FAQs

Standing Order Basics:

• Standing orders are ordered using a container bib record for the series title
• Standing orders will use the container record POL to link the standing order titles to the container record
• The POL from the container record is added to the item record for the Standing Order title being received

Receiving Standing Orders Monographs Workflow:

1. Perform a repository search in the NZ (Network Zone) for the title in hand
   1. If the item is not in the NZ, find the bib record in OCLC and export it into the NZ
   2. If the item is not in OCLC, create a NZ brief bib record in the MD Editor
2. Click on the title link to review the bib record to make sure it is correct
3. Click Edit
4. Bib record opens in the MD Editor
5. Click on the Records tab
6. Click on MARC21 bib record type tab
7. Click Add Inventory and select the MARC21 holdings to be created (Ctrl+Alt+H)
   1. Edit the holding record 852 MARC field $$b and $$c
   2. Ctrl+F opens the form editor
   3. $$b [subcollection or collection] $$c [location]
   4. Add $$k as required ($$k is used for prefix and not all libraries/locations use prefixes)
   5. Click Save (Ctrl+S)
8. Click Add Inventory>Add Item (Alt+I)
   1. ​The Physical Item Editor screen opens
      1. Material type: [select the appropriate material type]
      2. Item policy: [leave it blank]
      3. Receiving date: [select today’s date]
         1. The receiving date is necessary, or the item will show unavailable
      4. Click Save and Edit
         • ​​POL cannot be added until the item record is Saved
      5. Click in the PO Line field
         1. Search for the container record’s PO Line (POL must be active)
         2. Click on the POL
      6. Barcode: [scan in barcode]
9. Release the holding record in the MD Editor by clicking Record Actions>Release Record or Save>Save and Release Record
10. Release bib record in the MD Editor by clicking Record Actions>Release Record or Save>Save and Release Record