* Claiming (optional)
* Currency Types (defaults exist)
* Distribution Formulas (optional)
-* EDI Accounts (optional) (see link:../installation/edi_setup.txt[Setting Up EDI Acquisitions] under Software Installation)
+* EDI Accounts (optional) (see <<_setting_up_edi_acquisitions,Setting Up EDI Acquisitions>> under Software Installation)
* Exchange Rates (defaults exist)
* Funds and Fund Sources
* Invoice Types (defaults exist) and Invoice Payment Methods
* Line Item Features (optional)
-* Merge Overlay Profiles and Record Match Sets (see link:../cataloging/batch_importing_MARC.txt[Batch Importing MARC Records] in Cataloging)
+* Merge Overlay Profiles and Record Match Sets (see <<_batch_importing_marc_records,Batch Importing MARC Records>> in Cataloging)
* Providers
Acquisitions Workflow
Create a selection list
^^^^^^^^^^^^^^^^^^^^^^^
-Selection lists can be created in four areas within the module. Selection lists can be created when you link:brief_records.txt[Add Brief Records], Upload MARC Order Records, or find records through the link:federated.txt[MARC Federated Search]. In each of these interfaces, you will find the Add to Selection List field. Enter the name of the selection list that you want to create in that field.
+Selection lists can be created in four areas within the module. Selection lists can be created when you <<_brief_records,Add Brief Records>>, Upload MARC Order Records, or find records through the <<_marc_federated_search_2,MARC Federated Search>>. In each of these interfaces, you will find the Add to Selection List field. Enter the name of the selection list that you want to create in that field.
Selection lists can also be created through the My Selection Lists interface:
Add items to a selection list
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-You can add items to a selection list in one of three ways: link:brief_records.txt[add a brief record]; upload MARC order records; add records through a link:federated.txt[federated search]; or use the link:federated.txt[View/Place Orders] menu item in the catalog.
+You can add items to a selection list in one of three ways: <<_brief_records,add a brief record>>; upload MARC order records; add records through a <<_marc_federated_search_2,federated search>>; or use the View/Place Orders menu item in the catalog.
Clone selection lists
^^^^^^^^^^^^^^^^^^^^^
You can add brief records to new or existing purchase orders.
-. Open or create a purchase order. See the section on link:03~PO.txt[purchase orders] for more information.
+. Open or create a purchase order. See the section on <<_purchase_orders,purchase orders>> for more information.
. Click Add Brief Record.
. Enter bibliographic information in the desired fields. Notice that the record is added to the purchase order that you just created.
. Click Save Record.
image::media/acq_marc_search.png[search form]
----
+
-. A list of results will appear. Click the "Copies" link to add copy information to the line item. See the link:line_items.txt[section on Line Items] for more information.
-. Click the Notes link to add notes or line item alerts to the line item. See the link:line_items.txt[section on Line Items] for more information.
+. A list of results will appear. Click the "Copies" link to add copy information to the line item. See the <<_line_items,section on Line Items>> for more information.
+. Click the Notes link to add notes or line item alerts to the line item. See the <<_line_items,section on Line Items>> for more information.
. Enter a price in the "Estimated Price" field.
. You can save the line item(s) to a selection list by checking the box on the line item and clicking Actions -> Save Items to Selection List. You can also create a purchase order from the line item(s) by checking the box on the line item and clicking Actions ~> Create Purchase Order.
Several setting in the Library Settings area of the Admin module pertain to
functions in the Acquisitions module. You can access these settings by clicking
-_Admin -> Local Administration ->Library Settings Editor_.
+_Admin -> Local Administration -> Library Settings Editor_.
* CAT: Delete bib if all copies are deleted via Acquisitions lineitem
cancellation - If you cancel a line item, then all of the on order copies in the
Many libraries use Electronic Data Interchange (EDI) accounts to send purchase orders and receive invoices
from providers electronically. In Evergreen users can setup EDI accounts and manage EDI messages in
the admin module. EDI messages and notes can be viewed in the acquisitions module. See
-also the link:../installation/edi_setup.txt[EDI Installation Instructions]
-because this is required for use of EDI.
+also the <<_setting_up_edi_acquisitions,EDI Installation Instructions>>
+because this is required for use of EDI.
Entering SANs (Standard Address Numbers)
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
image::media/holds-managing-18.png[holds-managing-18]
+
-. Highlight the hold you want to edit. Choose an action from the _Actions for Selected Holds_ menu. For more information see the link:_managing_holds.html#_actions_for_selected_holds[Actions for Selected Holds] section.
+. Highlight the hold you want to edit. Choose an action from the _Actions for Selected Holds_ menu. For more information see the <<_actions_for_selected_holds,Actions for Selected Holds>> section.
