Scope: This document explains how to configure Session Defaults, Preferences and Workflows in the Voyager Acquisitions Module.
Contact: Jesse Koennecke
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.
Defaults
Preferences
Colors and Fonts
List Bar
Sounds and Animation
Workflows
Searching
Line Items
Item Creation
Serials Check-in
Claim Processing
Approve Processing
Defaults:
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.
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.
List Bar Tab:
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.
List Bar 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.
Sounds and Animation Tab:
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.
Workflows:
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
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" 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.
Line Items:
Quick line items
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 Creation:
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 Check-in
Show Item Record on Create
Check this box.
Check for Duplicate Item Barcodes:
Check this box.
Serials Check-In
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
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.
Claim Processing:
EDI
Do not check this box.
Printer
Check this box.
Approve Processing:
Purchase Orders
Print purchase order
Do not check this box.
Transmit via EDI
Do not check this box.
Check for duplicates
Check this box
Receive on approve
Do not check this box
Invoices
Print Voucher/Check Request
Check this box.