Initial Configuration

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)

  • 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

  • Providers

More details can be found in the Staff Client System Administration manual.

Acquisitions Workflow

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.

workflow diagram