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OCLC

Search existing orders

Search orders

From the Orders screen, you can search and filter orders and plans, create new orders or plans, or import orders or plans.

View orders and plans

  1. On the left navigation, click Orders.
  2. Click Orders. All orders and plans appear.
    • Results are sorted alphabetically by name.
    • To change the sort order, click any column heading.
    • To customize the column headings that appear, see Configure columns. By default, not all column headings are visible.
  3. Click the Order Name or Order # to view or edit the order or plan. For details, see View and edit an order.

Filter orders and plans

Orders and plans can be filtered using the filters at the top of the page. To customize the filters that appear, see Configure filters.

  1. Click one of the filter names below.
  2. Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
  3. Click Apply. Once the filter is applied, you an hover over the filter name to view the selected values.
  4. (Optional). To remove the filter, click Reset.
Some filters need explanation - Table
Field Description
Items: (All) Enter the number of items in an order. Only orders with this number of items or higher are shown.
Order Status
Status Description
All All orders and plans, regardless of status.
Open Purchase orders not sent to the vendor.
Open - Quote Requested Purchase orders sent to the vendor for a quote
Placed

Purchase orders sent to the vendor and plans.

By default, plans have the status Placed.

Order Type
Total: (All) Enter the total amount of an order. Only orders of this amount or higher are shown.
Vendor To search for a vendor, enter the vendor name in the search box.

Configure filters

You can choose the filters that appear. All filters appear, by default. Selected filters have a check mark next to their name.

  1. Click Filters (at the top right of the screen).
  2. To select or deselect a filter, click on the filter name.
  3. (Optional). You can search through the list of filters by entering a keyword in the search box.

Search orders and plans

Configure columns

Search order items

This search function searches data in WorldShare Acquisitions. It does not search WorldCat.

  1. On the left navigation, click Orders.
  2. Under Search Order Items, from the list, select the index.
  3. In the search field, enter your search terms.
     Note: To retrieve a single record, select the OCLC Number, Order #, or ISBN index and type the number in the box.
  4. Click Search or press <Enter>.
    • Results are sorted by Insert Date, with the most recent order items at the top.
    • To change the sort order, click any column heading.
    • To customize column headings that appear, see Configure columns, below. By default, not all column headings are visible.
  5. On the search results screen, click the title of the item to view or edit the order item details.

Filter order items

Order item search columns

Some columns need explanation:

  • Insert Date - The date the item was added to the order.
  • Material Type - The item's material type, as determined in the master record. Place the cursor over the icon to see the material type.
  • Order Date - The date the order was placed.
  • Order Name - Click Order Name to view or edit the order. For details, see View and edit an order.
  • Owed/Received
    • Owed - The number of items ordered, but not received.
    • Received - The number of items received.
  • Qty - The number of copies ordered.
  • Placed 
    • Yes - The order was placed.
    • No - The order has not been placed.
  • Title - Click the item's Title to view or edit the order item details. For details, see View and edit an order.

Configure columns

You can choose the columns that appear.

  1. On the left side of the screen, next to the Refresh link, click the gray gear button (User Preferences button).
  2. In the Show Columns window, check or uncheck the columns you want to show or hide.
  3. Close the Show Columns window by clicking anywhere outside it.