From klussier at masslnc.org  Thu May  3 15:18:28 2018
From: klussier at masslnc.org (Kathy Lussier)
Date: Thu, 3 May 2018 14:18:28 -0500
Subject: [Evergreen-acq] Overview and mockups for acquisitions development
	project
Message-ID: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>

Hi all,

I'm sending along a link to the overview of the acquisitions development 
project that was discussed at the acquisitions interest group this 
morning. 
https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

Equinox created this report, which breaks down a project to move 
acquisitions to AngularJS (or Angular) in ten different sprints. The 
report also includes some draft mock-ups for acquisitions interfaces. 
Many thanks to Georgia PINES for funding this report!

Along with this report, MassLNC has received a quote to create tech 
specs for this project. We'll be reviewing the quote over the next few 
weeks and will possibly reaching out to the community for help in 
funding this project.

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


From mllewell at biblio.org  Fri May  4 14:14:23 2018
From: mllewell at biblio.org (Mary Llewellyn)
Date: Fri, 4 May 2018 14:14:23 -0400
Subject: [Evergreen-acq] Problem with EDI invoice billed/pay amounts for
	multiple copies of AV items
Message-ID: <CACK=2cEjjnkLKQxfZgGq9ozO+2ZNR5kBLp1bjq7KFmv4t87ZAw@mail.gmail.com>

Hi all,

We recently upgraded to XUL client 2.12, and it has come to my attention
that a branch is having problems with some of their EDI invoices from B&T
for AV orders.

Before the migration, when an invoice was transmitted from B&T and
processed, lines with multiple copies were billed/paid at the amount for
all the copies, and the per copy price was calculated. The amounts were
correct.

Since our upgrade, the same type of invoices (same provider record, etc.)
have come in with the price for a single copy being entered in billed/paid
instead of the full amount for all the copies. The per copy price that
results from dividing the single copy price by all the copies is too low.

This only happens with the AV material. Book orders are calculated
correctly. B&T required that for AV orders, a variant of the library SAN be
transmitted with the EDI order, and we've been doing that without a problem
up until recently by making an addition to the JEDI template.

Has anyone else noticed something like this in their invoices?

I've looked on Launchpad and don't see a ticket describing this, so I
thought I'd check with the acq community first.

Mary


-- 
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllewell at biblio.org
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From cmorgan at noblenet.org  Fri May  4 16:57:25 2018
From: cmorgan at noblenet.org (Morgan, Christine)
Date: Fri, 4 May 2018 16:57:25 -0400
Subject: [Evergreen-acq] Problem with EDI invoice billed/pay amounts for
 multiple copies of AV items
In-Reply-To: <CACK=2cEjjnkLKQxfZgGq9ozO+2ZNR5kBLp1bjq7KFmv4t87ZAw@mail.gmail.com>
References: <CACK=2cEjjnkLKQxfZgGq9ozO+2ZNR5kBLp1bjq7KFmv4t87ZAw@mail.gmail.com>
Message-ID: <CAOcs8wBi-C8Rw-zx70T17Ry6yVP+3Bki1U9F0kENpPA_LjaZLg@mail.gmail.com>

Hi Mary,

We are on 2.12.4 and have not seen this behavior. Baker & Taylor EDI
Accounts for all our libraries are set up the same way whether they are for
AV or print.

Path: *library SAN*.IN/*.EPO
Incoming Directory: *library SAN*.OUT
Vendor Account Number: *library SAN*
Vendor Assigned Code: 4 digit code starting with "1" for AV materials or
"0" for print materials (SUFFIX)
All accounts must have a SUFFIX.

Don't know if that is helpful.
Christine


On Fri, May 4, 2018 at 2:14 PM, Mary Llewellyn <mllewell at biblio.org> wrote:

