Menu text and screenshots updated in Providers section.
[sitka/doc/acquisitions.git] / admin / admin-acq-providers.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acq-providers">\r
4 <info>\r
5 <title>Providers</title>\r
6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
63219881 16 <para>Providers are vendors. Each provider used in the acquisitions process needs a provider profile. This profile contains information pertaining to \r
7cc399ec 17contacting the provider, claiming, EDI, and holding subfields. Providers can be edited should information change.</para></abstract>\r
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18 \r
19\r
20 </info>\r
21\r
e81dc611 22\r
431bd94f 23<section xml:id="create-provider">\r
e81dc611 24<title>Create a Provider</title>\r
7cc399ec 25<para>Providers must be created in the acquisitions module before users can create purchase orders for providers.</para>\r
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26\r
27<procedure>\r
28<step>\r
29<informalfigure>\r
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30<para>Select <menuchoice>\r
31 <guimenu>Admin</guimenu>\r
616541f5 32 <guisubmenu>Acquisitions Administration</guisubmenu>\r
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33 <guimenuitem>Providers</guimenuitem>\r
34 </menuchoice>.</para> \r
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35<para><mediaobject>\r
36<alt>screenshot of providers</alt>\r
37\r
38<imageobject>\r
39<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
40</imageobject>\r
41</mediaobject></para>\r
42</informalfigure>\r
43</step>\r
44\r
45<step>\r
46<informalfigure>\r
47<para>Click <guibutton>New Provider</guibutton>.</para>\r
48<para><mediaobject>\r
49<alt>screenshot of providers</alt>\r
50\r
51<imageobject>\r
52<imagedata fileref="media/create-providers-2.png" scalefit="0"></imagedata>\r
53</imageobject>\r
54</mediaobject></para>\r
55</informalfigure>\r
56</step>\r
57\r
58<step>\r
59<informalfigure>\r
7cc399ec 60<para>Fill in the fields. Information on specific fields is available in the <link linkend="provider-profile">Provider Profile</link>.</para> \r
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61<para><mediaobject>\r
62<alt>screenshot of providers</alt>\r
63\r
64<imageobject>\r
65<imagedata fileref="media/create-providers-3.png" scalefit="0"></imagedata>\r
66</imageobject>\r
67</mediaobject></para>\r
68</informalfigure>\r
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69</step>\r
70\r
71<step>\r
72<informalfigure>\r
73<para>Click <guibutton>Save</guibutton>.</para>\r
74<para><mediaobject>\r
75<alt>screenshot of providers</alt>\r
76\r
77<imageobject>\r
78<imagedata fileref="media/create-providers-4.png" scalefit="0"></imagedata>\r
79</imageobject>\r
80</mediaobject></para>\r
81</informalfigure>\r
82</step>\r
83</procedure>\r
e81dc611 84\r
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85<simplesect xml:id="provider-profile">\r
86<title>Provider Profile</title>\r
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87<itemizedlist>\r
88<listitem>\r
89<para>Enter the provider name.</para>\r
90</listitem>\r
91<listitem>\r
92<para>Create a unique code for the provider. There is no limit to the number of characters that can be entered in this field.</para>\r
7cc399ec 93<para>This code is used throughout the acquisitions module to identify the provider.</para>\r
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94</listitem>\r
95<listitem>\r
96<para>Select an owner from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this provider.</para>\r
97</listitem>\r
98<listitem>\r
99<para>Select a currency from the drop down menu.</para>\r
100</listitem>\r
101<listitem>\r
102<para>Check the box adjacent to <guilabel>Active</guilabel> to activate the provider. Unchecking this box deactivates the provider. A provider must be \r
103active in order for purchase orders to be made from that provider.</para>\r
104</listitem>\r
105<listitem>\r
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106<para>Enter the default number of copies for the provider.</para>\r
107<para>When line items are added to purchase orders for this provider the default number of copies will be automatically created.</para>\r
