Using Evergreen’s Acquistions Module

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Logging into Evergreen
3. Registering a Workstation
4. Basic Login,
5. Logging Out
III. Acquisitions
6. Initial Configuration
7. Acquisitions Workflow
IV. Selection Lists and Purchase Orders
8. Selection Lists
Create a selection list
Add items to a selection list
Clone selection lists
Merge selection lists
Delete selection lists
Mark Ready for Selector
Convert selection list to purchase order
9. Purchase Orders
Duplicate Purchase Order Name Warning Dialog
Purchase Order Activation Progress Bar
Activate Purchase Order with Zero Copies
Enhancements to Canceled and Delayed Items
Paid PO Line Items
10. Brief Records
Add brief records to a selection list
Add brief records to purchase orders
11. MARC Federated Search
12. Line Items
Return to Line Item
Display a Count of Existing Copies on Selection List and Purchase Order Lineitems
V. Load MARC Order Records
13. Introduction
14. Basic Upload Options
15. Record Matching Options
16. Default Upload Settings
17. Sticky Settings
18. Use Cases for MARC Order Upload form
VI. Invoices
19. Introduction
20. Creating invoices and adding line items
Creating a blanket invoice
Adding line items from a Purchase Order or search results screen to an invoice
Search for line items from an invoice
Create an invoice for a purchase order
Link an existing invoice to a purchase order
21. Electronic Invoicing
22. View an invoice
23. Receive Items From an Invoice
Receive Items in Batch (List Mode)
Receive Specific Copies (Numeric Mode)
VII. Managing patron purchase requests
24. Introduction
25. Adding a request
26. Adding requests to selection lists
27. Placing purchase requests from a patron record
VIII. Using the Public Access Catalog
28. Basic Search
29. Advanced Search
Sort Results
Search Library
Limit to Available
Exclude Electronic Resources
Search Filter
Numeric Search
Expert Search
30. Boolean operators
31. Search Tips
32. Search Methodology
Order of Results
33. Search URL
locg Parameter
qtype Parameter
34. Search Results
Facets: Subjects, Authors, and Series
Viewing a record
35. Details
Placing Holds
SMS Call Number
Going back
36. My Account
Logging In
Password Reset
Account Summary
Items Checked Out
Account Preferences
Patron Messages
A. Attributions
B. Admonitions
C. Licensing

List of Tables

30.1. Boolean symbolic operators