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Library Staff- Technical Services WMS Training: Receive without Invoicing Books

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Receive Books and Catalog

Receive monographs (and catalog) without invoicing

 

Receive monographs, catalog and add holdings to WorldCat

  1. From the left navigation, click Receive and Invoice.
  2. Select Monographs from the Processing type drop-down list.
  3. Select Receive from the Action drop-down list.
  4. Click View Items.
  5. Click the Search Text form field and then press <Enter>.
  6. Find the items you want to receive. -Search by barcode, ISBN, ISSN, OCLC number, or title, using the search box. Search results appear automatically when you stop typing.
  7. Fill in call number fields. Follow local practice.
  8. Fill in barcode field (use scanner or type barcode). If typing the barcode, the cursor must be in the field when you press <Enter>.

  9. Next steps:

    • Optionally, you can print labels for received items.
    • To edit the item record, click the barcode.

 

View the WorldCat record for an order item

You can view the WorldCat bibliographic record for an order item in WorldShare Record Manager or your WorldCat Discovery instance. This allows you to verify that the record for a received item is correct by:

  • Viewing the metadata and, if needed, editing a record before receiving (Record Manager)
  • Viewing the patron-facing record (WorldCat Discovery)
  1. From the Receive and Invoice screen, hover over the information icon (Information icon) next to the order item title.
  2. The information pop-up window provides the following links:
    • View/Edit Metadata - Click to open the full MARC 21 bibliographic record in Record Manager. This link only appears if you have permission to view Metadata.
    • View in WorldCat Discovery - Click to open the bibliographic record in your WorldCat Discovery instance.