[Evergreen-acq] Changing ILS - Acquisitions

Fri Aug 4 11:28:38 EDT 2017

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

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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)

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Message: 1
Date: Thu, 3 Aug 2017 14:46:43 -0400
From: "Leslie St. John" <lstjohn at georgialibraries.org>
To: evergreen-acq at list.evergreen-ils.org
Subject: [Evergreen-acq] Changing ILS - Acquisitions
Message-ID:
	<CAOTsCnn=CV3BHFg+jVQP=j_rcroq5wba5AvB=JpNOxGHtDvhDQ at mail.gmail.com>
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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
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Message: 2
Date: Thu, 3 Aug 2017 15:10:42 -0500
From: Deborah Luchenbill <deborah at mobiusconsortium.org>
To: Discussion of acquisitions in Evergreen
	<evergreen-acq at list.evergreen-ils.org>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions
Message-ID:
	<CAGv20nNqvx+rPCMaATQFqZDiBi19eSPaA060huXcivX4nDBotw at mail.gmail.com>
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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 <deborah at mobiusconsortium.org>
573-234-4914
https://mobiusconsortium.org <http://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
>
>
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Message: 3
Date: Thu, 3 Aug 2017 17:23:51 -0400
From: Galen Charlton <gmc at equinoxinitiative.org>
To: Discussion of acquisitions in Evergreen
	<evergreen-acq at list.evergreen-ils.org>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions
Message-ID:
	<CAPLnt66zx+2hfK-0_bmWXaunJrVnDBKFvo4e5aQgOxh7+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" <lstjohn at georgialibraries.org>
To: Discussion of acquisitions in Evergreen
	<evergreen-acq at list.evergreen-ils.org>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions
Message-ID:
	<CAOTsCnnR=VQQ6o6xU+GBUDBBFSi37n1UOYnN5rznGZ_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 <gmc at equinoxinitiative.org>
wrote:

> 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
> _______________________________________________
> Evergreen-acq mailing list
> Evergreen-acq at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>
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