[Evergreen-acq] Diagram feedback

[Tiffany Little]

Thank you everyone for the feedback, I really appreciate it! So it sounds
like the consensus is to add a legend for this chart, and plan to create
more detailed flow charts for each area. I'm positive I'll be back for more
feedback once I've got something for those. :D

Thank you again!
Tiffany

Tiffany Little, PINES Services Specialist: Acquisitions

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

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On Thu, Nov 10, 2022 at 5:12 PM Galen Charlton via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> 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
>>> >
>>> > ------------------------------
>>> >
>>>
>> _______________________________________________
>> Evergreen-acq mailing list
>> Evergreen-acq at list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>>
>
>
> --
> 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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