From lstjohn at georgialibraries.org Thu Aug 3 14:46:43 2017 From: lstjohn at georgialibraries.org (Leslie St. John) Date: Thu, 3 Aug 2017 14:46:43 -0400 Subject: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: We will be bringing in to our consortium a new library system that is already using Acquisitions from another ILS. I wonder, has anyone every migrated Acqusitions data from one ILS to another? I can't imagine it, but there's at least one vendor out there who thinks this can be done. If yes, please reply ON the list. Thanks, Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org -------------- next part -------------- An HTML attachment was scrubbed... URL: From deborah at mobiusconsortium.org Thu Aug 3 16:10:42 2017 From: deborah at mobiusconsortium.org (Deborah Luchenbill) Date: Thu, 3 Aug 2017 15:10:42 -0500 Subject: [Evergreen-acq] Changing ILS - Acquisitions In-Reply-To: References: Message-ID: Leslie, I asked Blake about your question (he's not subscribed to this list) because he just did this. His response is below (I will make a caveat--the data being migrated is from a home-grown ILS of another library system in Missouri, so it's not from a commercial vendor). ---- Leslie, This is good timing. I just migrated acquisitions data for a soon-to-join library. We generally discourage migration of acquisitions data because of fiscal years and reporting. Or, if we can, we time the migration between fiscal years, so that the library can start fresh acquisitions in Evergreen and leave their old ILS data intact on the old system. In this case, we went ahead and migrated the data because they strictly used it with a single vendor. They also do not use Fund sources. The data was purely for copy creation. It turned out that we were able to create the purchase orders, lineitems, lineitem_details, and invoices from the data. Skipping the funding sources all together. This enabled us to populate the catalog with the copies created from the migrated purchase orders. -Blake- Conducting Magic MOBIUS573-234-4513 <(573)%20234-4513>877-312-3517 <(877)%20312-3517> ---------------------------------------------- Debbie Luchenbill Evergreen Coordinator MOBIUS 111 E. Broadway, Ste. 220 Columbia, MO 65203 debbie at mobiusconsortium.org 573-234-4914 https://mobiusconsortium.org Missouri Evergreen Help Desk: help at mobiusconsortium.org / 877-312-3517 http://libraries.missourievergreen.org On Thu, Aug 3, 2017 at 1:46 PM, Leslie St. John < lstjohn at georgialibraries.org> wrote: > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone every > migrated Acqusitions data from one ILS to another? I can't imagine it, but > there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. > > Thanks, > Leslie > > Leslie St. John > *PINES Services Specialist* > Georgia Public Library Service > 1800 Century Place, Suite 150 > Atlanta, GA 30345-4304 > 404-235-7129 <(404)%20235-7129> tel > 404.235.7201 <(404)%20235-7201> fax > www.georgialibraries.org > www.gapines.org > > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > -------------- next part -------------- An HTML attachment was scrubbed... URL: From gmc at equinoxinitiative.org Thu Aug 3 17:23:51 2017 From: gmc at equinoxinitiative.org (Galen Charlton) Date: Thu, 3 Aug 2017 17:23:51 -0400 Subject: [Evergreen-acq] Changing ILS - Acquisitions In-Reply-To: References: Message-ID: Hi, On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John wrote: > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone every > migrated Acqusitions data from one ILS to another? I can't imagine it, but > there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. We've migrated acquisitions data for several libraries. Provider records tend to be straightforward to deal with, although setting up EDI profiles tends to be done manually. We've also migrated funds, fund allocations, orders, line items, and invoices. We typically recommend that libraries just migrate data for the current fiscal year and compile whatever reports they need from past fiscal years to keep their auditors happy, but have migrated data for back fiscal years on one or two occasions. Regards, Galen -- Galen Charlton Infrastructure and Added Services Manager Equinox Open Library Initiative phone: 1-877-OPEN-ILS (673-6457) email: gmc at equinoxInitiative.org web: https://equinoxInitiative.org direct: +1 770-709-5581 cell: +1 404-984-4366 From lstjohn at georgialibraries.org Fri Aug 4 09:56:24 2017 From: lstjohn at georgialibraries.org (Leslie St. John) Date: Fri, 4 Aug 2017 09:56:24 -0400 Subject: [Evergreen-acq] Changing ILS - Acquisitions In-Reply-To: References:

Message-ID: Thanks to both of you. As we move forward with this project we may be in touch. Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org On Thu, Aug 3, 2017 at 5:23 PM, Galen Charlton wrote: > Hi, > > On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John > wrote: > > We will be bringing in to our consortium a new library system that is > > already using Acquisitions from another ILS. I wonder, has anyone every > > migrated Acqusitions data from one ILS to another? I can't imagine it, > but > > there's at least one vendor out there who thinks this can be done. > > If yes, please reply ON the list. > > We've migrated acquisitions data for several libraries. Provider > records tend to be straightforward to deal with, although setting up > EDI profiles tends to be done manually. We've also migrated funds, > fund allocations, orders, line items, and invoices. We typically > recommend that libraries just migrate data for the current fiscal year > and compile whatever reports they need from past fiscal years to keep > their auditors happy, but have migrated data for back fiscal years on > one or two occasions. > > Regards, > > Galen > -- > Galen Charlton > Infrastructure and Added Services Manager > Equinox Open Library Initiative > phone: 1-877-OPEN-ILS (673-6457) > email: gmc at equinoxInitiative.org > web: https://equinoxInitiative.org > direct: +1 770-709-5581 > cell: +1 404-984-4366 > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > -------------- next part -------------- An HTML attachment was scrubbed... URL: From mcrawley at cumberland.lib.nc.us Fri Aug 4 11:28:38 2017 From: mcrawley at cumberland.lib.nc.us (Martha Crawley) Date: Fri, 4 Aug 2017 15:28:38 +0000 