[Evergreen-catalogers] Evergreen Acquistions vs some other method

[Laurie Kulik]

Good morning,

We have several libraries using the Acquisitions module with basic 
invoicing, EDI, reports, and uploading of vendor on/order records. The 
learning curve is challenging at the onset, but the libraries that do 
use Acquisitions are happy with it.

Laurie

On 11/10/2015 8:27 AM, Taylor, Trish wrote:
>
> 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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> Evergreen-catalogers at list.evergreen-ils.org
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-- 
Laurie Kulik
Cataloger/Database Manager
Merrimack Valley Library Consortium
4 High Street, Suite 175
North Andover, MA 01845
978-557-8204
lkulik at mvlc.org

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