Checklist of Yale Documentation for NELINET ORBIS2 Acquisitions Training

Provide policy for:

¨ Setting Session Defaults

¨ Setting Session Preferences -

Bibliographic Records:

¨ Provide searching instructions

¨ Provide documentation on searching priorities - LTLC, RLIN, OCLC

¨ Example of required Fixed and Variable Fields for a Provisional Record

¨ Suppression - situations when a record would be suppressed

¨ Overlaying a record - situations for overlay

¨ Comparison of deleting a location in NOTIS vs. Voyager

Purchase Orders - NOTIS vs. Voyager:

¨ Provide OPR for order types (firm, approval, gifts, standing orders)

¨ List of Order Units and Receiving Units (ORDUNIT/RECUNIT)

¨ Adding selector's initials and patron information

¨ Adding notes to vendors - list of vendor codes

¨ Fund Code list

Claiming / Returns:

¨ Examples of NOTIS vs. Voyager for processing claims and returns

¨ List of Vendor Codes

Invoices / Payments:

¨ NOTIS vs. Voyager - what's different

¨ Provide OPR showing commitment and currency fields

Item Record adding a barcode number:

¨ Provide barcode for status tracking to Review Plaza, Frontlog, and other locations

¨ Provide documentation on creating an item record

¨ Relinking an item

¨ Documentation on retrieving a line item by item number

Revised 02/20/02

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