<div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">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.)</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">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.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Maybe?</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><span><div dir="ltr" style="margin-left:0pt" align="left"><table style="border:none;border-collapse:collapse"><colgroup><col width="89"><col width="414"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/8c2XlzLbIIC6nDoa4yqQ8MzA0npF4WXpUnhhoK_uTqralZtjqVXRwPgmRep3jGYP6q41Sb0ULXqxX-QppYTC8cQyIfBAdqzLBgqvcQwVczkqqiunlj0KIbvy-R3bp-E0mlhF0A4v" width="75" height="75" style="margin-left:0px;margin-top:0px"></span></span></p></td><td style="vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">Tiffany Little, PINES Services Specialist: Acquisitions</font></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"></p><hr><p></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">Georgia Public Library Service | University System of Georgia</font></span></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</font></span></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">(404) 235-7161 | <a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a></font></span></p><br><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh6.googleusercontent.com/ql1so1R8csbb2W7DW5vjWe3mTAcApuM7a5CMXbsYnhmF1bDmG62LM_C1BOOyWdkb2PZGKGlaYRIceHjsSvsWPXNw6HPCKqtFLMKCJiPVU0RXu2dAey13WZ02Q6E6FmzNDJ_d9iBf" width="36" height="36" style="margin-left:0px;margin-top:0px"></span></span><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh3.googleusercontent.com/2qSr0-AREIyPSTC1gMsjyXLaBT-yQ7kS6iKvd1L9XrCXxhJDWCRo5eXBHCi7f35AZASOOyiH2Si-wtuXNR8YaA2j-17GWBmmo1mpGxXa7m-JwF4AzUD_5tZZE9n1NVilAJcnGtQs" width="35" height="35" style="margin-left:0px;margin-top:0px"></span></span><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh6.googleusercontent.com/-jM_GEWd7EZGo5MFiR1koKEkiupb_lmwNEMpNiQE3U6k1C2FkyuiNjtGKlWWGfX8zbZ1135yhOHnJSINmMTXgEQuu2RlHIg5hDKxaJ9cmh3Nr6el_vN4ZHlXcAmoCPPWduwXi26m" width="35" height="35" style="margin-left:0px;margin-top:0px"></span></span></p></td></tr><tr style="height:21pt"><td colspan="2" style="vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;text-align:center;margin-top:0pt;margin-bottom:0pt"><a href="http://georgialibraries.org/" target="_blank"><span style="font-size:8pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap">Join our email list</span></a><span style="font-size:8pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-size:8pt;font-family:Verdana;color:rgb(67,67,67);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap">for stories of Georgia libraries making an impact in our communities.</span></p></td></tr></tbody></table></div></span></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Nov 10, 2022 at 12:34 PM Jennifer Pringle via Evergreen-acq <<a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">Hi Tiffany,<br>
<br>
I agree with Mary, I think it's a good representation of the general  <br>
steps and definitely include the legend for the colour coding.<br>
<br>
I don't think selection lists need to be included since the feedback  <br>
we've gotten through the AIG is that they're rarely used.<br>
<br>
The only question I have is around Receiving/Invoicing.  The workflow  <br>
that we recommend to our libraries is to receive via the invoice so  <br>
they're checking the invoice and receiving the items together.  Not  <br>
sure if it would make sense to show that those two pieces often go  <br>
together?<br>
<br>
Jennifer<br>
<br>
<br>
<br>
<br>
Quoting Mary Llewellyn via Evergreen-acq  <br>
<<a href="mailto:evergreen-acq@list.evergreen-ils.org" target="_blank">evergreen-acq@list.evergreen-ils.org</a>>:<br>
<br>
> Hi Tiffany,<br>
><br>
> I think it's a good representation of the general steps. Ours deviate here<br>
> and there, but not enough to invalidate your chart.<br>
><br>
>  I think a color legend is a good idea. I hadn't picked up on what the red<br>
> boxes represented until I went back and read your description in your email.<br>
><br>
> Mary<br>
><br>
><br>
> On Thu, Nov 10, 2022 at 9:23 AM Tiffany Little via Evergreen-acq <<br>
> <a href="mailto:evergreen-acq@list.evergreen-ils.org" target="_blank">evergreen-acq@list.evergreen-ils.org</a>> wrote:<br>
><br>
>> Good morning,<br>
>><br>
>> Can I crowdsource some feedback?<br>
>><br>
>> I recently made a new Acq workflow diagram for our PINES documentation<br>
>> wiki, and I was thinking about submitting it to the official EG docs.<br>
>><br>
>> Would you all take a look and tell me if there's anything missing that you<br>
>> think should be included? The only thing I know I haven't included is a<br>
>> workflow that considers selection lists. Do you think I should add that, or<br>
>> is this a general enough workflow that it's okay to exclude?<br>
>><br>
>><br>
>> <a href="https://pines.georgialibraries.org/dokuwiki/lib/exe/fetch.php?media=acq:acq_workflow_final.png" rel="noreferrer" target="_blank">https://pines.georgialibraries.org/dokuwiki/lib/exe/fetch.php?media=acq:acq_workflow_final.png</a><br>
>><br>
>> Should I include a legend for the color coding, or does it make sense<br>
>> without one? Green=actions EG takes, blue=actions the user takes,<br>
>> red=vendor actions, yellow triangle=decision point.<br>
>><br>
>> Thanks!!<br>
>> Tiffany<br>
>><br>
>> Tiffany Little, PINES Services Specialist: Acquisitions<br>
>><br>
>> ------------------------------<br>
>><br>
>> Georgia Public Library Service | University System of Georgia<br>
>><br>
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341<br>
>><br>
>> (404) 235-7161 | <a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a><br>
>><br>
>> Join our email list <<a href="http://georgialibraries.org/" rel="noreferrer" target="_blank">http://georgialibraries.org/</a>> for stories of Georgia<br>
>> libraries making an impact in our communities.<br>
>> _______________________________________________<br>
>> Evergreen-acq mailing list<br>
>> <a href="mailto:Evergreen-acq@list.evergreen-ils.org" target="_blank">Evergreen-acq@list.evergreen-ils.org</a><br>
>> <a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq</a><br>
>><br>
><br>
><br>
> --<br>
> Mary Llewellyn<br>
> Database Manager<br>
> Bibliomation, Inc.<br>
> 24 Wooster Ave.<br>
> Waterbury, CT 06708<br>
> <a href="mailto:mllewell@biblio.org" target="_blank">mllewell@biblio.org</a><br>
<br>
<br>
-- <br>
Jennifer Pringle (she/her)<br>
Co-op Support - Training Lead<br>
BC Libraries Cooperative<br>
Toll-free: 1-888-848-9250<br>
<a href="mailto:Email%3Ajennifer.pringle@bc.libraries.coop" target="_blank">Email:jennifer.pringle@bc.libraries.coop</a><br>
Website: <a href="http://bc.libraries.coop" rel="noreferrer" target="_blank">http://bc.libraries.coop</a><br>
<br>
Gratefully acknowledging that I live and work in the unceded  <br>
Traditional Territory of the St'at'yemc Nations.<br>
<br>
_______________________________________________<br>
Evergreen-acq mailing list<br>
<a href="mailto:Evergreen-acq@list.evergreen-ils.org" target="_blank">Evergreen-acq@list.evergreen-ils.org</a><br>
<a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq</a><br>
</blockquote></div>