108</listitem>\r
109<listitem>\r
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110<para>Select a <link linkend="claim-defaults">default claim policy</link> from the drop down menu. Choose the policy that best describes the policy you use with the provider. The default policy \r
111does not need to cover all possible situations as it is possible to override with a different policy at the time of the claim.</para>\r
7cc399ec 112<para>This field may be left blank if no default policy should be applied to the provider.</para>\r
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113</listitem>\r
114<listitem>\r
115<para>Do <emphasis>NOT</emphasis> select an EDI default from the drop down menu. Leave this field blank. EDI defaults must be created after the provider and then \r
116linked. See EDI Accounts for more information.</para>\r
117</listitem>\r
118<listitem>\r
119<para>In the <guilabel>E-mail</guilabel> field, enter the provider's e-mail address.</para>\r
120</listitem>\r
121<listitem>\r
122<para>In the <guilabel>Fax Phone</guilabel> field, enter the provider's fax number.</para>\r
123</listitem>\r
124<listitem>\r
125<para>If your provider enters holding data in MARC records, enter <emphasis>970</emphasis> into the <guilabel>Holdings Tag</guilabel> field.</para>\r
126</listitem>\r
127<listitem>\r
128<para>In the <guilabel>Phone</guilabel> field, enter the provider's phone number.</para>\r
129</listitem>\r
130<listitem>\r
131<para>If prepayment is required to purchase from this provider, check the box adjacent to <guilabel>Prepayment Required</guilabel>.</para>\r
132</listitem>\r
133<listitem>\r
134<para>In the <guilabel>SAN</guilabel> field, enter the seven digit Standard Address Number for your provider.</para>\r
e1fd8f98 135<para>This field is required is EDI will be used with the provider.</para>\r
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136</listitem>\r
137<listitem>\r
138<para>In the <guilabel>URL</guilabel> field, enter the web address for the provider's website.</para>\r
139</listitem>\r
140</itemizedlist>\r
431bd94f 141</simplesect>\r
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142\r
143<note><para>After you save the provider profile, the screen reloads so that you can save additional information about the provider. You can also access this\r
144<guilabel>Provider Details</guilabel> screen by clicking the hyperlinked name of the provider on the <guilabel>Providers</guilabel> screen. The tabs on the\r
145<guilabel>Provider Details</guilabel> screen allow you to add a provider address, provider contacts, attribute definitions, and holdings subfields. You can \r
146also view invoices associated with the provider on the <guilabel>Provider Details</guilabel> screen.</para></note>\r
431bd94f 147</section>\r
e81dc611 148\r
431bd94f 149<section xml:id="add-address-provider">\r
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150<title>Add an Additional Address</title>\r
151\r
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152<para>A provider's address appears on printed purchase orders for that provider. Additional addresses can be added to the provider profile for providers with \r
153multiple offices.</para>\r
e81dc611 154\r
7cc399ec 155<procedure>\r
e81dc611 156<step>\r
7cc399ec 157<para>Open the provider you would like to add an address to.</para>\r
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158</step>\r
159\r
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160<step>\r
161<informalfigure>\r
162<para>Click <guibutton>New Provider Address</guibutton>. A pop-up will appear.</para>\r
163<para><mediaobject>\r
164<alt>screenshot of providers</alt>\r
165\r
166<imageobject>\r
167<imagedata fileref="media/create-address-providers-2.png" scalefit="0"></imagedata>\r
168</imageobject>\r
169</mediaobject></para>\r
170</informalfigure>\r
171</step>\r
172\r
173<step>\r
174<informalfigure>\r
175<para>Enter a name for the address in the <guilabel>Address Type</guilabel> field.</para>\r
176<para><mediaobject>\r
177<alt>screenshot of providers</alt>\r
178\r
179<imageobject>\r
180<imagedata fileref="media/create-address-providers-3.png" scalefit="0"></imagedata>\r
181</imageobject>\r
