Sitka’s Evergreen Acquisitions Documentation


Table of Contents

I. Introduction
1. An Introduction to Acquisitions
2. Acquisitions Module Configuration
3. New Features in Evergreen Acquisitions Version 3.11
Searching
Ordering
Cancelling and Claiming
Administration
4. Recommended Workflows
Workflow: Upload MARC Records
Workflow: Order Shelf Ready Items
Workflow: Order from the Catalogue
Workflow: Blanket Orders
Workflow: Invoice Only
II. Searching
5. Acquisitions Search
General Search
Line Items Search
Purchase Orders Search
Invoices Search
Search for Selection Lists
Creating a New Default Search
Originating Acquisition
III. Selecting Using Selection Lists
6. Creating Selection Lists
Via a New Selection List
Via Load MARC Order Records
Via View/Place Orders
Via a Brief Record
Via MARC Federated Search
Via Load Catalog Record IDs
7. Adding Line Items to Selection Lists
Via a Brief Record
Via View/Place Orders
Via Load MARC Order Records
Via Load Catalog Record IDs
Via MARC Federated Search
8. Working with Selection Lists
Viewing Selection Lists
Cloning Selection Lists
Merging Selection Lists
Deleting Selection Lists
IV. Ordering
9. Creating Purchase Orders
Via Create Purchase Order
Via Load MARC Order Records
Via View/Place Orders
Via a Selection List
Via MARC Federated Search
Via Load Catalog Record IDs
10. Adding Line Items to Purchase Orders
Via a Brief Record
Via View/Place Orders
Via Load Catalog Record IDs
Via MARC Federated Search
11. Working with Purchase Orders
Activating Purchase Orders
Updating Purchase Order Names
Purchase Order Actions
Deleting Purchase Orders
12. Working with Line Items
Line Item Attributes
Add Items to a Line Item
Line Item Batch updater
Line Item Actions
Line Item Notes and Alerts
Line Item Status
Delete a Line Item
13. Working with Load MARC Order Records
Load MARC Order Record Fields
Import Errors
Setting Up Load MARC Order Records
V. Receiving and Invoicing
14. Receive
Receive Purchase Order
Receive Line items
Receive Copies
Receive Items on the Invoice
15. Invoices
Invoice details
Add Line items to the Invoice
View an Invoice
Close an Invoice
Re-open an Invoice
Print Invoices
VI. Cancelling and Claiming
16. Cancel / Delay Acquisitions
17. Claiming
Claim Policies
Claim-Ready Items
Claim Vouchers
VII. Managing Funds
18. Fund Administration
Funding Sources
Funds
Fund Tags
19. Acquisitions Year End
Year End Checklist
Sitka’s Acquisitions Year End Procedure
Fund Propagation and Rollover
VIII. Reporting on Acquisitions
20. Acquisitions Reports
IX. Administration
21. Permissions
Acquisitions Permission Groups
Granting Acquisitions Permissions
22. Acquisitions Settings in the Library Settings Editor
23. Providers
Create a Provider
Edit Provider
Delete Provider
Holding Definitions
View a Provider’s Invoices
View Purchase Orders
24. Optional Administrative Set-up
Claiming
Distribution Formulas
Line Item Alerts
Electronic Data Interchange (EDI)
Enhanced On Order records
X. Sitka’s Acquisitions Defaults
25. Currencies and Exchange Rates
Currency Types
Exchange Rates
26. Cancel Reasons
27. Invoice Item Types
28. Payment Methods
29. Line Item MARC Attributes
30. New Sitka Defaults
A. Licensing
Index

List of Tables

13.1. Purchase Order
13.2. Upload Settings
13.3. This Upload
22.1. Acquisitions Settings - General
22.2. Acquisitions Settings - Load MARC Order Records Defaults
22.3. Acquisitions Settings - Load MARC Order Records Defaults Not in Use

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