Loyola Notre Dame Library
 

COLLECTION MANAGEMENT SERVICES PROCEDURE MANUAL


C1b. Importing PromptCat Records into Voyager POs

  1. Open Voyager Acquisitions
  2. Under Workflows icon, Searching tab (need to do once and after new version upgrades)
    1. Set Character Set Mapping for Import to OCLC
    2. Click OK
  3. Create new PO using normal monographic defaults
  4. Import records for each invoice on a separate PO
    1. Click on Add Line (Bib Import)
    2. Select import file (by PromptCat Date Processed date)
    3. Click (so it is checked): Delete from file after import
    4. Multiple records may be selected at one time by holding down the shift key while clicking on the titles -- recommend selecting around 5 records at a time
    5. Click Import
    6. Note: Bib import window remains open; PO does not update until the Bib import window is closed
    7. Import all appropriate records
    8. Close Bib import window
  5. Add brief records for titles for which no OCLC record were found
  6. Watch out for added volumes and serial volumes which may already have a record in Voyager
  7. Continue with completion of line items per usual
  8. When finished, place books with the PromptCat printed list on the "ready for cataloging" shelves

 


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