<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:"Segoe UI";
panose-1:2 11 5 2 4 2 4 2 2 3;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
span.EmailStyle18
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri",sans-serif;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1027" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">HI Tiffany<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I agree. I was going to try and work through setting up a demo library just to learn acquisitions and this chart is going to be so helpful. Thank you for taking the time to create it!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="vertical-align:baseline"><!--[if gte vml 1]><v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f">
<v:stroke joinstyle="miter" />
<v:formulas>
<v:f eqn="if lineDrawn pixelLineWidth 0" />
<v:f eqn="sum @0 1 0" />
<v:f eqn="sum 0 0 @1" />
<v:f eqn="prod @2 1 2" />
<v:f eqn="prod @3 21600 pixelWidth" />
<v:f eqn="prod @3 21600 pixelHeight" />
<v:f eqn="sum @0 0 1" />
<v:f eqn="prod @6 1 2" />
<v:f eqn="prod @7 21600 pixelWidth" />
<v:f eqn="sum @8 21600 0" />
<v:f eqn="prod @7 21600 pixelHeight" />
<v:f eqn="sum @10 21600 0" />
</v:formulas>
<v:path o:extrusionok="f" gradientshapeok="t" o:connecttype="rect" />
<o:lock v:ext="edit" aspectratio="t" />
</v:shapetype><v:shape id="Picture_x0020_1" o:spid="_x0000_s1026" type="#_x0000_t75" style='position:absolute;margin-left:0;margin-top:.15pt;width:62.25pt;height:62.25pt;z-index:251659264;visibility:visible;mso-wrap-style:square;mso-width-percent:0;mso-height-percent:0;mso-wrap-distance-left:9pt;mso-wrap-distance-top:0;mso-wrap-distance-right:9pt;mso-wrap-distance-bottom:0;mso-position-horizontal:absolute;mso-position-horizontal-relative:text;mso-position-vertical:absolute;mso-position-vertical-relative:text;mso-width-percent:0;mso-height-percent:0;mso-width-relative:page;mso-height-relative:page'>
<v:imagedata src="cid:image001.png@01D8F50C.69E249C0" o:title="" />
<w:wrap type="square"/>
</v:shape><![endif]--><![if !vml]><img width="83" height="83" style="width:.8645in;height:.8645in" src="cid:image003.png@01D8F50C.69E66870" align="left" hspace="12" v:shapes="Picture_x0020_1"><![endif]><b><span style="color:#16697A">Elizabeth
Davis</span></b><b> </b>(she/her), <b><i><span style="color:#16697A">Support & Project Management Specialist</span></i></b><span style="font-size:12.0pt;color:#16697A"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;color:#3366CC">Pennsylvania Integrated Library System
</span></b><b><span style="color:#4472C4">(PaILS) | SPARK</span></b><span style="font-size:12.0pt;color:#3366CC"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="color:#3366CC">(717) 256-1627</span> |
<a href="mailto:katherine.dannehl@sparkpa.org" target="_blank"><span style="color:#0563C1">elizabeth.davis@sparkpa.org</span></a> <br>
<a href="https://support.sparkpa.org/" target="_blank"><span style="color:#0563C1">support.sparkpa.org</span></a><span style="color:#3366CC"> |
</span><a href="mailto:support@sparkpa.org" target="_blank"><span style="color:#0563C1">support@sparkpa.org</span></a><span style="color:#3366CC"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Evergreen-acq <evergreen-acq-bounces@list.evergreen-ils.org>
<b>On Behalf Of </b>Morgan, Christine via Evergreen-acq<br>
<b>Sent:</b> Thursday, November 10, 2022 1:56 PM<br>
<b>To:</b> Discussion of acquisitions in Evergreen <evergreen-acq@list.evergreen-ils.org><br>
<b>Cc:</b> Morgan, Christine <cmorgan@noblenet.org><br>
<b>Subject:</b> Re: [Evergreen-acq] Diagram feedback<o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Hi Tiffany,<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">I agree with Jennifer. For people starting to use acquisitions for the first time these visual diagrams would definitely help to make it all make sense. I would like to see these replace the existing one also.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Christine<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">On Thu, Nov 10, 2022 at 1:23 PM Jennifer Pringle via Evergreen-acq <<a href="mailto:evergreen-acq@list.evergreen-ils.org">evergreen-acq@list.evergreen-ils.org</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in">
<p class="MsoNormal">I like the idea of a general workflow with more specific ones. With
<br>
the number of options for acq features I think it can sometimes be <br>
confusing for staff and having the visual diagram of their options <br>
could be really helpful.<br>
<br>
I think your general workflow (with the legend) could replace the one <br>
here now - <br>
<a href="https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/introduction.html" target="_blank">https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/introduction.html</a><br>
<br>
Jennifer<br>
<br>
<br>
Quoting Tiffany Little <<a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a>>:<br>
<br>
> I was thinking of this one as like a general flow of what happens in<br>
> Acquisitions, without the particulars of how something gets done. (Like not<br>
> including whether or not uploading the cart includes 9xx info to<br>
> prepopulate the PO.)<br>
><br>
> Now as I'm about to say this, know that I am a sucker for a flowchart, but<br>
> what about another--more detailed--chart for each of those areas? So like<br>
> for receiving, that blue "Mark Items Received" can really be expanded out<br>
> into *how* you can receive, and there's like 4 different ways to do it. So<br>
> like for receiving from the invoice, the next point would skip straight to<br>
> "Confirm accuracy of EG invoice" as far as user actions. And the Selection<br>
> area would end up having more yellow decision points, like "Assign<br>
> branch/fund/etc info on vendor website?" with what happens if you do/don't<br>
> do that.<br>
><br>
> Maybe?<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/" target="_blank">http://georgialibraries.org/</a>> for stories of Georgia<br>
> libraries making an impact in our communities.<br>
><br>
><br>
> On Thu, Nov 10, 2022 at 12:34 PM Jennifer Pringle 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>
>> 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<br>
>> 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<br>
>> red<br>
>> > boxes represented until I went back and read your description in your<br>
>> 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<br>
>> 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<br>
>> that, or<br>
>> >> is this a general enough workflow that it's okay to exclude?<br>
>> >><br>
>> >><br>
>> >><br>
>> <a href="https://pines.georgialibraries.org/dokuwiki/lib/exe/fetch.php?media=acq:acq_workflow_final.png" 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/" target="_blank">http://georgialibraries.org/</a>> for stories of<br>
>> 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" 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" 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" target="_blank">
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq</a><br>
>><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" 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" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-acq</a><o:p></o:p></p>
</blockquote>
</div>
<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal">-- <o:p></o:p></p>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal">Christine Morgan<o:p></o:p></p>
</div>
<p class="MsoNormal">Database Support Analyst<o:p></o:p></p>
</div>
<p class="MsoNormal">North of Boston Library Exchange, Inc.<o:p></o:p></p>
</div>
<p class="MsoNormal">Danvers, Massachusetts<o:p></o:p></p>
</div>
<p class="MsoNormal"><a href="mailto:cmorgan@noblenet.org" target="_blank">cmorgan@noblenet.org</a><o:p></o:p></p>
</div>
</div>
</div>
</div>
</div>
</body>
</html>