Subject: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Yes, we were using acquisitions in our previous ILS when we changed to Evergreen. At the time, I couldn't imagine how it could possibly work either. I decided to just start fresh with Evergreen but our collection manager wanted to be able to see the history of what had been ordered previously. So the existing orders were loaded into Evergreen in such a way that I could see the information but I couldn't do anything with it; it was just there for information purposes only. We kept running our old ILS (it was housed on our own server & only tech services had access to it) until all existing orders were completed. Any new orders were created in Evergreen. Luckily we migrated near the end of a fiscal year so we didn't have that much that was still outstanding. Once everything was received and invoiced in our old system we shut it down. In hindsight, I think migrating the whole thing would probably have worked OK. Martha Crawley, Tech Services Mgr. Cumberland Co. Public Library 300 Maiden Lane Fayetteville, NC 28301 910 483-1580 x1308 -----Original Message----- From: Evergreen-acq [mailto:evergreen-acq-bounces at list.evergreen-ils.org] On Behalf Of evergreen-acq-request at list.evergreen-ils.org Sent: Friday, August 04, 2017 9:57 AM To: evergreen-acq at list.evergreen-ils.org Subject: Evergreen-acq Digest, Vol 3, Issue 1 Send Evergreen-acq mailing list submissions to evergreen-acq at list.evergreen-ils.org To subscribe or unsubscribe via the World Wide Web, visit http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq or, via email, send a message with subject or body 'help' to evergreen-acq-request at list.evergreen-ils.org You can reach the person managing the list at evergreen-acq-owner at list.evergreen-ils.org When replying, please edit your Subject line so it is more specific than "Re: Contents of Evergreen-acq digest..." Today's Topics: 1. Changing ILS - Acquisitions (Leslie St. John) 2. Re: Changing ILS - Acquisitions (Deborah Luchenbill) 3. Re: Changing ILS - Acquisitions (Galen Charlton) 4. Re: Changing ILS - Acquisitions (Leslie St. John) ---------------------------------------------------------------------- Message: 1 Date: Thu, 3 Aug 2017 14:46:43 -0400 From: "Leslie St. John" To: evergreen-acq at list.evergreen-ils.org Subject: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="utf-8" We will be bringing in to our consortium a new library system that is already using Acquisitions from another ILS. I wonder, has anyone every migrated Acqusitions data from one ILS to another? I can't imagine it, but there's at least one vendor out there who thinks this can be done. If yes, please reply ON the list. Thanks, Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ Message: 2 Date: Thu, 3 Aug 2017 15:10:42 -0500 From: Deborah Luchenbill To: Discussion of acquisitions in Evergreen Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="utf-8" Leslie, I asked Blake about your question (he's not subscribed to this list) because he just did this. His response is below (I will make a caveat--the data being migrated is from a home-grown ILS of another library system in Missouri, so it's not from a commercial vendor). ---- Leslie, This is good timing. I just migrated acquisitions data for a soon-to-join library. We generally discourage migration of acquisitions data because of fiscal years and reporting. Or, if we can, we time the migration between fiscal years, so that the library can start fresh acquisitions in Evergreen and leave their old ILS data intact on the old system. In this case, we went ahead and migrated the data because they strictly used it with a single vendor. They also do not use Fund sources. The data was purely for copy creation. It turned out that we were able to create the purchase orders, lineitems, lineitem_details, and invoices from the data. Skipping the funding sources all together. This enabled us to populate the catalog with the copies created from the migrated purchase orders. -Blake- Conducting Magic MOBIUS573-234-4513 <(573)%20234-4513>877-312-3517 <(877)%20312-3517> ---------------------------------------------- Debbie Luchenbill Evergreen Coordinator MOBIUS 111 E. Broadway, Ste. 220 Columbia, MO 65203 debbie at mobiusconsortium.org 573-234-4914 https://mobiusconsortium.org Missouri Evergreen Help Desk: help at mobiusconsortium.org / 877-312-3517 http://libraries.missourievergreen.org On Thu, Aug 3, 2017 at 1:46 PM, Leslie St. John < lstjohn at georgialibraries.org> wrote: > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone > every migrated Acqusitions data from one ILS to another? I can't > imagine it, but there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. > > Thanks, > Leslie > > Leslie St. John > *PINES Services Specialist* > Georgia Public Library Service > 1800 Century Place, Suite 150 > Atlanta, GA 30345-4304 > 404-235-7129 <(404)%20235-7129> tel > 404.235.7201 <(404)%20235-7201> fax > www.georgialibraries.org > www.gapines.org > > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ Message: 3 Date: Thu, 3 Aug 2017 17:23:51 -0400 From: Galen Charlton To: Discussion of acquisitions in Evergreen Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="UTF-8" Hi, On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John wrote: > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone > every migrated Acqusitions data from one ILS to another? I can't > imagine it, but there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. We've migrated acquisitions data for several libraries. Provider records tend to be straightforward to deal with, although setting up EDI profiles tends to be done manually. We've also migrated funds, fund allocations, orders, line items, and invoices. We typically recommend that libraries just migrate data for the current fiscal year and compile whatever reports they need from past fiscal years to keep their auditors happy, but have migrated data for back fiscal years on one or two occasions. Regards, Galen -- Galen Charlton Infrastructure and Added Services Manager Equinox Open Library Initiative phone: 1-877-OPEN-ILS (673-6457) email: gmc at equinoxInitiative.org web: https://equinoxInitiative.org direct: +1 770-709-5581 cell: +1 404-984-4366 ------------------------------ Message: 4 Date: Fri, 4 Aug 2017 09:56:24 -0400 From: "Leslie St. John" To: Discussion of acquisitions in Evergreen Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="utf-8" Thanks to both of you. As we move forward with this project we may be in touch. Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org On Thu, Aug 3, 2017 at 5:23 PM, Galen Charlton wrote: > Hi, > > On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John > wrote: > > We will be bringing in to our consortium a new library system that is > > already using Acquisitions from another ILS. I wonder, has anyone every > > migrated Acqusitions data from one ILS to another? I can't imagine it, > but > > there's at least one vendor out there who thinks this can be done. > > If yes, please reply ON the list. > > We've migrated acquisitions data for several libraries. Provider > records tend to be straightforward to deal with, although setting up > EDI profiles tends to be done manually. We've also migrated funds, > fund allocations, orders, line items, and invoices. We typically > recommend that libraries just migrate data for the current fiscal year > and compile whatever reports they need from past fiscal years to keep > their auditors happy, but have migrated data for back fiscal years on > one or two occasions. > > Regards, > > Galen > -- > Galen Charlton > Infrastructure and Added Services Manager > Equinox Open Library Initiative > phone: 1-877-OPEN-ILS (673-6457) > email: gmc at equinoxInitiative.org > web: https://equinoxInitiative.org > direct: +1 770-709-5581 > cell: +1 404-984-4366 > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ Subject: Digest Footer _______________________________________________ Evergreen-acq mailing list Evergreen-acq at list.evergreen-ils.org http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq ------------------------------ End of Evergreen-acq Digest, Vol 3, Issue 1 ******************************************* From irene.patrick at ncdcr.gov Fri Aug 4 12:32:43 2017 From: irene.patrick at ncdcr.gov (Patrick, Irene) Date: Fri, 4 Aug 2017 16:32:43 +0000 Subject: [Evergreen-acq] Changing ILS - Acquisitions In-Reply-To: References: Message-ID: We migrated to Evergreen within the past year, and our acquisitions records were brought over from our previous system. Our former system did not have the equivalent of Funding Sources, so we had to set those up as part of the migration. Setting up our funds as part of the migration was pretty simple, but we don't have a complex funding structure. We also had to work pretty closely with Equinox to help them understand our previous system so that they could map our data appropriately. The two systems were quite different. We did not have many orders in the old system because we had decided to wait to place orders until after the migration as far as possible, so we didn't have many to migrate. We did NOT migrate order records from previous fiscal years. However, our acquisitions assistant was not very happy with how the allocated/spent monies were being handled in the Funds in Evergreen after the migration. I don't know if this was a result of the migration itself, or just that Evergreen is so different from our former system that she was having trouble adjusting to what it looked like. If you need to migrate acquisitions data, it's definitely best to do it at the beginning of your FY if at all possible. I'm rather surprised that Galen said provider records were straightforward to deal with, because this has been by far our biggest bugaboo. We wanted to migrate our vendor records from our former system because we had close to 600 in the old system and didn't want to manually enter them all into Evergreen. We also had a lot of information recorded about the vendors in the old system that we didn't want to lose. Unfortunately, it turned out that the vendor notes from our old system are not usable in Evergreen. While there is apparently a note field available in the Evergreen Provider record, it's not visible in the client, which makes it useless to us. More than that, it makes it impossible for us to delete some vendor records we no longer want to keep. If there's a note in the record, we can't see it or delete it from the provider record, which means we can't delete the provider out of Evergreen. We've already submitted one list of providers that needed to be deleted to our consortium for Equinox to delete for us; we'll have another list for them at some point. Additionally, searching for providers in Evergreen is really poor, and we had multiple display issues after our migration. We tried to get some of that corrected, but I don't think we were ever able to get support to understand exactly what our problem was. That issue was overwhelmed by other more urgent problems that had to be taken care of by our acceptance date. As a side bar, this whole discussion brings up something that I would like to post to the new Evergreen-acq list if I ever get time to pursue it: I really don't understand why Provider records are managed in the clunky Acquisitions Admin interface. Why are they in Admin at all? Ideally, I would like the Provider records to work like patron records in circulation, where they are in the main acquisitions interface, with full-fledged searching and editing capabilities that work and act like the search/editing capabilities for patron records. I've never seen a system that treats vendor records the way Evergreen does. So, to sum up, it is possible to migrate Acquisitions data from your former system. You might have better success and/or happier staff if you don't migrate data and start clean in the new system. This probably depends on how complex your data is and how much you need to migrate. If you have only a few provider records, you certainly won't have the same problems we did. We did not have any problems setting up our fund structure and the orders we migrated came over successfully, though we did need a few post-migration tweaks. Irene Patrick Library & Information Management Systems Librarian N.C. Government & Heritage Library State Library of North Carolina N.C. Dept. of Natural and Cultural Resources (919) 807-7413?? irene dot patrick at ncdcr dot gov 109 E. Jones Street? |? 