> Hi all,
>
> We recently upgraded to XUL client 2.12, and it has come to my attention
> that a branch is having problems with some of their EDI invoices from B&T
> for AV orders.
>
> Before the migration, when an invoice was transmitted from B&T and
> processed, lines with multiple copies were billed/paid at the amount for
> all the copies, and the per copy price was calculated. The amounts were
> correct.
>
> Since our upgrade, the same type of invoices (same provider record, etc.)
> have come in with the price for a single copy being entered in billed/paid
> instead of the full amount for all the copies. The per copy price that
> results from dividing the single copy price by all the copies is too low.
>
> This only happens with the AV material. Book orders are calculated
> correctly. B&T required that for AV orders, a variant of the library SAN be
> transmitted with the EDI order, and we've been doing that without a problem
> up until recently by making an addition to the JEDI template.
>
> Has anyone else noticed something like this in their invoices?
>
> I've looked on Launchpad and don't see a ticket describing this, so I
> thought I'd check with the acq community first.
>
> Mary
>
>
> --
> Mary Llewellyn
> Database Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> mllewell at biblio.org
>
> _______________________________________________
> Evergreen-acq mailing list
> Evergreen-acq at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>
>


-- 
Christine Morgan
Database Support Analyst
North of Boston Library Exchange, Inc.
Danvers, Massachusetts
cmorgan at noblenet.org
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From tlittle at georgialibraries.org  Wed May  9 14:42:44 2018
From: tlittle at georgialibraries.org (Tiffany Little)
Date: Wed, 9 May 2018 14:42:44 -0400
Subject: [Evergreen-acq] Order sizes
Message-ID: <CABT_fJy7XA-9Q1_WMN-5o6WMzEhMM3PzceJPvYMmXtKKnsB28Q@mail.gmail.com>

Good afternoon everyone,

Out of curiosity, how big are the orders that you're sending via EDI?
(Guesstimating.) Either the number of titles and/or total quantity. Have
you found there to be a limit before your orders fail or you run into any
problems?

Thanks!
Tiffany

--
Tiffany Little
*PINES Services Specialist, Acquisitions*
Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, GA 30345
(470) 512-1454
tlittle at georgialibraries.org
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From christine.burns at bc.libraries.coop  Wed May  9 15:30:12 2018
From: christine.burns at bc.libraries.coop (Christine Burns)
Date: Wed, 9 May 2018 12:30:12 -0700
Subject: [Evergreen-acq] Order sizes
In-Reply-To: <CABT_fJy7XA-9Q1_WMN-5o6WMzEhMM3PzceJPvYMmXtKKnsB28Q@mail.gmail.com>
References: <CABT_fJy7XA-9Q1_WMN-5o6WMzEhMM3PzceJPvYMmXtKKnsB28Q@mail.gmail.com>
Message-ID: <fccfdeb1-3e0a-b334-63ad-312822ec56b4@bc.libraries.coop>

Hi Tiffany

The biggest order I know of had ~449 line items.

I think on average the orders are around ~100 line items.

We have found that the more line items there are the longer it takes to 
work with the order (Uploading, Loading, Activation etc.) .

We have not run into a limit or order failures due to too many items.

Thank you

Christine


On 5/9/2018 11:42 AM, Tiffany Little wrote:
> Good afternoon everyone,
>
> Out of curiosity, how big are the orders that you're sending via EDI? 
> (Guesstimating.) Either the number of titles and/or total quantity. 
> Have you found there to be a limit before your orders fail or you run 
> into any problems?
>
> Thanks!
> Tiffany
>
> --
> Tiffany Little
> /PINES Services Specialist, Acquisitions/
> Georgia Public Library Service
> 1800 Century Place, Ste 150
> Atlanta, GA 30345
> (470) 512-1454
> tlittle at georgialibraries.org <mailto: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

-- 
Christine Burns
Co-op Support
BC Libraries Cooperative
Ph: 1-888-848-9250
https://bc.libraries.coop
https://status.libraries.coop/

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From mcrawley at cumberland.lib.nc.us  Thu May 10 13:12:37 2018
From: mcrawley at cumberland.lib.nc.us (Martha Crawley)
Date: Thu, 10 May 2018 17:12:37 +0000
Subject: [Evergreen-acq] Order sizes
Message-ID: <1ea98377b7ed410c9fd98776a2d24c08@Mail.cumberland.lib.nc.us>

I don't think there's a limit but we try to keep ours around 100 items or less, because the longer the PO the slower it loads and there's no ability to sort POs or invoices by title which makes it harder to find what you need if your PO was not created in alphabetic order to begin with.


