[Evergreen-acq] ACQ Fiscal Year bug reports and 3.10 issue

[Tiffany Little]

Just noting that there's some discussion on bug 2021996 about how fund
year/fiscal year/fiscal calendar should all tie together, if anyone has any
thoughts!

https://bugs.launchpad.net/evergreen/+bug/2021996

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

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On Wed, May 31, 2023 at 2:34 PM Lindsay Stratton <lstratton at wlsmail.org>
wrote:

> And thank you, Tiffany, for digging in and adding extra context!
>
> *Lindsay Stratton*
> *Systems Librarian*
> Westchester Library System
> 570 Taxter Rd., 4th Floor
> Elmsford, NY 10523
> lstratton at wlsmail.org
>
>
> On Wed, May 31, 2023 at 2:29 PM Tiffany Little <
> tlittle at georgialibraries.org> wrote:
>
>> Thanks, that helps! I went digging, and found that it looks like the Dojo
>> interface is just culling a list of years based on the funds that are
>> accessible to the logged-in user. And it looks like the "year" field on
>> acq.fund is just text, basically--it doesn't tie into acq.fiscal_year at
>> all. I don't really get the point of acq.fiscal_year, if that's the case...?
>>
>> In any event, I can now confirm your bug! I'm going to open a follow up
>> one; IMO, funds should have to link to an entry in acq.fiscal_year.
>> Otherwise I'm not sure what purpose it would serve. There is a bug that
>> fiscal years need to have an interface--
>> https://bugs.launchpad.net/evergreen/+bug/1956510
>>
>> Thanks for opening that, Lindsay! I'm going to confirm and also mark it
>> to High Importance.
>>
>> 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.
>>
>>
>> On Wed, May 31, 2023 at 2:16 PM Lindsay Stratton <lstratton at wlsmail.org>
>> wrote:
>>
>>> Hi Tiffany,
>>>
>>> We found this issue in production, when our catalogers attempted to
>>> upload MARC records and got the error that the fund, year = 2022, does not
>>> exist.  All I see in the MARC uploader is the current year (2023). Our
>>> Evergreen is hosted, so I don't have access to direct database edits; and
>>> there does not appear to be any client interface for creating fiscal year
>>> entries, unless I am missing something. We've been using ACQ for the past
>>> few years with no established fiscal years so this was particularly
>>> unexpected.
>>>
>>> Lindsay
>>>
>>> *Lindsay Stratton*
>>> *Systems Librarian*
>>> Westchester Library System
>>> 570 Taxter Rd., 4th Floor
>>> Elmsford, NY 10523
>>> lstratton at wlsmail.org
>>>
>>>
>>> On Wed, May 31, 2023 at 1:39 PM Tiffany Little <
>>> tlittle at georgialibraries.org> wrote:
>>>
>>>> Hi Lindsay,
>>>>
>>>> For the new one in 3.10, are you seeing that same bug when you're using
>>>> a production dataset? The Concerto dataset doesn't have anything in the
>>>> acq.fiscal_year table, so it just defaults to the current calendar year. If
>>>> you insert some rows into acq.fiscal_year, they show up for me in the
>>>> dropdown.
>>>>
>>>> [image: image.png]
>>>>
>>>> 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.
>>>>
>>>>
>>>> On Wed, May 31, 2023 at 12:02 PM Lindsay Stratton via Evergreen-acq <
>>>> evergreen-acq at list.evergreen-ils.org> wrote:
>>>>
>>>>> Hi all,
>>>>>
>>>>> I wanted to bring up a couple of bug reports related to fiscal year:
>>>>>
>>>>>    - Acq Wishlist --> Fiscal Year setting that allows the library to
>>>>>    define and run concurrently different fiscal year calendars -
>>>>>     https://bugs.launchpad.net/evergreen/+bug/1486213
>>>>>    <https://bugs.launchpad.net/evergreen/+bug/1486213>
>>>>>    - ACQ support non-calendar fiscal year  -
>>>>>    https://bugs.launchpad.net/evergreen/+bug/1962622
>>>>>
>>>>> And a brand new one discovered with 3.10:
>>>>>
>>>>>    - Load MARC Order Records screen Fiscal Year field only accepts
>>>>>    current year - https://bugs.launchpad.net/evergreen/+bug/2021992
>>>>>
>>>>> This last one is a major issue for libraries with non-calendar fiscal
>>>>> years, requiring the use of the legacy MARC Order Records interface in
>>>>> order to import records when the FY associated with the funds does not
>>>>> match the "default" (current calendar) year.
>>>>>
>>>>>
>>>>> Lindsay
>>>>>
>>>>> *Lindsay Stratton*
>>>>> *Systems Librarian*
>>>>> Westchester Library System
>>>>> 570 Taxter Rd., 4th Floor
>>>>> Elmsford, NY 10523
>>>>> lstratton at wlsmail.org
>>>>> _______________________________________________
>>>>> Evergreen-acq mailing list
>>>>> Evergreen-acq at list.evergreen-ils.org
>>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq
>>>>>
>>>>
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