Sitka Evergreen Acquisitions User Manual

Evergreen 2.12

Last updated May 23, 2017

Table of Contents

I. Introduction
1. An Introduction to Acquisitions
1.1. Default Acquisitions Toolbar
2. New in Evergreen Version 2.12
2.1. New Acquisition Cost field in Item attributes
2.2. New Acquisitions setting in the Library setting editor allows the library to designate a copy status for received lineitems
2.3. The funds drop down menu in the funding source interface will now only display active funds
2.4. Purchase orders will now automatically update to received status when the last on order copy is marked as received or cancelled.
3. Recommended Workflows
3.1. Workflow: Selection Using the Catalogue
3.2. Workflow: Selection Using Brief Records
3.3. Workflow: Selection By Loading MARC Order Records
3.4. Workflow: Enhanced On Order Records
3.5. Workflow: Shelf Ready Items with Enhanced On Order Records
3.6. Workflow: Tracking Preview Items
II. Acquisitions
4. Search the Acquisitions Module
4.1. Using the General Search
4.2. Searching for Line Items
4.3. Searching for Line Items and Catalogue Records
4.4. Searching for Selection Lists
4.5. Searching for Purchase Orders
4.6. Searching for Invoices
5. Selection Lists
5.1. My Selection Lists Interface
5.2. Create a Selection List
5.3. Add Line Items to a Selection List
5.4. Clone a Selection List
5.5. Merge Selection Lists
5.6. Delete a Selection List
5.7. Mark Ready for Selector
5.8. Convert a Selection List to a Purchase Order
6. Add Records
6.1. Brief Records
6.2. Load MARC Order Records
6.3. MARC Federated Search
6.4. Load Catalog Record IDs
6.5. View/Place Orders
7. Purchase Orders
7.1. Mark Ready for Order
7.2. Creating Purchase Orders
7.3. Name a Purchase Order
7.4. Add Brief Records to a Purchase Order
7.5. Add Line Items to a Purchase Order
7.6. Blanket Orders
7.7. Add Charges, Taxes, and/or Fees to a Purchase Order
7.8. Add Notes to a Purchase Order
7.9. Activating Purchase Orders
7.10. Cancelling and Suspending Purchase Orders
7.11. Print a Purchase Order
7.12. View On-Order Purchase Orders
7.13. Receiving and Un-Receiving Purchase Orders
7.14. View EDI Messages on a Purchase Order
7.15. View Purchase Order History
8. Loading Bibliographic Records and Items into the Catalogue
8.1. Where to Load Bibliographic Records and Items into the Catalogue
8.2. How to Load Bibliographic Records and Items into the Catalogue
8.3. Merging Records Using the Vandelay Interface
8.4. Auto-Overlay In Process Acquisitions Copies
9. Line Items
9.1. Line Item Batch Updater
9.2. Order Identifier Selector
9.3. Line Item Detailed View
9.4. Link Line Items to the Catalog
9.5. Line Item Worksheet
9.6. Add a Copy to a Line Item
9.7. Add an Alert to a Line Item
9.8. Add a Note to a Line Item
9.9. Line Item Actions Menu
9.10. Line Item Statuses
9.11. Estimated Price
9.12. Cancelling and Suspending Line Item
9.13. Delete a Line Item
9.14. Apply Funds to Line Items
10. Export Single Attribute List
10.1. How to Export a Single Attribute List
11. Cancel/Suspend Acquisitions
11.1. Cancelling and Suspending Purchase Orders
11.2. Cancelling and Suspending Line Items
11.3. Cancelling and Suspending Copies
12. Receive/Un-receive Acquisitions
12.1. Receiving and Un-Receiving Purchase Orders
12.2. Receiving and Un-Receiving Line Items
12.3. Receiving and Un-Receiving Copies
12.4. Receive Line Items From an Invoice
13. Invoices
13.1. Creating Invoices
13.2. Invoice Interface
13.3. Populating Invoices
13.4. Invoice and Receive Blanket Orders
13.5. Invoice Charges
13.6. Add Additional Copies to an Invoice
13.7. Detach Line Items from an Invoice
13.8. View an Invoice
13.9. Printing Invoices
13.10. Close an Invoice
13.11. Re-open an Invoice
III. Administration
14. Acquisitions Administration Initial Set Up
14.1. Acquisitions Initial Set Up
15. Funding Sources
15.1. Create a Funding Source
15.2. Edit a Funding Source
15.3. Apply Credits to a Funding Source
15.4. Allocate Credit to Funds - Funding Source Interface
15.5. Track Debits and Credits
16. Funds
16.1. Create a Fund
16.2. Edit a Fund
16.3. Allocate Credit to Funds - Fund Interface
16.4. Transfer Credit Between Funds
16.5. Track Balances and Expenditures
16.6. Fund Tags
17. Providers
17.1. Create a Provider
17.2. Add an Additional Address
17.3. Add a Contact
17.4. Edit a Provider
17.5. Attribute Definitions
17.6. Holding Subfields
17.7. View a Provider's Invoices
18. Permissions and Settings
18.1. Acquisitions Specific Settings in Library Settings Editor
18.2. Acquisitions Permissions Overview
18.3. Secondary Group Permissions
19. Acquisitions Year End
19.1. Year End Checklist
19.2. Sitka Acquisitions Year End Procedure
19.3. Fund Propagation and Rollover
20. Acquisitions Module Additional Administrative Settings
20.1. Distribution Formulas
20.2. Create a Line Item Alert
20.3. How to Make Your On-order Records OPAC Invisible
20.4. Electronic Data Interchange (EDI)
IV. Sitka-wide Acquisitions Defaults
21. Acquisitions Module Sitka-wide Defaults
21.1. Currency Types
21.2. Exchange Rates
21.3. Cancel Reasons
21.4. Invoice Item Type
21.5. Invoice Payment Methods
21.6. Line Item MARC Attribute Definitions
21.7. New Sitka-wide Defaults

List of Tables

18.1. Acquisitions
18.2. Acquisitions - Load MARC Order Record Defaults

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