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: Thursday, May 10, 2018 12:00 PM
To: evergreen-acq at list.evergreen-ils.org
Subject: Evergreen-acq Digest, Vol 7, Issue 3

Send Evergreen-acq mailing list submissions to
	evergreen-acq at list.evergreen-ils.org

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When replying, please edit your Subject line so it is more specific than "Re: Contents of Evergreen-acq digest..."


Today's Topics:

   1. Order sizes (Tiffany Little)
   2. Re: Order sizes (Christine Burns)


----------------------------------------------------------------------

Message: 1
Date: Wed, 9 May 2018 14:42:44 -0400
From: Tiffany Little <tlittle at georgialibraries.org>
To: Evergreen ACQ Listserv <evergreen-acq at list.evergreen-ils.org>
Subject: [Evergreen-acq] Order sizes
Message-ID:
	<CABT_fJy7XA-9Q1_WMN-5o6WMzEhMM3PzceJPvYMmXtKKnsB28Q at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

Good afternoon everyone,

Out of curiosity, how big are the orders that you're sending via EDI?
(Guesstimating.) Either the number of titles and/or total quantity. Have you found there to be a limit before your orders fail or you run into any problems?

Thanks!
Tiffany

--
Tiffany Little
*PINES Services Specialist, Acquisitions* Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, GA 30345
(470) 512-1454
tlittle at georgialibraries.org
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------------------------------

Message: 2
Date: Wed, 9 May 2018 12:30:12 -0700
From: Christine Burns <christine.burns at bc.libraries.coop>
To: evergreen-acq at list.evergreen-ils.org
Subject: Re: [Evergreen-acq] Order sizes
Message-ID: <fccfdeb1-3e0a-b334-63ad-312822ec56b4 at bc.libraries.coop>
Content-Type: text/plain; charset="utf-8"; Format="flowed"

Hi Tiffany

The biggest order I know of had ~449 line items.

I think on average the orders are around ~100 line items.

We have found that the more line items there are the longer it takes to work with the order (Uploading, Loading, Activation etc.) .

We have not run into a limit or order failures due to too many items.

Thank you

Christine


On 5/9/2018 11:42 AM, Tiffany Little wrote:
> Good afternoon everyone,
>
> Out of curiosity, how big are the orders that you're sending via EDI? 
> (Guesstimating.) Either the number of titles and/or total quantity. 
> Have you found there to be a limit before your orders fail or you run 
> into any problems?
>
> Thanks!
> Tiffany
>
> --
> Tiffany Little
> /PINES Services Specialist, Acquisitions/ Georgia Public Library 
> Service
> 1800 Century Place, Ste 150
> Atlanta, GA 30345
> (470) 512-1454
> tlittle at georgialibraries.org <mailto: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

--
Christine Burns
Co-op Support
BC Libraries Cooperative
Ph: 1-888-848-9250
https://bc.libraries.coop
https://status.libraries.coop/

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------------------------------

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 7, Issue 3
*******************************************

From irene.patrick at ncdcr.gov  Thu May 10 16:25:12 2018
From: irene.patrick at ncdcr.gov (Patrick, Irene)
Date: Thu, 10 May 2018 20:25:12 +0000
Subject: [Evergreen-acq] [External] Overview and mockups for
 acquisitions development	project
In-Reply-To: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
References: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
Message-ID: <CY4PR09MB15100431307C5C4AEBE89D2BFF980@CY4PR09MB1510.namprd09.prod.outlook.com>

Kathy,

Today is my first day back after the conference where I've had time to look at list mail, so I just saw your message today.  I'm very excited to see this work on the Acquisitions module!  I'm especially happy to see the proposal to handle provider records and searching more like the patron records, which is what I've been wishing for ever since we migrated to Evergreen last year.

I have a couple of comments on the proposal.  One is that in the provider record, I don't see a field for FEIN.  Our budget office has required us to provide the FEIN for all our vendors, for the past 20 years or so.  They will not pay anyone without an FEIN or SSN, and have required us to get that information from our providers. I wonder if you all could consider adding a dedicated field for FEIN on the provider records, along with the name, provider code and SAN.

Our other big problem with the provider records is that we made extensive use of vendor notes in our former ILS.  These were actually all migrated to Evergreen.  But they're useless to us because, although there is a notes field in the Evergreen provider record, it does not display in the client.  I don't see a notes field for providers anywhere in the proposal.  No doubt adding a notes field would throw off the quote provided, but it's a big concern for our library.  We've got plenty of places for notes on patron records in Evergreen; I'd like to see something similar for provider records.  Maybe this could be kept in mind for future development?

