Sitka’s Evergreen Acquisitions Documentation

Table of Contents

I. Introduction
1. An Introduction to Acquisitions
2. Recommended Workflows
Workflow: Upload MARC Records
Workflow: Order Shelf Ready Items
Workflow: Order from the Catalogue
Workflow: Blanket Orders
Workflow: Invoice Only
II. Acquisitions
3. Acquisitions Search
General Search
Line Items Search
Purchase Orders Search
Invoices Search
Search for Selection Lists
Creating a New Default Search
Originating Acquisition
4. Selection Lists
5. Load MARC Order Records
Default Upload Settings
Acq Import Error
6. MARC Federated Search
7. Load Catalog Record IDs
8. Purchase Orders
Create Purchase Orders
Add Line Items
Activate Purchase Order
Purchase Order Actions
Delete Purchase Orders
9. Line Items
Line Item Attributes
Add Copies to a Line Item
Line Item Batch updater
Line Item Actions
Line Item Notes
Line Item Alerts
Line Item Status
Delete a Line Item
10. Receive
Receive Purchase Order
Receive Line items
Receive Copies
Receive Items on the Invoice
11. Invoices
Invoice details
Add Line items to the Invoice
View an Invoice
Close an Invoice
Re-open an Invoice
Print Invoices
12. Claiming
Claim Policies
Claim-Ready Items
Claim Vouchers
13. Cancel / Delay Acquisitions
III. Acquisitions Administration
14. Acquisitions Module Configuration
15. Funding Sources
Create a Funding Source
Edit a Funding Source
Delete a Funding Source
Apply Credit
Allocate Credit to Funds - Funding Source Interface
Track Credits and Allocations
16. Funds
Create a Fund
Edit a Fund
Delete a Fund
Allocate to Funds - Funds Interface
Transfer Credit Between Funds
Track Balances and Expenditures
Fund Tags
17. Providers
Create a Provider
Edit Provider
Delete Provider
Holding Definitions
View a Provider’s Invoices
View Purchase Orders
18. Acquisitions Settings in the Library Settings Editor
19. Permissions
Acquisitions Permission Groups
Granting Acquisitions Permissions
20. Acquisitions Year End
Year End Checklist
Sitka’s Acquisitions Year End Procedure
Fund Propagation and Rollover
21. Optional Administrative Set-up
Claim Policies
Distribution Formulas
Line Item Alerts
Electronic Data Interchange (EDI)
Enhanced On Order records
22. Acquisitions Reports
IV. Sitka’s Acquisitions Defaults
23. Currency Types
24. Exchange Rates
25. Cancel Reasons
26. Invoice Item Types
27. Payment Methods
28. Line Item Marc Attributes
29. New Sitka Defaults
A. Licensing

List of Figures

5.1. Load MARC Order Records recommended settings for upload

List of Tables

18.1. Acquisitions Settings
18.2. Acquisitions Settings - Load MARC Order Records Defaults

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