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Creating New Purchase Orders in Sirsi
  1. In Sirsi, select the Acquisitions module.
  2. From the Orders menu select “Add Dated Order.”
  3. Search for the online bibliographic record for your title.
  4. Select record and click “Order This Title.”
  5. Enter the Vendor ID.
  6. Enter the Order type.
  7. The Fiscal cycle should reflect the current cycle year and the Library is DHHILL.
  8. Click “Add Order.”
  9. Populate Unit Price to encumber the subscription cost.
  10. Enter the Material type.
  11. Populate Days in sub period as 365.
  12. Populate Renewal date.
    NOTE: This will trigger the order roll at the end of the fiscal cycle and will always be 6/15/XXXX. For example, orders from the 2010 fiscal cycle will have a Renewal date of 6/15/2011.
  13. Under Additional Orderline Information, populate the following fields (see detailed list of standardized orderline notes):
    1. SELECTOR – initials of the collection manager who selected title.
    2. RELATION – this note indicates a parent/child relationship or OBO situation.
    3. E_ACCESS - this note indicates basis of electronic access.
    4. LOCATION – populate if title is ordered on behalf of a branch library.
    5. VENDTITLE – this is the subscription ID provided by the vendor. (See the Data Dictionary for more info on constructing this number.)
    6. SUBSTART – the year this subscription was first purchased.
    7. SUBBEGIN – the date of the start of the subscription period paid for in this fiscal cycle.
    8. SUBEND – the date of the end of the subscription period paid for in this fiscal cycle.
    9. RIP – classification provided by the selector.
    10. ADDLFORMAT-- used when a print subscription for a title also exists. This note references the $0 purchase order associated with the print bibliographic record.
      NOTE: additional fields may be used for special notations about billing, ordering, vendor information and subscription status.
  14. Click “Continue”.
  15. Populate Fund ID.
    Fund code structure and definitions
  16. Set Holding Code. For electronic resources this will always be “ONLINE.”
  17. Click “Add Orderline.”
  18. Click “Finish.”
  19. Change Date ready to NEVER.
  20. Click “Save and Close.”