Those two points aside, this proposal would be a great advance for acquisitions in Evergreen.  I am looking forward to seeing the improvements!

Irene Patrick
Library & Information Management Systems Librarian
NC Dept. of Natural and Cultural Resources
919.807.7413  |  irene dot patrick at ncdcr dot gov 
109 E. Jones St.  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
Facebook  Twitter  Instagram  YouTube  Website

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: Kathy Lussier [mailto:klussier at masslnc.org] 
Sent: Thursday, May 3, 2018 3:18 PM
To: 'Evergreen Discussion Group' <open-ils-general at list.georgialibraries.org>; evergreen-acq at list.evergreen-ils.org
Subject: [External] [Evergreen-acq] Overview and mockups for acquisitions development project

CAUTION: External email. Do not click links or open attachments unless verified. Send all suspicious email as an attachment to Report Spam.<mailto:report.spam at nc.gov>


Hi all,

I'm sending along a link to the overview of the acquisitions development project that was discussed at the acquisitions interest group this morning.
https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

Equinox created this report, which breaks down a project to move acquisitions to AngularJS (or Angular) in ten different sprints. The report also includes some draft mock-ups for acquisitions interfaces.
Many thanks to Georgia PINES for funding this report!

Along with this report, MassLNC has received a quote to create tech specs for this project. We'll be reviewing the quote over the next few weeks and will possibly reaching out to the community for help in funding this project.

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

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

From irene.patrick at ncdcr.gov  Thu May 10 17:07:17 2018
From: irene.patrick at ncdcr.gov (Patrick, Irene)
Date: Thu, 10 May 2018 21:07:17 +0000
Subject: [Evergreen-acq] [OPEN-ILS-GENERAL] [External] Overview and
 mockups for acquisitions development project
In-Reply-To: <CAO8ar=noTcL87L++J+iNb7J0WO9N5gqzAJD5O+LfK1cDR1Wzhw@mail.gmail.com>
References: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
 <CY4PR09MB15100431307C5C4AEBE89D2BFF980@CY4PR09MB1510.namprd09.prod.outlook.com>
 <CAO8ar=noTcL87L++J+iNb7J0WO9N5gqzAJD5O+LfK1cDR1Wzhw@mail.gmail.com>
Message-ID: <CY4PR09MB15104022CDCBF4EE6399E7ABFF980@CY4PR09MB1510.namprd09.prod.outlook.com>

Thanks so much!  Adding those two things would be a great help to us!


Irene Patrick
Library & Information Management Systems Librarian
NC Dept. of Natural and Cultural Resources
919.807.7413  |  irene dot patrick at ncdcr dot gov 
109 E. Jones St.  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
Facebook  Twitter  Instagram  YouTube  Website

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: Mike Rylander [mailto:mrylander at gmail.com] 
Sent: Thursday, May 10, 2018 5:00 PM
To: Evergreen Discussion Group <open-ils-general at list.georgialibraries.org>
Cc: evergreen-acq at list.evergreen-ils.org
Subject: Re: [OPEN-ILS-GENERAL] [External] [Evergreen-acq] Overview and mockups for acquisitions development project

CAUTION: External email. Do not click links or open attachments unless verified. Send all suspicious email as an attachment to Report Spam.<mailto:report.spam at nc.gov>


Irene,

Equinox is as excited to be designing the features and writing the code as you are to see it happening, I assure you!

The way we do development intentionally takes feedback like this into account.  The initial phase will be creation of the sets of functional specifications in consultation with our funding partners, and to the degree we can, by the broader community.  While I can't promise specifics before we've created the functional specs, I can say that the two things you list here are relatively minor additions given the full scope of the project, and could likely be incorporated into the specs as we move forward.  I would not expect either to blow up the budget of the provider portion of our work.

Thanks for the feedback!

--
Mike Rylander
  | President
  | Equinox Open Library Initiative
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  miker at equinoxinitiative.org
  | web:  http://equinoxinitiative.org

On Thu, May 10, 2018 at 4:40 PM Patrick, Irene <irene.patrick at ncdcr.gov>
wrote:

> Kathy,

> Today is my first day back after the conference where I've had time to
look at list mail, so I just saw your message today.  I'm very excited to see this work on the Acquisitions module!  I'm especially happy to see the proposal to handle provider records and searching more like the patron records, which is what I've been wishing for ever since we migrated to Evergreen last year.

> I have a couple of comments on the proposal.  One is that in the 
> provider
record, I don't see a field for FEIN.  Our budget office has required us to provide the FEIN for all our vendors, for the past 20 years or so.  They will not pay anyone without an FEIN or SSN, and have required us to get that information from our providers. I wonder if you all could consider adding a dedicated field for FEIN on the provider records, along with the name, provider code and SAN.

> Our other big problem with the provider records is that we made 
> extensive
use of vendor notes in our former ILS.  These were actually all migrated to Evergreen.  But they're useless to us because, although there is a notes field in the Evergreen provider record, it does not display in the client.
I don't see a notes field for providers anywhere in the proposal.  No doubt adding a notes field would throw off the quote provided, but it's a big concern for our library.  We've got plenty of places for notes on patron records in Evergreen; I'd like to see something similar for provider records.  Maybe this could be kept in mind for future development?

> Those two points aside, this proposal would be a great advance for
acquisitions in Evergreen.  I am looking forward to seeing the improvements!

> Irene Patrick
> Library & Information Management Systems Librarian NC Dept. of Natural 
> and Cultural Resources
> 919.807.7413  |  irene dot patrick at ncdcr dot gov
> 109 E. Jones St.  | 4640 Mail Service Center Raleigh, North Carolina 
> 27699-4600 Facebook  Twitter  Instagram  YouTube  Website

> 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: Kathy Lussier [mailto:klussier at masslnc.org]
> Sent: Thursday, May 3, 2018 3:18 PM
> To: 'Evergreen Discussion Group' <
open-ils-general at list.georgialibraries.org>;
evergreen-acq at list.evergreen-ils.org
> Subject: [External] [Evergreen-acq] Overview and mockups for 
> acquisitions
development project

> CAUTION: External email. Do not click links or open attachments unless
verified. Send all suspicious email as an attachment to Report Spam.<mailto:
report.spam at nc.gov>


> Hi all,

> I'm sending along a link to the overview of the acquisitions 
> development
project that was discussed at the acquisitions interest group this morning.

https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

> Equinox created this report, which breaks down a project to move
acquisitions to AngularJS (or Angular) in ten different sprints. The report also includes some draft mock-ups for acquisitions interfaces.
> Many thanks to Georgia PINES for funding this report!

> Along with this report, MassLNC has received a quote to create tech 
> specs
for this project. We'll be reviewing the quote over the next few weeks and will possibly reaching out to the community for help in funding this project.

> 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

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

From sandbej at linnbenton.edu  Thu May 17 12:21:03 2018
From: sandbej at linnbenton.edu (Jane Sandberg)
Date: Thu, 17 May 2018 09:21:03 -0700
Subject: [Evergreen-acq] [OPEN-ILS-GENERAL] [External] Overview and
 mockups for acquisitions development project
In-Reply-To: <CY4PR09MB15104022CDCBF4EE6399E7ABFF980@CY4PR09MB1510.namprd09.prod.outlook.com>
References: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
 <CY4PR09MB15100431307C5C4AEBE89D2BFF980@CY4PR09MB1510.namprd09.prod.outlook.com>
 <CAO8ar=noTcL87L++J+iNb7J0WO9N5gqzAJD5O+LfK1cDR1Wzhw@mail.gmail.com>
 <CY4PR09MB15104022CDCBF4EE6399E7ABFF980@CY4PR09MB1510.namprd09.prod.outlook.com>
Message-ID: <CAOJ6Ts7hZ=NOLiwY-_4v_GPOftP5z2YEH0d5sCXDUSsZc-PNhQ@mail.gmail.com>

Hi Mike and Kathy,

Thanks so much for fostering such an open process.  We had one
question about the mockup of the New Provider modal.  In the mockup,
the Active checkbox is checked.  Will this box be checked by default
for all new providers (or perhaps "sticky", so that it remembers if it
was checked or unchecked for the last provider created)?

