Task 1.2: Create and view a serial linked to a Package POL

This task assumes you are familiar enough with the Orders application to setup an Order, Package Purchase Order Line and to add titles to a package POL, all of which are required to complete the task.

1. Login to Snapshot or Snapshot-2 Folio with the username/password: acq-manager / acq-manager

2. Create an Order with Order type “Ongoing” (other details can be completed or left as necessary)

3. Add an Order line to the order for a package

   1. Order format: Physical

   2. Receiving workflow: Independent order and receipt

   3. Other details can be completed or left as necessary

   4. From the new Order Line use the Add button in the Package titles accordion to add multiple titles to the Package

4. Navigate to the “Serials” application

5. Create a New serial record

6. Link the PO Line you have just created (click the “Select PO Line” button and search for the PO Line by title or number or other criteria)

7. Once the PO Line has been linked, use the “Title” drop-down to select one of the titles from the PO Line package

8. Set Status to “Active” and Save & close

9. View the serial record and check all the information about the order and title is displayed as you would hope