[Evergreen-catalogers] Acquisitions Bug of the Month - September

[Christine Burns]

Hello,

The Acquisitions Interest Group decided at the Evergreen Conference in 
April to try a new form of member engagement.  Rather than holding 
quarterly meetings on irc each month an acquisitions bug will be 
featured in an email to this list.  This will bring more exposure to 
some of the acquisitions bugs that have a large impact on acquisitions 
libraries and their workflows and allow acquisitions staff to engage as 
time permits, rather than at a specified time.

Get involved by testing your system for the bug, indicating on Launchpad 
if you’re affected by the bug, and commenting on Launchpad or through 
the list if you have further information about the bug or suggestions 
about what you’d like to see in a fix.

Have a bug you’d like to see featured as an Acquisitions Bug of the 
Month?  Please email a link to the launchpad bug # to 
jennifer.pringle at bc.libraries.coop.


  September Acquisitions Bug of the Month


Bug - ACQ: Allocate to Fund drop down menu (in Funding Source) Not 
Following Precedents Set by Other Fund Menus 
https://bugs.launchpad.net/evergreen/+bug/1175293


      Description of Bug

In the Funding Source details page (Admin -> Acquisitions -> Funding 
Sources and then click on the name of the funding source) there is a 
drop down menu under "Create Allocation". This drop down menu lists all 
of the funds available to the user to allocate money to.

There are currently two problems with this drop down menu:

1. The year is not displayed beside the fund code in brackets.

2. Funds that have been set to Active = FALSE appear in this menu.

These two problems mean that after funds have been propagated for a new 
fiscal year the user cannot distinguish between funds from the previous 
and current fiscal years as the same codes are used. For example, a 
library that has three fiscal years in Evergreen will have the code AF 
display three times in this drop down menu for their Adult Fiction funds.

The current workaround for this is to allocate credit from within the 
Fund details page rather than the Funding Source details page. However, 
when users go through the Funding Source details page and select the 
wrong fund the only way to correct the problem is to delete the 
allocation from the database.

This problem becomes apparent after a library has propagated their funds 
and goes into allocate money to those funds for their new fiscal year.


      Evergreen Version(s)

EG 2.0+


      Desired Resolution / Fix

This dropdown menu should:

1. Display the year in brackets beside each fund code (as is seen 
throughout the acquisitions module).

2. Not display funds that have been set to Active = FALSE. (Users can 
activate funds to allocate money to them and then deactivate them if 
they do not want the fund to be used yet.)

Thank you
Christine

-- 
Christine Burns
Co-op Support
BC Libraries Cooperative
Ph: 1-888-848-9250
https://bc.libraries.coop

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