We'd prefer that this checkbox is sticky or that it is checked by
default.  We've run into a lot of confusion when we forgot to check
this box, and can't figure out why the provider isn't showing up in
any of our dropdowns.

Thanks,

  -Jane

On Thu, May 10, 2018 at 2:07 PM, Patrick, Irene <irene.patrick at ncdcr.gov> wrote:
> Thanks so much!  Adding those two things would be a great help to us!
>
>
> Irene Patrick
> Library & Information Management Systems Librarian
> NC Dept. of Natural and Cultural Resources
> 919.807.7413  |  irene dot patrick at ncdcr dot gov
> 109 E. Jones St.  | 4640 Mail Service Center
> Raleigh, North Carolina 27699-4600
> Facebook  Twitter  Instagram  YouTube  Website
>
> 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: Mike Rylander [mailto:mrylander at gmail.com]
> Sent: Thursday, May 10, 2018 5:00 PM
> To: Evergreen Discussion Group <open-ils-general at list.georgialibraries.org>
> Cc: evergreen-acq at list.evergreen-ils.org
> Subject: Re: [OPEN-ILS-GENERAL] [External] [Evergreen-acq] Overview and mockups for acquisitions development project
>
> CAUTION: External email. Do not click links or open attachments unless verified. Send all suspicious email as an attachment to Report Spam.<mailto:report.spam at nc.gov>
>
>
> Irene,
>
> Equinox is as excited to be designing the features and writing the code as you are to see it happening, I assure you!
>
> The way we do development intentionally takes feedback like this into account.  The initial phase will be creation of the sets of functional specifications in consultation with our funding partners, and to the degree we can, by the broader community.  While I can't promise specifics before we've created the functional specs, I can say that the two things you list here are relatively minor additions given the full scope of the project, and could likely be incorporated into the specs as we move forward.  I would not expect either to blow up the budget of the provider portion of our work.
>
> Thanks for the feedback!
>
> --
> Mike Rylander
>   | President
>   | Equinox Open Library Initiative
>   | phone:  1-877-OPEN-ILS (673-6457)
>   | email:  miker at equinoxinitiative.org
>   | web:  http://equinoxinitiative.org
>
> On Thu, May 10, 2018 at 4:40 PM Patrick, Irene <irene.patrick at ncdcr.gov>
> wrote:
>
>> Kathy,
>
>> Today is my first day back after the conference where I've had time to
> look at list mail, so I just saw your message today.  I'm very excited to see this work on the Acquisitions module!  I'm especially happy to see the proposal to handle provider records and searching more like the patron records, which is what I've been wishing for ever since we migrated to Evergreen last year.
>
>> I have a couple of comments on the proposal.  One is that in the
>> provider
> record, I don't see a field for FEIN.  Our budget office has required us to provide the FEIN for all our vendors, for the past 20 years or so.  They will not pay anyone without an FEIN or SSN, and have required us to get that information from our providers. I wonder if you all could consider adding a dedicated field for FEIN on the provider records, along with the name, provider code and SAN.
>
>> Our other big problem with the provider records is that we made
>> extensive
> use of vendor notes in our former ILS.  These were actually all migrated to Evergreen.  But they're useless to us because, although there is a notes field in the Evergreen provider record, it does not display in the client.
> I don't see a notes field for providers anywhere in the proposal.  No doubt adding a notes field would throw off the quote provided, but it's a big concern for our library.  We've got plenty of places for notes on patron records in Evergreen; I'd like to see something similar for provider records.  Maybe this could be kept in mind for future development?
>
>> Those two points aside, this proposal would be a great advance for
> acquisitions in Evergreen.  I am looking forward to seeing the improvements!
>
>> Irene Patrick
>> Library & Information Management Systems Librarian NC Dept. of Natural
>> and Cultural Resources
>> 919.807.7413  |  irene dot patrick at ncdcr dot gov
>> 109 E. Jones St.  | 4640 Mail Service Center Raleigh, North Carolina
>> 27699-4600 Facebook  Twitter  Instagram  YouTube  Website
>
>> 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: Kathy Lussier [mailto:klussier at masslnc.org]
>> Sent: Thursday, May 3, 2018 3:18 PM
>> To: 'Evergreen Discussion Group' <
> open-ils-general at list.georgialibraries.org>;
> evergreen-acq at list.evergreen-ils.org
>> Subject: [External] [Evergreen-acq] Overview and mockups for
>> acquisitions
> development project
>
>> CAUTION: External email. Do not click links or open attachments unless
> verified. Send all suspicious email as an attachment to Report Spam.<mailto:
> report.spam at nc.gov>
>
>
>> Hi all,
>
>> I'm sending along a link to the overview of the acquisitions
>> development
> project that was discussed at the acquisitions interest group this morning.
>
> https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf
>
>> Equinox created this report, which breaks down a project to move
> acquisitions to AngularJS (or Angular) in ten different sprints. The report also includes some draft mock-ups for acquisitions interfaces.
>> Many thanks to Georgia PINES for funding this report!
>
>> Along with this report, MassLNC has received a quote to create tech
>> specs
> for this project. We'll be reviewing the quote over the next few weeks and will possibly reaching out to the community for help in funding this project.
>
>> 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
>
>> _______________________________________________
>> 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



