Vendor Records – Checklist for Monograph Acquisitions
Aleph Version 20
(Last Revised 9/13/13; C.Follett)
Use this checklist when setting up new vendors, not only for consistency, but so that the appropriate reports/letters print out.
VENDOR INFO TAB 1:
- The Vendor Code should be match vendor name, when possible; if the name is too long, use a 3,2,2,1 assignment, ie, the first 3 letters of the first word, the first 2 letters of the 2nd word, etc.
- The Vendor Code should always end in –M to distinguish from Serials Acquisitions Vendors which end in –S.
- Vendor Name – fill in the full name; can note “Web” or “Email” at the end of the name so that this information is easily viewable when browsing the Vendor index.
- Vendor Status: AC
- Vendor Language: ENG
VENDOR INFO TAB 2:
- Currency: USD and any other relevant currency, depending on vendor’s country
- Order Delivery : LI
- Letter and List Send Formats should be set as Print or Email. If Email, be sure to supply the vendor’s email address on the “Order Address” screen.
Please note: All EDI vendors will be set up by Charlene and Christine.
VENDOR INFO TAB 3:
- Delivery 1 : S for Surface
- Delivery 2: A for Airmail for foreign countries
- Delivery delays for claiming should be set as follows:
- RUSH orders – 30 days or less
- US & Canadian vendors – 30, 30, 30
- Foreign vendors – 60, 60, 60
- Exceptions – 30 days or less – Amazon, Barnes & Noble, all journal back issue dealers, other vendors as needed
Monograph claiming is based on Delays 1-3 only; Delays 4 & 5 should equal 0.
VENDOR INFO TAB 4:
- Do not check any Sublibraries, which allows all vendors to be used by orders for all Sublibraries.
