[Evergreen-acq] [OPEN-ILS-GENERAL] [External] Overview and mockups for acquisitions development project

Thu May 17 12:21:03 EDT 2018

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