+
image::media/holds-managing-19.png[holds-managing-19]
+
Serial Control View and Alternate Serial Control View offer you two views of Serials. Both views enable you to create subscriptions, add distributions, define captions, predict future issues, and receive items. Serial Control View was designed for users who work with a smaller number of issues and was designed to accommodate workflows in academic and special libraries. Alternate Serial Control View was designed for users who receive a larger number of issues and was designed for use in public libraries.
-In version 2.4, the two interfaces have taken a big step toward unification. Now in the Serial Control View, within the Subscription editor, you will find an embedded version of the Alternate Serial Control View. This new unified interface tries to provide the best features of both views, giving full access to the Alternate view functions from within the tabbed Serial Control View. One exception is that you cannot predict new issues from within the embedded Alternate view; instead you should use the standard Serial Control View method of predicting issues, link:_generate_prediction.html[explained here]. Also, some improvements were made to the embedded Alternate view to prevent losing features that were available in the old Serial Control View editors. These changes include: new "Edit Notes" buttons on the subscriptions and distributions editors; labeled dropdown for distribution summary options ("Add to record entry", "Use record entry only", etc.); new legacy record entry linkage (allows one to tie a distribution's information to a particular serial record entry (i.e. a MFHD record)).
+In version 2.4, the two interfaces have taken a big step toward unification. Now in the Serial Control View, within the Subscription editor, you will find an embedded version of the Alternate Serial Control View. This new unified interface tries to provide the best features of both views, giving full access to the Alternate view functions from within the tabbed Serial Control View. One exception is that you cannot predict new issues from within the embedded Alternate view; instead you should use the standard Serial Control View method of predicting issues, <<_generate_prediction,explained here>>. Also, some improvements were made to the embedded Alternate view to prevent losing features that were available in the old Serial Control View editors. These changes include: new "Edit Notes" buttons on the subscriptions and distributions editors; labeled dropdown for distribution summary options ("Add to record entry", "Use record entry only", etc.); new legacy record entry linkage (allows one to tie a distribution's information to a particular serial record entry (i.e. a MFHD record)).
Outside of the Subscription Editor, the two views maintain their previous looks and usage. You are encouraged to use the new combination view and provide feedback to the link:http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general[Evergreen general discussion list].
. Select a _Fine Level_ for the item from the drop down menu. This field is required.
. Select a copy location from the _Location_ drop down menu. The menu is populated from the copy locations that you created in *Admin* -> *Local Administration* -> *Copy Locations*.
. Select a _Circ Modifier_ from the drop down menu. The menu is populated from the modifiers that you created in *Admin* -> *Server Administration* -> *Circulation Modifiers*.
-. Select a _Floating Group_ if the item is part of a floating collection. For more information, see the chapter on link:_floating_groups.html[Floating Groups].
+. Select a _Floating Group_ if the item is part of a floating collection. For more information, see the chapter on <<_floating_groups,Floating Groups>>.
. Check _Deposit?_ if patrons must place a deposit on the copy before they can use it.
. Check _Reference?_ if the item is a reference item.
. Check _Mint Condition?_ if the item is in mint condition.
Label, Holding Library, and Receive Unit Template are required fields when creating a distribution.
[NOTE]
-Streams are created automatically in the Serial Control View. For information on using Streams in the combination Serial Control View, see link:_creating_a_stream.html[Creating a Stream].
+Streams are created automatically in the Serial Control View. For information on using Streams in the combination Serial Control View, see <<_creating_a_stream,Creating a Stream>>.
From the original Serial Control View
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
After you manually create the first issue, Evergreen will predict future issuances. Use the Generate Predictions functionality to predict future issues.
. Click *Subscription Details* -> *Issuances* -> *Generate Predictions*.
-. Choose the length of time for which you want to predict issues. If you select the radio button to predict until end of subscription, then Evergreen will predict issues until the end date that you created when you created the subscription. See link:_alternate_serial_control_view.html#_creating_a_subscription[] for more information. If you do not have an end date, select the radio button to predict a certain number of issuances, and enter a number in the field.
+. Choose the length of time for which you want to predict issues. If you select the radio button to predict until end of subscription, then Evergreen will predict issues until the end date that you created when you created the subscription. See <<_creating_a_subscription,creating a subscription>> for more information. If you do not have an end date, select the radio button to predict a certain number of issuances, and enter a number in the field.
. Click Generate.
. Evergreen will predict a run of issuances and copies. The prediction will appear in a list.
. You can delete the first, manual issuance by clicking the check box adjacent to the issuance and clicking Delete Selected.
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