From jamundson at cwmars.org Wed Aug 15 15:38:03 2018 From: jamundson at cwmars.org (John Amundson) Date: Wed, 15 Aug 2018 15:38:03 -0400 Subject: [Evergreen-acq] Auto-populating Line Item Notes Message-ID: Hello, I am hoping someone can offer some advice. I am working with a library who wants to bring over information from a holding subfield present in a MARC Order Record and have it automatically added as a Line Item Note in Evergreen. For example, if staff add a note on the vendor's site stored in the 962a subfield, then when these order records are uploaded into Evergreen, the information from the 962a subfield should be added to the Line Item's Notes. This is NOT the "note" holding subfield option that I'm talking about. I want the information to populate the notes found under the *Notes(x) *link of the line item. This is step One. If this is possible step Two would be to make the Line Item Note Vendor Public so it can be sent back to the the vendor. I thought it might be possible to accomplish step One with attribute definitions, but we have tried 20+ variations to find the right code to accomplish this and have been unable. Here's one example: Is it possible to use attribute definitions to auto-populate the Line Item Note? And if not, is there another way we may be able to accomplish this? Some background on why we are trying to do this in case anyone has alternatives: I am working with a library with 10 branches. They practice centralized ordering and have been using Evergreen acquisitions for years. Currently they create different POs for each branch as necessary but want to start putting multiple branches together in the same order. To keep this organized, they use a coded system to tell staff which item belongs to which branch. The code will also include other information and may run up to 11 characters. The library would like this code printed on the paper invoices sent by the vendor to help organize their receiving. They have been working with the vendor who thinks they'll be able to print Line Item Notes on the invoice. We already send these Notes via EDI, but the library does not have the time to manually enter the code into each note in Evergreen. It needs to come over with MARC Order Records. We suggested using the built-in holding subfield for Collection Code as we do send that field to the vendor. However, the vendor has an 10 character limit on this field, which is one less than the library needs, which is why we keep coming back to Line Item Notes. We would greatly appreciate any help we can get. We are currently on Evergreen 3.0.8 but have not yet switched over to using EDI Attributes, though we will be making that switch soon. Thank you! John John Amundson | Library Applications Associate III | CW MARS jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image.png Type: image/png Size: 10508 bytes Desc: not available URL: