Voyager Acquistions Client Training Materials

Acquisitions & Serials Training Course Outline

A1. Introduction
- Slides
A2. What is Voyager? / Record relationships in Voyager / SysAdmin Setups
- Slides
- Supplementary materials
  - Record relationships in Voyager Acquisitions
  - Cataloging/Acquisitions Record Relationships

A3. Tour of the Acquisitions client / Configuring Session Defaults, Preferences & Workflows
- Slides
- Exercises (doc) Exercises (pdf)
  - Acquisitions Exercise 1: Setting up Session Preferences
- Supplementary materials

A4. Ledgers & funds
- Slides
- Supplementary materials
  - Advice for Creating Ledgers
  - Fund Structure Handout

A5. Vendor records
- Slides
- Exercises (doc) Exercises(pdf)
  - Acquisitions Exercise 2: Setting up a Vendor Record

A6. Purchase orders - creation & approval
- Slides
- Exercises (doc) Exercises (pdf)
  - Exercise 3-A: Adding a line item to a Purchase Order from an existing Voyager database
  - Exercise 3-B: Adding a line item from an import file (e.g., OCLC)
  - Exercise 3-C: Adding a line item via a template
  - Exercise 4-A: Splitting the fund allocation for a single item between two funds
  - Exercise 4-B: Splitting fund allocations between multiple copies ordered on the same line item
  - Exercise 5: Editing an Approved Purchase Order
Supplementary materials
- Extended Fund Allocation Tutorial: One copy, multiple funds
- Extended Fund Allocation Tutorial: Two copies, different funds for each copy
A7. Printing & modifying POs and other notices/reports
- Slides
A8. Problems List & claims
- Slides
- Supplementary materials
  - Monographic Claiming in Voyager
A9. Receiving, invoicing, returns & cancellations
- Slides
- Exercises (doc) Exercises(pdf)
  - Exercise 6-A: Receiving & invoicing in the same step
  - Exercise 6-B: Receive & invoice one copy, claim a missing copy
  - Exercise 6-C: Receiving without invoicing from the PO
  - Exercise 7-A: Create invoice from PO; add shipping charges to cover entire invoice; receiving when approving the invoice
  - Exercise 7-B: Create invoice from PO; add per-line-item shipping charges and discounts; return one copy of an item
- Supplementary materials
  - “Best Practices” for cancellations

A10. Advanced topics: Display implications of Acquisitions activities in WebVoyage & VuFind
- Slides
- Supplementary materials

A11. Advanced topics: Fiscal Period Close
- Slides
- Supplementary materials

A12. Advanced topics: EDI & EOD
- Slides
- Supplementary materials
  - EDI and EOD Files Diagram
  - EDI in the I-Share Voyager Acquisitions Environment
  - Getting Started with EOD
  - List of EDI certified vendors (requires SupportWeb login & password):
    go to http://docs.exlibrisgroup.com/docportal/logon.php then select Voyager --> Tree Search --> Product Information --> EDI

S1. Introduction / Voyager record relationships for serials
- Slides
- Supplementary materials

S2. Creating purchase orders for serials
- Slides
- Supplementary materials
  - Quick Guide to Setting up Purchase Orders and Check-in Records for Periodicals in Voyager

S3. Subscription Maintenance, Components & Routing Lists
- Slides
- Supplementary materials
  - Quick Guide to Setting up Purchase Orders and Check-in Records for Periodicals in Voyager
  - Serials Elements

Exercises (doc) Exercises (pdf) for S1 through S3:
- Exercise 1: Set Session Defaults for Serials Orders
- Exercise 2: Create a Serials Purchase Order; Set up a Component, Prediction & Routing List
- Exercise 3: Create a 2nd Component/Subscription Pattern
- Exercise 4: Create a 2nd Serials PO

S4. Serials checkin / Impact of checkin activity on OPAC displays (WebVoyage & VuFind) / Adding, deleting, modifying issues & Subscription Patterns
- Slides
- Exercises (doc) Exercises(pdf)
  - Exercise 5: Check-in
  - Exercise 6: Serials History
  - Exercise 7: Editing Subscription Patterns
  - Exercise 8: Closing & Re-opening Subscription Patterns
- Supplementary materials
  - Serials Check-in Tip Sheet

S5. Serials invoices – creation & approval
- Slides
- Exercises (doc) Exercises(pdf)
  - Exercise 9: Single Line Item invoice created from PO using "Detailed Line Item"
  - Exercise 10: Multiple Line Item invoice created from scratch using "Quick Line Item"
- Supplementary materials
  - Extended Fund Allocation Tutorial: One copy, multiple funds
  - Extended Fund Allocation Tutorial: Two copies, different funds for each copy
S6. Problems List & claims
- Slides
- Supplementary materials
  - Serials Claiming in Voyager

S7. Cancellations & title changes
- Slides
- Exercises (doc) Exercises(pdf)
  - Exercise 11: Re-linking a Bibliographic Record in an Approved PO
- Supplementary materials
  - “Best Practices” for cancellations
S8. Advanced topics: Creating new Regular & Complex Publication Patterns
- Slides
- Exercises (doc) Exercises(pdf)
  - Exercise 12: Create a New Regular Publication Pattern
  - Exercise 13: Create a New Complex Publication Pattern
- Supplementary materials
  - Complex Publication Patterns Tutorial
  - CPP Instructions & Examples from other CARLI Libraries
S9. Advanced topics: Collapsing issues/Bindery
- Slides
S10. Wrap-up/questions

How to Access the I-Share Voyager Training Databases
Resources for learning more: CARLI
- CARLI Office (support@carli.illinois.edu)
- Acq/Serials Listserv (subscribe at http://carli.illinois.edu/mailman/listinfo/seracq-ig)
- I-Share Acquisitions/Serials Team:
  - Contact Information
  - Past Forums/Webinars
  - Annual FPC Conference Call
  - Acquisitions & Serials Documentation on CARLI wiki
- Other I-Share Libraries
Resources for learning more: ExLibris* (all require SupportWeb login & password)
- ExLibris Documentation Center (user guides, release notes, etc.)
- ELUNA document repository (includes past User Group meetings)
- Voyager-L listserv: subscription instructions at http://docs.exlibrisgroup.com/docportal/logon.php, then go to Voyager -->Tree Search -->User Groups --> Voyager-L Mailing List
* Remember that I-Share configurations may differ

last updated 10/12/2011

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