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Home → Acquisitions in Evergreen → Selection Lists and Purchase Orders → MARC Federated Search

4.5. MARC Federated Search

Last Updated 11/18/2024


MARC Federated Search

Note: Most Evergreen consortia do not recommend creating orders using MARC Federated Search.

The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source.

  1. Select MARC Federated Search from the Acquisitions menu.
  2. Check the boxes for Z39.50 services in which you want to search. Your local Evergreen Catalog is checked by default. 

    A screenshot of the Z39.50 search form showing the fields available to be filled in.
  3. Input your search terms (ISBN is recommended first). Click "Submit."
  4. A list of results will appear. Choose the line item you would like to import to your selection list.
  5. Click "Add to Purchase Order."
  6. You can add to an existing order or create a new one from the pop-up modal:
    1. To add to an existing order, begin typing the PO name and select the correct order when it populates the drop-down menu. Select your library as the Ordering Agency, and the correct Provider. Click Continue.
    2. To create a new order, type in a unique name for the PO. Select your library as the Ordering Agency, and the correct Provider. When you click the Continue button, Evergreen will create the PO if it can't find a match for the name.
  7. Click the "Go to Purchase Order" button to immediately edit copy information for this line item, or the "Back to Results" button to continue adding line items.

Once you have added all the line items you need from the Federated Search, navigate to the Purchase Order and manually add copy information for all newly added line items.

  1. Click the "Copies" link to add copy information to the line item. See the section on Line Items for more information.
  2. Click the Notes link to add notes or line item alerts to the line item. See the section on Line Items for more information.
  3. Enter a price in the "Estimated Price" field.
  4. You can save the line item(s) to a selection list by checking the box on the line item and selecting the Save Items to Selection List option from the Actions menu. You can also create a purchase order from the line item(s) by checking the box on the line item and selecting the Create Purchase Order from the Actions menu.
A screen shot of a line item in the Z39.50 search with the action menu highlighted.

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