add link for edi account & note that all fund codes should have library short code...
[sitka/doc/acquisitions.git] / admin / admin-acq-setup.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-setup">\r
4 <info>\r
5 <title>Acquisitions Administration Initial Set Up</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
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16 <para>The Acquisitions Module in Evergreen requires administrative set up before it can be used by staff.</para>\r
17<para>This section outlines those pieces of the acquisitions module that must be in place before the module is useable by acquisitions staff, including funding, providers,\r
18 and permissions. This section also indicates those pieces of the acquisitions set up that are optional.</para>\r
19<para>This section is ordered is such a way as to facilitate an initial set up of the administrative portion of Acquisitions in Evergreen.</para>\r
20</abstract>\r
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21 \r
22\r
23 </info>\r
24\r
25\r
26<section xml:id="acq-initial-setup">\r
27<title>Acquisitions Initial Set Up</title>\r
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28<para><link xlink:show="new" xlink:href="https://goo.gl/sSHOxE">\r
29 <emphasis role="bold">Sitka Acquisitions Video - Acquisitions Administration (10:33)</emphasis></link></para>\r
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30\r
31<procedure>\r
32<step>\r
6c3f7a76 33<para>Complete the Pre-Acquisitions Survey supplied by Sitka Support.</para>\r
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34</step>\r
35\r
36<step>\r
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37<para>Complete the following Worksheets supplied by Sitka Support:</para>\r
38<itemizedlist>\r
39<listitem>\r
40<para>Funding Sources Worksheet</para>\r
41</listitem>\r
42<listitem>\r
43<para>Collection Funds Worksheet</para>\r
44</listitem>\r
45<listitem>\r
46<para>Claim Policies Worksheet</para>\r
47</listitem>\r
48<listitem>\r
49<para>Providers (Vendors) Worksheet</para>\r
50</listitem>\r
51</itemizedlist>\r
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52</step>\r
53\r
54<step>\r
6c3f7a76 55<para>Set the acquisitions <link linkend="acq-library-settings">library settings</link> in the Library Settings Editor.</para>\r
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56<para>The following settings are required </para>\r
57<itemizedlist>\r
58<listitem>\r
59<para><guilabel>Acquisitions: Default Copy Location</guilabel></para> \r
60</listitem>\r
61<listitem>\r
62<para><guilabel>Acquisitions: Temporary barcode prefix</guilabel></para> \r
63</listitem>\r
64</itemizedlist>\r
65<para>All other library settings are optional.</para>\r
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66</step>\r
67\r
68<step>\r
6c3f7a76 69<para>Using the <guilabel>Funding Sources Worksheet</guilabel> as reference, <link linkend="create-funding-source">create your funding sources</link>.</para>\r
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70</step>\r
71\r
72<step>\r
6c3f7a76 73<para>Using the <guilabel>Collection Funds Worksheet</guilabel> as reference, <link linkend="create-fund">create your funds</link>.</para>\r
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74</step>\r
75\r
76<step>\r
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77<para>Using the <guilabel>Providers (Vendors) Worksheet</guilabel> as reference, <link linkend="create-provider">create your providers</link>.</para>\r
78<para>Add <link linkend="holding-subfield">holdings tags and subfields</link> to any providers that supply you with this information.</para> \r
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79</step>\r
80\r
81<step>\r
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82<para>Double check your funding sources, funds, and providers.</para>\r
83</step>\r
84\r
85<step>\r
86<para>Using the <guilabel>Funding Sources Worksheet</guilabel> as reference, <link linkend="apply-credit">apply credit</link> to your funding sources.</para>\r
87</step>\r
88\r
89<step>\r
90<para>Using the <guilabel>Collection Funds Worksheet</guilabel> as reference, allocate credit to your funds either through the \r
91<link linkend="allocate-credit-funds">funds interface</link> or through the <link linkend="allocate-credit-funding-source">funding sources interface</link>.</para>\r
92</step>\r
93\r
94<step>\r
95<para>If you wish set up the additional features:</para>\r
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96<itemizedlist>\r
97<listitem>\r
6c3f7a76 98<para><link linkend="create-lineitem-alert">Line Item Alerts</link></para>\r
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99</listitem>\r
100<listitem>\r
6c3f7a76 101<para><link linkend="distribution-formulas">Distribution Formulas</link> - applicable to multi-branch systems only</para>\r
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102</listitem>\r
103<listitem>\r
6c3f7a76 104<para><link linkend="onorder-OPAC-invisible">OPAC Invisible On-Order</link></para>\r
16c031bf 105</listitem>\r
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106<listitem>\r
107<para><link linkend="e-d-i">EDI Accounts</link></para>\r
108</listitem>\r
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109</itemizedlist>\r
110</step>\r
111\r
112<step>\r
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113<para><link linkend="acq-granting-permissions">Assign secondary acquisitions permission groups</link> to all staff who will be using acquisitions.</para>\r
114<para><emphasis>Sitka Support will assign Acq Admin permissions to users based on the Pre-Acquisitions Survey.</emphasis></para>\r
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115</step>\r
116\r
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117<step>\r
118<para>The Acquisitions Module is now ready for you and your staff to use.</para>\r
119</step>\r
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120\r
121</procedure>\r
122\r
123</section>\r
124 \r
125</chapter>\r