From klussier at masslnc.org Wed Nov 8 11:30:13 2017 From: klussier at masslnc.org (Kathy Lussier) Date: Wed, 8 Nov 2017 11:30:13 -0500 Subject: [Evergreen-acq] Fwd: [OPEN-ILS-GENERAL] Project to move acquisitions to AngularJS In-Reply-To: References: Message-ID: <7c324f56-9679-c4db-b3d2-fdaf92755b28@masslnc.org> Hi all, I posted this message to the general list a few weeks ago for maximum visibility, but I'm forwarding it along to this list too to make sure all the acq folks have seen it. Feel free to add comments and suggestions to our Google doc! Kathy -------- Forwarded Message -------- Subject: [OPEN-ILS-GENERAL] Project to move acquisitions to AngularJS Date: Fri, 27 Oct 2017 07:15:49 -0400 From: Kathy Lussier Reply-To: Evergreen Discussion Group To: 'Evergreen Discussion Group' Hi all, I originally was going to post this to the acq list, but I decided to post here for maximum visibility. Although the web client is officially available for production use in 3.0, we still have many interfaces, built in Dojo, that were ported over as is. Moving these interfaces over helped us make the web client available to libraries sooner than we could have done otherwise, but I'm hoping we can keep momentum going and gradually move all of the Dojo interfaces over the Angular. The MassLNC Evergreen Development Initiative partners would like to start this process with the acquisitions interfaces. Our development committee has agreed to commit some funding this fiscal year to moving acquisitions to Angular. We have three goals for this project: - As was the case with the original web client project, we would be focusing on feature parity in Angular, except where noted below. Although there are several bugs that have been reported in acquisitions as well as requests for new features, this isn't a project to fix of all of our acquisitions issues. - Having said that, we see a move to AngularJS as an opportunity to make some tweaks to the UI that will improve the use of acquisitions for our staff. By tweaks, I mean making some settings sticky that previously required constant adjustment; improve listing and paging of acq elements; adding fields to some displays; and tinkering with some search options. I'm aware that some of these UI tweaks may also require some backend tweaking, but we aren't looking to do any major backend changes under this goal. - We also would like to improve sorting in the admin interfaces and add sorting for line items in the line item search results, selection list, PO, and invoice interfaces. Although it may seem as if sorting falls in the category of UI tweaks, based on previous discussions I've had with developers, this work will probably require enough backend work to push it out of the tweak category. Nevertheless, the call for sorting in these interfaces has been so strong over the years that we think it really needs to be done as part of the transition. I've worked with the MassLNC development partners (C/W MARS, NOBLE, Bibliomation, Sitka, Georgia PINES, Evergreen Indiana and LARL/NWRL) to come up with draft requirements for this project. https://docs.google.com/document/d/1lvf0MZaTgT4r59EU8WAnt2g60Q_MFKb9x8hUZZOa8Xw/edit?usp=sharing The intent of the requirements document is not to describe all of the behavior of all acq interfaces. The underlying assumption is that we want feature parity in each interface. However, I do describe some existing behavior that I want to make sure does not get overlooked. Any new behavior is highlighted in the document in green, bold font. At this time, we're looking for the following: *Acquisitions folks *- if you have any feedback on these requirements, let us know. Anyone using the link to the Google doc can make comments or suggested edits on the document. However, please remember that we're trying to limit this project to UI tweaks, not major new functionality or redesigned interfaces. *Developers *- If you see any 'UI tweaks' that really are features requiring extensive backend changes, please let us know. In particular, at the bottom of the document (III)(F)(3) we have some requested acquisitions search options that I was unsure about. Also, in the line items section where we request sorting (III)(A)(2), if there is a particular sort field that raises red flags for you for being able to sort it in a performant manner, let us know. *Potential funders *- I anticipate this will be a large project, but, in order to get the web client to where it needs to be, we need to keep Angularizing these older interfaces. As was the case of with the initial web client project, we're going to need funding contributions from throughout the community to proceed with this project. We have not yet sought a quote for this work and, therefore, do not know what the cost will be. However, if your organization can commit funding to this project (we don't need a number yet), please contact me directly so that you can be part of the project from the outset. Feel free to let me know if you have any questions! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 klussier at masslnc.org Twitter:http://www.twitter.com/kmlussier -------------- next part -------------- An HTML attachment was scrubbed... URL: From tlittle at georgialibraries.org Thu Nov 16 10:19:08 2017 From: tlittle at georgialibraries.org (Tiffany Little) Date: Thu, 16 Nov 2017 10:19:08 -0500 Subject: [Evergreen-acq] Training Acquisitions Message-ID: Good morning everyone, For anyone out there who trains others on Acquisitions, do you have any training materials that you're inclined to share? Outlines, talking points, tips, whatever? I'm always interested in seeing what others do and if I can improve mine. 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 jamundson at cwmars.org Thu Nov 16 15:09:53 2017 From: jamundson at cwmars.org (John Amundson) Date: Thu, 16 Nov 2017 15:09:53 -0500 Subject: [Evergreen-acq] Training Acquisitions In-Reply-To: References: Message-ID: Hi, Tiffany: I've attached C/W MARS' Initial Acquisitions Documentation. I created them to send out to libraries considering Evergreen Acquisitions. The First Look document is intended to help libraries choose a level of Acquisitions, and the Preparing For... docs are intended to be sent out to libraries before the first training session. The idea is that these will help staff with the transition to the Acquisitions function and the lingo it uses, (Fund Codes, Providers, etc). Along with the appropriate prep doc, I will also send a list of the library's shelving locations and circ modifiers so that they can begin setup on the vendor's side, as well. We haven't had much of a chance to use them in the wild yet, but the two libraries that we have trained with some version of documents thought they were helpful. I think a lot of the contents are C/W MARS specific, but maybe there's some material in there from which you can take inspiration! John *John Amundson* Library Applications Associate III C/W MARS, Inc. jamundson at cwmars.org (508) 755-3323 ext 322 On Thu, Nov 16, 2017 at 10:19 AM, Tiffany Little < tlittle at georgialibraries.org> wrote: > Good morning everyone, > > For anyone out there who trains others on Acquisitions, do you have any > training materials that you're inclined to share? Outlines, talking points, > tips, whatever? I'm always interested in seeing what others do and if I can > improve mine. > > 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 > > -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Copy of C%2FW MARS - Preparing for Evergreen Acquisitions - Fund Tracking (1).pdf Type: application/pdf Size: 164820 bytes Desc: not available URL: -------------- next part -------------- A non-text attachment was scrubbed... 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Name: Copy of C%2FW MARS - Evergreen Acquisitions First Look.pdf Type: application/pdf Size: 152811 bytes Desc: not available URL: From christine.burns at bc.libraries.coop Fri Nov 24 19:02:29 2017 From: christine.burns at bc.libraries.coop (Christine Burns) Date: Fri, 24 Nov 2017 16:02:29 -0800 Subject: [Evergreen-acq] November Acquisitions Bug of the Month Message-ID: <9050f5bd-177f-70c2-51dc-f13c66ffe32d@bc.libraries.coop> Hello Here is the November Acquisitions Bug of the Month. *Bug *- Uploading and activating orders with an inactive fund should not be possible https://bugs.launchpad.net/evergreen/+bug/1347090 *Description of Bug* If you upload order records with inactive funds entered in the holdings tag (or, perhaps, select the wrong fiscal year in the order upload form) the records will successfully upload and activate. *Evergreen Version(s)* EG 2.8 + *Desired Resolution / Fix* Ideally, after the user clicks upload, if the system saw that any line items had an inactive fund, the upload would fail with a message informing the user what the problem is. *Linked / Related / Duplicate bugs* https://bugs.launchpad.net/evergreen/+bug/924952 Thank you to Kathy Lussier for suggesting this month?s Bug Get involved by testing your system for the bug, indicating on Launchpad if you?re affected by the bug, and commenting on Launchpad or through the list if you have further information about the bug or suggestions about what you?d like to see in a fix. Have a bug you?d like to see featured as an Acquisitions Bug of the Month?? Please email a link to the launchpad bug # to jennifer.pringle at bc.libraries.coop. Thank you Christine -- Christine Burns Co-op Support BC Libraries Cooperative Ph: 1-888-848-9250 https://bc.libraries.coop https://status.libraries.coop/ -------------- next part -------------- An HTML attachment was scrubbed... URL: