<div dir="ltr"><div><div>Thanks to all who answered the question. A great response with so much good information, it will help out quite a bit. <br></div>I'm glad we started this list, this is one of the best answers to a question I've ever had! Thanks again!<br></div>Leslie<br></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div><div><div><div><div><div><div>Leslie St. John<br></div><font size="1"><i>PINES Services Specialist</i></font><br></div>Georgia Public Library Service<br></div>1800 Century Place, Suite 150<br></div>Atlanta, GA 30345-4304<br></div>404-235-7129 tel<br></div>404.235.7201 fax<br></div><a href="http://www.georgialibraries.org" target="_blank">www.georgialibraries.org</a><br></div><a href="http://www.gapines.org" target="_blank">www.gapines.org</a><br></div></div></div></div></div>
<br><div class="gmail_quote">On Fri, Aug 4, 2017 at 12:32 PM, Patrick, Irene <span dir="ltr"><<a href="mailto:irene.patrick@ncdcr.gov" target="_blank">irene.patrick@ncdcr.gov</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">We migrated to Evergreen within the past year, and our acquisitions records were brought over from our previous system. Our former system did not have the equivalent of Funding Sources, so we had to set those up as part of the migration. Setting up our funds as part of the migration was pretty simple, but we don't have a complex funding structure. We also had to work pretty closely with Equinox to help them understand our previous system so that they could map our data appropriately. The two systems were quite different.<br>
<br>
We did not have many orders in the old system because we had decided to wait to place orders until after the migration as far as possible, so we didn't have many to migrate. We did NOT migrate order records from previous fiscal years. However, our acquisitions assistant was not very happy with how the allocated/spent monies were being handled in the Funds in Evergreen after the migration. I don't know if this was a result of the migration itself, or just that Evergreen is so different from our former system that she was having trouble adjusting to what it looked like. If you need to migrate acquisitions data, it's definitely best to do it at the beginning of your FY if at all possible.<br>
<br>
I'm rather surprised that Galen said provider records were straightforward to deal with, because this has been by far our biggest bugaboo. We wanted to migrate our vendor records from our former system because we had close to 600 in the old system and didn't want to manually enter them all into Evergreen. We also had a lot of information recorded about the vendors in the old system that we didn't want to lose. Unfortunately, it turned out that the vendor notes from our old system are not usable in Evergreen. While there is apparently a note field available in the Evergreen Provider record, it's not visible in the client, which makes it useless to us. More than that, it makes it impossible for us to delete some vendor records we no longer want to keep. If there's a note in the record, we can't see it or delete it from the provider record, which means we can't delete the provider out of Evergreen. We've already submitted one list of providers that needed to be deleted to our consortium for Equinox to delete for us; we'll have another list for them at some point.<br>
<br>
Additionally, searching for providers in Evergreen is really poor, and we had multiple display issues after our migration. We tried to get some of that corrected, but I don't think we were ever able to get support to understand exactly what our problem was. That issue was overwhelmed by other more urgent problems that had to be taken care of by our acceptance date.<br>
<br>
As a side bar, this whole discussion brings up something that I would like to post to the new Evergreen-acq list if I ever get time to pursue it: I really don't understand why Provider records are managed in the clunky Acquisitions Admin interface. Why are they in Admin at all? Ideally, I would like the Provider records to work like patron records in circulation, where they are in the main acquisitions interface, with full-fledged searching and editing capabilities that work and act like the search/editing capabilities for patron records. I've never seen a system that treats vendor records the way Evergreen does. <end of rant><br>
<br>
So, to sum up, it is possible to migrate Acquisitions data from your former system. You might have better success and/or happier staff if you don't migrate data and start clean in the new system. This probably depends on how complex your data is and how much you need to migrate. If you have only a few provider records, you certainly won't have the same problems we did. We did not have any problems setting up our fund structure and the orders we migrated came over successfully, though we did need a few post-migration tweaks.<br>
<br>
Irene Patrick<br>
Library & Information Management Systems Librarian<br>
N.C. Government & Heritage Library<br>
State Library of North Carolina<br>
N.C. Dept. of Natural and Cultural Resources<br>
<a href="tel:%28919%29%20807-7413" value="+19198077413">(919) 807-7413</a> <br>
irene dot patrick at ncdcr dot gov<br>
<br>
109 E. Jones Street | 4640 Mail Service Center | Raleigh, North Carolina 27699-4600<br>
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-----Original Message-----<br>
From: Evergreen-acq [mailto:<a href="mailto:evergreen-acq-bounces@list.evergreen-ils.org">evergreen-acq-bounces@<wbr>list.evergreen-ils.org</a>] On Behalf Of Martha Crawley<br>
Sent: Friday, August 04, 2017 11:29 AM<br>
To: <a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-<wbr>ils.org</a><br>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions<br>
<br>
Yes, we were using acquisitions in our previous ILS when we changed to Evergreen. At the time, I couldn't imagine how it could possibly work either. I decided to just start fresh with Evergreen but our collection manager wanted to be able to see the history of what had been ordered previously. So the existing orders were loaded into Evergreen in such a way that I could see the information but I couldn't do anything with it; it was just there for information purposes only. We kept running our old ILS (it was housed on our own server & only tech services had access to it) until all existing orders were completed. Any new orders were created in Evergreen. Luckily we migrated near the end of a fiscal year so we didn't have that much that was still outstanding. Once everything was received and invoiced in our old system we shut it down.<br>
<br>
In hindsight, I think migrating the whole thing would probably have worked OK.<br>
<br>
<br>
Martha Crawley, Tech Services Mgr.<br>
Cumberland Co. Public Library<br>
300 Maiden Lane<br>
Fayetteville, NC 28301<br>
<a href="tel:910%20483-1580%20x1308" value="+19104831580">910 483-1580 x1308</a><br>
<br>
<br>
<br>
-----Original Message-----<br>
From: Evergreen-acq [mailto:<a href="mailto:evergreen-acq-bounces@list.evergreen-ils.org">evergreen-acq-bounces@<wbr>list.evergreen-ils.org</a>] On Behalf Of <a href="mailto:evergreen-acq-request@list.evergreen-ils.org">evergreen-acq-request@list.<wbr>evergreen-ils.org</a><br>
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Subject: Evergreen-acq Digest, Vol 3, Issue 1<br>
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Today's Topics:<br>
<br>
1. Changing ILS - Acquisitions (Leslie St. John)<br>
2. Re: Changing ILS - Acquisitions (Deborah Luchenbill)<br>
3. Re: Changing ILS - Acquisitions (Galen Charlton)<br>
4. Re: Changing ILS - Acquisitions (Leslie St. John)<br>
<br>
<br>
------------------------------<wbr>------------------------------<wbr>----------<br>
<br>
Message: 1<br>
Date: Thu, 3 Aug 2017 14:46:43 -0400<br>
From: "Leslie St. John" <<a href="mailto:lstjohn@georgialibraries.org">lstjohn@georgialibraries.org</a>><br>
To: <a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-<wbr>ils.org</a><br>
Subject: [Evergreen-acq] Changing ILS - Acquisitions<br>
Message-ID:<br>
<CAOTsCnn=CV3BHFg+jVQP=j_<wbr>rcroq5wba5AvB=<a href="mailto:JpNOxGHtDvhDQ@mail.gmail.com">JpNOxGHtDvhDQ@<wbr>mail.gmail.com</a>><br>
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<br>
We will be bringing in to our consortium a new library system that is already using Acquisitions from another ILS. I wonder, has anyone every migrated Acqusitions data from one ILS to another? I can't imagine it, but there's at least one vendor out there who thinks this can be done.<br>
If yes, please reply ON the list.<br>
<br>
Thanks,<br>
Leslie<br>
<br>
Leslie St. John<br>
*PINES Services Specialist*<br>
Georgia Public Library Service<br>
1800 Century Place, Suite 150<br>
Atlanta, GA 30345-4304<br>
<a href="tel:404-235-7129" value="+14042357129">404-235-7129</a> tel<br>
<a href="tel:404.235.7201" value="+14042357201">404.235.7201</a> fax<br>
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Message: 2<br>
