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Home → Acquisitions in Evergreen → Selection Lists and Purchase Orders → Brief Records

4.4. Brief Records

Last Updated 11/14/2023


Brief Records

Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records can be added to selection lists or purchase orders and can be imported into the catalog. You can add brief records to new or existing selection lists. You can add brief records to new, pending or on-order purchase orders.

Add brief records to a selection list

  1. Select New Brief Record from the Acquisitions Menu. You can also add brief records to an existing selection list by clicking the Actions menu on the selection list and choosing Add Brief Record.
  2. Choose a selection list from the drop down menu, or enter the name of a new selection list.
  3. Enter bibliographic information in the desired fields.
  4. Click Save Record.
A screenshot of the Brief Record page, showing the fields available to fill in.

Add brief records to purchase orders

You can add brief records to new or existing purchase orders.

  1. Open or create a purchase order. See the section on purchase orders for more information.
  2. Select Add Brief Record from the Actions menu.
  3. Enter bibliographic information in the desired fields. 
  4. Click Save Record.
The Brief Record interface contains fields for various pieces of bibliographic data.

 

Knowledge Tags
brief records  /  selection list  /  purchase orders  / 

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