Creating a Purchase Request for a Title in Staff Searching

If you want to create a purchase request for an additional copy of a title you already own, you can create the request by copying the title information from staff searching. When you copy a title from staff searching, Horizon creates a purchase request for the title and copies the bib information to the request.

Copying a title from staff searching to a purchase request links the title’s bib record to the new request. (The bib number is displayed on the purchase request in the bib# field.) Later, if you copy the request to a purchase order and create item records for the purchase order, Horizon attaches the item records to this bib record.

Changing the bib information on a request that you copied from staff searching does not change the information on the bib record. If the new title is different enough to require a different bib record, create the request from scratch instead of copying it from staff searching.

To create a purchase request for a title in staff searching

1 Search for the titles you want to view.

Proceed with the search until Horizon displays either a Titles List window or the Bibliographic Detail window.

2 Highlight all the titles that you want and send them to the Purchase Request process.

If Horizon cannot determine where you want to send the title, Horizon displays a window for you to choose where you want to send the title. In this case, select the purchase request list and click OK.

Horizon copies the title information into a new purchase request and displays it in the List Purchase Request (Desiderata) window. The arrow points to the first title you sent.

3 Choose the title in the purchase request list window you want to edit.

Horizon displays the number of the bib record you copied from staff searching at the top of the window. It also completes the Title, Author, and ISBN/ISSN fields with the information from the bib.

4 Complete the rest of the fields in the window. (For a description of each field, see Edit Purchase Request (Desiderata) Window.)
5 Save the file.

 


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