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The Finances Overview module of this course goes into great detail on how to search for orders, invoices, vendors, and funds, and read those records when you see them. In this video, we will quickly review the options for Acquisitions searches in the search bar, then move on to options under the main menu and in the Metadata Editor.
Using the Search Bar
There are five main Acquisitions-related search types in the persistent search bar:
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Again, there are many other things you can do with searches with the search bar. Definitely check out the Finances Overview Module for more on that, where you will also go into details on what each of these records contains.
Finding Acquisitions Information via the Main Menu
Under the Acquisitions main area, you can get to lists of Vendors, Funds and Ledgers, or Licenses as well, to see all records for these types.
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We will take a look at the Receive list as an example of all of these lists. Go to Acquisitions, Receive, and I’m set at Acquisitions ITS 625 so I will get a master list of everything that is available to be received at ITS 625 (all 31...almost 32,000 of them). From here, I can filter by vendor, by owning library (who was it ordered for), by status, by Interested Users or Patron Requests; from here I can also see both One-Time and Continuous Orders materials that have yet to be received.
Pre-Order Searching
As part of the selection and ordering process, you might conduct pre-order searching to see if Harvard already has records for the item and/or to find a bib record to bring into Alma as part of the ordering process.
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Once you locate the record you want, you can View it to see what’s in it, or you can Import that bib into Alma and click on the shopping cart icon to begin the ordering process (which is covered in Acquisitions training). For more on working in the Metadata Editor, please watch the Cataloging module of this course.
More Information
In addition to this video, other Acquisitions-related searches are covered in the Acquisitions Overview module, in the Finance Overview module, and in the eResources Overview modules, as well as in various videos. You might also want to watch the Resource Management Searches video to see other ways to search for materials records.
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