182</mediaobject></para>\r
183</informalfigure>\r
184</step>\r
185\r
186<step>\r
187<para>Fill in the address details. Required fields are:</para>\r
188<itemizedlist>\r
189<listitem>\r
190<para>Street 1</para>\r
191</listitem>\r
192<listitem>\r
193<para>City</para>\r
194</listitem>\r
195<listitem>\r
196<para>State</para>\r
197</listitem>\r
198<listitem>\r
199<para>Country</para>\r
200</listitem>\r
201<listitem>\r
202<para>Post Code</para>\r
203</listitem>\r
204</itemizedlist>\r
205</step>\r
206\r
207<step>\r
208<para>Check the box adjacent to <guilabel>Is Valid?</guilabel> if the address is valid.</para>\r
209</step>\r
210\r
211<step>\r
212<informalfigure>\r
213<para>Click <guibutton>Save</guibutton>.</para>\r
214<para><mediaobject>\r
215<alt>screenshot of providers</alt>\r
216\r
217<imageobject>\r
218<imagedata fileref="media/create-address-providers-4.png" scalefit="0"></imagedata>\r
219</imageobject>\r
220</mediaobject></para>\r
221</informalfigure>\r
222</step>\r
223</procedure>\r
224\r
431bd94f 225</section>\r
e81dc611 226\r
431bd94f 227<section xml:id="add-contact-provider">\r
e81dc611 228<title>Add a Contact</title>\r
7cc399ec 229<para>The names of contacts and their specific contact details can be added to providers.</para>\r
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230\r
231<procedure>\r
232<step>\r
7cc399ec 233<para>Open the provider you would like to add a contact to.</para>\r
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234</step>\r
235\r
236<step>\r
237<informalfigure>\r
238<para>Click the <guilabel>Provider Contact</guilabel> tab.</para>\r
239<para><mediaobject>\r
240<alt>screenshot of providers</alt>\r
241\r
242<imageobject>\r
243<imagedata fileref="media/create-contact-providers-1.png" scalefit="0"></imagedata>\r
244</imageobject>\r
245</mediaobject></para>\r
246</informalfigure>\r
247</step>\r
248\r
249<step>\r
250<informalfigure>\r
251<para>Click <guibutton>New Contact</guibutton>. A pop-up will appear.</para>\r
252<para><mediaobject>\r
253<alt>screenshot of providers</alt>\r
254\r
255<imageobject>\r
256<imagedata fileref="media/create-contact-providers-2.png" scalefit="0"></imagedata>\r
257</imageobject>\r
258</mediaobject></para>\r
259</informalfigure>\r
260</step>\r
261\r
262<step>\r
263<informalfigure>\r
7cc399ec 264<para>Enter the name of the contact, the contact's role, email, and phone number in the respective fields.</para>\r
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265<para><mediaobject>\r
266<alt>screenshot of providers</alt>\r
267\r
268<imageobject>\r
269<imagedata fileref="media/create-contact-providers-3.png" scalefit="0"></imagedata>\r
270</imageobject>\r
271</mediaobject></para>\r
272</informalfigure>\r
273</step>\r
274\r
275<step>\r
276<informalfigure>\r
277<para>Click <guibutton>Save</guibutton>.</para>\r
278<para><mediaobject>\r
279<alt>screenshot of providers</alt>\r
280\r
281<imageobject>\r
282<imagedata fileref="media/create-contact-providers-4.png" scalefit="0"></imagedata>\r
283</imageobject>\r
284</mediaobject></para>\r
285</informalfigure>\r
286</step>\r
287\r
288<step>\r
289<informalfigure>\r
290<para>Click <guibutton>Reload</guibutton>.</para>\r
291<para><mediaobject>\r
292<alt>screenshot of providers</alt>\r
293\r
294<imageobject>\r
295<imagedata fileref="media/create-contact-providers-5.png" scalefit="0"></imagedata>\r
296</imageobject>\r
297</mediaobject></para>\r
298</informalfigure>\r
299</step>\r
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300</procedure>\r
301\r
302<simplesect xml:id="contact-address">\r
303<title>Add an Address to a Contact</title>\r
304<para>Addresses can be attached to specific contacts.</para>\r
305\r
306<procedure>\r
307<step>\r
308<para>Open the <guilabel>Provider Contact</guilabel> tab.</para>\r
309</step>\r
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310\r
311<step>\r
312<informalfigure>\r
313<para>Click <guibutton>New Contact Address</guibutton> further down the page. A pop-up will appear.</para>\r
314<para><mediaobject>\r
315<alt>screenshot of providers</alt>\r
316\r
317<imageobject>\r
318<imagedata fileref="media/create-contact-providers-6.png" scalefit="0"></imagedata>\r
319</imageobject>\r
320</mediaobject></para>\r
