Cancellation Procedures

Be sure your Workflows are set correctly under Show Line Item Relations

Standing Orders for Monographic Series (three steps)

• Cancel the Order
  1. In the Acquisitions List Bar: Choose Orders.
  2. Click on Search Orders and search by whatever criteria you choose.
  3. Double click on the Order to be cancelled.
  4. Highlight the line item in the order to be cancelled.
  5. Click on Rec/Marc (on the lower left hand side of the screen).
  6. Click on the red box (the box will turn blue).
  7. In the Mark Reason drop down menu, choose Cancel.
  8. Click on Mark.
  9. Click on Close.
  10. Highlight the title and click on Quick Line Item.
  11. In the notes area of the pop-up, type the effective date of cancellation.
  12. Click on save.
  13. Save the purchase order.

• Generate the Cancellation
  1. In the purchase order, unhighlight the title of the book(s) to be cancelled, and highlight the "Marked" area underneath the title.
  2. Click on Generate Cancel.
  3. A text box appears "Are you sure . . . ?" Click on Yes to proceed with the cancellation.
  4. The line item status is changed to Cancelled in the purchase order.

• Bib/Mfhd Maintenance
  1. Highlight the title of the cancelled item in the purchase order and click on MARC. This will bring up the bib record.
  2. Determine if a set record appears in the OPAC
     • From the cataloging bib record, click on Record / Send Record to: / Orbis OPAC
  3. If a set record does not display in the OPAC, in the mfhd 852 add $x Cancelled after v. ________.
  4. If a set record does exist, in the mfhd 852 add $z Cancelled after v. ________.
  5. Check any changes to the holdings information in the OPAC to make sure they display as intended.

Note: If a publication pattern exists for the title, cancel the pattern.