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Good morning,<br>
<br>
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.<br>
<br>
Laurie<br>
<br>
<div class="moz-cite-prefix">On 11/10/2015 8:27 AM, Taylor, Trish
wrote:<br>
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<p class="MsoNormal"><span style="color:#1F497D">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I like it
because I can track the invoicesfor the non ProFormas items
that are sent to our city hall for payment.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Trish<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Trish Little
Taylor<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cataloging and
Acquisitions Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Portsmouth
Public Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">4934 High
Street West<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Portsmouth, VA
23703<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">757-686-2538
x6614<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
Evergreen-catalogers
[<a class="moz-txt-link-freetext" href="mailto:evergreen-catalogers-bounces@list.evergreen-ils.org">mailto:evergreen-catalogers-bounces@list.evergreen-ils.org</a>]
<b>On Behalf Of </b>Mary Llewellyn<br>
<b>Sent:</b> Thursday, November 05, 2015 1:36 PM<br>
<b>To:</b> 'Evergreen Community Catalogers'<br>
<b>Subject:</b> Re: [Evergreen-catalogers] Evergreen
Acquistions vs some other method<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi Sharon,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">To question #3,
I think many are using Excel to track their spending on a
spreadsheet. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I hope this
helps.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Mary<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Mary Llewellyn<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Database
Manager<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Bibliomation,
Inc.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">24 Wooster Ave.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Waterbury, CT
06708<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a
moz-do-not-send="true" href="mailto:mllewell@biblio.org"><a class="moz-txt-link-abbreviated" href="mailto:mllewell@biblio.org">mllewell@biblio.org</a></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
Evergreen-catalogers [<a moz-do-not-send="true"
href="mailto:evergreen-catalogers-bounces@list.evergreen-ils.org">mailto:evergreen-catalogers-bounces@list.evergreen-ils.org</a>]
<b>On Behalf Of </b>Sharon Douglas<br>
<b>Sent:</b> Thursday, November 05, 2015 12:56 PM<br>
<b>To:</b> <a moz-do-not-send="true"
href="mailto:evergreen-catalogers@list.evergreen-ils.org">evergreen-catalogers@list.evergreen-ils.org</a><br>
<b>Subject:</b> [Evergreen-catalogers] Evergreen
Acquistions vs some other method<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We’ve been struggling to get Evergreen
Acquistions set up and working, and are gaining ground.<o:p></o:p></p>
<p class="MsoNormal">But it’s time for us to evaluate the
pro/con of even using an acquisition module, vs. using some
other method.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’ve got 3 questions for everyone...<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoListParagraph"
style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span
style="mso-list:Ignore">1)<span style="font:7.0pt
"Times New Roman""> </span></span><!--[endif]-->Do
you use Evergreen Acqisitions and if yes, do you use it all or
only some portion of it.<o:p></o:p></p>
<p class="MsoListParagraph"><o:p> </o:p></p>
<p class="MsoListParagraph"
style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span
style="mso-list:Ignore">2)<span style="font:7.0pt
"Times New Roman""> </span></span><!--[endif]-->If
you do not use Evergreen Acquistions, do you use some other
Acquistion software and if yes, what is it.<o:p></o:p></p>
<p class="MsoListParagraph"><o:p> </o:p></p>
<p class="MsoListParagraph"
style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span
style="mso-list:Ignore">3)<span style="font:7.0pt
"Times New Roman""> </span></span><!--[endif]-->If
you do not use any Acquisition software, what method do you
use to keep track of funds/ encumbrances/ect.?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt">Sharon
Douglas - Automation Coordinator - Lake Agassiz Regional
Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt">118 5th St S
- Moorhead MN 56561 - 218-233-3757 ext 138 - <a
moz-do-not-send="true" href="http://www.larl.org"><a class="moz-txt-link-abbreviated" href="http://www.larl.org">www.larl.org</a></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt">The mission
of LARL is to enrich lives and strengthen communities<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt">LARL values
intellectual freedom, equal access to information, respect,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt">tolerance,
fun and welcoming atmosphere, excellent customer service, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt">and a current
community driven collection.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<br>
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<pre wrap="">_______________________________________________
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<a class="moz-txt-link-freetext" href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers</a>
</pre>
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<br>
<pre class="moz-signature" cols="72">--
Laurie Kulik
Cataloger/Database Manager
Merrimack Valley Library Consortium
4 High Street, Suite 175
North Andover, MA 01845
978-557-8204
<a class="moz-txt-link-abbreviated" href="mailto:lkulik@mvlc.org">lkulik@mvlc.org</a></pre>
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