Simpson Library Technical Services

Juvenile and Young Adult Collection Items

1. Look for the appropriate record in OCLC Connexion, update our holdings and export the record to Alma.
2. Open Alma and search for the correct record.
3. Click  Order

In the PO Line Owner and Type window

1. Select the PO line type - Print Book - One Time
2. Select the PO line owner - Simpson Library
3. Load from Template can be left blank or you can use the appropriate template (5297-11) based on the customer account
4. Assign Inventory Manually
5. Click  Create PO Line
6. Confirm  This PO Line will not create an inventory item.

In the Purchase Order Line Details

1. Click Add Location:
2. Number of items to add is usually 1
3. Supported libraries - Simpson: Juvenile/Young Adult
4. Leave Item policy blank
5. Click  Add

In the Vendor Information Section

1. Add Material Supplier, you can Select from a list or just begin typing Yankee - Select Yankee Book Peddler LIbrary Services YBP Library Services-Simpson Awards (5297-11)
2. Enter the List price - use the Net Amount from the invoice
3. Click Add Fund - Choose Education Books ED-21 FY-2023 or current fiscal year
4. The percent amount and amount should be automatically populated
5. Click  Add Fund
6. Click  Order Now
7. Write the PO Line number on the invoice next to the title
8. Confirm  message: You are about to send this order: POL-12345,  Are you sure you want to perform this action?

This process automatically creates a holding record and sends the item to the Receiving Workflow.
Now you are ready to Receive the items in Alma.