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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