[Evergreen-acq] General question

[Jennifer Pringle]

Hello Kate,

Yes, acquisitions would make sense for you even though you don't  
select centrally.

Based on what you described you'd want to do ordering via EDI for  
Midwest and B&T.

The change in your workflow would actually come after your selectors  
are done.  Once you have your cart on your vendor website you would  
download the bib records but not place the actual order through the  
vendor website.  Next you'd upload the bib records into Evergreen to  
create your purchase order which you would then send to the vendor  
through Evergreen via EDI. Once the PO is created you can go back into  
the vendor website and delete the cart.

We've created a detailed workflow for our libraries that you can see  
here -  
http://docs.libraries.coop/acquisitions/_recommended_workflows.html#_workflow_upload_marc_records (Most of our libraries have some EDI vendors and some non-EDI vendors they order from so their workflow changes depending on which vendor they're working  
with.)

You can set up Evergreen to load item information your vendor includes  
in the bib records such as library, price, quantity, fund, shelving  
location, circulation modifier, etc. which speeds up the ordering  
process as staff just need to check the information rather than enter  
it manually.  
(http://docs.libraries.coop/acquisitions/_holding_subfields.html)


Hope that helps.  Let me know if you have further questions,

Jennifer


Quoting Kate Coleman <kcoleman at jeffcolib.org>:

> I don't use Acquisitions in Evergreen (yet), but I'm trying to feel it out
> a bit before I put in time into actually figuring out how to implement it
> for our library district.
>
> Does Evergreen acquisitions make sense for us if we don't select items in
> one place? We physically order centrally, but I have multiple selectors at
> each branch that send me their orders. Usually they are B&T and Midwest
> Tape carts, and then it's just a hop, skip, and jump to order them. Then I
> batchload the bib records that I download from the vendor's site. My main
> concern is that I will have to essentially build this order all over, even
> though my selectors have already built their carts and submitted them to
> me. Does that make sense? I welcome some insights and guidance.
>
>
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcoleman at jeffcolib.org


-- 
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.pringle at bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded  
Traditional Territory of the St'at'yemc Nations.