-- 
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sandbej at linnbenton.edu / 541-917-4655
Pronouns: she/her/hers

From klussier at masslnc.org  Thu May 24 12:24:59 2018
From: klussier at masslnc.org (Kathy Lussier)
Date: Thu, 24 May 2018 12:24:59 -0400
Subject: [Evergreen-acq] [OPEN-ILS-GENERAL] Overview and mockups for
 acquisitions development project
In-Reply-To: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
References: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
Message-ID: <83068700-1895-d343-3cd1-deb484569dc5@masslnc.org>

Hi all,

I'm sending along an update on our project to move acquisitions to 
Angular. The MassLNC Evergreen Development Initiative and Georgia PINES 
have committed to funding the entire set of technical specifications for 
this very important next step in web client development. Many thanks to 
the partners in the Development Initiative for supporting this project: 
CW MARS, NOBLE, Bibliomation, BC Libraries, Georgia PINES, Evergreen 
Indiana, Lake Agassiz Regional Library / Northwest Regional Library and 
Howe Library.

We expect to receive our first quote to code this project in the fall 
with the quotes for the final sprints arriving at the beginning of 2019. 
At that time, we will be seeking funding from the community to move this 
project forward. As you plan your development budgets, please consider 
setting aside some funds for this project so that we can look forward to 
seeing revamped acquisitions interfaces as soon as possible.

Feel free to let us know if you have any questions.

Thank you!
Kathy


On 05/03/2018 03:18 PM, Kathy Lussier wrote:
> Hi all,
>
> I'm sending along a link to the overview of the acquisitions 
> development project that was discussed at the acquisitions interest 
> group this morning. 
> https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf
>
> Equinox created this report, which breaks down a project to move 
> acquisitions to AngularJS (or Angular) in ten different sprints. The 
> report also includes some draft mock-ups for acquisitions interfaces. 
> Many thanks to Georgia PINES for funding this report!
>
> Along with this report, MassLNC has received a quote to create tech 
> specs for this project. We'll be reviewing the quote over the next few 
> weeks and will possibly reaching out to the community for help in 
> funding this project.
>
> 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


From sandbej at linnbenton.edu  Thu May 24 13:15:15 2018
From: sandbej at linnbenton.edu (Jane Sandberg)
Date: Thu, 24 May 2018 10:15:15 -0700
Subject: [Evergreen-acq] Bringing in price information from MARC Federated
	Search
Message-ID: <CAOJ6Ts6f8KymesaNWCxWg4dNcPoA6X1aq=ETAAXienXBmTDv9g@mail.gmail.com>

Our book vendor offers a Z39.50 search, which we can access through
the MARC Federated Search.  They're even kind enough to put pricing
information into a 9XX field in the search results (see attached).
However, Evergreen doesn't use that pricing information in the line
item that it creates.

Is there a way to configure Evergreen to pull pricing info from a MARC
field when creating a line item from a MARC Federated Search?  If not,
I can start a launchpad bug. :-)

Thanks!

