1 <?xml version="1.0" encoding="UTF-8"?>
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2 <chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
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3 xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="acquisitions-module_GPLS">
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5 <title>The Acquisitions Module (from GPLS)</title>
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6 <abstract><para>This documentation is intended for users who will be performing front line
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7 processes in the acquisitions module. Documented functions include creating
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8 selection lists, creating and activating purchase orders, and receiving,
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9 invoicing, and claiming items. Administrative functions are documented in
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10 Administration Functions in the Acquisitions Module. This document is intended
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11 for first time users of the Acquisitions module as well as those who are
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12 familiar with the module and need only a reference guide. The contents of this
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13 document are alphabetized by topic.</para>
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16 <section id="_brief_records">
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17 <title>Brief Records</title>
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18 <simpara>Brief records are short bibliographic records with minimal information that are
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19 often used as placeholder records until items are received. Brief records can
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20 be added to selection lists or purchase orders and can be imported into the
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21 catalog. You can add brief records to new or existing selection lists. You can
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22 add brief records to new, pending or on-order purchase orders.</simpara>
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24 <title>Add brief records to a selection list</title>
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26 <step><simpara>Click Acquisitions → New Brief Record. You can also add brief records to
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27 an existing selection list by clicking the Actions menu on the selection list
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28 and choosing Add Brief Record.</simpara></step>
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29 <step><simpara>Choose a selection list from the drop down menu, or enter the name of a new selection list.</simpara></step>
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30 <step><simpara>Enter bibliographic information in the desired fields.</simpara></step>
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31 <step><simpara>Click Save Record.</simpara></step>
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35 <title>Add brief records to purchase orders</title>
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36 <simpara>You can add brief records to new or existing purchase orders.</simpara>
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38 <step><simpara>Open or create a purchase order.</simpara></step>
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39 <step><simpara>Click Add Brief Record.</simpara></step>
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40 <step><simpara>Enter bibliographic information in the desired fields. Notice that the
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41 record is added to the purchase order that you just created.</simpara></step>
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42 <step><simpara>Click Save Record.</simpara></step>
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46 <section id="_cancel_suspend_acquisitions">
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47 <title>Cancel/suspend acquisitions</title>
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48 <simpara>You can cancel entire purchase orders, line items on the purchase orders, and individual copies
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49 that are attached to a line item. You can also use cancel reasons to suspend purchase orders,
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50 line items, and copies. For example, a cancel reason such as Delayed Publication, would
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51 indicate that the item will be purchased when the item is published. The purchase is, in effect,
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52 suspended rather than cancelled, but the state of the purchase order, line item, or copy would
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53 still become cancelled.</simpara>
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55 <title>Cancel/suspend copies</title>
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56 <simpara>You can cancel or suspend line items that are in a state of on order or pending order.</simpara>
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58 <step><simpara>Select the Copies link.</simpara></step>
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59 <step><simpara>Click the Cancel link adjacent to the copy that you wish to cancel.</simpara></step>
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60 <step><simpara>Select a cancel reason from the drop down menu that appears, and click Cancel copy.</simpara></step>
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64 <title>Cancel/suspend line items</title>
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65 <simpara>You can cancel or suspend line items that are in a state of on order or pending order.</simpara>
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67 <step><simpara>Check the boxes of the line items that you wish to cancel.</simpara></step>
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68 <step><simpara>Click Actions →Cancel Selected Lineitems.</simpara></step>
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69 <step><simpara>Select a cancel reason from the drop down menu. Choose the cancel reason,
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70 and click Cancel Line Items. The status of the line item is now cancelled.</simpara></step>
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74 <title>Cancel/suspend purchase orders</title>
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76 <step><simpara>Notice the Cancel column in the top half of the purchase order.</simpara></step>
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77 <step><simpara>Click the drop down arrow adjacent to Cancel order, and select a reason for
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78 cancelling the order.</simpara></step>
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79 <step><simpara>Click Cancel order. The state of the purchase order is cancelled.</simpara></step>
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83 <section id="_claim_items">
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84 <title>Claim items</title>
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85 <simpara>Manual claiming of items can be accomplished in multiple ways, but electronic
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86 claiming is not available in the 2.0 release.</simpara>
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87 <simpara>You can apply claim policies to line items or individual copies. You also can
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88 use the default claim policy associated with your provider to claim items.</simpara>
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90 <title>Apply a claim policy</title>
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91 <simpara>You can apply a claim policy to an item in one of two ways: apply a claim
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92 policy to a line item when the item is created on the selection list or
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93 purchase order, or use the default claim policy associated with the provider on
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94 the purchase order. The default claim policy for a provider is established when
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95 the provider is created and will be used for claiming if no claim policy has
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96 been applied.</simpara>
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98 <step><simpara>Open a selection list or purchase order.</simpara></step>
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99 <step><simpara>Click the Actions drop down menu on the line item.</simpara></step>
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100 <step><simpara>Click Apply Claim Policy.</simpara></step>
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101 <step><simpara>A drop down menu of claim policies will appear. Choose a claim policy to
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102 apply to the line item. The claim policy will be applied to all items that have
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103 not been received or cancelled.</simpara></step>
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104 <step><simpara>Click Save.</simpara></step>
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108 <title>Change a claim policy</title>
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109 <simpara>You can manually change a claim policy that has been applied to a line item.</simpara>
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111 <step><simpara>Open a selection list or purchase order.</simpara></step>
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112 <step><simpara>Click the Actions drop down menu on the line item.</simpara></step>
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113 <step><simpara>Click Change Claim Policy.</simpara></step>
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114 <step><simpara>A drop down menu of claim policies will appear. Choose a claim policy to apply to the line
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115 item.</simpara></step>
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116 <step><simpara>Click Save.</simpara></step>
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120 <title>Claim an item</title>
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121 <simpara>You can manually claim items at any time after the item has been ordered.</simpara>
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123 <step><simpara>Open a purchase order.</simpara></step>
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124 <step><simpara>Click the Actions drop down menu on the line item.</simpara></step>
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125 <step><simpara>Click Claims. The number of existing claims appears in parentheses.</simpara></step>
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126 <step><simpara>A drop down menu of items to be claimed and possible claim actions appears.
