[Evergreen-catalogers] Evergreen Acquistions vs some other method

[Taylor, Trish]

Portsmouth Public Library in Virginia uses the acquisition module.  We invoice but haven't figured out how to get the financial reports. We are 4 branches and this gives us a handle on what we have ordered and what has not arrived.

I like it because I can track the invoicesfor the non ProFormas items that are sent to our city hall for payment.

Trish

Trish Little Taylor
Cataloging and Acquisitions Librarian
Portsmouth Public Library
4934 High Street West
Portsmouth, VA 23703
757-686-2538 x6614



From: Evergreen-catalogers [mailto:evergreen-catalogers-bounces at list.evergreen-ils.org] On Behalf Of Mary Llewellyn
Sent: Thursday, November 05, 2015 1:36 PM
To: 'Evergreen Community Catalogers'
Subject: Re: [Evergreen-catalogers] Evergreen Acquistions vs some other method

Hi Sharon,

In our consortium, we have 21 libraries currently using the Evergreen acquisitions module.  They are all uploading vendor order records to populate their purchase orders and create "on order" items visible in the catalog for patrons to be able to place holds. Most of them don't care about the fund tracking portion of the module, to the extent that many don't bother to invoice, and a few don't even bother to receive the items.  Since we provide centralized cataloging, my department replaces the brief acq bib records with fuller OCLC records, so that saves our librarians from having to ask us for cataloging as often.  There may be some back-and-forth when the OCLC record itself isn't very full, so we have to ask our librarians for further information and photocopies from the items to flesh the records out when the items are delivered to the libraries.  With the acq items already created by activating the purchase order, the catalogers just have to edit the items for circulation purposes instead of having to search the catalog, determine if the bib record matches their item, and create a new volume/copy record.

I don't know what the non-acq using libraries are doing. They are not using any other software for orders. My guess is they mostly order from Baker & Taylor and place their orders on Title Source.

To question #3, I think many are using Excel to track their spending on a spreadsheet.

I hope this helps.

Mary

Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllewell at biblio.org<mailto:mllewell at biblio.org>



From: Evergreen-catalogers [mailto:evergreen-catalogers-bounces at list.evergreen-ils.org] On Behalf Of Sharon Douglas
Sent: Thursday, November 05, 2015 12:56 PM
To: evergreen-catalogers at list.evergreen-ils.org<mailto:evergreen-catalogers at list.evergreen-ils.org>
Subject: [Evergreen-catalogers] Evergreen Acquistions vs some other method

We've been struggling to get Evergreen Acquistions set up and working, and are gaining ground.
But it's time for us to evaluate the pro/con of even using an acquisition module, vs. using some other method.

I've got 3 questions for everyone...


1)      Do you use Evergreen Acqisitions and if yes, do you use it all or only some portion of it.



2)      If you do not use Evergreen Acquistions, do you use some other Acquistion software and if yes, what is it.



3)      If you do not use any Acquisition software, what method do you use to keep track of funds/ encumbrances/ect.?


Sharon Douglas  -  Automation Coordinator - Lake Agassiz Regional Library
118 5th St S  - Moorhead MN 56561  -  218-233-3757 ext 138  -  www.larl.org<http://www.larl.org>
The mission of LARL is to enrich lives and strengthen communities
LARL values intellectual freedom, equal access to information, respect,
tolerance, fun and welcoming atmosphere, excellent customer service,
and a current community driven collection.

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