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. Recommended Workflows

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

II. Acquisitions

3. Acquisitions Search

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

4. Selection Lists

5. Load MARC Order Records

Default Upload Settings
Acq Import Error

6. MARC Federated Search

7. Load Catalog Record IDs

8. Purchase Orders

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

9. 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

10. Receive

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

11. Invoices

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

12. Claiming

Claim Policies
Claim-Ready Items
Claim Vouchers

13. Cancel / Delay Acquisitions

III. Acquisitions Administration

14. Acquisitions Module Configuration

15. 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

17. Providers

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

18. Acquisitions Settings in the Library Settings Editor

19. Permissions

Acquisitions Permission Groups
Granting Acquisitions Permissions

20. Acquisitions Year End

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

21. Optional Administrative Set-up

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

22. Acquisitions Reports

IV. Sitka’s Acquisitions Defaults

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

A. Licensing

List of Figures

5.1. Load MARC Order Records recommended settings for upload

List of Tables

18.1. Acquisitions Settings
18.2. Acquisitions Settings - Load MARC Order Records Defaults

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