Acquisitions Administration Overview

Polaris Administration settings control how Polaris data is categorized, used, and stored, and what functions are available to staff and patrons. You can make most administration settings by two methods: through the Administration Explorer, and through the appropriate workform for a specific record. You can configure Polaris Acquisitions to accommodate a centralized system where one organization handles all acquisitions tasks, or a decentralized system where individual branches handle acquisitions tasks. Or, you can set up Polaris Acquisitions so that certain acquisitions tasks, such as ordering material and handling the budget, are done at a central location while individual libraries select materials.

To enable your staff to perform certain acquisitions tasks, you need to set up the required permissions (security) to access, create, modify, or delete records. Then, you need to set up the appropriate defaults, lists, tables, and automated settings to streamline and standardize your acquisitions processes.

See also:

• Acquisitions Workflow Permissions
• Setting the Acquisitions/Serials Default Directory
• Filtering Branches in Line Items
• Administering Funds/Fiscal Years
• Managing Selection Lists
• Managing Supplier Records
• Administering Purchase Orders
• Setting Up EDI Ordering
• Managing Receiving
• Setting Up Titles to Go
• Administering Foreign Currencies
• Managing Fiscal Year Rollovers
• Purging Purchase Orders and Invoices