Managing Temp Titles

Hey Instructional Resource Centers: Do you keep on top of your Temp Titles?

WebOrder has the ability to create a Temp Title, allowing requestors to quickly add items to a Material Request even though it is not in your catalog. However, users may sometimes add Temp Titles for items that already have a record, or for items you are not able to provide.

We recommend that you routinely review the Temp Titles attached to incoming Material Requests. The attached document has a suggested workflow for doing so.

You'll note that it refers to a saved query. If you don't know about saved queries yet, get in touch--they're a great feature! Already know about saved queries and just need a little help setting up this one? We can do that, too.

Have a look through the How-To and email or call Ks7 if you need help.

Then, sound off on the Managing Temp Titles thread: how do you handle your Temp Titles?

Process Overview:

1. Open the Material Requests module and query for Temp Title lines.
2. Open the Temporary Title Maintenance tool from the Catalogue Module, and FIND the Temp Title using the ID from the Material Request.
3. Check for existing records for the requested item or an equivalent version.
4. For any titles that you want to add to your regular catalog or merge with an existing record, click the MAKE PERM button.

• • If applicable, enter the existing KLAS ID and check the Merge option.
  • If it is a new record, select the Record Type and Medium Code.
  • Complete the Title Record in the Catalogue.

5. For any titles that you cannot provide, update the KLAS ID prefix to reflect that.
6. Advance the Material Request line as appropriate.

Full Instructions:

Have a look through the How-To and email or call Ks7 if you need help.

Then, sound off on the Managing Temp Titles thread: how do you handle your Temp Titles?