add new setting for received status
[sitka/doc/acquisitions.git] / intro / acq-introduction.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="acq-introduction">\r
4 <info>\r
5 <title>An Introduction to Acquisitions</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=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
16 <para>The Acquisitions Module allows your library to track funds and purchases through the Evergreen Integrated Library System.</para>\r
17<para>Through acquisitions staff are able to:</para>\r
18<itemizedlist>\r
19<listitem>\r
20<para>create selection lists which can be shared by users</para>\r
21</listitem>\r
22<listitem>\r
23<para>convert selection lists into purchase orders</para>\r
24</listitem>\r
25<listitem>\r
26<para>create purchase orders for non-library materials such as processing supplies</para>\r
27</listitem>\r
28<listitem>\r
29<para>receive entire purchase orders, individual line items, and single copies</para>\r
30</listitem>\r
31<listitem>\r
32<para>create invoices from purchase orders</para>\r
33</listitem>\r
34</itemizedlist>\r
35<para>Evergreen tracks items through the entire acquisitions process. When a purchase order is activated the bibliographic records and holdings are loaded into the \r
36catalogue and the funds for the purchase order are encumbered in the system. When an invoice is created and filled in, the funds are spent.</para>\r
77e6f8e3 37<para>An overview video of the acquisitions module can be viewed here.</para>\r
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38<note><para>The Acquisitions module is an add-on service with additional costs. Please contact Sitka Support for information\r
39 regarding adding this module.</para></note>\r
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40</abstract>\r
41 \r
42\r
43 </info>\r
44\r
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45<section xml:id="default-acq-toolbar">\r
46<title>Default Acquisitions Toolbar</title>\r
47\r
48<para>To assist with navigating through the acquisitions module a default acquisitions toolbar has been created and is available to all staff.</para>\r
49\r
50<para>To select the acquisitions toolbar:</para>\r
51\r
52<procedure>\r
53<step>\r
54<informalfigure>\r
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55<para>Select <menuchoice>\r
56 <guimenu>Admin</guimenu>\r
57 <guisubmenu>Workstation Administration</guisubmenu>\r
58 <guisubmenu>Toolbars</guisubmenu>\r
59 <guisubmenu>Current</guisubmenu>\r
60 <guimenuitem>Acq</guimenuitem>\r
61 </menuchoice>.</para> \r
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62<para><mediaobject>\r
63<alt>screenshot of toolbar menu</alt>\r
64\r
65<imageobject>\r
66<imagedata fileref="media/toolbar-1.png" scalefit="0"></imagedata>\r
67</imageobject>\r
68</mediaobject></para>\r
69</informalfigure>\r
70</step>\r
71\r
72<step>\r
73<informalfigure>\r
74<para>The acquisitions toolbar will now display across the top of the staff client.</para>\r
75<para><mediaobject>\r
76<alt>screenshot of toolbar menu</alt>\r
77\r
78<imageobject>\r
79<imagedata fileref="media/toolbar-2.png" scalefit="0"></imagedata>\r
80</imageobject>\r
81</mediaobject></para>\r
82</informalfigure>\r
83</step>\r
84\r
85<step>\r
86<para>See <link xlink:href="http://docs.sitka.bclibraries.ca/Sitka/current/html/intro_start_workstation_admin.html#button-bar">Button Bar/Toolbar</link> for \r
87information on creating customized toolbars and setting a default toolbar.</para>\r
88</step>\r
89</procedure>\r
90\r
91</section>\r
92\r
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93 \r
94</chapter>\r