From: Angela Kilsdonk Date: Tue, 29 Sep 2020 20:47:32 +0000 (-0400) Subject: docs: Acquisitions Providers documentation X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=d1f4d82f43e659b7478c4cefcdbf9b207bf36c03;p=evergreen%2Ftadl.git docs: Acquisitions Providers documentation Signed-off-by: Angela Kilsdonk Signed-off-by: Andrea Buntz Neiman Signed-off-by: Galen Charlton --- diff --git a/docs/modules/admin/assets/images/media/new_provider.png b/docs/modules/admin/assets/images/media/new_provider.png new file mode 100644 index 0000000000..72a2fbeecd Binary files /dev/null and b/docs/modules/admin/assets/images/media/new_provider.png differ diff --git a/docs/modules/admin/assets/images/media/provider_detail.png b/docs/modules/admin/assets/images/media/provider_detail.png new file mode 100644 index 0000000000..2bbe231d9b Binary files /dev/null and b/docs/modules/admin/assets/images/media/provider_detail.png differ diff --git a/docs/modules/admin/assets/images/media/provider_search.png b/docs/modules/admin/assets/images/media/provider_search.png new file mode 100644 index 0000000000..3c3f58f34a Binary files /dev/null and b/docs/modules/admin/assets/images/media/provider_search.png differ diff --git a/docs/modules/admin/assets/images/media/provider_search_results.png b/docs/modules/admin/assets/images/media/provider_search_results.png new file mode 100644 index 0000000000..8b3823a4c0 Binary files /dev/null and b/docs/modules/admin/assets/images/media/provider_search_results.png differ diff --git a/docs/modules/admin_initial_setup/pages/ordering_materials.adoc b/docs/modules/admin_initial_setup/pages/ordering_materials.adoc index eac19dd257..34398b3762 100644 --- a/docs/modules/admin_initial_setup/pages/ordering_materials.adoc +++ b/docs/modules/admin_initial_setup/pages/ordering_materials.adoc @@ -124,7 +124,7 @@ fund tags will be copied from the current fund to the new year's fund. Providers are the vendors from whom you order titles. . To add a provider record, select *Administration -> Acquisitions Administration -> - Providers*. + Providers*. Alternatively, you can access this from *Acquisitions -> Provider Search*. . Enter information about the provider. At a minimum, you need to add a *Provider Name*, *Code*, *Owner*, and *Currency*. You also need to select the *Active* checkbox to use the provider. @@ -166,20 +166,15 @@ some information to your provider records so that Evergreen knows how to map the item data contained in the order record. . Retrieve the record for the provider that has supplied the order records by - selecting *Administration -> Acquisitions Administration -> Providers*. Click on - the hyperlinked Provider name. -. In the top frame, add the MARC tag that contains your holdings data in the - *Holdings Tag* field (this tag can also be entered at the time you create the - provider record.) -. To map the tag's subfields to the appropriate copy data, click the *Holding - Subfield* tab. Click the *New Holding Subfield* button and select the copy - data that you are mapping. Add the subfield that contains that data and click - *Save*. -+ -image::media/order_record_loading.png[] -+ + selecting *Administration -> Acquisitions Administration -> Providers*. Alternatively, you can access this from *Acquisitions -> Provider Search*. +. Double-click the Provider name in the results grid to retrieve the Provider. +. Select the *Holdings Definitions* tab. +. Add the MARC tag that contains your holdings data in the + *Holdings Tag* field. +. To map the tag's subfields to the appropriate copy data, select the *New Holding + Subfield* button. Add the appropriate subfield and name, and select *Save*. . If your vendor is sending other data in a MARC tag that needs to be mapped to -a field in acquisitions, you can do so by clicking the Attribute Definitions +a field in acquisitions, you can do so by selecting the *Attribute Definitions* tab. As an example, if you need to import the PO Name, you could set up an attribute definition by adding an XPath similar to: + @@ -198,7 +193,7 @@ translator and EDI scripts on your server by following the instructions in the command line system administration manual. Configure your provider's EDI information by selecting *Administration -> -Acquisitions Administration -> EDI Accounts*. Click *New Account* Button. Give the +Acquisitions Administration -> EDI Accounts*. Alternatively, you can add a new EDI Account from the *EDI* tab in the Provider Details interface. Click *New EDI Account* Button. Give the account a name in the *Label* box. . *Host* is the vendor-assigned FTP/SFTP/SSH hostname. @@ -220,10 +215,11 @@ account a name in the *Label* box. You now need to add this *EDI Account* and the *SAN* code to the provider's record. -. Select *Administration -> Acquisitions Administration -> Providers*. -. Click the hyperlinked Provider name. +. Select *Administration -> Acquisitions Administration -> Providers*. Alternatively, you can access this from *Acquisitions -> Provider Search*. +. Double-click the Provider name in the results grid to retrieve the Provider. . Select the account you just created in the *EDI Default* field. . Add the vendor-provided SAN code to the *SAN* field. +. Select *Save* to save your changes. The last step is to add your library's SAN code to Evergreen.