Update screenshot & labels for Acquisitions Administration
[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
28\r
29<procedure>\r
30<step>\r
6c3f7a76 31<para>Complete the Pre-Acquisitions Survey supplied by Sitka Support.</para>\r
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32</step>\r
33\r
34<step>\r
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35<para>Complete the following Worksheets supplied by Sitka Support:</para>\r
36<itemizedlist>\r
37<listitem>\r
38<para>Funding Sources Worksheet</para>\r
39</listitem>\r
40<listitem>\r
41<para>Collection Funds Worksheet</para>\r
42</listitem>\r
43<listitem>\r
44<para>Claim Policies Worksheet</para>\r
45</listitem>\r
46<listitem>\r
47<para>Providers (Vendors) Worksheet</para>\r
48</listitem>\r
49</itemizedlist>\r
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50</step>\r
51\r
52<step>\r
6c3f7a76 53<para>Set the acquisitions <link linkend="acq-library-settings">library settings</link> in the Library Settings Editor.</para>\r
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54<para>The following settings are required </para>\r
55<itemizedlist>\r
56<listitem>\r
57<para><guilabel>Acquisitions: Default Copy Location</guilabel></para> \r
58</listitem>\r
59<listitem>\r
60<para><guilabel>Acquisitions: Temporary barcode prefix</guilabel></para> \r
61</listitem>\r
62</itemizedlist>\r
63<para>All other library settings are optional.</para>\r
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64</step>\r
65\r
66<step>\r
6c3f7a76 67<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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68</step>\r
69\r
70<step>\r
6c3f7a76 71<para>Using the <guilabel>Collection Funds Worksheet</guilabel> as reference, <link linkend="create-fund">create your funds</link>.</para>\r
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72</step>\r
73\r
74<step>\r
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75<para>Using the <guilabel>Providers (Vendors) Worksheet</guilabel> as reference, <link linkend="create-provider">create your providers</link>.</para>\r
76<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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77</step>\r
78\r
79<step>\r
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80<para>Double check your funding sources, funds, and providers.</para>\r
81</step>\r
82\r
83<step>\r
84<para>Using the <guilabel>Funding Sources Worksheet</guilabel> as reference, <link linkend="apply-credit">apply credit</link> to your funding sources.</para>\r
85</step>\r
86\r
87<step>\r
88<para>Using the <guilabel>Collection Funds Worksheet</guilabel> as reference, allocate credit to your funds either through the \r
89<link linkend="allocate-credit-funds">funds interface</link> or through the <link linkend="allocate-credit-funding-source">funding sources interface</link>.</para>\r
90</step>\r
91\r
92<step>\r
93<para>If you wish set up the additional features:</para>\r
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94<itemizedlist>\r
95<listitem>\r
6c3f7a76 96<para><link linkend="create-lineitem-alert">Line Item Alerts</link></para>\r
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97</listitem>\r
98<listitem>\r
6c3f7a76 99<para><link linkend="distribution-formulas">Distribution Formulas</link> - applicable to multi-branch systems only</para>\r
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100</listitem>\r
101<listitem>\r
6c3f7a76 102<para><link linkend="onorder-OPAC-invisible">OPAC Invisible On-Order</link></para>\r
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103</listitem>\r
104</itemizedlist>\r
105</step>\r
106\r
107<step>\r
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108<para><link linkend="acq-granting-permissions">Assign secondary acquisitions permission groups</link> to all staff who will be using acquisitions.</para>\r
109<para><emphasis>Sitka Support will assign Acq Admin permissions to users based on the Pre-Acquisitions Survey.</emphasis></para>\r
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110</step>\r
111\r
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112<step>\r
113<para>The Acquisitions Module is now ready for you and your staff to use.</para>\r
114</step>\r
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115\r
116</procedure>\r
117\r
118</section>\r
119 \r
120</chapter>\r