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PINES Acquisitions

The Acquisitions Module allows your library to track funds and purchases through the Evergreen Integrated Library System.

Through Acquisitions, staff are able to:

  • create selection lists which can be shared by users,
  • convert selection lists into purchase orders,
  • create purchase orders for non-library materials such as processing supplies,
  • receive entire purchase orders, individual line items, and single copies,
  • create invoices from purchase orders.

Evergreen tracks items through the entire acquisitions process. When a purchase order is activated, the bibliographic records and holdings are loaded into the catalog and the funds for the purchase order are encumbered in the system. When an invoice is created and filled in, the funds are spent.

When should libraries use acquisitions?

  • When you want close to real-time tracking of your collections budget, including encumbrances.
  • When you want to use Evergreen to place orders electronically with your vendors.
  • When you want to track later circulations of items that you purchased

General Workflow

This diagram illustrates the general workflow of the Acquisitions module.

acq/home.txt · Last modified: 2020/02/10 08:57 by tlittle