From a1c75a79e1f6a242830b1faee193c592693bf99a Mon Sep 17 00:00:00 2001 From: Jillianne Presley Date: Sat, 9 Sep 2017 16:42:20 -0700 Subject: [PATCH] Docs reorg: adding acquisitions manual Signed-off-by: Jane Sandberg --- docs/acquisitions/introduction.adoc | 9 ++-- docs/acquisitions/invoices.adoc | 2 + .../purchase_requests_management.adoc | 3 ++ docs/acquisitions/selection_lists_po.adoc | 4 +- .../vandelay_acquisitions_integration.adoc | 6 ++- docs/root_acquisitions.adoc | 47 +++++++++++++++++++ 6 files changed, 65 insertions(+), 6 deletions(-) create mode 100644 docs/root_acquisitions.adoc diff --git a/docs/acquisitions/introduction.adoc b/docs/acquisitions/introduction.adoc index f9e0880f63..4ec6f2f5a0 100644 --- a/docs/acquisitions/introduction.adoc +++ b/docs/acquisitions/introduction.adoc @@ -1,7 +1,8 @@ Acquisitions ------------ -This section is intended for those who are responsible for managing and processing acquisitions. +Initial Configuration +~~~~~~~~~~~~~~~~~~~~~ Before beginning to use Acquisitions, the following must be configured by an administrator: @@ -9,14 +10,16 @@ Before beginning to use Acquisitions, the following must be configured by an adm * Claiming (optional) * Currency Types (defaults exist) * Distribution Formulas (optional) -* EDI Accounts (optional) (see <<_setting_up_edi_acquisitions,Setting Up EDI Acquisitions>> under Software Installation) +* EDI Accounts (optional) * 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 <<_batch_importing_marc_records,Batch Importing MARC Records>> in Cataloging) +* Merge Overlay Profiles and Record Match Sets * Providers +More details can be found in the Staff Client System Administration manual. + Acquisitions Workflow ~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/acquisitions/invoices.adoc b/docs/acquisitions/invoices.adoc index 2abfce8754..442bd735b0 100644 --- a/docs/acquisitions/invoices.adoc +++ b/docs/acquisitions/invoices.adoc @@ -1,6 +1,8 @@ Invoices -------- +Introduction +~~~~~~~~~~~~ indexterm:[acquisitions,invoices] diff --git a/docs/acquisitions/purchase_requests_management.adoc b/docs/acquisitions/purchase_requests_management.adoc index d5cebb79a0..90a0555245 100644 --- a/docs/acquisitions/purchase_requests_management.adoc +++ b/docs/acquisitions/purchase_requests_management.adoc @@ -1,6 +1,9 @@ Managing patron purchase requests --------------------------------- +Introduction +~~~~~~~~~~~~ + indexterm:[purchase requests] Patrons may wish to suggest titles for your Library to purchase. You can track these requests within Evergreen, diff --git a/docs/acquisitions/selection_lists_po.adoc b/docs/acquisitions/selection_lists_po.adoc index a66ca566f6..607cc3c215 100644 --- a/docs/acquisitions/selection_lists_po.adoc +++ b/docs/acquisitions/selection_lists_po.adoc @@ -9,7 +9,7 @@ Selection lists allow you to create, manage, and save lists of items that you ma Create a selection list ^^^^^^^^^^^^^^^^^^^^^^^ -Selection lists can be created in four areas within the module. Selection lists can be created when you <<_brief_records,Add Brief Records>>, Upload MARC Order Records, or find records through the <<_marc_federated_search_2,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. +Selection lists can be created in four areas within the module. Selection lists can be created when you <<_brief_records,Add Brief Records>>, Upload MARC Order Records, or find records through the <<_marc_federated_search,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. Selection lists can also be created through the My Selection Lists interface: @@ -23,7 +23,7 @@ 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: <<_brief_records,add a brief record>>; upload MARC order records; add records through a <<_marc_federated_search_2,federated search>>; or use the View/Place Orders menu item in the catalog. +You can add items to a selection list in one of three ways: <<_brief_records,add a brief record>>; upload MARC order records; add records through a <<_marc_federated_search,federated search>>; or use the View/Place Orders menu item in the catalog. Clone selection lists ^^^^^^^^^^^^^^^^^^^^^ diff --git a/docs/acquisitions/vandelay_acquisitions_integration.adoc b/docs/acquisitions/vandelay_acquisitions_integration.adoc index b1f98a10cc..34536222f3 100644 --- a/docs/acquisitions/vandelay_acquisitions_integration.adoc +++ b/docs/acquisitions/vandelay_acquisitions_integration.adoc @@ -1,5 +1,9 @@ Load MARC Order Records ----------------------- + +Introduction +~~~~~~~~~~~~ + The Acquisitions Load MARC Order Record interface enables you to add MARC records to selection lists and purchase orders and upload the records into the catalog. You can both create and activate purchase orders in one step from this @@ -10,7 +14,7 @@ interface, you can also utilize record matching mechanisms to prevent the creation of duplicate records. For detailed instructions on record matching and importing, see -<>. +the cataloging manual. Basic Upload Options ~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/root_acquisitions.adoc b/docs/root_acquisitions.adoc new file mode 100644 index 0000000000..244cc6cad9 --- /dev/null +++ b/docs/root_acquisitions.adoc @@ -0,0 +1,47 @@ +Using Evergreen's Acquistions Module +==================================== +Documentation Interest Group +:doctype: book +:toc: +:numbered: + +Introduction +============ + +include::shared/about_this_documentation.adoc[] + +This guide to Evergreen is intended to meet the needs of library workers +who use Evergreen's Acquisitions module. +It is organized into Parts, Chapters, and Sections addressing key +aspects of the software. + +Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/. + + + +include::shared/about_evergreen.adoc[] + +:leveloffset: -1 + +include::admin/web_client-login.adoc[] + +include::acquisitions/introduction.adoc[] + +include::acquisitions/selection_lists_po.adoc[] + +include::acquisitions/vandelay_acquisitions_integration.adoc[] + +include::acquisitions/invoices.adoc[] + +include::acquisitions/receive_items_from_invoice.adoc[] + +include::acquisitions/purchase_requests_management.adoc[] + +:leveloffset: 0 + +include::acquisitions/purchase_requests_patron_view.adoc[] + +include::shared/attributions.adoc[] + +include::shared/end_matter.adoc[] + -- 2.43.2