[OPEN-ILS-DOCUMENTATION] Acquisitions Documenation

Tim Spindler tspindler at cwmars.org
Mon Feb 27 11:22:04 EST 2012


I have gone through the documention for acquisitons (chapter 3) in 2.0 and
it can be moved up to 2.1 with the following changes.

*Chapter 3: Acquisitions Workflow* (see
https://docs.google.com/drawings/d/19acLgCliJnsq705qmuzxGyCQTSfvOWlQi4RFyNKs_tc/edit)
for corrected workflow diagram with removed C/W MARS specific comments.

*Chapter 3: Claims*

"Manual claiming of items can be accomplished in multiple ways, but
electronic claiming is not available in the 2.0 release. You can apply
claim policies to line items or individual copies. You also can use the
default claim policy associated with your provider to claim items."

change to

"Manual claiming of items can be accomplished in multiple ways, but
electronic claiming is not available. You can apply claim policies to line
items or individual copies. You also can use the default claim policy
associated with your provider to claim items."

*Chapter 3: Invoice Acquisitions*
*
*

"You can create invoices for purchase orders, individual line items, and
blanket purchases. You can also link existing invoices to purchase orders.
In 2.0, all invoicing is manual."

change to

"You can create invoices for purchase orders, individual line items, and
blanket purchases. You can also link existing invoices to purchase orders."

---

Remove the following comment:

"Only paper invoicing is available in the 2.0 release. Electronic invoicing
may be available in future releases."

*Chapter 3: Patron Requests*
I haven't tested this but it is my understanding it is available in 2.1 so
I guess documentation is needed for this but the statement about not being
available should be removed.

-- 

Tim Spindler

Manager of Library Applications

tspindler at cwmars.org

508-755-3323 x20


C/W MARS, Inc.

67 Millbrook St, Suite 201

Worcester, MA 01606
http://www.cwmars.org



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