General Acquisitions Configuration
System Preferences
The Koha manual discusses Acquisitions system preferences, and individual system preferences are covered in the relevant Acquisitions topic posts.
Note that although the manual says the default is [Don't use], UseACQFrameworkForBiblioRecords is set to "[Use] the framework 'ACQ' for bibliographic records fields" for ByWater partners. We find that using this more limited framework works best for the majority of our partners.
Frameworks
For a general discussion of frameworks in Koha, see the MARC bibliographic frameworks section of the Koha manual.
As noted above, by default, your system will use the ACQ framework for bibs and items created in Acquisitions. As with any framework, your library can edit the Acquisitions framework so that only the tags and subfields you need are available when creating bibs/items in Acquisitions.
You can also set fields as mandatory, change labels, and set default values. Many libraries find it helpful, for instance, to edit their ACQ framework so that items automatically have 952$7/Not for loan status of -1/Ordered. This means that new items created in Acquisitions will automatically have the -1/Ordered value in 952$7 without having to make that selection for each and every item.
To edit this subfield, start in Administration > MARC bibliographic framework (under the Catalog header). Click the Actions button on the ACQ/Acquisitions framework line, and select 'MARC structure'. Find the 952 tag (either by using one of the search boxes or scrolling down the list) and click the Actions button, then 'Edit subfields'. Click on the 7 tab, and enter -1 in the 'Default value' box.
Be sure to save!
You can repeat this process for any other subfields that you would like set to a default value. Following these same steps, you can also change subfields' descriptions in the staff interface and/or OPAC.
A note about editing frameworks in general: we highly recommend against ever selecting 'Ignore' for the 'Managed in tab' option, and against deleting entire tags. This will cause you to lose data contained in any bibliographic records using that framework, even if you never edit the record directly to remove the data.
Additional Field Values
From the menu in acquisitions on the left-hand side, select Manage order basket fields. You can also access this information from Administration > Manage additional fields > Order baskets (aqbasket). A field added to aqbasket will appear upon the creation of a new order basket or the modification of an existing order basket in the acquisitions module.
- Click New field
- Enter the field's Name
- Optional: attach it to an authorized value (examples could be Department, Collection code, ShelvinglLocation, etc.)
- Click the checkbox for Searchable if you would like staff to be able to search for this value
- Click the checkbox for Repeatable if the field is repeatable
- Click Save
Now when you create or edit a basket in Acquisitions, you will have an 'Additional fields' section below the standard basket details:
Sort 1 and Sort 2 attached to a fund
When you are adding a fund to a budget, you can use categories for statistical purposes. Staff can use the Asort1 and/or Asort2 to connect authorized values lists to track orders. Select the Asort1/Asort2 option from the dropdown lists for the Statistical 1 done on: and Statistical 2 done on: fields.
- Get there: More > Administration > Acquisitions > Funds
- Click on the edit but to edit an existing fund
From the edit screen, you can now add an authorized value to the following dropdown menus
- Statistic 1 done on:
- Statistic 2 done on:
You can pull from any authorized value (Collection codes, Shelving locations, Departments, etc.).
Reports with Additional Field Values
SELECT FROM
aqbasket k
LEFT JOIN aqbooksellers b ON (k.booksellerid=b.id)
LEFT JOIN aqorders o USING (basketno)
LEFT JOIN aqbudgets p USING (budget_id)
LEFT JOIN biblio t USING (biblionumber)
LEFT JOIN aqinvoices inv USING (invoiceid)
LEFT JOIN additional_field_values afvd ON (k.basketno=afvd.record_id AND afvd.field_id=2)
LEFT JOIN additional_field_values afvc ON (k.basketno=afvc.record_id AND afvc.field_id=3)
LEFT JOIN additional_field_values afvl ON (k.basketno=afvl.record_id AND afvl.field_id=4)
Report with Statistics 1 and 2 attached to a fund
SELECT
o.ordernumber as 'order line',
t.biblionumber,
t.title,
inv.invoicenumber,
b.name AS vendor,
p.budget_name AS fund,
format(o.listprice,2) AS list_price,
format(o.unitprice,2) AS unit_price,
o.quantity,
format((o.unitprice*o.quantity),2) AS total_price,
o.datereceived AS date_received,
o.sort1, o.sort2
FROM
aqbasket k
LEFT JOIN aqbooksellers b ON (k.booksellerid=b.id)
LEFT JOIN aqorders o USING (basketno)
LEFT JOIN aqbudgets p USING (budget_id)
LEFT JOIN biblio t USING (biblionumber)
LEFT JOIN aqinvoices inv USING (invoiceid)
WHERE
o.datereceived BETWEEN <<Received BETWEEN (yyyy-mm-dd)|date>> AND <<and (yyyy-mm-dd)|date>>
Related Articles
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