Library Technical Services > Procedures & Documentation > Voyager General Information > Configuring Voyager > Acquisitions Module | |
| Acquisitions Defaults, Preferences and Workflows Scope: This document explains how to configure Session Defaults, Preferences and Workflows in the Voyager Acquisitions Module. Contact: Anna Korhonen Date last updated: 12//11/06 Important note: The settings below are intended as general recommendation only; they are not prescriptive. Your settings may vary. Please consult with your supervisor if you believe another setting would be more appropriate for your own workstation. Contents Defaults: To configure Session Defaults in the Voyager Acquisitions module, select Options, then Session Defaults. (Keyboard equivalent: Alt + T + D) Session deafults will vary among individual users and /or sessions. However, for Invoices, always use Endowed Accounting as Bill to location. Session defaults will vary among processing centers, and within processing centers, may vary among operators and/or sessions. Please consult your supervisor for the appropriate Session Default settings. Preferences To configure Preferences in the Voyager Acquisitions module, select Tools, then Preferences. (Keyboard equivalent: Alt + T + P) A window with three tabs will appear. Configure these as follows: Colors and Fonts Tab Note: The color selections below are intended to assist operators in the identification of transaction information on purchase orders and invoices. It is recommended that staff in all processing units use the color settings outlined below. Those who are color sensitive may need to change some of these settings, but should consult with their supervisor before doing so. Field Colors Required field label Default: Red. Do not change this color. Default field value Default: Green. Do not change this color. Line Item and MARC View Font Font size Font bold Operators may change these settings at their discretion. Be aware, however, that using boldface fonts or enlarging the font may affect the ability to view all of the information on purchase orders and invoices. Tabs Containing Data Operators may set their own color for these tabs by clicking the Set Color button. Line Item Colors Standard Order Background color: White (Default.) Do not change this color. Text color: Black (Default.) Do not change this color. Standard Invoice Background color: Change to pink by clicking the radio button next to "Standard Invoice," then clicking the paint can icon. Select the box in row 1, column 7 of the Color window, then click "OK" to return to Preferences. Text color: Black (Default.) Do not change this color. Received Complete Background color: Change to light gray by clicking the radio button next to "Received Complete," then clicking the paint can icon. Select the box in row 6, column 6 of the Color window, then click "OK" to return to Preferences. Text color: Blue (Default.) Do not change this color. Received Partial Background color: White (Default.) Do not change this color. Text color: Pink (Default.) Do not change this color. Canceled Background color: Change to black by clicking the radio button next to "Canceled,", then clicking the paint can icon. Select the box in row 6, column 1 of the Color window, then click "OK" to return to Preferences. Text color: Change to white (the radio button next to "Canceled" should still be selected; if not, click there to re-select it.) Click the icon with the letter A. Select the box in row 6, column 8 of the Color window, then click "OK" to return to Preferences. Returned Background color: White (Default). Do not change this color. Text color: Brown (Default): Do not change this color. Searched Background color: White (Default.) Do not change this color. Text: Bright pink (Default.) Do not change this color. Adjusted Amount Background color: Change to pale blue by clicking the radio button next to "Adjusted Amount," then clicking the paint can icon. Select the box in row 2, column 5 of the Color window, then click "OK" to return to Preferences. Text color: Black (Default.) Do not change this color. Line Price Background color: Change to yellow by clicking the radio button next to "Line Price," then clicking the paint can icon. Select the box in row 2, column 2 of the Color window, then click "OK" to return to Preferences. Text color: Black (Default.) Do not change this color. Default Workspace The List Bar Preferences tab is where the user is able to specify the default workspace s/he would like her/his acquisitions client to use. Preferences are linked to each user's signon, allowing two or more users to share a workstation and still retain each user's preferences. The settings chosen here will vary from operator to operator. Consult your supervisor for the appropriate settings. Listbar Appearance and Position The List Bar's position and appearance can be configured here. Operators may choose their own settings here in consultation with their supervisors. The Sounds and Animation Preferences tab enables the user to specify whether Tooltips are turned on or off; whether a warning message appears when you are about to delete something; and whether your client will make sounds and use transition screens. Operators may choose their own settings here in consultation with their supervisors. Those working on older machines with slower processors and less memory should not enable transitions, as system performance may be affected. To configure Workflows in the Voyager Acquisitions module, select Tools, then Workflows. (Keyboard equivalent: Alt + T + W) A window with six tabs will appear. Configure these as follows: Default searches The settings for default searches will vary from operator to operator. Check with your supervisor for the appropriate settings. Bibliographic Staff Searching/Import Retain last search Check this box. Automatic truncation for non keyword searches Check this box Character set mapping Choose "OCLC non-Unicode" if you primarily or exclusively import records from OCLC. Failure to select the proper setting may result in problems with diacritics and other special characters (e.g., super- and subscripts.) In case of doubt, consult your supervisor about character set mapping. Quick line items - Purchase Orders Enable Quick line items upon add Check this box Enable Quick line items for edit/view details Check this box Open line item window after saving Do not check this box Quick line items - Invoices Enable Quick line items upon add Check this box Enable Quick line items for edit/view details Check this box Open line item window after saving Do not check this box Monographic receive processing Auto-select all copies during receive Do not check this box Expand receive tree during receive Check this box. You must also select either "to location level" or "to copy level" when checking this box. This setting may vary from operator to operator. Consult your supervisor for the appropriate setting. Show line item relations Click the box next to Show line item relations as well as all of the boxes beneath it (Marked line items, Marked issues, Claimed line items, Claimed issues.) Note: at present, it is not actually possible to select the "Show Components" radio button that appears under "Show Line Item Relations." The system automatically de-selects it after the user selects it. Item Records: First Copy Numbered As: Set this number to 1 (one). Default Item Status: Leave this field blank. Use the list price from the order line Do not check this box. Item Creation from Order: Automatically Create at Receive Do not check this box. Note: this setting may vary depending on where you work. Check with your supervisor for the appropriate choice. Show Item Record on Create Check this box. Note: this setting may vary depending on where you work. Check with your supervisor for the appropriate choice. Sequence New Items at Top Do not check this box. Item Creation from Invoice: Automatically Create at Receive Do not check this box. Note: this setting may vary depending on where you work. Check with your supervisor for the appropriate choice. Show Item Record on Create Check this box. Note: this setting may vary depending on where you work. Check with your supervisor for the appropriate choice. Sequence New Items at Top Do not check this box. Item Creation from Serials Checkin: Show Item Record on Create Check this box. Check for Duplicate Item Barcodes: Check this box.
Display copies received/counts in "Issues in Hand" Check this box. Automatically route serials Do not check this box Display check-in recap window Check this box Perform item maintenance during check-in Check this box Use persistent check-in notes Check this box Bindery Pullslips Prompt to Bindery Pullslips Do not check this box Automatically print Bindery Pullslips Do not check this box Do not print or prompt for Bindery Pullslips Check this box Serials receive processing Auto-select all copies during receive Check this box Expand receive tree during receive Check this box, and also select "to location level" below it. |