[Evergreen-acq] General question

[Tiffany Little]

+1 to Jennifer's comments. This is how the majority of our libraries
operate.

Tiffany Little, PINES Services Specialist: Acquisitions

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

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On Wed, Feb 5, 2020 at 2:15 PM Jennifer Pringle <
jennifer.pringle at bc.libraries.coop> wrote:

> 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.
>
> _______________________________________________
> Evergreen-acq mailing list
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>
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