Sitka’s Evergreen Acquisitions Documentation
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Sitka’s Evergreen Acquisitions Documentation

Table of Contents

I. Introduction

1. An Introduction to Acquisitions

2. New Features in Evergreen Acquisitions version 3.3

3. Recommended Workflows

Workflow: Upload MARC Records
Workflow: Order Shelf Ready Items
Workflow: Order from the Catalogue
Workflow: Blanket Orders
Workflow: Invoice Only

II. Acquisitions

4. Acquisitions Search

General Search
Search for Line items
Search for Selection Lists
Search for Purchase Orders
Search for Invoices
Originating Acquisition

5. Selection Lists

6. Load MARC Order Records

Default Upload Settings

7. MARC Federated Search

8. Load Catalog Record IDs

9. Purchase Orders

Create Purchase Orders
Add Line Items
Activate Purchase Order
Purchase Order Actions

10. Line Items

Line Item Attributes
Add Copies to a Line Item
Line Item Batch updater
Line Item Actions
Line Item Notes
Line Item Alerts
Line Item Status
Delete a Line Item

11. Receive

Receive Purchase Order
Receive Line items
Receive Copies
Receive Items on the Invoice

12. Invoices

Invoice details
Add Line items to the Invoice
View an Invoice
Close an Invoice
Re-open an Invoice
Print Invoices

13. Claiming

Claim Policies
Claim-Ready Items
Claim Vouchers

14. Cancel / Delay Acquisitions

III. Acquisitions Administration

15. Acquisitions Module Configuration

16. Funding Sources

Create a Funding Source
Edit a Funding Source
Delete a Funding Source
Apply Credit
Allocate Credit to Funds - Funding Source Interface
Track Credits and Allocations

Create a Fund
Edit a Fund
Delete a Fund
Allocate to Funds - Funds Interface
Transfer Credit Between Funds
Track Balances and Expenditures
Fund Tags

18. Providers

Create a Provider
Edit Provider
Delete Provider
Holding Subfields
View a Provider’s Invoices

19. Acquisitions Settings in the Library Settings Editor

20. Permissions

Acquisitions Permission Groups
Granting Acquisitions Permissions

21. Acquisitions Year End

Year End Checklist
Sitka’s Acquisitions Year End Procedure
Fund Propagation and Rollover

22. Optional Administrative Set-up

Claim Policies
Distribution Formulas
Line Item Alerts
Electronic Data Interchange (EDI)
Enhanced On Order records

23. Acquisitions Reports

IV. Sitka’s Acquisitions Defaults

24. Currency Types
25. Exchange Rates
26. Cancel Reasons
27. Invoice Item Types
28. Payment Methods
29. Line Item Marc Attributes
30. New Sitka Defaults

A. Licensing

List of Figures

6.1. Load MARC Order Records recommended settings for upload

List of Tables

19.1. Acquisitions Settings
19.2. Acquisitions Settings - Load MARC Order Records Defaults

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