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[Adapted from the Library of Congress Voyager glossaries]
Acquisitions Module
Voyager module for managing the library's purchases, gifts, exchanges, etc.,
and the activities associated with them. It contains five main data entities:
vendor records, ledgers and funds, purchase orders, invoices, and serial check-in
records. These records link to each other and also to records in the bibliographic
database.
Allocated Fund
Allocated funds (preceded by a blue triangle) are subordinate to summary funds.
In addition, allocated funds contain real money and your commitments and expenditures
take place using them. An allocated fund can be set up to have additional money
added to it during the course of the fiscal period for expenditures only (a
dollar amount allocated for an entire fiscal period from budget or for a deposit
account). An allocated fund can also be set up with no money allocations to
handle exchange, gift, copyright, or deposit requests.
Alternative Enumeration and Chronology --- see also: Enumeration, Chronology
Used with serials that show two types of numbering and/or chronological designation
simultaneously. Example: Library hi tech, v. 32, no. 2 (consecutive issue
135). The vol/no. is the primary enumeration and the consecutive issue is the
alternative enumeration.
Barcode
A type of code used on labels to be read by a scanner used to identify
library items.
Begin Date
A display of the beginning date for a fund's activities.
Bill To
Refers to the location that is billed for a purchase order item or the location
that is billed for an invoice line item. The location that you can select depends
on the authority you have as an operator.
Bypass Prediction --- see: Prediction
Cancel After (days)
Allows you to enter a maximum number of days exceeded before unreceived purchase
order is canceled.
Caption --- see: Enumeration
Check-in Notes
Free-text field where one can enter any check-in information.
Chronology
Date information that identifies a particular issue of a serial, e.g., day,
month, season, etc., and year. Along with frequency statement on the piece,
chronology information helps determine a serial's publication pattern.
Claim Count
A display of the total number of claims for unreceived purchase order items.
Claim Interval (days)
The number of days between claim intervals for an unreceived purchase order.
Claims List
A display of a list of claims that has been sent from the Acquisitions Problem
List. When you generate a line item claim from the Problem List, the line item
can be searched in the Claims List.
Collapsing --- see also: Condensing
Summary statement of cumulative holdings for a particular title.
Combine/Omit
This button shows up when certain publication patterns are selected in Start
Prediction dialog box. Issues can be combined or omitted entirely.
Component
A part of a serial title that is synchronized to a publication pattern. A serial
title is made up of one or more components. There are three types of publication
components: basic, supplement, and index. These are also known as component
categories. Example: Radiology is a monthly with special Apr. issue and
an annual index. Three components are associated with this title: a basic component
for the monthly issues, a supplement component for the annual special issue,
and an index component for the annual index. Each of these three components
can be attached to a different publication pattern (in this case, monthly, annual,
and annual).
Component Category --- see: Component
Currency
The predefined currency set up in the Currency Maintenance activity using the
International Standard Organization (ISO) codes. Allows you to choose what currency
you want to use for purchase order or invoice processing.
Currency Maintenance
Used to create and maintain the types of currency that are available for purchasing
library items.
Dialog Box
Requires the user to enter data to complete the "dialog."
Display in Base Currency
Allows you to display the purchase order in the base currency (i.e., USD) when
working with foreign currency.
EDI
Electronic Data Interchange that is a means of communicating with your vendor
electronically.
Ellipsis
An indication that additional information is available. Additional information
is accessed by clicking on the ellipsis button.
End Date
A display of the ending date for a fund's activities.
Enumeration
The numbering that appears on an issue of a serial. Each such number is assigned
an enumeration caption, e.g., Volume, No., Issue, Part. For foreign terms, use
the English equivalent.
Expend Only
Allows you to expend a fund's resources, but not encumber them.
Federal Tax ID
Identification for federal tax.
Fiscal Period Close
Allows you to rollover open orders from a previous fiscal period to a new fiscal
period by committing amounts in the new fiscal period's funds according to rollover
rules set for each line item type for each purchase order type.
Footer
Located at the bottom of a purchase order or invoice screen and displays fields
(boxes) to enter information related to all items on the PO or invoice.
Freeze Date
Date that will stop overcommitments or overexpending in a ledger or a particular
allocated fund within a ledger.
Fund Category
A display of a fund's type, i.e., Summary, Allocated or Reporting.
Fund Name
A display of a fund's descriptive name.
Header
Located at the top of a PO or invoice and contains information needed to acquire
or pay for library items as well as to search for a PO or invoice in future
sessions.
Holdings Record
A record of all the holdings information for a bibliographic record. Each holdings
record has a leader, fixed field, variable fields, and can include location
(field 852), summary holdings (field 866) and material category (field 007).
Institution ID
This is the ID used by the vendor to identify your institution as a customer.
Invoice
An invoice handles expenditures. An invoice will expend the exact amount charged
for an item and remove that amount from commitments.
Invoice Amount
A display of the price cited on a vendor's invoice.
Invoice Date
The date that an invoice was created by the vendor. Invoice Number
The number that appears on a vendor's invoice and used to identify a Voyager
invoice. The invoice number is editable and can have up to 26 characters.
Item Record
A record for a physical object (book, serial issue, cassette, etc.) owned by
the Library and treated as one entity for identification and circulation purposes.
The record includes such information as location, item type, barcode and copy
number.
Ledger
A ledger (preceded by a red square) contains a hierarchy of funds within the
same fiscal year. They control a set of rules governing the behavior and availability
of funds. They tell you "who" has access to money, "when" one can use given
funds, and "where" in the library can funds be used. Ledgers can be associated
with one or more policy groups.