Date: Thu, 3 Aug 2017 15:10:42 -0500<br>
From: Deborah Luchenbill <<a href="mailto:deborah@mobiusconsortium.org">deborah@mobiusconsortium.org</a>><br>
To: Discussion of acquisitions in Evergreen<br>
<<a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-<wbr>ils.org</a>><br>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions<br>
Message-ID:<br>
<<a href="mailto:CAGv20nNqvx%2BrPCMaATQFqZDiBi19eSPaA060huXcivX4nDBotw@mail.gmail.com">CAGv20nNqvx+<wbr>rPCMaATQFqZDiBi19eSPaA060huXci<wbr>vX4nDBotw@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Leslie, I asked Blake about your question (he's not subscribed to this<br>
list) because he just did this. His response is below (I will make a caveat--the data being migrated is from a home-grown ILS of another library system in Missouri, so it's not from a commercial vendor).<br>
<br>
----<br>
Leslie,<br>
<br>
This is good timing. I just migrated acquisitions data for a soon-to-join library. We generally discourage migration of acquisitions data because of fiscal years and reporting. Or, if we can, we time the migration between fiscal years, so that the library can start fresh acquisitions in Evergreen and leave their old ILS data intact on the old system.<br>
<br>
In this case, we went ahead and migrated the data because they strictly used it with a single vendor. They also do not use Fund sources. The data was purely for copy creation. It turned out that we were able to create the purchase orders, lineitems, lineitem_details, and invoices from the data.<br>
Skipping the funding sources all together. This enabled us to populate the catalog with the copies created from the migrated purchase orders.<br>
<br>
<br>
-Blake-<br>
Conducting Magic<br>
MOBIUS573-234-4513 <(573)%20234-4513><a href="tel:877-312-3517" value="+18773123517">877-312-3517</a> <(877)%20312-3517><br>
<br>
------------------------------<wbr>----------------<br>
Debbie Luchenbill<br>
Evergreen Coordinator<br>
MOBIUS<br>
111 E. Broadway, Ste. 220<br>
Columbia, MO 65203<br>
<a href="mailto:debbie@mobiusconsortium.org">debbie@mobiusconsortium.org</a> <<a href="mailto:deborah@mobiusconsortium.org">deborah@mobiusconsortium.org</a>><br>
<a href="tel:573-234-4914" value="+15732344914">573-234-4914</a><br>
<a href="https://mobiusconsortium.org" rel="noreferrer" target="_blank">https://mobiusconsortium.org</a> <<a href="http://mobiusconsortium.org" rel="noreferrer" target="_blank">http://mobiusconsortium.org</a>> Missouri Evergreen Help Desk: <a href="mailto:help@mobiusconsortium.org">help@mobiusconsortium.org</a> / <a href="tel:877-312-3517" value="+18773123517">877-312-3517</a> <a href="http://libraries.missourievergreen.org" rel="noreferrer" target="_blank">http://libraries.<wbr>missourievergreen.org</a><br>
<br>
On Thu, Aug 3, 2017 at 1:46 PM, Leslie St. John < <a href="mailto:lstjohn@georgialibraries.org">lstjohn@georgialibraries.org</a>> wrote:<br>
<br>
> We will be bringing in to our consortium a new library system that is<br>
> already using Acquisitions from another ILS. I wonder, has anyone<br>
> every migrated Acqusitions data from one ILS to another? I can't<br>
> imagine it, but there's at least one vendor out there who thinks this can be done.<br>
> If yes, please reply ON the list.<br>
><br>
> Thanks,<br>
> Leslie<br>
><br>
> Leslie St. John<br>
> *PINES Services Specialist*<br>
> Georgia Public Library Service<br>
> 1800 Century Place, Suite 150<br>
> Atlanta, GA 30345-4304<br>
> <a href="tel:404-235-7129" value="+14042357129">404-235-7129</a> <(404)%20235-7129> tel<br>
> <a href="tel:404.235.7201" value="+14042357201">404.235.7201</a> <(404)%20235-7201> fax<br>
> <a href="http://www.georgialibraries.org" rel="noreferrer" target="_blank">www.georgialibraries.org</a><br>
> <a href="http://www.gapines.org" rel="noreferrer" target="_blank">www.gapines.org</a><br>
><br>
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Message: 3<br>
Date: Thu, 3 Aug 2017 17:23:51 -0400<br>
From: Galen Charlton <<a href="mailto:gmc@equinoxinitiative.org">gmc@equinoxinitiative.org</a>><br>
To: Discussion of acquisitions in Evergreen<br>
<<a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-<wbr>ils.org</a>><br>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions<br>
Message-ID:<br>
<<a href="mailto:CAPLnt66zx%2B2hfK-0_bmWXaunJrVnDBKFvo4e5aQgOxh7%2Btzsfg@mail.gmail.com">CAPLnt66zx+2hfK-0_<wbr>bmWXaunJrVnDBKFvo4e5aQgOxh7+<wbr>tzsfg@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="UTF-8"<br>
