Chapter 22. Acquisitions Settings in the Library Settings Editor

Several settings in the Library Settings Editor pertain to functions specific to the Acquisitions Module. They have been grouped into three categories:

To update these settings go to Administration → Local Administration → Library Settings Editor. You must have both local system administrator and acquisitions administration permissions.

Table 22.1. Acquisitions Settings - General

Setting Description Data type Edited by Notes

Default circulation modifier

Enter the circulation modifier that you would be like to be applied to items that are created in the Acquisitions Module if no circulation modifier is specified.

Selection List

LSA and Acq Admin

Default copy location

Select the copy location that you would like to be applied to items that are created in the Acquisitions Module if no copy location is specified.

Selection List

LSA and Acq Admin

Default owning library for auto-created line item items

The default owning library to set when line item items are auto-created because the provider’s default copy count has been set. This applies if the "How to set default owning library for auto-created line item items" setting is set to "use_setting".

Org Unit

LSA and Acq Admin

Fund Spending Limit for Block

When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked.

Number

LSA and Acq Admin

Fund Spending Limit for Warning

When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked.

Number

LSA and Acq Admin

How to set default owning library for auto-created line item items

Strategy to use when setting the default owning library for line item items that are auto-created due to the the provider’s default copy count being set. Valid values are "workstation" to use the workstation library, "blank" to leave it blank, and "use_setting" to use the "Default owning library for auto-created line item items" setting. If not set, the workstation library will be used.

Text

LSA and Acq Admin

Initial status for received items

Allows staff to designate a custom copy status on received lineitems.

Selection List

LSA and Acq Admin

Rollover Distribution Formulae Funds

When year end processes run the funds specified in distribution formulae roll over to the new fiscal year.

True/False

LSA and Acq Admin

Rollover encumbrances only

This setting controls whether money and encumbrances or just encumbrances are rolled over when performing the Fiscal Year Close-out Operation.

True/false

LSA and Acq Admin

Set copy creator as receiver

When receiving a copy in acquisitions, set the copy "creator" to be the staff that received the copy

True/False

LSA and Acq Admin

Temporary barcode prefix

The temporary barcode prefix must be entered as your library code preceded by the letter A. This prevents conflicts between the libraries using acquisitions.

Text

LSA and Acq Admin

Temporary call number prefix

Enter a temporary call number prefix for items that are created in the Acquisitions Module.

Text

LSA and Acq Admin

Delete bib if all copies are deleted via Acquisitions lineitem cancellation.

This means when a line item is cancelled, if there are no longer copies at any library attached to the bibliographic record, the bibliographic record will be deleted

True/False

Sitka Support

Default TRUE


Table 22.2. Acquisitions Settings - Load MARC Order Records Defaults

Setting Description Data type Edited by Value to be Used

Upload Create PO

Create a purchase order by default during ACQ file upload

True/False

LSA and Acq Admin

TRUE

Upload Default Match Set

Default match set to use during ACQ file upload

Selection List

LSA and Acq Admin

SitkaMatch

Upload Default Merge Profile

Default merge profile to use during ACQ file upload

Selection List

LSA and Acq Admin

Merge Using EXISTING Record

Upload Import Non Matching by Default

Import non-matching records by default during ACQ file upload

True/False

LSA and Acq Admin

TRUE

Upload Merge on Best Match by Default

Merge records on best match by default during ACQ file upload

True/False

LSA and Acq Admin

TRUE


Note

The below settings are not used in Sitka’s Evergreen either due to our requirements for loading brief on order records or because the setting causes significant issues when used.

Table 22.3. Acquisitions Settings - Load MARC Order Records Defaults Not in Use

Setting Description Data type Edited by Notes

Upload Activate PO

Activate the purchase order by default during ACQ file upload

True/False

Sitka

Not used as staff should always double check purchase orders before activating them.

Upload Default Insufficient Quality Fall-Thru Profile

Default low-quality fall through profile used during ACQ file upload

Selection List

Sitka

This is not currently used by Sitka.

Upload Default Min. Quality Ratio

Default minimum quality ratio used during ACQ file upload

Number

Sitka

This is not currently used by Sitka.

Upload Default Provider

Default provider to use during ACQ file upload

Text

Sitka

Not used as staff need to set the provider or select the appropriate template to ensure the purchase order is created for the correct provider.

Upload Load Items for Imported Records by Default

Load items for imported records by default during ACQ file upload

True/False

Sitka

Not used as it creates items in the catalogue for purchase orders that may never be activated and those items must be manually deleted by library staff.

Upload Merge on Exact Match by Default

Merge records on exact match by default during ACQ file upload

True/False

Sitka

Not used for brief on order records.

Upload Merge on Single Match by Default

Merge records on single match by default during ACQ file upload

True/False

Sitka

Not used for brief on order records.


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