Voyager Preferences and Workflows
When doing Acquisitions work, default preferences to be set in the Cataloging
module include the RLINAddConditional deduping profile, item status of
In process and item type of General. Most other settings are correct when
installed by systems personnel or their designates.
Listed below are the appropriate settings for the Acquisitions module.
Click on Preferences icon, or click on
Colors and Fonts:
No changes to this palette unless font size needs to be enlarged for
particular staff. Set colors as below and click on Apply (on each screen
you set, click on apply or OK)
Select field item colors and line item colors by clicking on the appropriate
Change the background color by clicking on the paint bucket and change
the text by clicking on the large "A".
Green is 4th down, 3rd from the left
Blue is 4th down, 5th from the left
Red is second down, leftmost column
Yellow is top row, second from the left
In case anyone wants to print this out and does not have a color
Standard order and Received
Partial are green on white
Standard invoice, Adjustment amount and
Line Price are
blue on white
Received complete and Searched
are black on white
Canceled is white on red
Default workspace may be changed.
Listbar appearance may be changed. Position
should not be changed.
Sounds and animation
Click on Workflows icon or go to
Default searches may be changed provided
changes are consonant with standard procedures for specific units.
Suggest no changes be made for the first month of production work.
Bibliographic staff searching/Import should
not be changed.
Settings for all staff EXCEPT Invoice unit
Settings for Invoice Unit staff- No line item adjustments
Settings for Invoice Unit staff- With line item adjustments
Orders - Receive on approve may be clicked
for staff who do all, or mostly, approval orders.
Should not be changed.
Should not be changed except as instructed
in specific procedures.
Bibliographic standard number
May be left unclicked. This affects only records created using Acquisitions templates and we do not use this feature. ISBN validation must be set separately in the Cataloging module.