Acquisitions Setup Checklist

Before you order materials using Polaris Acquisitions, do the following setup tasks:

• Make sure staff have the required permissions to do tasks in Acquisitions, including the permission to modify funds if they over-expend or over-encumber funds. They may also need Cataloging permissions to do certain tasks. See Acquisitions Workflow Permissions.
• Set up Acquisitions profiles and parameters in Polaris Administration. See Acquisitions Administration Overview.
• Set up supplier records in Acquisitions. See Setting Up Supplier Records.
• Set up fiscal years and funds in Acquisitions. See Setting Up the Acquisitions Budget.
• (Optional) Set up the purchase order templates in Acquisitions and on-order bibliographic and item templates in Cataloging. See Setting Up Templates for Acquisitions.
• (Optional) Set up profiles with your suppliers to use their Web-based selection tools.
• (Optional) Set up importing profiles in Cataloging to import bibliographic records from your suppliers and create record sets. Polaris includes read-only import profiles specifically designed for acquisitions. These profiles cannot be changed, but they can be copied and renamed. The Acq Bibs import profile is designed to retain 970 tags when the incoming records are rejected as duplicates, and the Enriched EDI Orders import profile is designed to update on-order items to shelf-ready items. See Polaris Read-Only Import Profiles.
• (Optional) If you do EDI ordering, set up EDI ordering with your suppliers. See Setting Up EDI Ordering.
• (Optional) If you use Polaris Titles to Go, set up Titles to Go. See Setting Up Titles to Go.
• (Optional) If you order from suppliers who use a currency other than US dollars, establish the foreign currency in Polaris. See Administering Foreign Currencies.