Overview of Online Selection & Acquisitions Administration Functions
The Online Selection & Acquisitions (OSA), Administration (Admin) option is available to users assigned adequate permissions.
Within the Administrative (Admin) feature, the following functions are available to users with the relevant permissions assigned.
Access the Administration menu by clicking the Admin link on the OSA Management toolbar.
Library System
Modify library headquarters office and purchase order e-mail information.
Library System Security
Online Selection & Acquisitions (OSA) allows you to revise certain access settings to improve system security.
Library Resources (Integration information)
Integrated users can perform an on-demand synchronization of their libraries and collections with Library.Solution, or set up an automatic synchronization schedule.
For non-integrated OSA users, this option allows you to modify existing branch library information, and to edit their collection information.
User Management
Add or delete users, or customize user permissions, to allow the user to work within the selection and ordering process established by the local institution.
When configuring user permissions, the OSA Administrator is charged with establishing a hierarchical structure for review and approval of items under consideration. Depending upon your institutions needs, this can be a multi-level, or a single-level structure. These levels are assigned when establishing the user configurations.
Fund Management
Add, update, or clone fund information, which include contact details, and Electronic Data Interface (EDI) options for electronic ordering.
Vendor Management
Add, update, or clone vendor configurations, which include contact information, and Electronic Data Interface (EDI) options for electronic ordering.
Configure MARC Upload
This option provides system administrators, or users with the appropriate Administrative permissions, the ability to Configure field mapping, and repeatability options in uploaded MARC Record 945 tag settings.
View Automatic Upload Log
View the Automatic Upload log displaying Automatic List Retreival activity for a specific vendor and delete entries from the log.
Page Configuration
Customize the Item titles screen category column display.
Fiscal Year Rollover Wizard
An end-of-fiscal-year operation that provides users with a way to migrate from old year to new year funds.
Clone Funds to New Fiscal Year
To clone funds to the new fiscal year. This feature is best suited to libraries that run concurrent fiscal years. Libraries that DO NOT run concurrent fiscal years can use the Fiscal Year Rollover Wizard instead.
Edit or Finalize Initial Allocations
Once finalized, the initial allocation is set for the year and may not be changed by users. You can also finalize initial allocations during the clone funds process.
Close Funds
Closing a fund sets a flag that will prevent users from encumbering from that fund.
Receive
For institutions with separate Invoice and Receeving, manage Receiving with the same suite of collection management web site and software tools that you used to create your selection lists.
Search Receipts
For institutions with separate Invoice and Receiving, Search for Receipts (Packing Slips).
Invoice
Manage invoicing with the same suite of collection management web site and software tools that you used to create your selection lists.
Using the Invoice Management tool, and working with the original Invoice from the vendors shipment, you can create an invoice record, edit that record as necessary,
manage fund encumbrances for each charge on the order, and view line item details.
Invoice Search
Users with the appropriate Administrative permissions can initiate an Invoice search.
Completed Shipments
For institutions with separate Invoice and Receiving, view a report of all Completed Shipments (Packing Slips).
Electronic Invoices Awaiting Review
View Electronic Invoices that have now been reviewed.
Special Charges and Credits
Add and update Special Charges and Credits to be used in conjunction with Invoicing and Receiving.
Invoice Export Configuration
Configure the File Transfer Protocol (FTP) settings used to export invoices.
Invoice Export Log
View the log of FTP activity.
Z39.50 Attribute Sets Management
Configure Z39.50 Attribute Sets, to be used in conjunction with searches of Z39.50 Databases.
Z39.50 Database Management
Configure Z39.50 Databases that will be Searched.
Pending Orders
Create a report of all Pending Orders. This would consist of orders that have been partially Completed (Released and the funds have been encumbered, but not printed and transmitted). From this report, these orders
can be printed and transmitted.
Completed Orders
Create a report of all Completed Orders. Archived Orders will not be viewed. From this report the Purchase Order can be re-printed, or re-transmitted.
Orders to Cancel / Orders to Claim
Items that have been ordered (On Order) but have not arrived, and have exceeded the Days to Cancel or Days to Claim settings in the Vendor Configuration,
are eligible for Cancel and Claims actions. Cancels Searches and Claims Searches allow you to generate a list of notices that are due to be printed, and to
re-print previously printed notices.
Returned Items
Search for Returned Items. Mark items as returned, print Return Notices.
PO Acknowledgements
Search for PO Acknowledgements in Online Selection & Acquisitions (OSA).
Order Redirect
Order Redirect will automatically flag titles that are on backorder, canceled, or out of print. An Oracle job will run every night to create and process the items that were flagged during the previous day.
Electronic Ordering Error Log
View FTP log errors and transfer activity for electronic ordering transactions.
PAC Synchronization Defaults
Manage the PAC Synchronization settings for Timing, Match/Merge, Authority
Control, Retaining Order Information (945 fields), and Allow Holds.
View PAC Synchronization Log
View the PAC Synchronization log displaying details about errrors that occur during this process.
MARC Field Configuration
Configure field mapping, and repeatability options for the 945 Tag.
Preferred MARC Record Sources Management
Add, and update, MARC source profile configurations.
Reports
Create the following reports: Invoice, Invoice Summary by Fund, Fund Summary, Fund History, Vendor Performance, Distribution, and Order History.
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