4640 Mail Service Center? |? Raleigh, North Carolina 27699-4600 Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third parties. _____________________________________________________________ ?????????? -----Original Message----- From: Evergreen-acq [mailto:evergreen-acq-bounces at list.evergreen-ils.org] On Behalf Of Martha Crawley Sent: Friday, August 04, 2017 11:29 AM To: evergreen-acq at list.evergreen-ils.org Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Yes, we were using acquisitions in our previous ILS when we changed to Evergreen. At the time, I couldn't imagine how it could possibly work either. I decided to just start fresh with Evergreen but our collection manager wanted to be able to see the history of what had been ordered previously. So the existing orders were loaded into Evergreen in such a way that I could see the information but I couldn't do anything with it; it was just there for information purposes only. We kept running our old ILS (it was housed on our own server & only tech services had access to it) until all existing orders were completed. Any new orders were created in Evergreen. Luckily we migrated near the end of a fiscal year so we didn't have that much that was still outstanding. Once everything was received and invoiced in our old system we shut it down. In hindsight, I think migrating the whole thing would probably have worked OK. Martha Crawley, Tech Services Mgr. Cumberland Co. Public Library 300 Maiden Lane Fayetteville, NC 28301 910 483-1580 x1308 -----Original Message----- From: Evergreen-acq [mailto:evergreen-acq-bounces at list.evergreen-ils.org] On Behalf Of evergreen-acq-request at list.evergreen-ils.org Sent: Friday, August 04, 2017 9:57 AM To: evergreen-acq at list.evergreen-ils.org Subject: Evergreen-acq Digest, Vol 3, Issue 1 Send Evergreen-acq mailing list submissions to evergreen-acq at list.evergreen-ils.org To subscribe or unsubscribe via the World Wide Web, visit http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq or, via email, send a message with subject or body 'help' to evergreen-acq-request at list.evergreen-ils.org You can reach the person managing the list at evergreen-acq-owner at list.evergreen-ils.org When replying, please edit your Subject line so it is more specific than "Re: Contents of Evergreen-acq digest..." Today's Topics: 1. Changing ILS - Acquisitions (Leslie St. John) 2. Re: Changing ILS - Acquisitions (Deborah Luchenbill) 3. Re: Changing ILS - Acquisitions (Galen Charlton) 4. Re: Changing ILS - Acquisitions (Leslie St. John) ---------------------------------------------------------------------- Message: 1 Date: Thu, 3 Aug 2017 14:46:43 -0400 From: "Leslie St. John" To: evergreen-acq at list.evergreen-ils.org Subject: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="utf-8" We will be bringing in to our consortium a new library system that is already using Acquisitions from another ILS. I wonder, has anyone every migrated Acqusitions data from one ILS to another? I can't imagine it, but there's at least one vendor out there who thinks this can be done. If yes, please reply ON the list. Thanks, Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ Message: 2 Date: Thu, 3 Aug 2017 15:10:42 -0500 From: Deborah Luchenbill To: Discussion of acquisitions in Evergreen Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="utf-8" Leslie, I asked Blake about your question (he's not subscribed to this list) because he just did this. His response is below (I will make a caveat--the data being migrated is from a home-grown ILS of another library system in Missouri, so it's not from a commercial vendor). ---- Leslie, This is good timing. I just migrated acquisitions data for a soon-to-join library. We generally discourage migration of acquisitions data because of fiscal years and reporting. Or, if we can, we time the migration between fiscal years, so that the library can start fresh acquisitions in Evergreen and leave their old ILS data intact on the old system. In this case, we went ahead and migrated the data because they strictly used it with a single vendor. They also do not use Fund sources. The data was purely for copy creation. It turned out that we were able to create the purchase orders, lineitems, lineitem_details, and invoices from the data. Skipping the funding sources all together. This enabled us to populate the catalog with the copies created from the migrated purchase orders. -Blake- Conducting Magic MOBIUS573-234-4513 <(573)%20234-4513>877-312-3517 <(877)%20312-3517> ---------------------------------------------- Debbie Luchenbill Evergreen Coordinator MOBIUS 111 E. Broadway, Ste. 220 Columbia, MO 65203 debbie at mobiusconsortium.org 573-234-4914 https://mobiusconsortium.org Missouri Evergreen Help Desk: help at mobiusconsortium.org / 877-312-3517 http://libraries.missourievergreen.org On Thu, Aug 3, 2017 at 1:46 PM, Leslie St. John < lstjohn at georgialibraries.org> wrote: > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone > every migrated Acqusitions data from one ILS to another? I can't > imagine it, but there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. > > Thanks, > Leslie > > Leslie St. John > *PINES Services Specialist* > Georgia Public Library Service > 1800 Century Place, Suite 150 > Atlanta, GA 30345-4304 > 404-235-7129 <(404)%20235-7129> tel > 404.235.7201 <(404)%20235-7201> fax > www.georgialibraries.org > www.gapines.org > > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ Message: 3 Date: Thu, 3 Aug 2017 17:23:51 -0400 From: Galen Charlton To: Discussion of acquisitions in Evergreen Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="UTF-8" Hi, On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John wrote: > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone > every migrated Acqusitions data from one ILS to another? I can't > imagine it, but there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. We've migrated acquisitions data for several libraries. Provider records tend to be straightforward to deal with, although setting up EDI profiles tends to be done manually. We've also migrated funds, fund allocations, orders, line items, and invoices. We typically recommend that libraries just migrate data for the current fiscal year and compile whatever reports they need from past fiscal years to keep their auditors happy, but have migrated data for back fiscal years on one or two occasions. Regards, Galen -- Galen Charlton Infrastructure and Added Services Manager Equinox Open Library Initiative phone: 1-877-OPEN-ILS (673-6457) email: gmc at equinoxInitiative.org web: https://equinoxInitiative.org direct: +1 770-709-5581 cell: +1 404-984-4366 ------------------------------ Message: 4 Date: Fri, 4 Aug 2017 09:56:24 -0400 From: "Leslie St. John" To: Discussion of acquisitions in Evergreen Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions Message-ID: Content-Type: text/plain; charset="utf-8" Thanks to both of you. As we move forward with this project we may be in touch. Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org On Thu, Aug 3, 2017 at 5:23 PM, Galen Charlton wrote: > Hi, > > On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John > wrote: > > We will be bringing in to our consortium a new library system that is > > already using Acquisitions from another ILS. I wonder, has anyone every > > migrated Acqusitions data from one ILS to another? I can't imagine it, > but > > there's at least one vendor out there who thinks this can be done. > > If yes, please reply ON the list. > > We've migrated acquisitions data for several libraries. Provider > records tend to be straightforward to deal with, although setting up > EDI profiles tends to be done manually. We've also migrated funds, > fund allocations, orders, line items, and invoices. We typically > recommend that libraries just migrate data for the current fiscal year > and compile whatever reports they need from past fiscal years to keep > their auditors happy, but have migrated data for back fiscal years on > one or two occasions. > > Regards, > > Galen > -- > Galen Charlton > Infrastructure and Added Services Manager > Equinox Open Library Initiative > phone: 1-877-OPEN-ILS (673-6457) > email: gmc at equinoxInitiative.org > web: https://equinoxInitiative.org > direct: +1 770-709-5581 > cell: +1 404-984-4366 > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ Subject: Digest Footer _______________________________________________ Evergreen-acq mailing list Evergreen-acq at list.evergreen-ils.org http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq ------------------------------ End of Evergreen-acq Digest, Vol 3, Issue 1 ******************************************* _______________________________________________ Evergreen-acq mailing list Evergreen-acq at list.evergreen-ils.org http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq From lstjohn at georgialibraries.org Tue Aug 8 12:25:02 2017 From: lstjohn at georgialibraries.org (Leslie St. John) Date: Tue, 8 Aug 2017 12:25:02 -0400 Subject: [Evergreen-acq] Changing ILS - Acquisitions In-Reply-To: References: Message-ID: Thanks to all who answered the question. A great response with so much good information, it will help out quite a bit. I'm glad we started this list, this is one of the best answers to a question I've ever had! Thanks again! Leslie Leslie St. John *PINES Services Specialist* Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 tel 404.235.7201 fax www.georgialibraries.org www.gapines.org On Fri, Aug 4, 2017 at 12:32 PM, Patrick, Irene wrote: > We migrated to Evergreen within the past year, and our acquisitions > records were brought over from our previous system. Our former system did > not have the equivalent of Funding Sources, so we had to set those up as > part of the migration. Setting up our funds as part of the migration was > pretty simple, but we don't have a complex funding structure. We also had > to work pretty closely with Equinox to help them understand our previous > system so that they could map our data appropriately. The two systems were > quite different. > > We did not have many orders in the old system because we had decided to > wait to place orders until after the migration as far as possible, so we > didn't have many to migrate. We did NOT migrate order records from > previous fiscal years. However, our acquisitions assistant was not very > happy with how the allocated/spent monies were being handled in the Funds > in Evergreen after the migration. I don't know if this was a result of the > migration itself, or just that Evergreen is so different from our former > system that she was having trouble adjusting to what it looked like. If > you need to migrate acquisitions data, it's definitely best to do it at the > beginning of your FY if at all possible. > > I'm rather surprised that Galen said provider records were straightforward > to deal with, because this has been by far our biggest bugaboo. We wanted > to migrate our vendor records from our former system because we had close > to 600 in the old system and didn't want to manually enter them all into > Evergreen. We also had a lot of information recorded about the vendors in > the old system that we didn't want to lose. Unfortunately, it turned out > that the vendor notes from our old system are not usable in Evergreen. > While there is apparently a note field available in the Evergreen Provider > record, it's not visible in the client, which makes it useless to us. More > than that, it makes it impossible for us to delete some vendor records we > no longer want to keep. If there's a note in the record, we can't see it > or delete it from the provider record, which means we can't delete the > provider out of Evergreen. We've already submitted one list of providers > that needed to be deleted to our consortium for Equinox to delete for us; > we'll have another list for them at some point. > > Additionally, searching for providers in Evergreen is really poor, and we > had multiple display issues after our migration. We tried to get some of > that corrected, but I don't think we were ever able to get support to > understand exactly what our problem was. That issue was overwhelmed by > other more urgent problems that had to be taken care of by our acceptance > date. > > As a side bar, this whole discussion brings up something that I would like > to post to the new Evergreen-acq list if I ever get time to pursue it: I > really don't understand why Provider records are managed in the clunky > Acquisitions Admin interface. Why are they in Admin at all? Ideally, I > would like the Provider records to work like patron records in circulation, > where they are in the main acquisitions interface, with full-fledged > searching and editing capabilities that work and act like the > search/editing capabilities for patron records. I've never seen a system > that treats vendor records the way Evergreen does. > > So, to sum up, it is possible to migrate Acquisitions data from your > former system. You might have better success and/or happier staff if you > don't migrate data and start clean in the new system. This probably > depends on how complex your data is and how much you need to migrate. If > you have only a few provider records, you certainly won't have the same > problems we did. We did not have any problems setting up our fund > structure and the orders we migrated came over successfully, though we did > need a few post-migration tweaks. > > Irene Patrick > Library & Information Management Systems Librarian > N.C. Government & Heritage Library > State Library of North Carolina > N.C. Dept. of Natural and Cultural Resources > (919) 807-7413 > irene dot patrick at ncdcr dot gov > > 109 E. Jones Street | 4640 Mail Service Center | Raleigh, North > Carolina 27699-4600 > > Email correspondence to and from this address is subject to the > North Carolina Public Records Law and may be disclosed to third parties. > _____________________________________________________________ > > > -----Original Message----- > From: Evergreen-acq [mailto:evergreen-acq-bounces at list.evergreen-ils.org] > On Behalf Of Martha Crawley > Sent: Friday, August 04, 2017 11:29 AM > To: evergreen-acq at list.evergreen-ils.org > Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions > > Yes, we were using acquisitions in our previous ILS when we changed to > Evergreen. At the time, I couldn't imagine how it could possibly work > either. I decided to just start fresh with Evergreen but our collection > manager wanted to be able to see the history of what had been ordered > previously. So the existing orders were loaded into Evergreen in such a way > that I could see the information but I couldn't do anything with it; it was > just there for information purposes only. We kept running our old ILS (it > was housed on our own server & only tech services had access to it) until > all existing orders were completed. Any new orders were created in > Evergreen. Luckily we migrated near the end of a fiscal year so we didn't > have that much that was still outstanding. Once everything was received > and invoiced in our old system we shut it down. > > In hindsight, I think migrating the whole thing would probably have worked > OK. > > > Martha Crawley, Tech Services Mgr. > Cumberland Co. Public Library > 300 Maiden Lane > Fayetteville, NC 28301 > 910 483-1580 x1308 > > > > -----Original Message----- > From: Evergreen-acq [mailto:evergreen-acq-bounces at list.evergreen-ils.org] > On Behalf Of evergreen-acq-request at list.evergreen-ils.org > Sent: Friday, August 04, 2017 9:57 AM > To: evergreen-acq at list.evergreen-ils.org > Subject: Evergreen-acq Digest, Vol 3, Issue 1 > > Send Evergreen-acq mailing list submissions to > evergreen-acq at list.evergreen-ils.org > > To subscribe or unsubscribe via the World Wide Web, visit > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/ > evergreen-acq > or, via email, send a message with subject or body 'help' to > evergreen-acq-request at list.evergreen-ils.org > > You can reach the person managing the list at > evergreen-acq-owner at list.evergreen-ils.org > > When replying, please edit your Subject line so it is more specific than > "Re: Contents of Evergreen-acq digest..." > > > Today's Topics: > > 1. Changing ILS - Acquisitions (Leslie St. John) > 2. Re: Changing ILS - Acquisitions (Deborah Luchenbill) > 3. Re: Changing ILS - Acquisitions (Galen Charlton) > 4. Re: Changing ILS - Acquisitions (Leslie St. John) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Thu, 3 Aug 2017 14:46:43 -0400 > From: "Leslie St. John" > To: evergreen-acq at list.evergreen-ils.org > Subject: [Evergreen-acq] Changing ILS - Acquisitions > Message-ID: > mail.gmail.com> > Content-Type: text/plain; charset="utf-8" > > We will be bringing in to our consortium a new library system that is > already using Acquisitions from another ILS. I wonder, has anyone every > migrated Acqusitions data from one ILS to another? I can't imagine it, but > there's at least one vendor out there who thinks this can be done. > If yes, please reply ON the list. > > Thanks, > Leslie > > Leslie St. John > *PINES Services Specialist* > Georgia Public Library Service > 1800 Century Place, Suite 150 > Atlanta, GA 30345-4304 > 404-235-7129 tel > 404.235.7201 fax > www.georgialibraries.org > www.gapines.org > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: attachments/20170803/90ee3737/attachment-0001.html> > > ------------------------------ > > Message: 2 > Date: Thu, 3 Aug 2017 15:10:42 -0500 > From: Deborah Luchenbill > To: Discussion of acquisitions in Evergreen > > Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions > Message-ID: > vX4nDBotw at mail.gmail.com> > Content-Type: text/plain; charset="utf-8" > > Leslie, I asked Blake about your question (he's not subscribed to this > list) because he just did this. His response is below (I will make a > caveat--the data being migrated is from a home-grown ILS of another library > system in Missouri, so it's not from a commercial vendor). > > ---- > Leslie, > > This is good timing. I just migrated acquisitions data for a soon-to-join > library. We generally discourage migration of acquisitions data because of > fiscal years and reporting. Or, if we can, we time the migration between > fiscal years, so that the library can start fresh acquisitions in Evergreen > and leave their old ILS data intact on the old system. > > In this case, we went ahead and migrated the data because they strictly > used it with a single vendor. They also do not use Fund sources. The data > was purely for copy creation. It turned out that we were able to create the > purchase orders, lineitems, lineitem_details, and invoices from the data. > Skipping the funding sources all together. This enabled us to populate the > catalog with the copies created from the migrated purchase orders. > > > -Blake- > Conducting Magic > MOBIUS573-234-4513 <(573)%20234-4513>877-312-3517 <(877)%20312-3517> > > ---------------------------------------------- > Debbie Luchenbill > Evergreen Coordinator > MOBIUS > 111 E. Broadway, Ste. 220 > Columbia, MO 65203 > debbie at mobiusconsortium.org > 573-234-4914 > https://mobiusconsortium.org