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Line items represent bibliographic records on a selection list or purchase order. One line item corresponds to one bibliographic record. Line items contain attributes, which are characteristics of the bibliographic record, such as ISBNs or Title. Line items also contain copy information, price information, and notes and alerts.
Alerts are pop up messages that appear when an item is received. Alerts can be printed on the line item worksheet.
Click the Notes link on the line item.
Click the New Alert drop down button.
Choose an alert code from the drop down menu.
Add additional comments if desired.
Click . The alert will display on the screen.
Click to return to the line item. When you return to the line item, a flag will appear to indicate that an alert is on the line item.
Use the Copies link to add copy information to a line item. You can add copies to line items on a selection list or a purchase order.
Click the Copies link on a line item.
Enter the number of items that you want to order in Item Count, and click . The number of items that you want to order will display below.
If desired, apply a Distribution Formula from the drop down list. Distribution formulas tell the ILS how many copies should be distributed to each location.
The owning branch and shelving location populate with entries from the distribution formula. Click .
Look back at the top gray row of text boxes above the distribution formula. Each text box in this row corresponds to the columns below. Changes made here will be applied to all copies below. Click .
Click .
Click to return to the selection list or purchase order.
Add the item’s price to the line item in the Estimated Price field.
Notes on line items can include any additional information that you want to add to the line item. Notes can be internal or can be made available to providers. Notes appear in a pop up box when an item is received. Notes can be printed on line item worksheets, which can be printed and placed in books for processing.
Click the Notes link on the line item.
Click the New Note drop down button.
Enter a note.
You have the option to make this note available to your provider. Click the check box adjacent to Note is vendor-public.
Click . The note will appear on the screen.
Click to return to the line item. When you return to the line item, a number in parentheses adjacent to notes indicates how many notes are attached to the item.
For more information, see the section on cancelling/suspending acquistions.
See the section on claiming for more information.
After an item has been received, click → to edit holdings. The Holdings Maintenance screen opens in a new tab.
Use the menu item to link the line item to an invoice that already exists in the ILS.
→ .
A pop up box appears. Enter an invoice number.
Enter a provider. The field will auto-complete.
Click .
See the section on receiving for more information.
See the invoicing section for more information.
See the receiving/un-receiving section for more information.
After an item has been received, click → to edit holdings. The Volume and Copy Creator screen opens in a new tab.
The Line Item Worksheet is a printable sheet that contains details about the line item, including alerts and notes, and distribution of the copies. This worksheet could be placed in a book that is sent to cataloging or processing.
From a selection list or purchase order, click the worksheet link on the line item.
The line item worksheet appears.
To print the worksheet, click the Print Page link in the top right corner.
