[Evergreen-acq] Diagram feedback

Thu Nov 10 13:56:16 EST 2022

Hi Tiffany,

I agree with Jennifer.  For people starting to use acquisitions for the
first time these visual diagrams would definitely help to make it all make
sense.  I would like to see these replace the existing one also.

Christine

On Thu, Nov 10, 2022 at 1:23 PM Jennifer Pringle via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> I like the idea of a general workflow with more specific ones.  With
> the number of options for acq features I think it can sometimes be
> confusing for staff and having the visual diagram of their options
> could be really helpful.
>
> I think your general workflow (with the legend) could replace the one
> here now -
>
> https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/introduction.html
>
> Jennifer
>
>
> Quoting Tiffany Little <tlittle at georgialibraries.org>:
>
> > 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
> >
> > Join our email list <http://georgialibraries.org/> for stories of
> Georgia
> > libraries making an impact in our communities.
> >
> >
> > 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.
> >>
> >> _______________________________________________
> >> 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
>

-- 
Christine Morgan
Database Support Analyst
North of Boston Library Exchange, Inc.
Danvers, Massachusetts
cmorgan at noblenet.org
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