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127 Check the boxes adjacent to the item that you want to claim and the action that
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128 you will take. You can claim items that have not been received or cancelled.</simpara></step>
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129 <step><simpara>Click Claim Selected.</simpara></step>
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130 <step><simpara>Select a claim type from the drop down menu. Entering a note is optional.</simpara></step>
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131 <step><simpara>Click Claim.</simpara></step>
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132 <step><simpara>The number of existing claims on the line item updates, and a claim voucher
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133 appears. The voucher can be printed and mailed to the vendor to initiate the
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134 claim.</simpara></step>
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138 <title>Produce a list of claim-ready items</title>
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139 <simpara>If an item has not been received and meets the conditions for claiming
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140 according to the item’s claim policy, then the item will be eligible for
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141 claiming. Evergreen can produce a list of items, by ordering branch, which is
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142 ready to be claimed. You can use this list to manually claim items from your
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143 provider.</simpara>
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145 <step><simpara>Click Acquisitions →Claim-Ready Items.</simpara></step>
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146 <step><simpara>Choose a branch from the drop down menu to claim items that were ordered by this
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147 branch.</simpara></step>
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148 <step><simpara>Any items that meet the conditions for claiming will appear.</simpara></step>
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149 <step><simpara>Check the box adjacent to the line items that you wish to claim. Click Claim selected items.</simpara></step>
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150 <step><simpara>Select a claim type from the drop down menu. Entering a note is optional.</simpara></step>
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151 <step><simpara>Click Claim.</simpara></step>
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155 <section id="_export_single_attribute_list">
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156 <title>Export Single Attribute List</title>
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157 <simpara>You can export ISBNs, ISSNs, or UPCs as a file from the list of line item(s). A list of ISBNs, for
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158 example, could be uploaded to vendor websites when placing orders.</simpara>
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160 <step><simpara>From a selection list or purchase order, check the boxes of the line items with attributes
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161 that you wish to export.</simpara></step>
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162 <step><simpara>Click Actions → Export Single Attribute List.</simpara></step>
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163 <step><simpara>Choose the line item attribute that you would like to export from the drop down list of
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164 attributes.</simpara></step>
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165 <step><simpara>Click Export List.</simpara></step>
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166 <step><simpara>Save the file to your computer.</simpara></step>
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167 <step><simpara>Open the file. Choose a program to open the file. The following is an example of an ISBN in
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168 a spreadsheet.</simpara></step>
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171 <section id="_funds">
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172 <title>Funds</title>
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173 <simpara>You can apply a single fund or multiple funds to copies on a selection list or
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174 purchase order. You can change the fund that has been applied to an item at
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175 any time on a selection list. You can change the fund that has been applied to
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176 an item on a purchase order if the purchase order has not yet been activated.</simpara>
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177 <simpara>Funds can be applied to items from the Copies link that is located on a line
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178 item. Funds can also be applied to copies by batch updating line items and
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179 their attendant copies.</simpara>
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181 <title>Apply funds to individual copies</title>
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183 <step><simpara>Click the Copies link on the line item.</simpara></step>
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184 <step><simpara>To apply a fund to an individual item, click the drop down arrow in the Fund field.</simpara>
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185 <note><simpara>A yellow fund name indicates that the balance in the fund has dropped to the
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186 warning percent that was entered in the admin module. A red fund name
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187 indicates that the balance in the fund has dropped to the stop percent that was
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188 entered in the admin module. Funds that have been closed out will no longer
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189 appear on the drop down list.</simpara></note>
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194 <title>Apply funds to copies via batch updates to line items</title>
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195 <simpara>You can apply funds to all copies on a line item(s) from the Actions menu on
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196 the selection list or the purchase order.</simpara>
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198 <step><simpara>Check the boxes of the line items with copies to which you would like to apply funds.</simpara></step>
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199 <step><simpara>Click Actions →Apply Funds to Selected Items.</simpara></step>
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200 <step><simpara>Select the fund that you wish to apply to the copies.</simpara></step>
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201 <step><simpara>Click Submit.</simpara></step>
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205 <section id="_invoice_acquisitions">
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206 <title>Invoice acquisitions</title>
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207 <simpara>You can create invoices for purchase orders, individual line items, and blanket
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208 purchases. You can also link existing invoices to purchase orders. In 2.0, all
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209 invoicing is manual.</simpara><simpara>You can invoice items before you receive the items if desired. You can also
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210 reopen closed invoices, and you can print all invoices.</simpara>
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212 <title>Create a blanket invoice</title>
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213 <simpara>You can create a blanket invoice for purchases that are not attached to a
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214 purchase order.</simpara>
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216 <step><simpara>Click Acquisitions → Create invoice.</simpara></step>
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217 <step><simpara>Enter the invoice information in the top half of the screen. </simpara></step>
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218 <step><simpara>Select a charge type from the drop down menu.</simpara></step>
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219 <step><simpara>Select a fund from the drop down menu.</simpara></step>
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220 <step><simpara>Enter a Title/Description of the resource.</simpara></step>
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221 <step><simpara>Enter the amount that you were billed.</simpara></step>
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222 <step><simpara>Enter the amount that you paid.</simpara></step>
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223 <step><simpara>Save the invoice.</simpara></step>
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227 <title>Create an invoice for a purchase order</title>
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228 <simpara>You can create an invoice for all of the line items on a purchase order. The
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229 only fields that are required to save the invoice are the Vendor Invoice ID and
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230 the number of items invoiced, billed, and paid for each line item. With the
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231 exception of fields with drop down menus, no limitations on the data that you
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232 enter exist.</simpara>
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234 <step><simpara>Open a purchase order.</simpara></step>
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235 <step><simpara>Click Create Invoice.</simpara></step>
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236 <step><simpara>Enter a Vendor Invoice ID. This number may be listed on the paper invoice sent from your
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237 vendor.</simpara></step>
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238 <step><simpara>Choose a Receive Method from the drop down menu.</simpara>
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239 <note><simpara>Only paper invoicing is available in the 2.0 release. Electronic invoicing
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240 may be available in future releases.</simpara></note>
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242 <step><simpara>The Provider is generated from the purchase order and is entered by default.</simpara></step>
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243 <step><simpara>Enter a note.</simpara></step>
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244 <step><simpara>Select a payment method from the drop down menu.</simpara></step>
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245 <step><simpara>The Invoice Date is entered by default as the date that you create the invoice. You can
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246 change the date by clicking in the field. A calendar drops down.</simpara></step>
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247 <step><simpara>Enter an Invoice Type.</simpara></step>
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248 <step><simpara>The Shipper defaults to the provider that was entered in the purchase order.</simpara></step>
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249 <step><simpara>Enter a Payment Authorization.</simpara></step>
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250 <step><simpara>The Receiver defaults to the branch at which your workstation is registered. You can
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251 change the receiver by selecting an org unit from the drop down menu.
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252 The bibliographic line items are listed in the next section of the invoice. Along with the title
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253 and author of the line items is a summary of copies ordered, received, invoiced, claimed, and
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254 cancelled. You can also view the amounts estimated, encumbered, and paid for each line item.
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255 Finally, each line item has a line item ID and links to the selection list (if used) and the purchase
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256 order.</simpara></step>
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257 <step><simpara>Enter the number of items that were invoiced, the amount that the organization was billed,
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258 and the amount that the organization paid.</simpara></step>
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259 <step><simpara>You have the option to add charge types if applicable. Charge types are additional charges
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260 that can be selected from the drop down menu. Common charge types include taxes and
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261 handling fees.</simpara></step>
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262 <step><simpara>You have three options for saving an invoice. You can click Save, which saves the changes
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263 that you have made, but keeps the invoice open. You can click Save and Prorate, which
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264 enables you to save the invoice and prorate any additional charges, such as taxes, across
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265 funds, if multiple funds have been used to pay the invoice. You also can click Save and
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266 Close. Choose this option when you have completed the invoice.</simpara></step>
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268 <note><simpara>You can re-open a closed invoice by clicking the link, Re-open invoice. This link
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269 appears at the bottom of a closed invoice.</simpara></note>
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272 <title>Link an existing invoice to a purchase order</title>
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273 <simpara>You can use the link invoice feature to link an existing invoice to a purchase
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274 order. For example, an invoice is received for a shipment with items on
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275 purchase order #1 and purchase order #2. When the invoice arrives, purchase
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276 order #1 is retrieved, and the invoice is created. To receive the items on
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277 purchase order #2, simply link the invoice to the purchase order. You do not
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278 need to recreate it.</simpara>
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280 <step><simpara>Open a purchase order.</simpara></step>
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281 <step><simpara>Click Link Invoice.</simpara></step>
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282 <step><simpara>Enter the Invoice # and the Provider of the invoice to which you wish to link.</simpara></step>
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283 <step><simpara>Click Link.</simpara></step>
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287 <title>View an invoice</title>
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288 <simpara>You can view an invoice in one of four ways: view open invoices; view invoices
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289 on a purchase order; view invoices by searching specific invoice fields; view
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290 invoices attached to a line item.</simpara>
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292 <listitem><simpara>To view open invoices, click Acquisitions → Open invoices. This opens the Acquisitions
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293 Search screen. The default fields search for open invoices. Click Search.</simpara></listitem>
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294 <listitem><simpara>To view invoices on a purchase order, open a purchase order, and click the View Invoices
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295 link. The number in parentheses indicates the number of invoices that are attached to the
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296 purchase order.</simpara></listitem>
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300 <section id="_line_items">
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301 <title>Line Items</title>
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302 <simpara>Line items represent bibliographic records on a selection list or purchase
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303 order. One line item corresponds to one bibliographic record. Line items
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304 contain attributes, which are characteristics of the bibliographic record, such
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305 as ISBNs or Title. Line items also contain copy information, price information,
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306 and notes and alerts.</simpara>
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308 <title>Add alerts to a line item</title>
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309 <simpara>Alerts are pop up messages that appear when an item is received. Alerts can be
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310 printed on the line item worksheet.</simpara>
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312 <step><simpara>Click the Notes link on the line item.</simpara></step>
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313 <step><simpara>Click the New Alert drop down button.</simpara></step>
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314 <step><simpara>Choose an alert code from the drop down menu.</simpara></step>
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315 <step><simpara>Add additional comments if desired.</simpara></step>
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316 <step><simpara>Click Create. The alert will display on the screen.</simpara></step>
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317 <step><simpara>Click Return to return to the line item. When you return to the line item,
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318 a flag will appear to indicate that an alert is on the line item.</simpara></step>
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322 <title>Add copies to a line item</title>
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323 <simpara>Use the Copies link to add copy information to a line item. You can add copies
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324 to line items on a selection list or a purchase order.</simpara>
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326 <step><simpara>Click the Copies link on a line item.</simpara></step>
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327 <step><simpara>Enter the number of items that you want to order in Item Count, and click Go. The number
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328 of items that you want to order will display below.</simpara></step>
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329 <step><simpara>If desired, apply a Distribution Formula from the drop down list. Distribution formulas tell
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330 the ILS how many copies should be distributed to each location.</simpara></step>
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331 <step><simpara>The owning branch and shelving location populate with entries from the distribution
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332 formula. Click Apply.</simpara></step>
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333 <step><simpara>Look back at the top gray row of text boxes above the distribution formula. Each text box in
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334 this row corresponds to the columns below. Changes made here will be applied to all
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335 copies below. Click Batch Update.</simpara></step>
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336 <step><simpara>Click Save Changes.</simpara></step>
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337 <step><simpara>Click Return to return to the selection list or purchase order.</simpara></step>
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338 <step><simpara>Add the item’s price to the line item in the Estimated Price field.</simpara></step>
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342 <title>Add notes to a line item</title>
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343 <simpara>Notes on line items can include any additional information that you want to add
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344 to the line item. Notes can be internal or can be made available to providers.
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345 Notes appear in a pop up box when an item is received. Notes can be printed on
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346 line item worksheets, which can be printed and placed in books for processing.</simpara>
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348 <step><simpara>Click the Notes link on the line item.</simpara></step>
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349 <step><simpara>Click the New Note drop down button.</simpara></step>
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350 <step><simpara>Enter a note.</simpara></step>
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351 <step><simpara>You have the option to make this note available to your provider. Click the
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352 check box adjacent to Note is vendor-public.</simpara></step>
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353 <step><simpara>Click Create. The note will appear on the screen.</simpara></step>
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354 <step><simpara>Click Return to return to the line item. When you return to the line item,
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355 a number in parentheses adjacent to notes indicates how many notes are attached
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356 to the item.</simpara></step>
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360 <title>Holdings maintenance</title>
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361 <simpara>After an item has been received, click Actions → Holdings Maintenance to edit
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362 holdings. The Holdings Maintenance screen opens in a new tab.</simpara>
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365 <title>Link to invoice</title>
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366 <simpara>Use the Link to invoice menu item to link the line item to an invoice that
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367 already exists in the ILS.</simpara>
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369 <step><simpara>Click Actions → Link to Invoice.</simpara></step>
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370 <step><simpara>A pop up box appears. Enter an invoice number.</simpara></step>
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371 <step><simpara>Enter a provider. The field will auto-complete.</simpara></step>
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372 <step><simpara>Click Link.</simpara></step>
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376 <title>Update barcodes</title>
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377 <simpara>After an item has been received, click Actions → Update Barcodes to edit
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378 holdings. The Volume and Copy Creator screen opens in a new tab.</simpara>
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381 <title>View history</title>
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382 <simpara>Click Actions → View history to view the changes that have occurred in the
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383 life of the line item.</simpara>
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386 <title>View invoice</title>
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387 <simpara>Click Actions → View invoice to view any invoices that are attached to the line item.</simpara>
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390 <title>Line Item Worksheet</title>
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391 <simpara>The Line Item Worksheet was designed to be a printable sheet that contains
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392 details about the line item, including alerts and notes, and distribution of
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393 the copies. This worksheet could placed in a book that is sent to cataloging or
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394 processing.</simpara>
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396 <step><simpara>From a selection list or purchase order, click the worksheet link on the line item.</simpara></step>
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397 <step><simpara>The line item worksheet appears.</simpara></step>
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398 <step><simpara>To print the worksheet, click the Print Page link in the top right corner.</simpara></step>
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402 <title>Link line items to the catalog</title>
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403 <simpara>You can link a MARC record or brief record on a selection list to the corresponding MARC record
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404 in the catalog. This may be useful for librarians who have a brief MARC record in their catalog
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405 and want to import a better record that is attached to their selection list. No collision detection
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406 exists when importing an item into the selection list or catalog, so the link to catalog option
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407 enables you to search for a matching record and link to it from the selection list or purchase
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408 order. When you import the record from the purchase order, the record will overlay the linked
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409 record in the catalog.</simpara>
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411 <step><simpara>From the line item, click Link to catalog.</simpara></step>
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412 <step><simpara>In the text box that pops up, search terms, such as ISBN and title, are entered by default.</simpara></step>
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413 <step><simpara>Click Search.</simpara></step>
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414 <step><simpara>Result(s) appear. Click the link to View MARC, or Select the record to link it to the record on
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415 the selection list or purchase order.</simpara></step>
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416 <step><simpara>The screen will reload, and the line item displays with a catalog link. The records are linked.</simpara></step>
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420 <section id="_load_bib_records_and_items_into_the_catalog">
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421 <title>Load Bib Records and Items Into the Catalog</title>
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422 <simpara>You can load bib records and items into the catalog at three different locations in the
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423 acquisitions module.</simpara>
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425 <listitem><simpara>You can import bib records and items (if holdings information is attached) when you upload
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426 MARC order records. Click Acquisitions → Load MARC Order Records and check the box
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427 adjacent to Load Bibs and Items into the ILS.</simpara></listitem>
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428 <listitem><simpara>You can import bib records and items into the catalog when you create a purchase order
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429 from a selection list. From the selection list, click Actions → Create Purchase Order. Check
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430 the box adjacent to Load Bibs and Items into the ILS to import the records into the catalog.</simpara></listitem>
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431 <listitem><simpara>You can import bib records and items into the catalog from a purchase order by clicking
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432 Actions → Load Bibs and Items.</simpara></listitem>
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434 <note><simpara>If you have not loaded bib records and items into the catalog before you activate
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435 a purchase order, then the ILS will automatically import the bib records and
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436 items into the catalog when you activate the purchase order.</simpara></note>
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439 <title>Load Catalog Record IDs</title>
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440 <simpara>The Load Catalog Record IDs function enables you to create line items from a
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441 list of catalog records whose record IDs are saved in a CSV file.</simpara><simpara>This would be useful if you want to batch order copies of items that your
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442 organization already owns. For example, you run a copy/hold ratio report to
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443 identify how many copies you have available compared to the number of holds
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444 that are on your Hot Fiction display. You decide that you want to order an
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445 extra copy of six titles. Your copy/hold ratio report includes the record ID of
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446 each title. You can save the record IDs into a CSV file, upload the file into
\r
447 the ILS, and create a purchase order for the items.</simpara>
\r
449 <step><simpara>Create a CSV file with the record ID of each catalog record in the first
\r
450 column of the spreadsheet. You can create this CSV file from a spreadsheet
\r
451 generated by a report, as suggested in the aforementioned example. You can also
\r
452 copy and paste record IDs from the catalog record into the CSV file.</simpara>
\r
453 <note><simpara>Record IDs are auto-generated digits associated with each record. They are
\r
454 found in the Record Summary that appears at the top of each record.</simpara></note>
\r
456 <step><simpara>Save the CSV file to your computer.</simpara></step>
\r
457 <step><simpara>Click Acquisitions → Load Catalog Record IDs.</simpara></step>
\r
458 <step><simpara>Click Load More Terms.</simpara></step>
\r
459 <step><simpara>The screen will display the number of terms (record IDs) that have been loaded.</simpara></step>
\r
460 <step><simpara>Click Retrieve Records. The records will appear as line items to which you can add copies,
\r
461 notes, and pricing information. Use the Actions menu to save these items to a selection list or
\r
462 purchase order.</simpara></step>
\r
466 <title>Load MARC Order Records</title>
\r
467 <simpara>The Load MARC Order Records screen enables you to upload MARC records that have been
\r
468 saved on your computer into the ILS. You can add the records to a selection list and/or to a
\r
469 purchase order. You can both create and activate purchase orders in one step from this
\r
470 interface. Also, from this interface, you can load bibs and items into the catalog.</simpara>
\r
472 <step><simpara>Click Acquisitions → Load MARC Order Records</simpara></step>
\r
473 <step><simpara>If you want to upload the MARC records to a new purchase order, then click the check box
\r
474 adjacent to Create Purchase Order.</simpara></step>
\r
475 <step><simpara>If you want to activate the purchase order at the time of creation, then click the check box
\r
476 adjacent to Activate Purchase Order.</simpara></step>
\r
477 <step><simpara>If you want to load bibs and items into the catalog, then click the check box adjacent to
\r
478 Load Bibs and Items into the ILS.</simpara></step>
\r
479 <step><simpara>Enter the name of the Provider. The text will auto-complete.</simpara></step>
\r
480 <step><simpara>Select an org unit from the drop down menu. The context org unit is the org unit that
\r
481 "owns" the bib record. You should select a physical location rather than a political or
\r
482 administrative org unit as the context org unit. For example, the Smith County Library
\r
483 System is funding purchase of a copy of Gone with the Wind. The system owns the bib
\r
484 record, but it cannot receive the physical item. The acquisitions librarian will choose a
\r
485 physical branch of that system, a processing center or an individual branch, to receive the
\r
486 item.</simpara></step>
\r
487 <step><simpara>If you want to upload the records to a selection list, you can select a list from the drop down
\r
488 menu, or type in the name of the selection list that you want to create.</simpara></step>
\r
489 <step><simpara>Click Browse to search for the file of bibliographic records.</simpara></step>
\r
490 <step><simpara>Click Upload.</simpara></step>
\r
491 <step><simpara>A summary of the items that have been processed will appear.</simpara></step>
\r
492 <step><simpara>Click the links that appear to view the purchase order or the selection list.</simpara></step>
\r
496 <title>MARC Federated Search</title>
\r
497 <simpara>The MARC Federated Search enables you to import bibliographic records into a selection list or
\r
498 purchase order from a Z39.50 source.</simpara>
\r
500 <step><simpara>Click Acquisitions → MARC Federated Search.</simpara></step>
\r
501 <step><simpara>Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is
\r
502 checked by default. Click Submit.</simpara></step>
\r
503 <step><simpara>A list of results will appear. Click the Copies link to add copy information to the line item.</simpara></step>
\r
504 <step><simpara>Click the Notes link to add notes or line item alerts to the line item.</simpara></step>
\r
505 <step><simpara>Enter a price in the Estimated Price field.</simpara></step>
\r
506 <step><simpara>You can save the line item(s) to a selection list by checking the box on the line item and
\r
507 clicking Actions →Save Items to Selection List. You can also create a purchase order from
\r
508 the line item(s) by checking the box on the line item and clicking Actions → Create
\r
509 Purchase Order.</simpara></step>
\r
513 <section id="_patron_requests">
\r
514 <title>Patron Requests</title>
\r
515 <simpara>The patron requests interface will allow you to view requests that patrons make
\r
516 via the OPAC. The functionality for OPAC requests is not currently available
\r
517 in the native Evergreen interface, so the screen remains blank in 2.0.</simpara>
\r
519 <section id="_purchase_orders">
\r
520 <title>Purchase Orders</title>
\r
521 <simpara>You can create a purchase order from a selection list, a batch upload of MARC
\r
522 order records, the View/Place Orders link in the catalog, or results from a
\r
523 MARC Federated Search. You can also create blanket
\r
524 purchase orders to which you can add brief records or generic charges and fees.</simpara>
\r
526 <title>Activate a purchase order</title>
\r
527 <simpara>Before you can active a purchase order, the following criteria must be met:</simpara>
\r
529 <step><simpara>The field, Activate Order?, is located in the top half of the purchase order. The answer
\r
530 adjacent to this field must be Yes.</simpara></step>
\r
531 <step><simpara>Each line item must contain an estimated price. If the Activate Order? field in the top half
\r
532 of the purchase order reads, No: The lineitem has no price (ACQ_LINEITEM_NO_PRICE),
\r
533 then simply enter a price in the estimated price field, tab out of the field, and click Reload.</simpara></step>
\r
534 </procedure><simpara>When the above criteria have been met, proceed with the following:
\r
535 . Look at the Activate Order? field in the top half of the purchase order. Click the
\r
536 hyperlinked Activate Order. When you activate the order, the bibliographic records and
\r
537 copies will be imported into the catalog, and the funds associated with the purchases will be
\r
538 encumbered.</simpara>
\r
539 <note><simpara>You can add brief records to new or existing purchase orders.</simpara></note>
\r
542 <title>Add charges, taxes, fees, or discounts to a purchase order</title>
\r
543 <simpara>You can add charges, taxes, fees, or discounts to a purchase order. These
\r
544 additional charges will be reflected in the amounts that are estimated and
\r
545 encumbered on the purchase order.</simpara>
\r
547 <step><simpara>Open or create a purchase order.</simpara></step>
\r
548 <step><simpara>Click New charge.</simpara></step>
\r
549 <step><simpara>Select a charge type from the drop down menu.</simpara></step>
\r
550 <step><simpara>Select a fund from the drop down menu.</simpara></step>
\r
551 <step><simpara>Enter a Title/Description, Author, and Note if applicable.</simpara></step>
\r
552 <step><simpara>Enter an estimated cost.</simpara></step>
\r
553 <step><simpara>Add another new charge, or click Save New Charges.</simpara></step>
\r
555 <note><simpara>Discounts are not consistently supported in the 2.0 release.</simpara></note>
\r
558 <title>Add notes to a purchase order</title>
\r
559 <simpara>You can add notes to each purchase order. These can be viewed by staff and/or
\r
560 by the provider. By default, notes are only visible to staff.</simpara>
\r
562 <step><simpara>Open a purchase order.</simpara></step>
\r
563 <step><simpara>In the top half of the purchase order, you see a Notes field. The number of notes that are
\r
564 attached to the purchase order is hyperlinked in parentheses next to the Notes field.</simpara></step>
\r
565 <step><simpara>Click the hyperlinked number.</simpara></step>
\r
566 <step><simpara>Click New Note.</simpara></step>
\r
567 <step><simpara>Enter the note. If you wish to make it available to the provider, click the check box adjacent
\r
568 to Note is vendor-public.</simpara></step>
\r
569 <step><simpara>Click Create.</simpara></step>
\r
573 <title>Create a purchase order</title>
\r
575 <step><simpara>Click Acquisitions → Create Purchase Order.</simpara></step>
\r
576 <step><simpara>A pop-up box appears. Select an owning library from the drop down menu.</simpara></step>
\r
577 <step><simpara>Enter a provider in the box. The text will auto complete.</simpara></step>
\r
578 <step><simpara>Check the box adjacent to Prepayment Required.</simpara></step>
\r
579 <step><simpara>Click Save.</simpara></step>
\r
580 <step><simpara>The purchase order has been created. You can now create a new charge type or add a brief
\r
581 record.</simpara></step>
\r
583 <note><simpara>The Total Estimated is the sum of the prices. The Total Encumbered is the total
\r
584 estimated that is encumbered when the purchase order is activated. The Total
\r
585 Spent column automatically updates when the items are invoiced.</simpara></note>
\r
588 <title>Mark ready for order</title>
\r
589 <simpara>After an item has been added to a selection list or purchase order, you can mark it ready for
\r
590 order. This step is optional but may be useful to individual workflows.</simpara>
\r
592 <step><simpara>If you want to mark part of a selection list ready for selector, then you can check the box(es)
\r
593 of the line item(s) that you wish to mark ready for selector. If you want to mark the entire
\r
594 list ready for selector, then skip to step 2.</simpara></step>
\r
595 <step><simpara>Click Actions → Mark Ready for Order.</simpara></step>
\r
596 <step><simpara>A pop up box will appear. Choose to mark the selected line items or all line items.</simpara></step>
\r
597 <step><simpara>Click Go.</simpara></step>
\r
598 <step><simpara>The screen will refresh. The line item will be highlighted gray, and the status will change to
\r
599 order-ready.</simpara></step>
\r
603 <title>Name a purchase order</title>
\r
604 <simpara>A new purchase order is given the purchase order ID as a default name. However,
\r
605 you can change that name to any grouping of letters or numbers. You can reuse
\r
606 purchase order names as long as a name is never used twice in the same year.</simpara>
\r
608 <step><simpara>Open or create a purchase order.</simpara></step>
\r
609 <step><simpara>The Name of the purchase order is in the top left column of the purchase order. The
\r
610 hyperlinked number is an internal ID number that Evergreen has assigned.</simpara></step>
\r
611 <step><simpara>To change this number, click on the hyperlinked ID.</simpara></step>
\r
612 <step><simpara>Enter a new purchase order number in the pop up box.</simpara></step>
\r
613 <step><simpara>Click OK.</simpara></step>
\r
617 <title>Print purchase orders</title>
\r
618 <simpara>You can print a purchase order from the purchase order screen. If you add a
\r
619 note to a line item, the note will only appear in the Notes column on the
\r
620 printed purchase order if you make the note vendor-public. Currently, no notes
\r
621 appear in the Notes to the Vendor section of the printed purchase order.</simpara>
\r
623 <step><simpara>Open a purchase order.</simpara></step>
\r
624 <step><simpara>Click Actions → Print Purchase Order.</simpara></step>
\r
628 <title>Split order by line items</title>
\r
629 <simpara>You can create a purchase order with multiple line items, and then split the
\r
630 purchase order so that each line item is on separate purchase orders.</simpara><simpara>When a purchase order is in the status of pending, a link to split order by
\r
631 Lineitems appears in the bottom left corner of the top half of the screen.</simpara>
\r
633 <step><simpara>Click Split Order by Lineitems.</simpara></step>
\r
634 <step><simpara>A pop up box will confirm that you want to split the purchase order. Click OK to continue.</simpara></step>
\r
635 <step><simpara>The items will display by default as a virtual combined purchase order. Future
\r
636 enhancements will allow you to activate the purchase order for each item from this screen.</simpara></step>
\r
640 <title>View On-Order Purchase Orders</title>
\r
641 <simpara>You can view a list of on-order purchase orders by clicking Acquisitions –> Purchase Orders. The
\r
642 ordering agency defaults to the branch at which your workstation is registered. The state of the
\r
643 purchase order defaults to on-order.</simpara><simpara>You can add more search terms by clicking Add Search Term. Search terms are ANDed together.
\r
644 Click Search to begin your search.</simpara><simpara>If you want to expand or change your search of purchase orders, you can choose other criteria
\r
645 from the drop down menus.</simpara>
\r
648 <title>View EDI messages on a purchase order</title>
\r
649 <simpara>You can view electronic messages from your vendor about a specific purchase order.</simpara>
\r
651 <step><simpara>Open a purchase order.</simpara></step>
\r
652 <step><simpara>In the top half of the purchase order, you see an EDI Messages field. The number of
\r
653 messages that are attached to the purchase order is hyperlinked in parentheses next to the
\r
654 EDI Messages field.</simpara></step>
\r
655 <step><simpara>Click the hyperlinked number to view the messages.</simpara></step>
\r
659 <title>View Purchase Order History</title>
\r
660 <simpara>In the top half of the purchase order, you can view the history of the purchase
\r
661 order. Click the View link in the History field.</simpara>
\r
664 <section id="acquisitions_receiving">
\r
665 <title>Receiving</title>
\r
666 <simpara>You can receive and un-receive entire purchase orders, line items, and
\r
667 individual copies. You can receive items before or after you invoice items.</simpara>
\r
669 <title>Receive/un-receive copies</title>
\r
671 <listitem><simpara>To receive copies, click the Copies link on the line item, and click the Mark Received link
\r
672 adjacent to each copy.</simpara></listitem>
\r
673 <listitem><simpara>To un-receive copies, click the Copies link on the line item, and click the Un-Receive link
\r
674 adjacent to each copy.</simpara></listitem>
\r
678 <title>Receive/un-receive line items</title>
\r
680 <listitem><simpara>To receive a line item, click the Actions → Mark Received link on the line item.</simpara></listitem>
\r
681 <listitem><simpara>To un-receive a line item, click the Actions → Un-receive link on the line item.</simpara></listitem>
\r
685 <title>Receive/un-receive purchase orders</title>
\r
687 <listitem><simpara>To receive a purchase order, click Actions →Mark Purchase Order as Received. The
\r
688 purchase order will have a state of received.</simpara></listitem>
\r
689 <listitem><simpara>To un-receive a purchase order, click Actions →Un-Receive Purchase Order. The purchase
\r
690 will have a state of on order.</simpara></listitem>
\r
694 <section id="acquisitons_searching">
\r
695 <title>Searching</title>
\r
696 <simpara>In the acquisitions module, you can search line items, line items and catalog
\r
697 records, selection lists, purchase orders, and invoices. To access the
\r
698 searching interface, click Acquisitions → General Search.</simpara>
\r
699 <note><simpara>Users may wish to begin their acquisitions process by searching line items
\r
700 and catalog records. This ensures that they do not purchase an item that the
\r
701 library already owns or is on another selection list or purchase order.</simpara></note>
\r
703 <step><simpara>Choose the object that you would like to search from the drop down menu.</simpara></step>
\r
704 <step><simpara>Next, refine your search by choosing the specific fields that you would like to search. Click
\r
705 Add Search Term to add more fields. Search terms are ANDed together. Click the red X at
\r
706 the end of each row to delete search terms. Some search terms will be disabled depending
\r
707 on your choice of items to search.</simpara></step>
\r
708 <step><simpara>After you have added search term(s), click Search or click the Enter key. A list of results
\r
709 appears.</simpara></step>
\r
710 <step><simpara>If you want to edit your search, click the Reveal Search button in the top right corner of the
\r
711 results screen to display your search.</simpara></step>
\r
714 <section id="acquisitons__selection_lists">
\r
715 <title>Selection Lists</title>
\r
716 <simpara>Selection lists allow you to create, manage, and save lists of items that you
\r
717 may want to purchase. To view your selection list, click Acquisitions → My
\r
718 Selection Lists. Use the general search to view selection lists created by
\r
719 other users.</simpara>
\r
721 <title>Create a selection list</title>
\r
722 <simpara>Selection lists can be created in four areas within the module. Selection lists can be created
\r
723 when you Add Brief Records, Upload MARC Order Records, or find records through the MARC
\r
724 Federated Search. In each of these interfaces, you will find the Add to Selection List field.
\r
725 Enter the name of the selection list that you want to create in that field.
\r
726 Selection lists can also be created through the My Selection Lists interface:</simpara>
\r
728 <step><simpara>Click Acquisitions → My Selection Lists.</simpara></step>
\r
729 <step><simpara>Click the New Selection List drop down arrow.</simpara></step>
\r
730 <step><simpara>Enter the name of the selection list in the box that appears.</simpara></step>
\r
731 <step><simpara>Click Create.</simpara></step>
\r
735 <title>Add items to a selection list</title>
\r
736 <simpara>You can add items to a selection list in one of three ways: add a brief record; upload MARC order records; add records through a
\r
737 federated search; or use the View/Place Orders menu item in the
\r
741 <title>Clone selection lists</title>
\r
742 <simpara>Cloning selection lists enables you to copy one selection list into a new
\r
743 selection list. You can maintain both copies of the list, or you can delete the
\r
744 previous list.</simpara>
\r
746 <step><simpara>Click Acquisitions → My Selection Lists.</simpara></step>
\r
747 <step><simpara>Check the box adjacent to the list that you want to clone.</simpara></step>
\r
748 <step><simpara>Click Clone Selected.</simpara></step>
\r
749 <step><simpara>Enter a name into the box that appears, and click Clone.</simpara></step>
\r
753 <title>Merge selection lists</title>
\r
754 <simpara>You can merge two or more selection lists into one selection list.</simpara>
\r
756 <step><simpara>Click Acquisitions → My Selection Lists.</simpara></step>
\r
757 <step><simpara>Check the boxes adjacent to the selection lists that you want to merge, and click Merge
\r
758 Selected.</simpara></step>
\r
759 <step><simpara>Choose the Lead Selection List from the drop down menu. This is the list to which the items
\r
760 on the other list(s) will be transferred.</simpara></step>
\r
761 <step><simpara>Click Merge.</simpara></step>
\r
765 <title>Delete selection lists</title>
\r
766 <simpara>You can delete selection lists that you do not want to save. You will not be able to retrieve
\r
767 these items through the General Search after you have deleted the list. You must delete all line
\r
768 items from a selection list before you can delete the list.</simpara>
\r
770 <step><simpara>Click Acquisitions → My Selection Lists.</simpara></step>
\r
771 <step><simpara>Check the box adjacent to the selection list(s) that you want to delete.</simpara></step>
\r
772 <step><simpara>Click Delete Selected.</simpara></step>
\r
776 <title>Mark Ready for Selector</title>
\r
777 <simpara>After an item has been added to a selection list or purchase order, you can
\r
778 mark it ready for selector. This step is optional but may be useful to
\r
779 individual workflows.</simpara>
\r
781 <step><simpara>If you want to mark part of a selection list ready for selector, then you can check the box(es)
\r
782 of the line item(s) that you wish to mark ready for selector. If you want to mark the entire
\r
783 list ready for selector, then skip to step 2.</simpara></step>
\r
784 <step><simpara>Click Actions → Mark Ready for Selector.</simpara></step>
\r
785 <step><simpara>A pop up box will appear. Choose to mark the selected line items or all line items.</simpara></step>
\r
786 <step><simpara>Click Go.</simpara></step>
\r
787 <step><simpara>The screen will refresh. The marked line item(s) will be highlighted pink, and the status
\r
788 changes to selector-ready.</simpara></step>
\r
792 <title>Convert selection list to purchase order</title>
\r
793 <simpara>Use the Actions menu to convert a selection list to a purchase order.</simpara>
\r
795 <step><simpara>From a selection list, click Actions → Create Purchase Order.</simpara></step>
\r
796 <step><simpara>A pop up box will appear.</simpara></step>
\r
797 <step><simpara>Select the ordering agency from the drop down menu.</simpara></step>
\r
798 <step><simpara>Enter the provider.</simpara></step>
\r
799 <step><simpara>Check the box adjacent to prepayment required if prepayment is required.</simpara></step>
\r
800 <step><simpara>Choose if you will add All Lineitems or Selected Lineitems to your purchase order.</simpara></step>
\r
801 <step><simpara>Check the box if you want to Import Bibs and Create Copies in the catalog.</simpara></step>
\r
802 <step><simpara>Click Submit.</simpara></step>
\r
806 <section id="acquisitons_view_place_orders">
\r
807 <title>View/Place Orders</title>
\r
809 <step><simpara>Open a bib record.</simpara></step>
\r
810 <step><simpara>Click Actions for this Record → View/Place Orders.</simpara></step>
\r
811 <step><simpara>Click Add to Selection List, or click Create Purchase Order.</simpara></step>
\r
projects / working / Evergreen.git / blob