Ledger Name
The descriptive name of a ledger.
Line Item
A bibliographic record brought into a purchase order or invoice. Line item types
include: single-part, multi-part, blanket order, standing order, approval, membership,
subscription.
Line Item Information
Located in the middle portion of a purchase order or invoice window displaying
fields to enter an actual item and its bibliographic data.
Line Item Subtotal
The subtotal amount of the line items on a purchase order or the price for the
line items on an invoice.
Line Item Type
Includes approval, single-part, multi-part, blanket order, standing order, membership
and subscription.
Location
The place where an item resides after accessioning, i.e., the routing or assignment;
a location can be permanent or temporary. Also, the place where a particular
activity occurs, e.g., check-in location.
Marking for Review
A serial item can be marked for review in order to track particular situations,
e.g., title changes. Any number of "mark" reasons can be defined.
MFHD see also Holdings Record
The MARC Format for Holdings Data provides the structure for Voyager's holdings
records. Sometimes referred to as "muff-head."
Multi-part Subscription
A subscription to a serial which is made of multiple components, each with its
own publication pattern.
Not Needed After (date)
The latest date after which an unreceived purchase order is not needed.
Omit --- see: Combine/omit
Order Site
Location from which a purchase order originated; defined in the System Administration
Module.
Other Charges
Contains additional charges for your purchase order or invoice such as shipping.
Pattern --- see: Publication pattern, Subscription pattern
Policy Group
Locations in the Library that are authorized to use funds in a ledger. Policy
groups are defined in the System Administration Module.
Prediction
Establishing enumeration/chronology values for first expected issue, after selecting
a publication pattern. Start Prediction dialog box is where one establishes
enumeration/chronology values for first expected issue. The Bypass Prediction
option allows manual input of dates for next expected issue.
Problem List
Allows you to view a list of ordered items that are not satisfactory in ways
such as received incorrect edition, damaged, or not received. Items may appear
on the Problem List either automatically or through the intervention
of the operator.
Publication Pattern
A publication pattern is created to describe a generic template for enumeration
and chronology descriptions in which some serial titles are received (monthly,
quarterly, vol., no., etc.). Once a pattern is created it can be used for multiple
serials. Using a pattern gives the capability to predict the issues that one
will be checking in next. An unlimited number of patterns can be created. Frequency
choices are based on USMARC values (which has maximum frequency as triennial),
so for any other pattern one would need to bypass prediction. While prediction
may be bypassed, it is required that a pattern be selected for each serial component.
Purchase Order
Any order, request, demand for library material regardless of mode of acquisition.
For ordered items, the purchase order handles the commitment of funds that are
earmarked and set aside to pay for an item once it is received.
Purchase Order Number
A system generated number that appears on the purchase order. The purchase order
number is editable and can have up to 26 characters.
Receiving/Marking Dialog Box
Receiving dialog box displays when clicking on Accept button from Serials Check-in
dialog box. One can receive or mark all copies for a location, certain copies
for a location, or all copies for all locations.
Reporting Fund
Reporting funds (preceded by a yellow circle) are subordinate to allocated
funds and do not have money in them, but they can be used on purchase orders
and invoices. Money to pay for invoice items comes from a reporting fund's parent
allocated fund. Reporting funds are used to generate detailed information about
the expenditures from that allocated fund.
Retrieve Holdings
Retrieval of MARC record holdings for a serials bibliographic title record.
Serials Receipt History
An informational dialog box that displays the serial issues, receive dates,
and copies received.
Ship To
Refers to the location that the purchase order items will be sent. The location
that you can select depends on your authority as an operator.
Ship Via
An indication to a vendor of the desired shipping method of ordered items (e.g.,
surface, UPS).
SICI
Serial Item and Contribution Identifier. A code that uniquely identifies individual
serial issues and the contributions they contain (articles, table of contents,
etc.). It can be barcoded. The ISSN is a key part of a SICI.
Status Date
The date that the status of a purchase order or an invoice status was last modified
in Voyager.
Subscription Pattern
Links a serial component to the particular publication pattern that it falls
into. The current list of publication patterns is the universe from which you
can select the one that matches the serial component at hand. If no matching
publication pattern exists yet, one must be created before the subscription
pattern can be specified. Besides component name/type and its publication pattern,
the subscription pattern dialog box includes history of checked-in issues and
list of expected issues.
Summary Fund
Summary funds (preceded by a red square) do not have allocations (money).
They allow you to gather a summary of information about all of its subordinate
funds. Analyzing fund activity at the summary fund level allows you to see the
expenditure activities of all allocated and reporting funds associated with
the summary fund.
Total Cost The total price of a Voyager invoice.
Total Purchase Order Amount
The total purchase order price.
Total Quantity
Indicates the total number of invoice line item copies.
Vendor
Any supplier of library material regardless of mode of acquisition (i.e., exchange,
gift, purchase, copyright, transfer, etc.).
Vendor Accounts
A display of defined accounts for a vendor used for different types of orders
which may have discounts associated with them. A vendor account is required
if you want a default order type or a default discount percentage associated
with a particular vendor.
Vendor Code
Identifies which vendor you are using for your purchase order or which vendor
is providing an invoice line item.
Vendor Type
A system supplied category describing the general parameters governing the vendor.
Voucher ID
Refers to a locally assigned ID for an invoice voucher.
ILCSO 8-apr-02
Cornel rev. dih 8/7/00