[Evergreen-acq] Diagram feedback

Thu Nov 10 13:57:51 EST 2022

HI Tiffany

I agree. I was going to try and work through setting up a demo library just to learn acquisitions and this chart is going to be so helpful.  Thank you for taking the time to create it!

[cid:image003.png at 01D8F50C.69E66870]Elizabeth Davis (she/her), Support & Project Management Specialist
Pennsylvania Integrated Library System (PaILS) | SPARK
(717) 256-1627 | elizabeth.davis at sparkpa.org<mailto:katherine.dannehl at sparkpa.org>
support.sparkpa.org<https://support.sparkpa.org/> | support at sparkpa.org<mailto:support at sparkpa.org>

From: Evergreen-acq <evergreen-acq-bounces at list.evergreen-ils.org> On Behalf Of Morgan, Christine via Evergreen-acq
Sent: Thursday, November 10, 2022 1:56 PM
To: Discussion of acquisitions in Evergreen <evergreen-acq at list.evergreen-ils.org>
Cc: Morgan, Christine <cmorgan at noblenet.org>
Subject: Re: [Evergreen-acq] Diagram feedback

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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto:Email%3Ajennifer.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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>>

--
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<mailto:Email%3Ajennifer.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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--
Christine Morgan
Database Support Analyst
North of Boston Library Exchange, Inc.
Danvers, Massachusetts
cmorgan at noblenet.org<mailto:cmorgan at noblenet.org>
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