Chapter 21. Acquisitions Settings in the Library Settings Editor

Chapter 21. Acquisitions Settings in the Library Settings Editor
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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 21.1. 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 21.2. 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 21.3. 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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