Notice for Downloaders of this PowerPoint:

1. Notice for Downloaders of this PowerPoint: This PowerPoint isn’t designed for printing. Because of the animation of the steps to use Voyager, the printout of some slides will look jumbled and undecipherable. I suggest watching the PowerPoint (as a slide show) on your computer instead. Also, you can view the notes field for explanatory notes. A indicates that there is a Note to read. (Just right click on the screen and choose “Speaker Notes.”) *

2. Voyager for Serials:A Beginner’s Guide By Melissa Farley mfarley@westga.edu

3. Voyager for Serials: Part 1 • Starting Voyager for Serials—Login • Vendors • New Titles • Purchase Orders • New Issue Check-In • Simple Publication Patterns • Complex Publication Patterns • Claiming • Problems/Claims • Using the Reporter to print reports • Transferring the data to an Excel file

4. Starting Voyager for Serials Logging In

5. First Screen Choose Acquisitions/Serials

6. Login Screen Enter Operator ID and Password. Click OK.

7. Choose Location *

8. Vendors Creating a New Vendor

9. Vendors • Create one vendor for all publications handled by your subscription agent. (Ours is EBSCO.) • Create a vendor for each publisher from whom you order directly. • Create a vendor for each person who donates publications. *

10. Creating a New Vendor

11. New Vendor Screen

12. Enter New Vendor’s Information Save the information. *

13. Enter Additional Vendor Information Enter information under desired tabs. Notice that you can store up to 6 addresses for each vendor. And you can indicate specific purposes for each address for use with other Voyager functions.

14. New Vendor Entry--Completed Save and Close window.

15. Adding New Titles

16. New Titles • Create a new vendor, if necessary. • Check for Bib. Record • Create New Purchase Order • Attach Bib. Record to New Purchase Order • Create a New Component • Choose a Publication Pattern *

17. Check for a Bib. Record • Ask Cataloging to create a Bib. Record for the new title • Check for Bib. Record • Confirmation that a Purchase Order hasn’t already been created *

18. Line Items:Checking for Bib. Record

19. Search Line Items Search By: Bib and Holdings Info Click … button

20. Enter Title of Journal Search by: Journal Title Type in name of journal. Click Do Search

21. Enter Title Accurately! Click OK & vs. “and”

22. Try Again! & corrected to “and” Click Do Search

23. Choose Appropriate Record

24. Search for Bib. Record Click Search. Title appears in box.

25. Confirmation of No Records

26. Creating a New Purchase Order • Use Separate Purchase Orders for each Title • Must Create a Purchase Order, Even if Not Paying through Voyager • Never “Approve” Purchase Orders. *

27. Creating a New Purchase Order

28. Enter Order Information Enter Order information. (We add SUB to the beginning of the Order Number.) Select Vendor. Enter Location information. *

29. Search for a Vendor Search By: Vendor Code Type in partial vendor code. Condition: Equal

30. Select a Vendor Choose appropriate Vendor. *

31. Save Purchase Order

32. New Line Item Buttons Appear! Click Add Line (Bib Search)

33. Search for Bib. Record Search by Journal Title. Type in Journal Title. Click Do Search.

34. Select Appropriate Title

35. Enter Quick Line Item Information Link to Holdings *

36. Link to Holdings

37. Enter Quick Line Item Information Choose Ledger and Fund.

38. Select a Ledger Expand ledger list by clicking + sign.

39. Select a Ledger *

40. Enter Additional Quick Line Item Information Check box to open line item details after saving. Save.

41. Enter Line Item Information Click “Type” Tab.

42. Enter Line Item Information Click to choose subscription pattern for title. *

43. Creating a New Component&Choosing a New Publication Pattern

44. Create a New Component Click New.

45. Enter New Component Information Title already filled in. Save. Enter relevant information.

46. Enter New Component Information Click Predictive Component Pattern Tab.

47. Predictive Component Pattern(Publication Pattern) Click Start Prediction. Select appropriate Publication Pattern. *

48. Predictive Component Pattern(Publication Pattern) Enter Chronology Information (Dates) Enter Enumeration Information (Volume/Issue) Enter First Issue’s Expected Date.

49. Predictive Component Pattern(Publication Pattern) Click Serials Check-In to see new pattern.

50. Look-up Title