Acquisitions
Contents |
General
Acquisitions Keyboard Equivalents
This file provides a list of keyboard shortcuts for functions in Voyager's Acquisitions client.
Voyager Acquisitions Module: The Basics of Finding Information
This file is a guide to finding basic information in the Acquisitions client for new users, including how to find a book's status, basic financial information, and serial history.
Navigation in Voyager for Acquisitions Functions
There are often multiple ways to accomplish the same task in Voyager. This document outlines the different ways and places to accomplish Acquisitions tasks such as purchase order creation, receiving, claiming, etc. within the Acquisitions Client.
Tutorial - Boolean Searching in Voyager Acquisitions
This tutorial shows the steps an operator needs to take in order to search for multiple criteria in the Voyager Acquisitions client.
Ledgers and Funds
This CARLI document provides tips for designing and setting up your ledgers and funds in the Acquisitions client. Included are a list of related definitions and resources to consult for further help.
This file explains the relationships in Voyager's fund structure (summary, allocated, and reporting) and also provides examples of two type of fund structures (material-based and subject-based).
Purchase Orders
Cataloging and Acquisitions Record Relationships
This document displays a schematic representation of how Voyager Cataloging records are linked to Voyager Acquisitions records.
Standing Orders/Continuations in Voyager
This document responds to the challenges that come with setting a subscription pattern for Standing Orders. It identifies four methods for addressing Standing Orders as well as the strengths and weaknesses of each.
Tutorial Extended Fund Allocation One copy multiple funds.
Tutorial Extended Fund Allocation Multiple copies, different funds each copy.
Managing on-order Records
Documentation regarding the processes required for modifying, suppressing and deleting on order records in the I-Share environment.
Practicing Safe Cataloging for the Universal Catalog
This document deals with safe cataloging practices for the universal catalog, including a section on bibliographic records used for ordering in the Acquisitions client and their implications on the universal catalog.
Safe Bibliographic Record Replacement Routines Safe bibliographic record replacement requires that I-Share libraries follow a sequence of steps which are laid out in this document. It is important to suppress the bibliographic record prior to replacement. This document includes an explanation for how to appropriately suppress records and why it is necessary.
Policy on the Suppression of Bibliographic Records from the I-Share Universal Catalog
This policy addresses the circumstances in which library records may be suppressed from the Universal Catalog. It also links to documents which correspond to particular scenarios within the Universal Catalog, such as reserves.
This webpage explains how to suppress records from the Universal Catalog and when this is an appropriate decision for an institution's library records. Instructions include examples of the MARC fields and a discussion on how to integrate this process into a library's workflow.
Editing the Acqbib.cfg File to Include the "Suppress from UC" Coding
These step-by-step instructions demonstrate how to add the "Suppress from the UC" function to brief records constructed in Acquisitions for the purposes of creating Purchase Orders. Once this field has been added, Acquisitions staff can create Add Line (Template) records with the 049 $u nouc option.
Monographic Claiming
Monographic Claiming in Voyager
Describes the claiming process for monographs in Voyager. Screen shots show where to set claiming frequencies and intervals in Voyager Acquisitions. The documentation also points to detailed instructions in the Voyager 7.1 Acquisitions User’s Guide.
Documents from presentations on canceling serial titles from 2007 forum "Clean up your Acq".
EDI and EOD
This document visually shows the processes for EDI and EOD files. Specifically, it shows the relationship between the vendor, the library, and CARLI in this process.
EDI in the I-Share Voyager Acquisitions Environment
This document is designed to explain EDI procedures inside and outside the Voyager environment, and to guide you through the Voyager EDI documentation produced by Ex Libris.
This document provides in depth instruction for setting up EOD in the I-Share Voyager environment. Included is an example of one library's workflow for EOD orders.
Fiscal Period Close aka Rollover
Fiscal Period Rollover Sequence: The big picture
This document provides a brief overview of the entire fiscal period close process and is a good place to start or review before beginning your rollover.
Fiscal Period Rollover: Checklist of Required Tasks
This document is a checklist showing all of the required steps users must take in order to successfully perform a fiscal period rollover.
Fiscal Period Rollover: Step-by-Step, with Commentary
This document created by CARLI members is a more detailed step by step guide to fiscal period close than "The Big Picture" and "Checklist of Required Tasks" documents.
Sample pages from a Fund Snapshot report as retrieved via the Reporter client
This document shows the format and information available from the Fund Snapshot report when retrieved via the Reporter client.
Sample Fund Snapshot in Excel format
This document shows the format and information available from the Fund Snapshot report when retrieved as an Excel document.
Sample pages from an Open order Report as retrieved via the Reporter client
This page shows the format and information available in open order reports when retrieved via the Voyager Reporter client.
Sample Open Order Report in Excel format
This page shows the format and information available in open order reports when retrieved as a Microsoft Excel file.
Fiscal Period Close Report Processing
This document describes one way to manage and interpret the report your institution receives post-Fiscal Period Close.
Voyager Acquisitions & Serials Frequently Asked Questions
Ex Libris Voyager Documentation
This link brings you to a page with links to Voyager documentation as well as Voyager release handbooks and release notes.
Back to Acquisitions and Serials Documentation
Please send any comments, questions or recommendations to improve this document to CARLI Support.
