[Evergreen-acq] Multiple provider records for a single vendor?
Tiffany Little
tlittle at georgialibraries.org
Thu Aug 22 09:50:09 EDT 2024
Hi Lindsay,
We have some libraries that don't get full shelf ready processing or
cataloging, but they do get spine labels put on their items before being
sent. Some of them have different accounts like that with J vs YA because
they have a processing profile set up with the vendor where anything sent
through that account automatically gets a J call number, or automatically
gets a YA call number. It's just their way of forcing a decision on call
number, rather than letting the vendor go by whatever's in the record.
I would say (in my experience/opinion) is that the number of providers for
one vendor should correspond to the number of actual accounts the library
has with the vendor. If they've got 5 (active) accounts with the vendor,
there should be 5 EDI accounts, and thus 5 provider records. If you wanted
to streamline, you could check and see if those J/YA accounts are still
being used with the vendor. And if they're not, you could mark those
providers inactive.
Tiffany
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Tiffany Little
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On Thu, Aug 22, 2024 at 9:17 AM Lindsay Stratton via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:
> Hi all,
>
> I'm trying to streamline some ACQ configs, and am a little stumped.
>
> When we migrated to Evergreen in 2019 to v3.2 (I was not involved in the
> migration or set up) our Acquisitions libraries were set up with multiple
> provider records for single vendors. For example, I have a library with 5
> B&T provider records. 2 do not have any customized library service / shelf
> ready holdings, 3 do. Of the three that have CLS, 1 is for media, the
> others print. All of them use EDI.
>
> I recall being told that separate provider records need to be set up when
> there are differences like CLS, holdings/no holdings, etc. Which makes
> sense! But I also have some providers where the only difference seems to be
> the age level - YA vs. J - which doesn't make sense.
>
> However, I can't find any current reference to when and why a vendor needs
> multiple provider records. I'm not sure if this is a gap in the
> documentation or Things Have Changed.
>
> Any insights?
>
> Please and thank you!
>
> 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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