Further revisions to Purchase Orders section.
[sitka/doc/acquisitions.git] / acq / acq-load-bib.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-load-bib">\r
4 <info>\r
5 <title>Loading Bib Records and Items into the Catalogue</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>Bibliographic records and copies can be loaded into the catalogue at different stages of the acquisitions process depending on your preferred\r
17workflow.</para>\r
18<para>By default bibliographic records and copies become OPAC visible the moment they are loaded into the catalogue. Libraries that do not wish their on-order\r
19materials to be visible to their patrons can set up an OPAC invisible default copy location for the system to use. \r
20See <link linkend="admin-acqadditional">Chapter 42. Acquisitions Module Additional Administrative Settings</link> for instruction on setting up and using an OPAC\r
21invisible default copy location.</para></abstract>\r
22 \r
23\r
24 </info>\r
25\r
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26 <section xml:id="load-bib-items">\r
27 <title>How to Load Bib Records and Items into the Catalogue</title>\r
28 <para>You can load bibliographic records and items into the catalogue in four different ways through the acquisitions module.</para>\r
29<procedure>\r
30\r
31<step>\r
32<informalfigure>\r
33<para>You can import bib records and items (if holdings information is attached) when you upload MARC order records.</para> \r
34<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Load MARC Order Records</guimenuitem></menuchoice> and check the box adjacent \r
35to <guilabel>Load Bibs and Items into the ILS</guilabel>.</para>\r
36<para><mediaobject>\r
37<alt>screenshot of invoicing</alt>\r
38\r
39<imageobject>\r
40<imagedata fileref="media/load-bibs-1.png" scalefit="0"></imagedata>\r
41</imageobject>\r
42</mediaobject></para>\r
43</informalfigure>\r
44</step>\r
45\r
46<step>\r
47<informalfigure>\r
48<para>You can import bib records and items into the catalogue when you create a purchase order from a selection list.</para>\r
49<para>From the selection list, select \r
50<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. Check the box adjacent to \r
51<guilabel>Import Bibs and Create Copies</guilabel> to import the records into the catalogue.</para>\r
52<para><mediaobject>\r
53<alt>screenshot of invoicing</alt>\r
54\r
55<imageobject>\r
56<imagedata fileref="media/load-bibs-2.png" scalefit="0"></imagedata>\r
57</imageobject>\r
58</mediaobject></para>\r
59</informalfigure>\r
60</step>\r
61\r
62<step>\r
63<informalfigure>\r
64<para>You can import bib records and items into the catalogue from purchase orders by clicking \r
65<menuchoice><guimenu>Actions</guimenu><guimenuitem>Load Bibs and Items</guimenuitem></menuchoice>.</para>\r
66<para><mediaobject>\r
67<alt>screenshot of invoicing</alt>\r
68\r
69<imageobject>\r
70<imagedata fileref="media/load-bibs-3.png" scalefit="0"></imagedata>\r
71</imageobject>\r
72</mediaobject></para>\r
73</informalfigure>\r
74</step>\r
75\r
76<step>\r
77<informalfigure>\r
78<para>If you have not previously loaded the bib records and items into the catalogue, Evergreen will automatically import the bib \r
79records and items into the catalogue when the purchase order is activated.</para>\r
80<para><mediaobject>\r
81<alt>screenshot of invoicing</alt>\r
82\r
83<imageobject>\r
84<imagedata fileref="media/activate-purchaseorder-4-2.png" scalefit="0"></imagedata>\r
85</imageobject>\r
86</mediaobject></para>\r
87</informalfigure>\r
88</step>\r
89</procedure>\r
90</section>\r
91 \r
92</chapter>\r