Re: Keeping track of standing orders

Todd,

When I worked in a SIRSI environment we had multiple order types to accommodate the different ways items were ordered.  In our case, we used the subscription  order type for both straight subscriptions and continuations and checked both kinds of material in on serial controls.  Here, they parted ways: we then processed the continuations as volumes just as you describe.

Even if your periodicals department doesn't want you to check in volumes using the serials module, you can create orders in the acquisitions module for payments and reports.   Perhaps you'd have to to create a new order type ("standing order") or dedicate a standing order fund to help you differentiate standing from firm orders, but it can be done.

So I'd highly recommend tracking them in your ILS.  1,000 standing orders must translate into a significant amount of money, and you're working awfully hard at something that your ILS should be able to do for you.

(I should add that I'm in a millennium library now and I track our tiny list of 37 standing orders in both the ILS *and* excel because of our own internal needs. Every library has them!)

Good luck,

Sarah

Sarah B. Cornell, Librarian
Daniel Webster College
20 University Drive
Nashua, NH 03063-1300
cornell_at_dwc.edu
603-577-6209


From: acqnet-l-bounces_at_lists.ibiblio.org [mailto:acqnet-l-bounces_at_lists.ibiblio.org] On Behalf Of acqnet-l_at_lists.ibiblio.org
Sent: Friday, February 17, 2012 2:39 PM
To: acqnet-l_at_lists.ibiblio.org
Subject: Re: [ACQNET-L] Keeping track of standing orders

We are using SirsiDynix.  I have not checked with any an ILS user group because I am thinking in terms of Excel or Access...not our ILS.  Maybe wrong train of thought.  A little more info: we do not create order records or purchase orders for these materials.  They basically arrive on our doorstep.  When they arrive we update the excel sheet and most are cataloged in house (this used to be different but too much to get into here).  Some are added to the same bib record as a new edition (2000, 2001, 2002 all on record) and some are given their own bib record.

Dynix does have a Serials module, but our Periodicals department uses it and I do not know if our items should mix.

Thanks again!
Todd

From: Wheeler, Don [mailto:dwheeler_at_nybg.org]<mailto:[mailto:dwheeler_at_nybg.org]>
Sent: Friday, February 17, 2012 2:25 PM
To: Barrett, Todd
Subject: Keeping track of standing orders

Hi Todd,

We are able to track information about Standing Orders relatively easily within our LIS. We use Innovative (Millennium) and can set up codes within check in and order records that allow us to identify subsets of continuations and even subgroups within funds.

Is there no way for you to do this in SIRSI (I checked your website / catalog online)?
Have you checked with your SIRSI users group?

Good luck.

Don

Donald Wheeler
Collection Development Librarian
The LuEsther T. Mertz Library
The New York Botanical Garden
2900 Southern Blvd.
Bronx, NY 10458
email: dwheeler_at_nybg.org<mailto:dwheeler_at_nybg.org>
phone: 718-817-8752



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