Missouri > Evergreen Help Desk: help at mobiusconsortium.org / 877-312-3517 > http://libraries.missourievergreen.org > > On Thu, Aug 3, 2017 at 1:46 PM, Leslie St. John < > lstjohn at georgialibraries.org> wrote: > > > We will be bringing in to our consortium a new library system that is > > already using Acquisitions from another ILS. I wonder, has anyone > > every migrated Acqusitions data from one ILS to another? I can't > > imagine it, but there's at least one vendor out there who thinks this > can be done. > > If yes, please reply ON the list. > > > > Thanks, > > Leslie > > > > Leslie St. John > > *PINES Services Specialist* > > Georgia Public Library Service > > 1800 Century Place, Suite 150 > > Atlanta, GA 30345-4304 > > 404-235-7129 <(404)%20235-7129> tel > > 404.235.7201 <(404)%20235-7201> fax > > www.georgialibraries.org > > www.gapines.org > > > > _______________________________________________ > > Evergreen-acq mailing list > > Evergreen-acq at list.evergreen-ils.org > > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > > > > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: attachments/20170803/5e071f82/attachment-0001.html> > > ------------------------------ > > Message: 3 > Date: Thu, 3 Aug 2017 17:23:51 -0400 > From: Galen Charlton > To: Discussion of acquisitions in Evergreen > > Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions > Message-ID: > tzsfg at mail.gmail.com> > Content-Type: text/plain; charset="UTF-8" > > Hi, > > On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John < > lstjohn at georgialibraries.org> wrote: > > We will be bringing in to our consortium a new library system that is > > already using Acquisitions from another ILS. I wonder, has anyone > > every migrated Acqusitions data from one ILS to another? I can't > > imagine it, but there's at least one vendor out there who thinks this > can be done. > > If yes, please reply ON the list. > > We've migrated acquisitions data for several libraries. Provider records > tend to be straightforward to deal with, although setting up EDI profiles > tends to be done manually. We've also migrated funds, fund allocations, > orders, line items, and invoices. We typically recommend that libraries > just migrate data for the current fiscal year and compile whatever reports > they need from past fiscal years to keep their auditors happy, but have > migrated data for back fiscal years on one or two occasions. > > Regards, > > Galen > -- > Galen Charlton > Infrastructure and Added Services Manager Equinox Open Library Initiative > phone: 1-877-OPEN-ILS (673-6457) > email: gmc at equinoxInitiative.org > web: https://equinoxInitiative.org > direct: +1 770-709-5581 > cell: +1 404-984-4366 > > > ------------------------------ > > Message: 4 > Date: Fri, 4 Aug 2017 09:56:24 -0400 > From: "Leslie St. John" > To: Discussion of acquisitions in Evergreen > > Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions > Message-ID: > jUdNNSw at mail.gmail.com> > Content-Type: text/plain; charset="utf-8" > > Thanks to both of you. As we move forward with this project we may be in > touch. > Leslie > > Leslie St. John > *PINES Services Specialist* > Georgia Public Library Service > 1800 Century Place, Suite 150 > Atlanta, GA 30345-4304 > 404-235-7129 tel > 404.235.7201 fax > www.georgialibraries.org > www.gapines.org > > On Thu, Aug 3, 2017 at 5:23 PM, Galen Charlton > wrote: > > > Hi, > > > > On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John > > wrote: > > > We will be bringing in to our consortium a new library system that is > > > already using Acquisitions from another ILS. I wonder, has anyone every > > > migrated Acqusitions data from one ILS to another? I can't imagine it, > > but > > > there's at least one vendor out there who thinks this can be done. > > > If yes, please reply ON the list. > > > > We've migrated acquisitions data for several libraries. Provider > > records tend to be straightforward to deal with, although setting up > > EDI profiles tends to be done manually. We've also migrated funds, > > fund allocations, orders, line items, and invoices. We typically > > recommend that libraries just migrate data for the current fiscal year > > and compile whatever reports they need from past fiscal years to keep > > their auditors happy, but have migrated data for back fiscal years on > > one or two occasions. > > > > Regards, > > > > Galen > > -- > > Galen Charlton > > Infrastructure and Added Services Manager > > Equinox Open Library Initiative > > phone: 1-877-OPEN-ILS (673-6457) > > email: gmc at equinoxInitiative.org > > web: https://equinoxInitiative.org > > direct: +1 770-709-5581 > > cell: +1 404-984-4366 > > _______________________________________________ > > Evergreen-acq mailing list > > Evergreen-acq at list.evergreen-ils.org > > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: attachments/20170804/3712a1e4/attachment.html> > > ------------------------------ > > Subject: Digest Footer > > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > > ------------------------------ > > End of Evergreen-acq Digest, Vol 3, Issue 1 > ******************************************* > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > -------------- next part -------------- An HTML attachment was scrubbed... URL: From tlittle at georgialibraries.org Thu Aug 10 09:39:46 2017 From: tlittle at georgialibraries.org (Tiffany Little) Date: Thu, 10 Aug 2017 09:39:46 -0400 Subject: [Evergreen-acq] Baker & Taylor EDI question Message-ID: Good morning everyone, Does anyone use Baker & Taylor, their CLS cataloging service, EDI, and have policy names longer than 5 characters? We have a library interested in using Acquisitions that uses Baker & Taylor's CLS cataloging. B&T is telling me that they can only accept 3-5 characters (only the first 3-5 characters) in the branch code on EDI orders, which just doesn't work for us--our policy names are almost always >5 characters. Has anyone solved this issue? Thanks! Tiffany -- Tiffany Little *PINES Services Specialist, Acquisitions* Georgia Public Library Service 1800 Century Place NE, Suite 150 Atlanta, Georgia 30345 (404) 235-7161 tlittle at georgialibraries.org -------------- next part -------------- An HTML attachment was scrubbed... URL: From mcrawley at cumberland.lib.nc.us Thu Aug 10 12:28:28 2017 From: mcrawley at