321</informalfigure>\r
322</step>\r
323\r
324<step>\r
325<informalfigure>\r
7cc399ec 326<para>In the <guilabel>Type</guilabel> field, enter the type of address for your contact.</para>\r
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327<para><mediaobject>\r
328<alt>screenshot of providers</alt>\r
329\r
330<imageobject>\r
331<imagedata fileref="media/create-contact-providers-7.png" scalefit="0"></imagedata>\r
332</imageobject>\r
333</mediaobject></para>\r
334</informalfigure>\r
335</step>\r
336\r
337<step>\r
338<para>From the <guilabel>Contact</guilabel> drop down menu select the ID number of your contact.</para>\r
339</step>\r
340\r
341<step>\r
342<para>Fill in the address details. Required fields are:</para>\r
343<itemizedlist>\r
344<listitem>\r
345<para>Street 1</para>\r
346</listitem>\r
347<listitem>\r
348<para>City</para>\r
349</listitem>\r
350<listitem>\r
351<para>State</para>\r
352</listitem>\r
353<listitem>\r
354<para>Country</para>\r
355</listitem>\r
356<listitem>\r
357<para>Post Code</para>\r
358</listitem>\r
359</itemizedlist>\r
360</step>\r
361<step>\r
362<para>Check the box adjacent to <guilabel>Is Valid?</guilabel> if the address is valid.</para>\r
363</step>\r
364\r
365<step>\r
366<informalfigure>\r
367<para>Click <guibutton>Save</guibutton>.</para>\r
368<para><mediaobject>\r
369<alt>screenshot of providers</alt>\r
370\r
371<imageobject>\r
372<imagedata fileref="media/create-contact-providers-8.png" scalefit="0"></imagedata>\r
373</imageobject>\r
374</mediaobject></para>\r
375</informalfigure>\r
376</step>\r
377</procedure>\r
378\r
7cc399ec 379</simplesect>\r
431bd94f 380</section>\r
e81dc611 381\r
431bd94f 382<section xml:id="edit-provider">\r
e81dc611 383<title>Edit a Provider</title>\r
7cc399ec 384<para>Provider information can be updated at any time.</para>\r
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385\r
386<procedure>\r
387<step>\r
388<informalfigure>\r
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389<para>Select <menuchoice>\r
390 <guimenu>Admin</guimenu>\r
616541f5 391 <guisubmenu>Acquisitions Administration</guisubmenu>\r
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392 <guimenuitem>Providers</guimenuitem>\r
393 </menuchoice>.</para> \r
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394<para><mediaobject>\r
395<alt>screenshot of providers</alt>\r
396\r
397<imageobject>\r
398<imagedata fileref="media/create-providers-1.png" scalefit="0"></imagedata>\r
399</imageobject>\r
400</mediaobject></para>\r
401</informalfigure>\r
402</step>\r
403\r
404<step>\r
405<informalfigure>\r
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406<para>If needed use the <guilabel>Filter</guilabel> to locate the desired provider.</para>\r
407<para><mediaobject>\r
408<alt>screenshot of providers</alt>\r
409\r
410<imageobject>\r
411<imagedata fileref="media/edit-providers-filter-1.png" scalefit="0"></imagedata>\r
412</imageobject>\r
413</mediaobject></para>\r
414</informalfigure>\r
415\r
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416<note>\r
417<informalfigure>\r
418<para>Providers can be filtered on the following fields:</para>\r
419\r
420<para><mediaobject>\r
421<alt>screenshot of providers</alt>\r
422\r
423<imageobject>\r
424<imagedata fileref="media/edit-providers-filter-2.png" scalefit="0"></imagedata>\r
425</imageobject>\r
426</mediaobject></para>\r
427</informalfigure>\r
428\r
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429</note>\r
430\r
431</step>\r
432\r
433<step>\r
434<informalfigure>\r
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435<para>Click the hyperlinked name of the provider you would like to edit.</para>\r
436<para><mediaobject>\r
437<alt>screenshot of providers</alt>\r
438\r
439<imageobject>\r
e1fd8f98 440<imagedata fileref="media/edit-provider-0.png" scalefit="0"></imagedata>\r
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441</imageobject>\r
442</mediaobject></para>\r
443</informalfigure>\r
444</step>\r
445\r
446<step>\r
447<informalfigure>\r
448<para>Make your changes in the top half of the <guilabel>Provider Details</guilabel> screen.</para>\r
449<para><mediaobject>\r
450<alt>screenshot of providers</alt>\r
451\r
452<imageobject>\r
