If you plan to create copy or item records in Acquisitions, you may want to create one or more generic collections and item types that can be used temporarily until the copies or items can be cataloged more completely in Cataloging. (Creating a generic collection and item type for Acquisitions is optional; however, you must enter a collection and item type on the PO header or for each PO line in order to create copy or item records.)
If you enter the collection and item type on the PO header, Horizon uses the same collection and item type for all copy or item records created from a single purchase order. If you choose this method for assigning collection and item type, you may want to create collections and item types that can apply to multiple items (for example, “Acquisitions—On Order”). The collection and item type may indicate that the copy or item was created in Acquisitions so cataloging staff can easily identify the items and replace the generic codes with more permanent ones.
If you enter the collection and item type for each PO line, then you can use the proper cataloging collection and item type. If you do not enter a collection or item type in the PO line, then Horizon uses the collection and item type from the PO header, if you have specified them. If you do not specify a collection and item type in the PO header and you chose to have Horizon automatically create copy or item records from the PO header, then Horizon will not let you save the PO header record; Horizon needs the collection and item type to create a copy and item record.
If you use EDIFACT electronic ordering and use vendor enhanced services, then your vendor will receive these collection and item types (either from the PO header or the PO line). (For more information, see Using Vendor Enhanced Services.) The vendor adds the item information to the MARC bib records they will send you (usually in the MARC 949 tag). When you import those MARC bib records, Horizon replaces any temporary item records with the ones created from the imported MARC bib record.
(For instructions on creating collection codes, see the “Security and Preferences” chapter of the System Administration Guide. For instructions on creating item types, see “Defining an Item Circulation Type (ITYPE)” in the Circulation Setup Guide. For more information about creating copy or item records in Acquisitions, see “Copy and Item Creation” in the “Purchase Orders” chapter of the Acquisitions Guide.)
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