acq:setup
Setup Checklist
Done | Task | Link(s) |
---|---|---|
Training from Acquisitions Specialist | ||
Subscribe to ACQ-L listserv | ACQ-L | |
Permissions worksheet returned to PINES | Permissions designations | |
Setup worksheet completed | Link was provided by Acquisitions Specialist | |
Funding Sources set up | Funding Sources | |
Funds set up | Funds | |
Providers set up | Providers | |
ON ORDER shelving locations set up | How to set up a copy location | |
Grids on vendor site modified to match PINES (if using) | Grids | |
MARC downloads setup on vendor website(s) | MARC Downloads Setup | |
Send test cart downloads to ACQ Specialist for checking | ||
EDI ordering set up for EDI-capable vendors | Done by PINES | |
Testing EDI orders | Done by PINES | |
Money added to the system | Apply credits and Move money to funds |
acq/setup.txt · Last modified: 2020/06/19 16:20 by tlittle