Acquisitions Type |
Type |
Description |
One-Time |
A one-time order. |
Subscription |
An order for an item that is published in an ongoing manner (no end date) but is typically purchased by period. Usually requires renewal by the purchaser at the end of the period. |
|
Budget Period |
The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options. |
Claims |
Number of times the item has been claimed. |
Copies Not Received |
Number of copies not received. |
Date Created |
Date the item was added to the order. |
Date Needed |
Date by which the item is needed.
- Select one of the following options:
- More than ___ days ago - Enter a number in the text field.
- Within the next ___ days - Enter a number in the text field.
- Custom date range - Enter a number range in the From and To fields or use the calendar button (
).
- Click Apply.
|
Date Requested |
Date the item was requested.
- Select one of the following options:
- More than ___ days ago - Enter a number in the text field.
- Custom date range - Enter a number range in the From and To fields or use the calendar button (
).
- Click Apply.
|
Display for Discovery |
Option |
Description |
Display On-Order Items |
When the order is placed, all order items will appear in Discovery with a status of On Order. |
Do Not Display On-Order Items |
When the order is placed, no order items will appear in Discovery. |
|
End Date |
The date the subscription ends. |
Invoice Status |
Status |
Description |
Open |
Invoice not paid |
Paid |
Invoice paid |
Ready for Payment |
Invoice ready for payment |
|
Last Claimed |
Date the item was last claimed. |
Material Type |
The item's material type, as determined in the WorldCat record. You can search for material types by entering a keyword into the search box. |
Order Status |
Status |
Description |
Cancellation Requested |
Purchase request has been requested to be canceled |
Cancelled |
Purchase request has been canceled |
Not Cancelled |
Purchase request not yet canceled |
Not On Order |
Purchase request not yet on order |
Open |
Purchase request not ordered |
Ordered |
Purchase request ordered. |
|
Order Type |
Type |
Description |
Approval Plan |
List of items received as part of an agreement with supplier to send items based on a profile. The library retains the right to return items not needed. |
Blanket Order |
List of items received as part of an agreement with a supplier to send items based on a profile. Vendors do not allow the return of items. |
DDA Plan |
List of items received as part of an agreement with supplier to trigger purchase of online materials based on patron usage. |
Gift/Donation List |
List of items received from a specific person or organization for free or at little cost to the library. |
Legal Deposit List |
List of items received as part of an arrangement with a governmental entity to keep some or all of its publications at the library. |
Purchase Order |
List of items created by library to be submitted to supplier. |
Standing Order |
List of items received as part of an agreement with supplier to send items belonging to a series or specific publication. |
|
Place Date |
Date the purchase request was placed. |
Place Patron Hold |
Whether the item has a patron hold placed or not. |
Processing Type |
Type |
Description |
Electronic Product |
A nonphysical, electronic title. May be a single item or a multi-part item. May be issued in parts indefinitely. |
Monographic Series |
Monographs released in successive volumes by a single publisher. Each volume in the series has a unique title and ISBN, but all volumes share a common series title. |
Serial |
Print serials and multi-part monographs where multiple barcodes are applied. |
Monograph |
Monographs where only one barcode is applied. |
|
Purchase Status |
Status |
Description |
Invoiced |
Item is invoiced |
Not Invoiced |
Item is not invoiced |
Paid |
Item is paid |
Partially Invoiced |
Item is partially invoiced |
Partially Paid |
Item is partially paid |
|
Receipt Status |
Status |
Description |
Not Received |
Copies have not been received |
Not Tracked |
Copies are not being tracked
Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked.
|
Partially Received |
Copies have been partially received |
Received |
Copies have been received |
Returned |
Copies have been returned |
|
Renewal Status |
Whether the subscription item has been renewed or not. |
Request Source |
The source of the purchase request (e.g., Staff). |
Request Status |
Whether the purchase request has been requested or not. |
Requestor |
The person who requested the item. |
Resource Type |
WorldCat resource, Knowledge base collection, Knowledge base title |
Review Status |
Status |
Description |
Approved |
Purchase request has been approved. |
Pending |
Purchase request is being reviewed. |
Rejected |
Purchase request has been rejected. |
|
Reviewer |
The person assigned to review the purchase request. |
Shipping Type |
Standard, Express, Next Day, Other |
Start Date |
The date the subscription starts. |
Unit Price |
The price of the item. |
Vendor |
To search for a vendor, enter the vendor name into the search box. |