Skip to main content
OCLC Wise Support EN

Submit an order without 9xx data

  1. Last updated
  2. Save as PDF
Learn how to order items without 9xx data using a MARC file submitted manually.

Import MARC file without 9xx > Order > Submit manually

Import MARC data

  1. Go to Titles > Order requests. The Order request screen opens.
  2. Select Management > Import MARC data. 
  3. Browse to and select the file to import. 
  4. Click Open. A Read offer window opens.
    1. (Optional) Enter a PO number.
    2. (Optional) Enter an explanation about the order.
    3. (Optional) Select a vendor from the drop-down list.
    4. Select a series option. These will vary by library.
  5. Click Import. 

The file is added and appears on the Order files tab of the Order requests screen.

Order titles

  1. With the appropriate order file open, navigate to Options > Order. The Order screen opens. 
  2. Populate the Order fields. 
  3. Click OK. 
  4. The title now appears as highlighted in yellow within the Order files screen. This signifies that the title has been ordered. 

Create vendor order list

A vendor order list must be generated to complete the process. This process prompts the system to create item records for ordered items and updates the status of the order to Ordered.

  1. In the staff client, select Order requests on the home screen, or go to Titles > Order requests. The Order requests screen opens.
  2. On the Order files tab, click the order line for which you will generate an order list.
  3. Go to Options > Vendor order list. The Order overview window opens.
  4. Select the correct Vendor from the drop-down list.
  5. Select Yes for Mark order requests as ordered. This will prompt the system to update the order status.
  6. (Optional) Make other selections for the overview (Branch, Ordering date, Introduction date).
  7. Click Agree to generate the list. A report is generated in your browser window.

Submit the order via Vendor order list

If your library does not submit orders via EDI or if the vendor from which you are purchasing does not accept EDI orders, the Vendor order list can be printed or saved and sent via email or mail directly to the vendor.

Update the catalog

After the order is submitted, the catalog must be updated to add the ordered items.

  1. In the staff client, select Order request on the home screen, or go to Titles > Order requests. The Order request screen opens.
  2. On the Order files tab, click the order line for which you want to update the catalog.
  3. Go to Titles > Update catalog. The Transfer selection to catalog window opens.
  4. Select a Transfer option from the drop-down list.
    • 1 - Only ordered titles  - only the titles that do not already have T in the catalog status are updated
    • 2 - Ordered + Catalog titles (Recommended)
    • 3 - All titles
  5. Click Agree, or to delay the process, click Run tonight. The process runs.

To confirm that the process is complete, select the Titles/Order tab and select Options > Refresh. The Cat. column should update to T&E. The title and ordered items now appear in your catalog. The items appear with the status "Ordered".

 

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
    Content type
    Product documentation
  2. Tags
    1. acquisitions