Subject: Standing Order Plan Processing in SER
Date: June, 2002
Technical Services uses standing order plans to acquire everything a specific publisher or an association publishes, as the material is published. Most of the standing order plans require payment. There should be an Order Plan’s order record set up outlining the supplier, payment specifics, and types of material expected to arrive for each current standing order plan.
Pieces for standing order processing are placed on a bookcase for SER.
Check piece(s) in hand against possible records on Felix making certain that the title is not already set up. Verify that the piece fits one of the existing standing order plans. Searching Felix by the Keyword Search, take the publisher, and words like comprehensive or standing order, to find the standing order’s main order record specifics. Make a printout of the Order Plan’s order record for later use. Plans are dynamic, so a current printout of the plan is best to have in hand, rather than a collection of historic printouts.
Search OCLC by title, ISSN, ISBN, or keyword searching. If the piece you are searching is a monograph, send it to Nick Felt, in the monographs processing section. If the monograph is part of a monographic series, consider setting up the series title for a library location. Content, and other pieces of the series found residing in a specific library will help determine where the future monographs should be established. If the piece you are searching is a new serial title, determine by subject and content in what library it should be established. Past practice, and knowledge of what a collection manager wants to collect in their library can help pinpoint where a specific title should be. When in doubt, consult with the collection manager.
Format can determine where a title is finally housed. Microforms should be sent to MIC, or to any library that has made a special request to receive the microform. CD ROMS can be sent to any library that has agreed to receive them.
After the title has been correctly identified by type, and how it is being provided, catalog and set up the order and check in records. See the various first issue procedures and catalog the title according to best standard’s policy. To create the Order Record, use the Order Plan’s main record to determine the fund code, vendor, and any specific vendor number. Cite the Order Plan by title in an Included Note [J], in the new title’s order record. The vendor code will match the vendor code in the Order Plan’s main record. ACQ type will usually be C and the E Price will be 0.00, as money is recorded only on the Order Plan’s main record. Build the rest of the order record according to the usual practice of building order records. When building the title’s check in record, make sure the Vendor Code matches the Vendor Code in the order record. One type of standing order title is never claimed, and it is any title coming on The European Economic Communities blanket order. Titles supplied by the “EEC” can only be claimed by special arrangement, and through a shipping list collected and held by the Serials Claiming Manager. Coding the title coming on the EEC depository plan check in record should include making the SCODE=d. Also, code the check in card parameters to have the value 9999, in the Days Before Claiming slot. Routine claiming of the other standing order plans is expected, and should be built to do so.
In checking in the material, treat pieces coming on standing order as you would any other material coming on continuation. An III produced label should be produced after the item is checked in on the check in card.
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