453<imagedata fileref="media/edit-provider-1.png" scalefit="0"></imagedata>\r
454</imageobject>\r
455</mediaobject></para>\r
456</informalfigure>\r
457</step>\r
458\r
459<step>\r
460<informalfigure>\r
461<para>Click <guibutton>Save</guibutton>.</para>\r
462<para><mediaobject>\r
463<alt>screenshot of providers</alt>\r
464\r
465<imageobject>\r
466<imagedata fileref="media/edit-provider-2.png" scalefit="0"></imagedata>\r
467</imageobject>\r
468</mediaobject></para>\r
469</informalfigure>\r
470</step>\r
471\r
472</procedure>\r
473\r
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474<note><para>Before a provider can be deleted any additional addresses, contacts, attribute definitions, and holdings subfields must be deleted first. You are then \r
475able to delete the provider on the Provider List page by checking the box adjacent to the provider's name and clicking <guibutton>Delete Selected</guibutton>.</para>\r
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476<para>You can only delete providers if no purchase orders have been assigned to them.</para></note>\r
477\r
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478</section>\r
479\r
480\r
481<section xml:id="add-attr-definitions">\r
482<title>Attribute Definitions</title>\r
483\r
7cc399ec 484<note><para>Not currently in use by Sitka Libraries.</para></note>\r
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485\r
486<para>Your provider may include information that is specific to your organization in MARC tags. You can specify the types of information that should be entered in\r
487entered in each MARC tag. Enter attribute definitions to correlate MARC tags with the information that they should contain in incoming vendor records. Some\r
488technical knowledge is required to enter XPath information.</para>\r
489\r
490<procedure>\r
491<step>\r
7cc399ec 492<para>Open a provider.</para>\r
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493</step>\r
494\r
495<step>\r
496<informalfigure>\r
497<para>Click the <guilabel>Attribute Definitions</guilabel> tab.</para>\r
498<para><mediaobject>\r
499<alt>screenshot of attribute definition</alt>\r
500\r
501<imageobject>\r
502<imagedata fileref="media/add-attr-def-1.png" scalefit="0"></imagedata>\r
503</imageobject>\r
504</mediaobject></para>\r
505</informalfigure>\r
506</step>\r
507\r
508<step>\r
509<informalfigure>\r
510<para>Click <guibutton>New Attribute Definition</guibutton>. A pop-up will appear.</para>\r
511<para><mediaobject>\r
512<alt>screenshot of attribute definition</alt>\r
513\r
514<imageobject>\r
515<imagedata fileref="media/add-attr-def-2.png" scalefit="0"></imagedata>\r
516</imageobject>\r
517</mediaobject></para>\r
518</informalfigure>\r
519</step>\r
520\r
521<step>\r
522<informalfigure>\r
523<para>In the <guilabel>Code</guilabel> field, enter a code for your attribute definition.</para>\r
524<para><mediaobject>\r
525<alt>screenshot of attribute definition</alt>\r
526\r
527<imageobject>\r
528<imagedata fileref="media/add-attr-def-3.png" scalefit="0"></imagedata>\r
529</imageobject>\r
530</mediaobject></para>\r
531</informalfigure>\r
532</step>\r
533\r
534<step>\r
535<para>In the <guilabel>Description</guilabel> field, enter a description of the attribute definition.</para>\r
536</step>\r
537\r
538<step>\r
539<para>Check the box adjacent to <guilabel>Is Identifier?</guilabel>, if the attribute definition is the identifier.</para>\r
540</step>\r
541\r
542<step>\r
543<para>In the <guilabel>Remove</guilabel> field, enter whatever remove means.</para>\r
544</step>\r
545\r
546<step>\r
547<para>In the <guilabel>XPath</guilabel> field, enter the XPath for the attribute definition.</para>\r
548</step>\r
549\r
550<step>\r
551<para>Click <guibutton>Save</guibutton>.</para>\r
552</step>\r
553</procedure>\r
554\r
555</section>\r
556\r
557\r
558<section xml:id="holding-subfield">\r
559<title>Holding Subfields</title>\r
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560<para><link xlink:show="new" xlink:href="https://goo.gl/Rm9cIU">\r
561 <emphasis role="bold">Sitka Acquisitions Video - Holdings Subfields (2:38)</emphasis></link></para>\r
