NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Acquisitions in Evergreen
    • Administration Manual for Libraries
    • Cataloging in NC Cardinal
    • Circulation in Evergreen
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Serials in Evergreen
    • Offline Transactions
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Summon Documentation
    • Troubleshooting in Evergreen
Powered by HelpSpot

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

3.4. Brief Records


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. Click Acquisitions → New Brief Record. 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.
media/acq_brief_record.png

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. Click Add Brief Record.
  3. Enter bibliographic information in the desired fields. Notice that the record is added to the purchase order that you just created.
  4. Click Save Record.
media/acq_brief_record-2.png


Knowledge Tags
brief records  /  selection list  /  purchase orders  / 

This page was: Helpful | Not Helpful