  -Jane

-- 
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sandbej at linnbenton.edu / 541-917-4655
Pronouns: she/her/hers
-------------- next part --------------
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From mrylander at gmail.com  Thu May 10 17:00:38 2018
From: mrylander at gmail.com (Mike Rylander)
Date: Thu, 10 May 2018 21:00:38 -0000
Subject: [Evergreen-acq] [OPEN-ILS-GENERAL] [External] Overview and
 mockups for acquisitions development project
In-Reply-To: <CY4PR09MB15100431307C5C4AEBE89D2BFF980@CY4PR09MB1510.namprd09.prod.outlook.com>
References: <cbfa2e72-acd9-39cc-42ae-0a79868ffee8@masslnc.org>
 <CY4PR09MB15100431307C5C4AEBE89D2BFF980@CY4PR09MB1510.namprd09.prod.outlook.com>
Message-ID: <CAO8ar=noTcL87L++J+iNb7J0WO9N5gqzAJD5O+LfK1cDR1Wzhw@mail.gmail.com>

Irene,

Equinox is as excited to be designing the features and writing the code as
you are to see it happening, I assure you!

The way we do development intentionally takes feedback like this into
account.  The initial phase will be creation of the sets of functional
specifications in consultation with our funding partners, and to the degree
we can, by the broader community.  While I can't promise specifics before
we've created the functional specs, I can say that the two things you list
here are relatively minor additions given the full scope of the project,
and could likely be incorporated into the specs as we move forward.  I
would not expect either to blow up the budget of the provider portion of
our work.

Thanks for the feedback!

--
Mike Rylander
  | President
  | Equinox Open Library Initiative
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  miker at equinoxinitiative.org
  | web:  http://equinoxinitiative.org

On Thu, May 10, 2018 at 4:40 PM Patrick, Irene <irene.patrick at ncdcr.gov>
wrote:

> Kathy,

> Today is my first day back after the conference where I've had time to
look at list mail, so I just saw your message today.  I'm very excited to
see this work on the Acquisitions module!  I'm especially happy to see the
proposal to handle provider records and searching more like the patron
records, which is what I've been wishing for ever since we migrated to
Evergreen last year.

> I have a couple of comments on the proposal.  One is that in the provider
record, I don't see a field for FEIN.  Our budget office has required us to
provide the FEIN for all our vendors, for the past 20 years or so.  They
will not pay anyone without an FEIN or SSN, and have required us to get
that information from our providers. I wonder if you all could consider
adding a dedicated field for FEIN on the provider records, along with the
name, provider code and SAN.

> Our other big problem with the provider records is that we made extensive
use of vendor notes in our former ILS.  These were actually all migrated to
Evergreen.  But they're useless to us because, although there is a notes
field in the Evergreen provider record, it does not display in the client.
I don't see a notes field for providers anywhere in the proposal.  No doubt
adding a notes field would throw off the quote provided, but it's a big
concern for our library.  We've got plenty of places for notes on patron
records in Evergreen; I'd like to see something similar for provider
records.  Maybe this could be kept in mind for future development?

> Those two points aside, this proposal would be a great advance for
acquisitions in Evergreen.  I am looking forward to seeing the improvements!

> Irene Patrick
> Library & Information Management Systems Librarian
> NC Dept. of Natural and Cultural Resources
> 919.807.7413  |  irene dot patrick at ncdcr dot gov
> 109 E. Jones St.  | 4640 Mail Service Center
> Raleigh, North Carolina 27699-4600
> Facebook  Twitter  Instagram  YouTube  Website

> 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: Kathy Lussier [mailto:klussier at masslnc.org]
> Sent: Thursday, May 3, 2018 3:18 PM
> To: 'Evergreen Discussion Group' <
open-ils-general at list.georgialibraries.org>;
evergreen-acq at list.evergreen-ils.org
> Subject: [External] [Evergreen-acq] Overview and mockups for acquisitions
development project

> CAUTION: External email. Do not click links or open attachments unless
verified. Send all suspicious email as an attachment to Report Spam.<mailto:
report.spam at nc.gov>


> Hi all,

> I'm sending along a link to the overview of the acquisitions development
project that was discussed at the acquisitions interest group this morning.

https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

> Equinox created this report, which breaks down a project to move
acquisitions to AngularJS (or Angular) in ten different sprints. The report
also includes some draft mock-ups for acquisitions interfaces.
> Many thanks to Georgia PINES for funding this report!

> Along with this report, MassLNC has received a quote to create tech specs
for this project. We'll be reviewing the quote over the next few weeks and
will possibly reaching out to the community for help in funding this
project.

> 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

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