[OPEN-ILS-DEV] BCLC & MassLNC sponsoring Acquisitions enhancements in Evergreen

Suzannah slipscomb at esilibrary.com
Wed Feb 13 16:47:19 EST 2013


BC Libraries Cooperative (BCLC) 
<cid:part1.02050109.03010100 at esilibrary.com> and MassLNC 
<cid:part2.01060108.08040402 at esilibrary.com> have teamed up to sponsor 
some Acquisitions (Acq) enhancements in Evergreen Open Source ILS 
<cid:part3.09000908.09010406 at esilibrary.com>.  This project encompasses 
the following development:

1.  a server-side Acq batch update API to be used with the Purchase 
Order (PO) interface for updating line items and associated copies 
without having to click into the Acq copies screen;
2.  a PO detailed view which will provide an option to expand (some/all) 
line items within a PO line item list to display the list of associated 
copies for the line item, including fields like owning library, fund, 
circulation modifier, copy location, etc.;
3.  new defaults and settings (org, provider, sticky) to include a 
default number of Acq copies and Acq/Vandelay default options;
4.  PO and selection list UI repairs and enhancements including:

  * avoid double activation POs,

  * disable invoice and cancel options for pending POs,

  * rearrange actions drop-down to better suit the current state of the
    PO/PL and provide more batch operations across sets of line items,

  * allow for disabling the zero-copy checkbox,

  * disable/allow batch updater operations depending on PO state,

  * disable new charges for activated POs,

  * replace Shelving Location with Copy Location; and

  * #INVOICED field is automatically populated with the number of copies
    available to be invoiced and the PAID field automatically updates to
    match the BILL field;

5.  Additional distribution formula fields including:  fund code, 
circulation modifier, collection code; and last but not least,
6.  ISBN (identifier) entry / selection for line items.  This will 
provide staff with the ability to select from existing ISBNs and enter 
new ISBNs for line items to be used as the primary identifier for the 
line item order.  Adding new ISBNs will cause the ISBN to be added to 
the linked bibliographic record.  Staff will also have the ability to 
add/select UPC and ISSN values in the same manner.

It is anticipated that the coding will be completed by the end of June 
2013 and submitted to launchpad 
<cid:part4.03090703.04020308 at esilibrary.com> for Evergreen Community 
review and approval.  Once the code has been reviewed and approved, it 
will be eligible for inclusion in the next major release of Evergreen.  
Thank you to BCLC and MassLNC for sponsoring this development.

-- 
Suzannah Lipscomb
Project Manager
Equinox Software, Inc.
877. OPEN. ILS (877. 673. 6457)
Direct:  770-709-5590

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