<div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Thank you everyone for the feedback, I really appreciate it! So it sounds like the consensus is to add a legend for this chart, and plan to create more detailed flow charts for each area. I'm positive I'll be back for more feedback once I've got something for those. :D</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">Thank you again!<br>Tiffany</div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><span><br><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 5:12 PM Galen Charlton 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"><div dir="ltr"><div>Hi,</div><div><br></div><div>My two cents:</div><div><br></div><div>- maybe in addition to the general workflow and the specific ones, there could be a couple variants for types of vendors</div><div>- I believe that KCLS does heavily use the selection lists - maybe they could advise on that workflow variant for the sake of the diagrams?</div><div>- EDI ORDRSP (order responses) might be a factor in one of the secondary diagrams</div><div>- is claiming (which of course is rather manual at the moment) worth a secondary flowchart?</div><div><br></div><div>Regards,</div><div><br></div><div>Galen<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Nov 10, 2022 at 2:35 PM Lindsay Stratton via Evergreen-acq <<a href="mailto:evergreen-acq@list.evergreen-ils.org" target="_blank">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"><div dir="ltr"><div dir="ltr">Similar to Jennifer, I was thinking about the relationship between receiving and invoicing.</div><div dir="ltr"><br></div><div>We also recommend receiving items from the invoice, and also use EDI so our invoices are available before physical items arrive. I was wondering if placing the Invoicing row above the Receiving row makes sense, or, if it would be simpler to chalk it up to "local practices may vary". </div><div><br></div><div>I do like the idea of also having more expanded/detailed workflows as well (I am also a sucker for a good flow chart!)</div><div><br></div><div>Otherwise, this workflow is great. I particularly like how EDI vs. manual processes are presented.</div><div><br></div><div dir="ltr"><br clear="all"><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><b>Lindsay Stratton</b><div><b>Systems Librarian</b></div><div>Westchester Library System</div><div>570 Taxter Rd., 4th Floor</div><div>Elmsford, NY 10523</div><div><a href="mailto:lstratton@wlsmail.org" target="_blank">lstratton@wlsmail.org</a></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Nov 10, 2022 at 1:23 PM Jennifer Pringle via Evergreen-acq <<a href="mailto:evergreen-acq@list.evergreen-ils.org" target="_blank">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">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" rel="noreferrer" 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>
</blockquote></div></div>
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</blockquote></div><br clear="all"><br>-- <br><div dir="ltr"><div dir="ltr">Galen Charlton<br>Implementation and IT Manager<br>Equinox Open Library Initiative<br><a href="mailto:gmc@equinoxOLI.org" target="_blank">gmc@equinoxOLI.org</a><br><a href="https://www.equinoxOLI.org" target="_blank">https://www.equinoxOLI.org</a> <br>phone: 877-OPEN-ILS (673-6457)<br>direct: 770-709-5581<br><a href="http://evergreen-ils.org" target="_blank"></a></div></div>
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</blockquote></div>