cumberland.lib.nc.us (Martha Crawley) Date: Thu, 10 Aug 2017 16:28:28 +0000 Subject: [Evergreen-acq] B&T EDI question In-Reply-To: References: Message-ID: Yes, we use acquisitions with B&T CLS and I remember we had the same problem initially. Can't remember off the top of my head how it was resolved and I'm out of the office for a couple of days. Will dig through my notes when I get back to work to see if I can find an answer. Feel free to email me directly if I don't get back to you next week. Martha Crawley Cumberland Co. Public Library > On Aug 10, 2017, at 12:00 PM, "evergreen-acq-request at list.evergreen-ils.org" wrote: > > Send Evergreen-acq mailing list submissions to > evergreen-acq at list.evergreen-ils.org > > To subscribe or unsubscribe via the World Wide Web, visit > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > or, via email, send a message with subject or body 'help' to > evergreen-acq-request at list.evergreen-ils.org > > You can reach the person managing the list at > evergreen-acq-owner at list.evergreen-ils.org > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of Evergreen-acq digest..." > > > Today's Topics: > > 1. Baker & Taylor EDI question (Tiffany Little) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Thu, 10 Aug 2017 09:39:46 -0400 > From: Tiffany Little > To: evergreen-acq at list.evergreen-ils.org > Subject: [Evergreen-acq] Baker & Taylor EDI question > Message-ID: > > Content-Type: text/plain; charset="utf-8" > > Good morning everyone, > > Does anyone use Baker & Taylor, their CLS cataloging service, EDI, and have > policy names longer than 5 characters? > > We have a library interested in using Acquisitions that uses Baker & > Taylor's CLS cataloging. B&T is telling me that they can only accept 3-5 > characters (only the first 3-5 characters) in the branch code on EDI > orders, which just doesn't work for us--our policy names are almost always >> 5 characters. > > Has anyone solved this issue? > > Thanks! > Tiffany > > -- > Tiffany Little > *PINES Services Specialist, Acquisitions* > Georgia Public Library Service > 1800 Century Place NE, Suite 150 > Atlanta, Georgia 30345 > (404) 235-7161 > tlittle at georgialibraries.org > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: > > ------------------------------ > > Subject: Digest Footer > > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > > ------------------------------ > > End of Evergreen-acq Digest, Vol 3, Issue 5 > ******************************************* From sandbej at linnbenton.edu Mon Aug 14 17:39:25 2017 From: sandbej at linnbenton.edu (Jane Sandberg) Date: Mon, 14 Aug 2017 14:39:25 -0700 Subject: [Evergreen-acq] Does anybody else have apostrophes in the name of their copy locations? Message-ID: And if so, do you know of a good way to load MARC order records that contain line items destined for that location? When we try to load orders that contain books headed to "Children's chapter books", we always get a popup that says ACQ_IMPORT_ERROR. :-( Thanks for your help! -Jane -- Jane Sandberg Electronic Resources Librarian Linn-Benton Community College sandbej at linnbenton.edu / 541-917-4655 Pronouns: she/her/hers or they/them/theirs From jeffreysr at mail.henry.public.lib.ga.us Fri Aug 18 08:36:29 2017 From: jeffreysr at mail.henry.public.lib.ga.us (Raquel Jeffreys) Date: Fri, 18 Aug 2017 08:36:29 -0400 Subject: [Evergreen-acq] Baker & Taylor EDI question In-Reply-To: References: Message-ID: <000601d3181e$9dbab1e0$d93015a0$@mail.henry.public.lib.ga.us> Tiffany, No. Here at HCLS our only EDI Vendor is Brodart. Rocky From: Evergreen-acq [mailto:evergreen-acq-bounces at list.evergreen-ils.org] On Behalf Of Tiffany Little Sent: Thursday, August 10, 2017 9:40 AM To: evergreen-acq at list.evergreen-ils.org Subject: [Evergreen-acq] Baker & Taylor EDI question Good morning everyone, Does anyone use Baker & Taylor, their CLS cataloging service, EDI, and have policy names longer than 5 characters? We have a library interested in using Acquisitions that uses Baker & Taylor's CLS cataloging. B&T is telling me that they can only accept 3-5 characters (only the first 3-5 characters) in the branch code on EDI orders, which just doesn't work for us--our policy names are almost always >5 characters. Has anyone solved this issue? Thanks! Tiffany -- Tiffany Little PINES Services Specialist, Acquisitions Georgia Public Library Service 1800 Century Place NE, Suite 150 Atlanta, Georgia 30345 (404) 235-7161 tlittle at georgialibraries.org -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 14545 bytes Desc: not available URL: From mllewell at biblio.org Fri Aug 25 11:08:27 2017 From: mllewell at biblio.org (Mary Llewellyn) Date: Fri, 25 Aug 2017 11:08:27 -0400 Subject: [Evergreen-acq] Baker & Taylor EDI question In-Reply-To: References: Message-ID: Hi Tiffany, Sorry to be so tardy in replying. We have a library with branches using the B&T CLS services and EDI and their orders are being transmitted with their 6 character short names. I dimly remember something being said in the beginning by B&T about their need for shorter strings, but they must have resolved it. This is for the Bridgeport Public Library system in Connecticut. Mary On Thu, Aug 10, 2017 at 9:39 AM, Tiffany Little < tlittle at georgialibraries.org> wrote: > Good morning everyone, > > Does anyone use Baker & Taylor, their CLS cataloging service, EDI, and > have policy names longer than 5 characters? > > We have a library interested in using Acquisitions that uses Baker & > Taylor's CLS cataloging. B&T is telling me that they can only accept 3-5 > characters (only the first 3-5 characters) in the branch code on EDI > orders, which just doesn't work for us--our policy names are almost always > >5 characters. > > Has anyone solved this issue? > > Thanks! > Tiffany > > -- > Tiffany Little > *PINES Services Specialist, Acquisitions* > Georgia Public Library Service > 1800 Century Place NE, Suite 150 > Atlanta, Georgia 30345 > (404) 235-7161 > tlittle at georgialibraries.org > > _______________________________________________ > Evergreen-acq mailing list > Evergreen-acq at list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq > > -- Mary Llewellyn Database Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 mllewell at biblio.org -------------- next part -------------- An HTML attachment was scrubbed... URL: