From 245e1b7e4d8778a02543a7fc23b887e02fdc13f4 Mon Sep 17 00:00:00 2001 From: rsoulliere Date: Thu, 5 Apr 2012 10:32:31 -0400 Subject: [PATCH] Merge selction lists sections into one chapter file. --- acquisitions/brief_records.txt | 32 ------- acquisitions/federated.txt | 24 ------ ...ction_lists.txt => selection_lists_po.txt} | 85 ++++++++++++++++--- root.txt | 6 +- 4 files changed, 74 insertions(+), 73 deletions(-) delete mode 100644 acquisitions/brief_records.txt delete mode 100644 acquisitions/federated.txt rename acquisitions/{selection_lists.txt => selection_lists_po.txt} (54%) diff --git a/acquisitions/brief_records.txt b/acquisitions/brief_records.txt deleted file mode 100644 index 4fff77373c..0000000000 --- a/acquisitions/brief_records.txt +++ /dev/null @@ -1,32 +0,0 @@ -Brief Records -------------- - -Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records can be added to selection lists or purchase orders and can be imported into the catalog. You can add brief records to new or existing selection lists. You can add brief records to new, pending or on-order purchase orders. - -Add brief records to a selection list -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -. Click _Acquisitions -> New Brief Record_. You can also add brief records to an existing selection list by clicking the Actions menu on the selection list and choosing _Add Brief Record_. - -. Choose a selection list from the drop down menu, or enter the name of a new selection list. - -. Enter bibliographic information in the desired fields. - -. Click Save Record. - -image::media/acq_brief_record.png[] - -Add brief records to purchase orders -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -You can add brief records to new or existing purchase orders. - -. Open or create a purchase order. See the section on link:03-PO.txt[purchase orders] for more information. - -. Click _Add Brief Record_. - -. Enter bibliographic information in the desired fields. Notice that the record is added to the purchase order that you just created. - -. Click _Save Record_. - -image::media/acq_brief_record-2.png[] \ No newline at end of file diff --git a/acquisitions/federated.txt b/acquisitions/federated.txt deleted file mode 100644 index e54bb6dfa1..0000000000 --- a/acquisitions/federated.txt +++ /dev/null @@ -1,24 +0,0 @@ -MARC Federated Search ---------------------- - -The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source. - -. Click _Acquisitions -> MARC Federated Search_. - -. Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is checked by default. Click Submit. - -+ ----- -image::media/acq_marc_search.png[search form] ----- -+ - -. A list of results will appear. Click the _Copies_ link to add copy information to the line item. See the link:line_items.txt[section on Line Items] for more information. - -. Click the Notes link to add notes or line item alerts to the line item. See the link:line_items.txt[section on Line Items] for more information. - -. Enter a price in the _Estimated Price_ field. - -. You can save the line item(s) to a selection list by checking the box on the line item and clicking _Actions -> Save Items to Selection List_. You can also create a purchase order from the line item(s) by checking the box on the line item and clicking _Actions -> Create Purchase Order_. - -image::media/acq_marc_search-2.png[line item] \ No newline at end of file diff --git a/acquisitions/selection_lists.txt b/acquisitions/selection_lists_po.txt similarity index 54% rename from acquisitions/selection_lists.txt rename to acquisitions/selection_lists_po.txt index adae2b2fab..ff224fb2fc 100644 --- a/acquisitions/selection_lists.txt +++ b/acquisitions/selection_lists_po.txt @@ -1,10 +1,13 @@ +Selection Lists and Purchase Orders +----------------------------------- + Selection Lists ---------------- +~~~~~~~~~~~~~~~ -Selection lists allow you to create, manage, and save lists of items that you may want to purchase. To view your selection list, click Acquisitions -> My Selection Lists. Use the general search to view selection lists created by other users. +Selection lists allow you to create, manage, and save lists of items that you may want to purchase. To view your selection list, click Acquisitions ~> My Selection Lists. Use the general search to view selection lists created by other users. Create a selection list -~~~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^^^ Selection lists can be created in four areas within the module. Selection lists can be created when you link:brief_records.txt[Add Brief Records], Upload MARC Order Records, or find records through the link:federated.txt[MARC Federated Search]. In each of these interfaces, you will find the Add to Selection List field. Enter the name of the selection list that you want to create in that field. @@ -22,12 +25,12 @@ Selection lists can also be created through the My Selection Lists interface: image::media/acq_selection_create.png[create selection list] Add items to a selection list -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ You can add items to a selection list in one of three ways: link:brief_records.txt[add a brief record]; upload MARC order records; add records through a link:federated.txt[federated search]; or use the link:federated.txt[View/Place Orders] menu item in the catalog. Clone selection lists -~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^ Cloning selection lists enables you to copy one selection list into a new selection list. You can maintain both copies of the list, or you can delete the previous list. @@ -43,7 +46,7 @@ Cloning selection lists enables you to copy one selection list into a new select image::media/acq_selection_clone.png[clone selection list] Merge selection lists -~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^ You can merge two or more selection lists into one selection list. @@ -59,7 +62,7 @@ You can merge two or more selection lists into one selection list. image::media/acq_selection_merge.png[merge selection list] Delete selection lists -~~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^^ You can delete selection lists that you do not want to save. You will not be able to retrieve these items through the General Search after you have deleted the list. You must delete all line items from a selection list before you can delete the list. @@ -72,7 +75,7 @@ You can delete selection lists that you do not want to save. You will not be abl Mark Ready for Selector -~~~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^^^ After an item has been added to a selection list or purchase order, you can mark it ready for selector. This step is optional but may be useful to individual workflows. @@ -85,17 +88,17 @@ After an item has been added to a selection list or purchase order, you can mark . Click Go. -. The screen will refresh. The marked line item(s) will be highlighted pink, and the status changes to selector-ready. +. The screen will refresh. The marked line item(s) will be highlighted pink, and the status changes to selector~ready. image::media/acq_selection_mark_ready.png[mark ready] Convert selection list to purchase order -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Use the Actions menu to convert a selection list to a purchase order. -. From a selection list, click Actions -> Create Purchase Order. +. From a selection list, click Actions ~> Create Purchase Order. . A pop up box will appear. @@ -109,4 +112,62 @@ Use the Actions menu to convert a selection list to a purchase order. . Check the box if you want to Import Bibs and Create Copies in the catalog. -. Click Submit. \ No newline at end of file +. Click Submit. + +Brief Records +~~~~~~~~~~~~~ + +Brief records are short bibliographic records with minimal information that are often used as placeholder records until items are received. Brief records can be added to selection lists or purchase orders and can be imported into the catalog. You can add brief records to new or existing selection lists. You can add brief records to new, pending or on~order purchase orders. + +Add brief records to a selection list +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +. Click _Acquisitions -> New Brief Record_. You can also add brief records to an existing selection list by clicking the Actions menu on the selection list and choosing _Add Brief Record_. + +. Choose a selection list from the drop down menu, or enter the name of a new selection list. + +. Enter bibliographic information in the desired fields. + +. Click Save Record. + +image::media/acq_brief_record.png[] + +Add brief records to purchase orders +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +You can add brief records to new or existing purchase orders. + +. Open or create a purchase order. See the section on link:03~PO.txt[purchase orders] for more information. + +. Click _Add Brief Record_. + +. Enter bibliographic information in the desired fields. Notice that the record is added to the purchase order that you just created. + +. Click _Save Record_. + +image::media/acq_brief_record~2.png[] + +MARC Federated Search +~~~~~~~~~~~~~~~~~~~~~ + +The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source. + +. Click _Acquisitions -> MARC Federated Search_. + +. Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is checked by default. Click Submit. + ++ +~~~~ +image::media/acq_marc_search.png[search form] +~~~~ ++ + +. A list of results will appear. Click the _Copies_ link to add copy information to the line item. See the link:line_items.txt[section on Line Items] for more information. + +. Click the Notes link to add notes or line item alerts to the line item. See the link:line_items.txt[section on Line Items] for more information. + +. Enter a price in the _Estimated Price_ field. + +. You can save the line item(s) to a selection list by checking the box on the line item and clicking _Actions ~> Save Items to Selection List_. You can also create a purchase order from the line item(s) by checking the box on the line item and clicking _Actions ~> Create Purchase Order_. + +image::media/acq_marc_search~2.png[line item] diff --git a/root.txt b/root.txt index 1ec2609d89..c929b5e064 100644 --- a/root.txt +++ b/root.txt @@ -115,11 +115,7 @@ Acquisitions include::acquisitions/introduction.txt[] -include::acquisitions/selection_lists.txt[] - -include::acquisitions/brief_records.txt[] - -include::acquisitions/federated.txt[] +include::acquisitions/selection_lists_po.txt[] include::acquisitions/receive_items_from_invoice.txt[] -- 2.43.2