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562<para>Holding subfields are used with a 970 Holdings Tag to allow you to specify subfields within the holding tags to which your provider adds holdings \r
563information. </para>\r
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564\r
565<simplesect xml:id="add-holding-subfield">\r
566<procedure>\r
567<step>\r
7cc399ec 568<para>Open a provider.</para>\r
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569</step>\r
570\r
571<step>\r
572<informalfigure>\r
573<para>Click the <guilabel>Holding Subfield</guilabel> tab.</para>\r
574<para><mediaobject>\r
575<alt>screenshot of holding subfield</alt>\r
576\r
577<imageobject>\r
578<imagedata fileref="media/add-holding-subfield-1.png" scalefit="0"></imagedata>\r
579</imageobject>\r
580</mediaobject></para>\r
581</informalfigure>\r
582</step>\r
583\r
584<step>\r
585<informalfigure>\r
586<para>Click <guibutton>New Holding Subfield</guibutton>. A pop-up will appear.</para>\r
587<para><mediaobject>\r
588<alt>screenshot of holding subfield</alt>\r
589\r
590<imageobject>\r
591<imagedata fileref="media/add-holding-subfield-2.png" scalefit="0"></imagedata>\r
592</imageobject>\r
593</mediaobject></para>\r
594</informalfigure>\r
595</step>\r
596\r
597<step>\r
598<informalfigure>\r
599<para>In the <guilabel>Name</guilabel> field, enter a name for your holding subfield.</para>\r
600<para>In the <guilabel>Subfield</guilabel> field, enter your subfield.</para>\r
601<para><mediaobject>\r
602<alt>screenshot of holding subfield</alt>\r
603\r
604<imageobject>\r
605<imagedata fileref="media/add-holding-subfield-3.png" scalefit="0"></imagedata>\r
606</imageobject>\r
607</mediaobject></para>\r
608</informalfigure>\r
609<note><para>The holdings subfields in use by Sitka are:</para>\r
610<itemizedlist>\r
611<listitem>\r
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612<para>b : barcode</para>\r
613</listitem>\r
614<listitem>\r
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615<para>c : call_number</para>\r
616</listitem>\r
617<listitem>\r
618<para>m : circ_modifier</para>\r
619</listitem>\r
620<listitem>\r
621<para>l : copy_location </para>\r
622</listitem>\r
623<listitem>\r
624<para>e : estimated_price</para>\r
625</listitem>\r
626<listitem>\r
627<para>f : fund_code</para>\r
628</listitem>\r
629<listitem>\r
630<para>n : note</para>\r
631</listitem>\r
632<listitem>\r
633<para>o : owning_lib</para>\r
634</listitem>\r
635<listitem>\r
636<para>q : quantity</para>\r
637</listitem>\r
638</itemizedlist>\r
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639\r
640<para>The subfields used will depend on your provider, but $o must always be used.</para>\r
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641</note>\r
642</step>\r
643\r
644<step>\r
645<para>Click <guibutton>Save</guibutton>.</para>\r
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646<para>Now when MARC records for this provider are loaded through Load MARC Order Records the system will use the subfields in the 970 tag to do such things \r
647as generate copies on the line items, apply funds, and add in estimated prices.</para>\r
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648</step>\r
649</procedure>\r
650\r
651</simplesect>\r
652</section>\r
653\r
654<section xml:id="provider-details-invoices">\r
655<title>View a Provider's Invoices</title>\r
656\r
657<procedure>\r
658<step>\r
7cc399ec 659<para>Open a provider.</para>\r
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660</step>\r
661\r
662<step>\r
663<informalfigure>\r
7cc399ec 664<para>Click on the <guilabel>Invoices</guilabel> tab.</para>\r
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665<para><mediaobject>\r
666<alt>screenshot of providers</alt>\r
667\r
668<imageobject>\r
669<imagedata fileref="media/view-invoices-1.png" scalefit="0"></imagedata>\r
670</imageobject>\r
671</mediaobject></para>\r
672</informalfigure>\r
673</step>\r
674\r
675<step>\r
676<para>All invoices for the provider will display. Use the column headers to sort. Use the hyperlinked <guilabel>Back</guilabel> and <guilabel>Next</guilabel> to \r
677advance through the pages of invoices. You can click on the hyperlinked name of an invoice to view it.</para>\r
678</step>\r
679</procedure>\r
680\r
681</section>\r
682\r
683 \r
684</chapter>\r