[Evergreen-acq] Diagram feedback

[Tiffany Little]

I was thinking of this one as like a general flow of what happens in
Acquisitions, without the particulars of how something gets done. (Like not
including whether or not uploading the cart includes 9xx info to
prepopulate the PO.)

Now as I'm about to say this, know that I am a sucker for a flowchart, but
what about another--more detailed--chart for each of those areas? So like
for receiving, that blue "Mark Items Received" can really be expanded out
into *how* you can receive, and there's like 4 different ways to do it. So
like for receiving from the invoice, the next point would skip straight to
"Confirm accuracy of EG invoice" as far as user actions. And the Selection
area would end up having more yellow decision points, like "Assign
branch/fund/etc info on vendor website?" with what happens if you do/don't
do that.

Maybe?

Tiffany Little, PINES Services Specialist: Acquisitions

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

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7161 | tlittle at georgialibraries.org

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On Thu, Nov 10, 2022 at 12:34 PM Jennifer Pringle via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> Hi Tiffany,
>
> I agree with Mary, I think it's a good representation of the general
> steps and definitely include the legend for the colour coding.
>
> I don't think selection lists need to be included since the feedback
> we've gotten through the AIG is that they're rarely used.
>
> The only question I have is around Receiving/Invoicing.  The workflow
> that we recommend to our libraries is to receive via the invoice so
> they're checking the invoice and receiving the items together.  Not
> sure if it would make sense to show that those two pieces often go
> together?
>
> Jennifer
>
>
>
>
> Quoting Mary Llewellyn via Evergreen-acq
> <evergreen-acq at list.evergreen-ils.org>:
>
> > Hi Tiffany,
> >
> > I think it's a good representation of the general steps. Ours deviate
> here
> > and there, but not enough to invalidate your chart.
> >
> >  I think a color legend is a good idea. I hadn't picked up on what the
> red
> > boxes represented until I went back and read your description in your
> email.
> >
> > Mary
> >
> >
> > On Thu, Nov 10, 2022 at 9:23 AM Tiffany Little via Evergreen-acq <
> > evergreen-acq at list.evergreen-ils.org> wrote:
> >
> >> Good morning,
> >>
> >> Can I crowdsource some feedback?
> >>
> >> I recently made a new Acq workflow diagram for our PINES documentation
> >> wiki, and I was thinking about submitting it to the official EG docs.
> >>
> >> Would you all take a look and tell me if there's anything missing that
> you
> >> think should be included? The only thing I know I haven't included is a
> >> workflow that considers selection lists. Do you think I should add
> that, or
> >> is this a general enough workflow that it's okay to exclude?
> >>
> >>
> >>
> https://pines.georgialibraries.org/dokuwiki/lib/exe/fetch.php?media=acq:acq_workflow_final.png
> >>
> >> Should I include a legend for the color coding, or does it make sense
> >> without one? Green=actions EG takes, blue=actions the user takes,
> >> red=vendor actions, yellow triangle=decision point.
> >>
> >> Thanks!!
> >> Tiffany
> >>
> >> Tiffany Little, PINES Services Specialist: Acquisitions
> >>
> >> ------------------------------
> >>
> >> Georgia Public Library Service | University System of Georgia
> >>
> >> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
> >>
> >> (404) 235-7161 | tlittle at georgialibraries.org
> >>
> >> Join our email list <http://georgialibraries.org/> for stories of
> Georgia
> >> libraries making an impact in our communities.
> >> _______________________________________________
> >> Evergreen-acq mailing list
> >> Evergreen-acq at list.evergreen-ils.org
> >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
> >>
> >
> >
> > --
> > Mary Llewellyn
> > Database Manager
> > Bibliomation, Inc.
> > 24 Wooster Ave.
> > Waterbury, CT 06708
> > mllewell at biblio.org
>
>
> --
> 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.
>
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