Scope: This document explains how to configure Session Defaults, Preferences and Workflows in the Voyager Acquisitions Module.
Contact: Boaz Nadav-Manes Jesse Koennecke
Date last updated: 12/0411/0006
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.
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Colors and Fonts
List Bar
Sounds and Animation
Workflows
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Searching
Line Items
Item Creation
Serials Check-in
Claim Processing
Approve Processing
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Defaults:Anchor A A
To configure Session Defaults in the Voyager Acquisitions module, select Options, then Session Defaults. (Keyboard equivalent: Alt + T + D)
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.
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Preferences:Anchor B B
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 Anchor B1 B1
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.
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Text color: Black (Default.) Do not change this color.
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List Bar Tab: Anchor B2 B2
Default Workspace
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The List Bar's position and appearance can be configured here. Operators may choose their own settings here in consultation with their supervisors.
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Sounds and Animation Tab: Anchor B3 B3
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.
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Workflows:Anchor C C
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:
Searching Anchor C1 C1
Default searches
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Choose "OCLC" if you primarily or exclusively import records from OCLC. Select "MARC21" if you primarily or exclusively import records from RLIN. If you move between the two utilities to import records, you will need to change this setting when importing from one or the other. That is, if you are importing from the pass.sav file (RLIN records), you need to select MARC21; if importing from the export.dat file (OCLC records), you need to select 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.
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Line Items: Anchor C2 C2
Quick line items
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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.
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Item Creation: Anchor C3 C3
Item Records:
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Check for Duplicate Item Barcodes:
Check this box.
Serials Check-In Anchor C4 C4
Display copies received/counts in "Issues in Hand"
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Check this box, and also select "to location level" below it.
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Claim Processing: Anchor C5 C5
EDI
Do not check this box.
Printer
Check this box.
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Approve Processing: Anchor C6 C6
Purchase Orders
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