching Symphony for titles on the order list and all found titles have been checked off, please export records for the titles not found.

 

 

EXPORTING ORDERED TITLES

 

1. Open Cat Express

2. Follow the instructions for Adding titles from Cat Express.

3.  As you export each title, mark it with an X on the order list

4.  Mark any title you are unable to find with a BR for Brief Record

5.  When importing into Symphony, open the Schedule New Reports Wizard. Use the BibloadCATonorder report.

 

6. Once the report runs, search for the imported titles using the Modify title wizard.

7. Edit the Call Numbers for each title.

 

8.When done searching and exporting, all the titles on your order sheet should be marked with either checks,  X’s, or “BR” as in this example:

9. Once Searching and Exporting is done, the order can be created.