Commit | Line | Data |
---|---|---|
fee352b0 JP |
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 | |
36 | catalogue 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 |
662c591a JP |
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 | |
fee352b0 JP |
40 | </abstract>\r |
41 | \r | |
42 | \r | |
43 | </info>\r | |
44 | \r | |
d2d686b9 JP |
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 | |
e6ce9c07 CB |
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 | |
d2d686b9 JP |
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 | |
87 | information on creating customized toolbars and setting a default toolbar.</para>\r | |
88 | </step>\r | |
89 | </procedure>\r | |
90 | \r | |
91 | </section>\r | |
92 | \r | |
fee352b0 JP |
93 | \r |
94 | </chapter>\r |