<br>
Hi,<br>
<br>
On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John <<a href="mailto:lstjohn@georgialibraries.org">lstjohn@georgialibraries.org</a>> wrote:<br>
> We will be bringing in to our consortium a new library system that is<br>
> already using Acquisitions from another ILS. I wonder, has anyone<br>
> every migrated Acqusitions data from one ILS to another? I can't<br>
> imagine it, but there's at least one vendor out there who thinks this can be done.<br>
> If yes, please reply ON the list.<br>
<br>
We've migrated acquisitions data for several libraries. Provider records tend to be straightforward to deal with, although setting up EDI profiles tends to be done manually. We've also migrated funds, fund allocations, orders, line items, and invoices. We typically recommend that libraries just migrate data for the current fiscal year and compile whatever reports they need from past fiscal years to keep their auditors happy, but have migrated data for back fiscal years on one or two occasions.<br>
<br>
Regards,<br>
<br>
Galen<br>
--<br>
Galen Charlton<br>
Infrastructure and Added Services Manager Equinox Open Library Initiative<br>
phone: 1-877-OPEN-ILS (673-6457)<br>
email: gmc@equinoxInitiative.org<br>
web: <a href="https://equinoxInitiative.org" rel="noreferrer" target="_blank">https://equinoxInitiative.org</a><br>
direct: <a href="tel:%2B1%20770-709-5581" value="+17707095581">+1 770-709-5581</a><br>
cell: <a href="tel:%2B1%20404-984-4366" value="+14049844366">+1 404-984-4366</a><br>
<br>
<br>
------------------------------<br>
<br>
Message: 4<br>
Date: Fri, 4 Aug 2017 09:56:24 -0400<br>
From: "Leslie St. John" <<a href="mailto:lstjohn@georgialibraries.org">lstjohn@georgialibraries.org</a>><br>
To: Discussion of acquisitions in Evergreen<br>
<<a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-<wbr>ils.org</a>><br>
Subject: Re: [Evergreen-acq] Changing ILS - Acquisitions<br>
Message-ID:<br>
<CAOTsCnnR=<a href="mailto:VQQ6o6xU%2BGBUDBBFSi37n1UOYnN5rznGZ_jUdNNSw@mail.gmail.com">VQQ6o6xU+<wbr>GBUDBBFSi37n1UOYnN5rznGZ_<wbr>jUdNNSw@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Thanks to both of you. As we move forward with this project we may be in<br>
touch.<br>
Leslie<br>
<br>
Leslie St. John<br>
*PINES Services Specialist*<br>
Georgia Public Library Service<br>
1800 Century Place, Suite 150<br>
Atlanta, GA 30345-4304<br>
<a href="tel:404-235-7129" value="+14042357129">404-235-7129</a> tel<br>
404.235.7201 fax<br>
<a href="http://www.georgialibraries.org" rel="noreferrer" target="_blank">www.georgialibraries.org</a><br>
<a href="http://www.gapines.org" rel="noreferrer" target="_blank">www.gapines.org</a><br>
<br>
On Thu, Aug 3, 2017 at 5:23 PM, Galen Charlton <<a href="mailto:gmc@equinoxinitiative.org">gmc@equinoxinitiative.org</a>><br>
wrote:<br>
<br>
> Hi,<br>
><br>
> On Thu, Aug 3, 2017 at 2:46 PM, Leslie St. John<br>
> <<a href="mailto:lstjohn@georgialibraries.org">lstjohn@georgialibraries.org</a>> wrote:<br>
> > We will be bringing in to our consortium a new library system that is<br>
> > already using Acquisitions from another ILS. I wonder, has anyone every<br>
> > migrated Acqusitions data from one ILS to another? I can't imagine it,<br>
> but<br>
> > there's at least one vendor out there who thinks this can be done.<br>
> > If yes, please reply ON the list.<br>
><br>
> We've migrated acquisitions data for several libraries. Provider<br>
> records tend to be straightforward to deal with, although setting up<br>
> EDI profiles tends to be done manually. We've also migrated funds,<br>
> fund allocations, orders, line items, and invoices. We typically<br>
> recommend that libraries just migrate data for the current fiscal year<br>
> and compile whatever reports they need from past fiscal years to keep<br>
> their auditors happy, but have migrated data for back fiscal years on<br>
> one or two occasions.<br>
><br>
> Regards,<br>
><br>
> Galen<br>
> --<br>
> Galen Charlton<br>
> Infrastructure and Added Services Manager<br>
> Equinox Open Library Initiative<br>
> phone: 1-877-OPEN-ILS (673-6457)<br>
> email: gmc@equinoxInitiative.org<br>
> web: <a href="https://equinoxInitiative.org" rel="noreferrer" target="_blank">https://equinoxInitiative.org</a><br>
> direct: +1 770-709-5581<br>
> cell: +1 404-984-4366<br>
> ______________________________<wbr>_________________<br>
> Evergreen-acq mailing list<br>
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