Chapter 15. Acquisitions Administration

Table of Contents

Acquisitions Settings
Cancel/Delay reasons
Create a cancel/delay reason
Delete a custom cancel/delay reason
Claiming
Create a claim policy
Create a claim type
Create a claim event type
Create a claim policy action
Currency Types
Create a currency type
Edit a currency type
Distribution Formulas
Create a distribution formula
Edit a distribution formula
Electronic Data Interchange
Entering SANs (Standard Address Numbers)
Create an EDI Account
EDI Messages
Exchange Rates
Create an exchange rate
Edit an exchange rate
MARC Federated Search
Fund Tags
Funding Sources
Create a funding source
Allocate credits to funding sources
Allocate credits to funds
Track debits and credits
Funds
Create a fund
Allocate credits from funding sources to funds
Transfer credits between funds
Track balances and expenditures
Fund reporting
Edit a fund
Perform fiscal year close-out operation
Invoice menus
Invoice item type
Invoice payment method
Line Item Features
Create a line item alert
Line item MARC attribute definitions
Providers
Create a provider
Add contact and holdings information to providers
Edit a provider

Acquisitions Settings

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.

  • 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 catalog are deleted. If, when you cancel a line item, you also want to delete the bib record, then set this setting to TRUE.
  • Allow funds to be rolled over without bringing the money along - enables you to move a fund’s encumbrances from one year to the next without moving unspent money. Unused money is not added to the next year’s fund and is not available for use.
  • Allows patrons to create automatic holds from purchase requests.
  • Default circulation modifier - This modifier would be applied to items that are created in the acquisitions module
  • Default copy location - This copy location would be applied to items that are created in the acquisitions module
  • Fund Spending Limit for Block - When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked.
  • Fund Spending Limit for Warning - When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will result in a warning to the staff.
  • Rollover Distribution Formulae Funds - When set to true, during fiscal rollover, all distribution formulae will update to use new funds.
  • Set copy creator as receiver - When receiving a copy in acquisitions, set the copy "creator" to be the staff that received the copy
  • Temporary barcode prefix - Temporary barcode prefix for items that are created in the acquisitions module
  • Temporary call number prefix - Temporary call number prefix for items that are created in the acquisitions module