[Evergreen-acq] Settings on Load MARC Order Records

[John Amundson]

Tiffany, our order-only libraries generally use Selection Lists to house
their items. SLs are much more malleable. Items are easier to delete and
update, and so is the SL itself. POs are not, so they are generally
reserved for those who track Funds and/or use EDI. PO ID is also included
in the EDI messages sent to the vendor. Some vendors have character limits
for PO ID/Name, so the lower we can keep our IDs, the better.

John

John Amundson | Library Applications Supervisor | CW MARS

jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

https://www.cwmars.org

he/him/his <https://www.mypronouns.org/he-him>


On Thu, May 27, 2021 at 2:01 PM Jennifer Pringle <
jennifer.pringle at bc.libraries.coop> wrote:

> Hi Tiffany,
>
> I'm pretty sure the Holdings Editor defaults are workstation settings.
>
> If we wanted the defaults to be global I'd advocate for them to be
> able to be set by org unit, so you could set them for a whole
> consortium and then have different settings for a particular library
> if they do something different.
>
> Jennifer
>
>
>
>
> Quoting Tiffany Little <tlittle at georgialibraries.org>:
>
> > Oh, I'd forgotten about that suggestion! I really like the idea of the
> same
> > hiding options like Holdings Editor. It's been awhile since I've tinkered
> > with the Holdings Editor--can you globally choose what to hide, or does
> > each user have to do it themselves?
> >
> > John: I feel kinda like a dummy asking this, but how are they getting
> > on-order copies into the catalog without using purchase orders?
> >
> > Tiffany
> >
> > Tiffany Little, PINES Services Specialist: Acquisitions
> >
> > ------------------------------
> >
> > Georgia Public Library Service | University System of Georgia
> >
> > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
> >
> > (470) 512-1454 | tlittle at georgialibraries.org
> > <tmccanna at georgialibraries.org>
> >
> > Join our email list <http://georgialibraries.org/> for stories of
> Georgia
> > libraries making an impact in our communities.
> >
> >
> > On Thu, May 27, 2021 at 1:50 PM Jennifer Pringle <
> > jennifer.pringle at bc.libraries.coop> wrote:
> >
> >> Hi Tiffany,
> >>
> >> I am so excited about your angularization of the Load MARC Order
> >> Records screen!
> >>
> >> We don't use either of those options (or at least we advise against
> >> using them).  I'd love to see the Load Item for Imported Records
> >> option gone but if there are others that use it then I think a way to
> >> hide it would be best.
> >>
> >> We currently don't use:
> >> - Activate PO
> >> - Load Items for Imported Records
> >> - Add to Selection List
> >> - Best/Single Match Minimum Quality Ration
> >> - Insufficient Quality Fall-Through Profile
> >>
> >> Rather than adding more library settings to turn things on and off,
> >> what if we had a defaults page like the Holdings Editor where you
> >> could choose which of the optional fields display??
> >>
> >> Jennifer
> >>
> >>
> >>
> >>
> >>
> >> Quoting Tiffany Little <tlittle at georgialibraries.org>:
> >>
> >> > Hi everyone,
> >> >
> >> > I was so glad to "see" everyone at the AIG meeting this morning! I
> >> thought
> >> > it was a really good discussion; if only we had 2 hours to talk
> instead
> >> of
> >> > one. :D
> >> >
> >> > When we were talking about the Angular Load MARC Order Records page, I
> >> > found it interesting that several people said that they don't need and
> >> > don't want to show the Activate PO and/or the Load Items for Imported
> >> > Records ticky boxes.
> >> >
> >> > Does anyone actually use these options? Considering the discussion
> about
> >> > the pitfalls you can fall into when using them, is there a reason to
> keep
> >> > them at all?
> >> >
> >> > I'm not proposing to remove them from the Angularized page right
> now--I
> >> am
> >> > fully on board with the "just get it out of Dojo first!"
> philosophy--but
> >> I
> >> > think these page redesigns present a good opportunity to talk about
> >> whether
> >> > we should keep things or not. (See: our discussion on selection lists
> a
> >> few
> >> > months ago.)
> >> >
> >> > I think a lot of times we think about features that we *don't* have
> that
> >> we
> >> > need, but every once in a while it's good to revisit what we *do* have
> >> and
> >> > see if we *should* have it. :) With a beast like Acquisitions, it's
> great
> >> > that there's so much flexibility, but we've talked about how that can
> be
> >> > really confusing for new users. So if none of our current users are
> using
> >> > these features, maybe they should be removed to streamline Acq a
> little
> >> > more for the benefit of both current users as well as users to come.
> >> >
> >> > /soapbox
> >> >
> >> > Having said all that, I'm not pushing for it either way. I'm just
> >> > interested in discussion about it.
> >> >
> >> > Tiffany
> >> >
> >> > Tiffany Little, PINES Services Specialist: Acquisitions
> >> >
> >> > ------------------------------
> >> >
> >> > Georgia Public Library Service | University System of Georgia
> >> >
> >> > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
> >> >
> >> > (470) 512-1454 | tlittle at georgialibraries.org
> >> > <tmccanna at georgialibraries.org>
> >> >
> >> > Join our email list <http://georgialibraries.org/> for stories of
> >> Georgia
> >> > libraries making an impact in our communities.
> >>
> >>
> >> --
> >> Jennifer Pringle (she/her)
> >> Co-op Support - Training Lead
> >> BC Libraries Cooperative
> >> Toll-free: 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
> >> Evergreen-acq at list.evergreen-ils.org
> >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
> >>
>
>
> --
> Jennifer Pringle (she/her)
> Co-op Support - Training Lead
> BC Libraries Cooperative
> Toll-free: 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
> Evergreen-acq at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>
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