This section is intended for those who are responsible for managing and processing acquisitions.
Before beginning to use Acquisitions, the following must be configured by an administrator:
-
Cancel/Suspend Reasons (optional)
-
Claiming (optional)
-
Currency Types (defaults exist)
-
Distribution Formulas (optional)
-
EDI Accounts (optional) (see 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 Batch Importing MARC Records in Cataloging)
-
Providers
The following diagram shows how the workflow functions in Evergreen. One of the differences in this process you should notice is that when creating a selection list on the vendor site, libraries will be downloading and importing the vendor bibs and item records.
