How to | Order Titles from the Suggestion List – Desktop #

Before ordering any titles from the Suggestions list, please check for the following information

• Incorrect information | Check the suggestion for any potential errors such as spelling errors that would be preventing bibliographic matches from being recognised, this is also an opportunity to update the Information in the suggestion detail to ensure it has the most correct information e.g. correct format is applied.
• Is the Title already held? | There are flash indicators for title match and ISBN match for existing works in the catalogue
  If Discover Local/Remote is ticked when the suggestion is highlighted in the discover tab the Potential bibliographic match will appear.
  Using the right click view title in search allows operators to assess whether the suggestion should be ordered or the reservation moved to the existing work.
  Note operator can move the suggestion to the existing work by the discovery tab right click option Reserve this work for the user then delete the suggestion
• Does the title meet Resource Development Plan guidelines? | If not additional Options in are available including, rejecting the suggestion or processing the suggestion as an ILL.

New Suggestions – Identifying suggestions to be ordered and loading work into the catalogue #

1. Go to Suggestion Management – Desktop / Technical Services / Ordering / Suggestion Management:
2. Open the New and Uncatalogued suggestions
3. Determine if there is an existing work for this suggestion
   • If yes the operator can via Local catalogue in Discovery tab Right click select – Reserve this work for the user then delete the suggestion or assign
   • If no continue to step 4
4. Assess suggestions to determine if it should be ordered or not.
   • If the suggestion is to be ordered right click Mark as an `order request’ Note that the symbol next to the checkbox will change as each record is processed.
5. Select the titles marked for order by ticking their checkboxes again, right-click to invoke the menu, and then Load into catalogue
   • Operators can choose to load a basic record created from the suggestion information. or
   • Operators can use the discovery and Remote cataloguing tab in suggestions to locate full marc records and “attached the marc to the suggestion” ready to be loaded via the right click Load into catalogue. More details see Attaching a MARC Record to a Suggestion

Ordering – Suggestions Marked as Order request and loaded into the catalogue #

• Select Approved, not yet ordered and Refresh the list:
• Select each title to be ordered in turn, by ticking its checkbox, right-click to invoke the menu, and then Place order
  NOTE: if the option to ‘Place order’ is not offered, check that the option ‘Load into Catalogue’ has been taken [If it has been loaded the separate option to Search is now available instead]
• The place an order screen will open When you click ‘Place Order’ you will move from the Suggestions display to the Place Order screen, for entry of the specific details:
  • Supplier – Add supplier name (enter first letter(s) of the supplier name, and hit Return – this will present a drop-down list of suppliers alphabetically from that point – you can then select the supplier from the list)
    
  • Select an existing purchase order or a new purchase order
  • Complete the order form as normal – see Place an Order
  • Save
  • If the item is on reserve for a borrower a pop up box will appear advising of this
    
  • Return to suggestion screen to process next suggestion
    NOTE Enterprise parameter | SuggestAutoDelOnOrder – causes Suggestion to be deleted once an Order is created from the Suggestion