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Continuous Orders - Standing orders

 

There are three separate Standing order purchase types for Physical material in Alma which represent two distinct POL creation and receiving workflows:

  • (1) Physical - Standing Order Monograph and (2) Print book - Standing Order purchase types
    • These two Purchase order types use the same workflow. The Print book - Standing Order type would be used for print books, and the Physical - Standing Order Monograph type would be used for monograph of any other material type (such as CD, DVD, Scores, etc.)
    • No inventory is created as part of the POL creation; a holdings record would need to be created separately in the Metadata editor after creation of the POL
    • Material is not received on the Receive New Material page, but rather through a unique workflow. Instead, it is created manually by creating or choosing a bibliographic record, creating a holdings record, and then creating an item record, which you associate with the standing order PO line. You set a receipt date for the item in the Physical Item Editor. See Receiving a One time and Continuous order for more detail
    • This Purchase type is designed for ordering material which is published from the same vendor in an irregular and unpredictable frequency, such as:
      • Purchasing all the printed books by a particular author when they are published.
      • A series of books which are not published on a regular basis.
      • All pamphlets which a certain organization publishes.
    • This purchase type would be best for:
      • Monographic Series standing orders for which each monograph within the series is analyzed on a separate bib record. Each title may be published by a different author, but all are under the same series, and you are subscribed to the series. The order is linked to a suppressed bibliographic record for the series; items are not described by this bibliographic record. Each item is issued under a different title and should be cataloged separately with its own bibliographic record that is linked to the series order. Each item circulates independently.
      • Blanket or membership type orders for which receipts are described on separate bib records
      • A subscription to an integrating resource, such as loose-leaf law materials that are delivered and then added to an existing physical item – The materials are described by the bibliographic record of the physical item attached to the order; each one is an update to this item. You do not have to create new items for each material that is delivered, since they are not circulated independently. 

  • (3) Physical - Standing Order Non-Monograph Purchase Type
    • This Purchase type works in a similar fashion as the Physical Continuous Purchase type
    • A holdings record is created as part of the POL creation; the items are created at the point of receipt
    • Material is received on the Receive New Material page. See Receiving a One time and Continuous order for more detail
    • This Purchase type is designed for orders for physical items in multiple parts
    • This purchase type would be best for:
      • A multi-volume monograph for which you will receive volumes at un-predicted intervals, such as encyclopedia volumes – The volumes are described by the bibliographic record of the encyclopedia attached to the order. You must create items for each volume, since volumes may circulate independently. 

 

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