1. Acquisitions: Version 18 Upgrade Training

2. All of the information in this document is the property of
Ex Libris Ltd.  It may NOT, under any circumstances, be distributed, transmitted, copied, or displayed without the written permission of Ex Libris Ltd.
The information contained in this document has been prepared for the sole purpose of providing information for training. The material herein contained has been prepared in good faith; however, Ex Libris disclaims any obligation or warranty as to its accuracy and/or suitability for any usage or purpose other than that for which it is intended.
© Ex Libris Ltd., 2006

3. Goal
To demonstrate changes between versions 17 and 18 of the ALEPH Acquisitions application.

4. Tools ALEPH Acquisitions/Serials Client, version 18
Demo databases: USM01 (bibliographic), USM50 (administrative)
PuTTY, free Telnet/SSH client available from
Handout: Version 18 Overview of Changes: Acquisitions

5. Additional Documentation
Ex Libris Documentation Center, where the following documentation is found:
ALEPH Version 18 Release Notes
ALEPH Version 18 User Guide
ALEPH Version 18 System Librarian Guide
ALEPH Version 18 Configuration Guide
ALEPH Version 18 Oracle Tables Documentation available upon request.

6. Agenda
Vendors
Orders
EDI
Invoices
Arrivals
Claims
Services

7. 1. Vendors

8. 1. Vendors
New check can done before allowing the deletion of sub-level vendors if tab100 Vendor-Sharing=1
New Mail Attachment field added to vendor form, Administration Tab>[V]endors>Vendor Info. 3

9. 1. Vendors
Can place country and postal codes on different lines in vendor form:
To enable this, in the ./usm01/form_eng/funcs-address.xsl file (section "vendor-address"), replace the following line:
<xsl:call-template name="table-start-row"/><td width="70%"><xsl:value-of select="//z72-vendor-address-occ7"/></td><td></td><xsl:call-template name="table-end-row"/>
With the following two lines:
<xsl:call-template name="table-start-row"/><td width="70%"><xsl:value-of select="//z72-vendor-address-occ8"/></td><td></td><xsl:call-template name="table-end-row"/>
<xsl:call-template name="table-start-row"/><td width="70%"><xsl:value-of select="//z72-vendor-address-occ9"/></td><td></td><xsl:call-template name="table-end-row"/>

10. 2. Orders

11. New order index added for Additional Order Numbers (AON)
2. Orders
Claim Date field added to Serial and Standing orders form, Order List>3. Vendor Form
The ISBN/ISSN field can be populated by additional bibliographic fields other than the standard MARC 21 ISBN/ISSN field
Tab100, ORDER-ISBN-ISSN-ADD-TAG=
New order index added for Additional Order Numbers (AON)

12. 3. EDI

13. Ex Libris’ Version 18 EDI vendors
Blackwell
Swets
EBSCO
Harrassowitz
Ingram
YBP
Jean Touzot
Divine/Faxon
Baker & Taylor
Book house
Brockhaus/German Books
Casalini Libri
Midwest

14. 3. EDI DESADV Message Supported.
The DESADV message is sent by the vendor whenever periodical issues are sent physically to the library and it identifies all of the issues delivered.
The material type information is now added to EDI ORDERS outgoing messages.

15. 4. Invoices

16. 4. Invoices
Bibliographic information added to line-item of invoice, Invoice tab>[L] Line Item>2.Order Info
Expected Arrival Date (EDA) is automatically updated for standing orders when the option to check in material while creating the invoice is selected, Order tab>[I] Invoice>New
Print button added to General Invoice display, Invoice tab>[G] General Invoice

17. 5. Arrivals

18. 5. Arrivals
Two new fields added to arrival form for Serials and Standing Orders, Order tab>[O] Order>[A] Arrival:
Expected Date of Arrival
Exp. Arrival Date
Pop up message alerting item is requested upon arrival is available by configuring acq.ini:
[Arrival]
ArrivalMessages=Y
The arrival slip has been configured to include a message alerting staff that the arrived item is requested, xxx01/form_eng/acq-arrival-slip.trn
hold-items TEXT S Y=Arrived_items_are_requested.

19. 6. Claims

20. 6. Claims
Two new fields added to claims form for Serials and Standing Orders:
Expected Date of Arrival
Exp. Arrival Date

21. 7. Services

22. 7. Services: General
New service available for transferring orders from one budget to another, Services> Budget Management>Transferring Orders from Budget to Budget (acq-31)
Claim Report for Serials Orders (acq-24): The Number of Days from the Last Claim parameter has been removed, Services>Orders & Claims>Claim Report for Serials Orders (acq-24)
Claim Report for Standing Orders (acq-11): Claim Date From and Claim Date To have been removed, Services>Orders & Claims>Claim Report for Standing Orders (acq-11)

23. 7. Services: Order Index
Rebuild ILL and Acquisitions Order Index (acq-04) has added Status Date to Exclude and Status to Exclude fields, Services>Other>Rebuild ILL and Acquisitions Order Index (acq-04
This service can be used to create an Order Index with the most current and appropriate orders and suppress old or inappropriate orders.
Information on orders not included in the Order Index are still available in the order record

24. 7. Services: Restart Server (sys-01)
Restart Server (sys-01) can be configured to show a new option for specifying the port to be restarted, Services>General>Restart Server (sys-01)
To enable this option, unhide the relevant lines in aleph/pc_b_eng/p-sys-01.xml.

25. The End THANK YOU!