[Evergreen-acq] Diagram feedback

[Galen Charlton]

Hi,

My two cents:

- maybe in addition to the general workflow and the specific ones, there
could be a couple variants for types of vendors
- I believe that KCLS does heavily use the selection lists - maybe they
could advise on that workflow variant for the sake of the diagrams?
- EDI ORDRSP (order responses) might be a factor in one of the secondary
diagrams
- is claiming (which of course is rather manual at the moment) worth a
secondary flowchart?

Regards,

Galen

On Thu, Nov 10, 2022 at 2:35 PM Lindsay Stratton via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> Similar to Jennifer, I was thinking about the relationship between
> receiving and invoicing.
>
> We also recommend receiving items from the invoice, and also use EDI so
> our invoices are available before physical items arrive. I was wondering if
> placing the Invoicing row above the Receiving row makes sense, or, if it
> would be simpler to chalk it up to "local practices may vary".
>
> I do like the idea of also having more expanded/detailed workflows as well
> (I am also a sucker for a good flow chart!)
>
> Otherwise, this workflow is great. I particularly like how EDI vs. manual
> processes are presented.
>
>
> *Lindsay Stratton*
> *Systems Librarian*
> Westchester Library System
> 570 Taxter Rd., 4th Floor
> Elmsford, NY 10523
> lstratton at wlsmail.org
>
>
> 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
>> >
>> > ------------------------------
>> >
>>
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-- 
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
gmc at equinoxOLI.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581
<http://evergreen-ils.org>
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