From 509524c0ac5e5f465cd87d943435531132c9a49c Mon Sep 17 00:00:00 2001 From: rsoulliere Date: Thu, 5 Apr 2012 08:23:09 -0400 Subject: [PATCH] Add acquisitions intro. --- acquisitions/introduction.txt | 25 +++++++++++++++++++++++++ root.txt | 6 ++---- 2 files changed, 27 insertions(+), 4 deletions(-) create mode 100644 acquisitions/introduction.txt diff --git a/acquisitions/introduction.txt b/acquisitions/introduction.txt new file mode 100644 index 0000000000..836a8bd74c --- /dev/null +++ b/acquisitions/introduction.txt @@ -0,0 +1,25 @@ +Acquisitions +------------ + +This section is intended for those who are responsible for managing and processing acquisitions. + +Before beginning to use Acquisitions, the following must be configured by an administrator: + +* Cancel/Suspend Reasons (optional) +* Claiming (optional) +* Currency Types (defaults exist) +* Distribution Formulas (optional) +* EDI Accounts (optional) (see link:../installation/edi_setup.txt[Setting Up EDI Acquisitions] under Software Installation) +* Exchange Rates (defaults exist) +* Funds and Fund Sources +* Invoice Types (defaults exist) and Invoice Payment Methods +* Line Item Features (optional) +* Merge Overlay Profiles and Record Match Sets (see link:../cataloging/batch_importing_MARC.txt[Batch Importing MARC Records] in Cataloging) +* Providers + +Acquisitons Workflow +~~~~~~~~~~~~~~~~~~~~ + +The following diagram shows how the workflow functions in Evergreen. One of the differences in this process you should notice is that when creating a selection list on the vendor site, libraries will be downloading and importing the vendor bibs and item records. + +image::media/acq_workflow.png[workflow diagram] \ No newline at end of file diff --git a/root.txt b/root.txt index ad7cc1a136..1ec2609d89 100644 --- a/root.txt +++ b/root.txt @@ -113,10 +113,7 @@ include::admin/recent_staff_searches.txt[] Acquisitions =========== -Introduction ------------- - -This part is intended for staff who are involved in managing and processing acquisitions. +include::acquisitions/introduction.txt[] include::acquisitions/selection_lists.txt[] @@ -126,6 +123,7 @@ include::acquisitions/federated.txt[] include::acquisitions/receive_items_from_invoice.txt[] + Cataloging ========== -- 2.43.2