[OPEN-ILS-GENERAL] ***SPAM*** Re: Purchase Orders in 2.0
Sally Fortin
sfortin at esilibrary.com
Tue Feb 8 16:14:06 EST 2011
Hi all,
Forgive me for misquoting the price on the acquisitions demo on Friday.
The cost is $75 per hour per participant for a total cost of $225 for
the three hour session. Again, my apologies for the error.
Thanks,
Sally
On 2/8/2011 1:45 PM, Sally Fortin wrote:
> Hi Mary,
>
> There are several ways in which you can create a selection list or PO
> or combine those pieces together. You could, as you suggest, add all
> of your items (brief records or bib records) to a selection list and
> then convert it to a PO. Alternatively, you could create a new PO and
> add brief records or bib records that you obtained from your vendor or
> a MARC Federated search to the PO. In that example, you would skip
> the selection list and simply add the records directly to the PO.
> Selection lists are not required to build a PO.
>
> If you're interested in more information about the acquisitions module
> and acquisitions workflows, then you may be interested in the
> following resources. GPLS is funding acquisitions documentation and
> sample acquisitions workflows. These will be donated to the community
> upon completion.
>
> Also, because we have seen a great deal of interest in and many
> questions on the mailing lists about acquisitions, ESI is offering two
> opportunities for learning more about this module. The first is an
> online acquisitions demonstration on Friday, February 11, from
> 12pm-3pm EST. The purpose of this session is to demonstrate the
> functionality contained within the acquisitions module. We will
> reserve a short period for general questions about acquisitions
> functionality. The cost of this session is $75 per participant.
>
> In addition, ESI is offering individual consultations that will assist
> you with designing workflows that will help you to best utilize the
> acquisitions module. We can advise you about the functionality of the
> module, and design solutions for using the module at your library.
> The price for the consultation is $500 if the consultation is
> scheduled prior to April 1, 2011.
>
> If you are interested in registering for the acquisitions
> demonstration, scheduling a consultation, or have questions about any
> of the resources mentioned, you can email me off list at
> sfortin at esilibrary.com.
>
> Thanks,
> Sally
>
> On 2/7/2011 2:28 PM, Mary Llewellyn wrote:
>> Hi Sally,
>>
>> Then would you say the intended workflow is to do everything in a
>> selection list, then transfer the titles to a PO when you've settled
>> on what you want to order?
>>
>> Thanks,
>>
>> Mary
>>
>>
>>
>> At 01:35 PM 2/7/2011, Sally Fortin wrote:
>>> Hi,
>>>
>>> You are correct that if you click View/Place Orders from the catalog
>>> record, then you can add the bib record to a new PO, but you cannot
>>> add it to an existing PO. Jenny is correct that you can add a brief
>>> record to an existing PO, but you can't add bib records through the
>>> MARC Federated Search or the catalog to an existing PO.
>>>
>>> Hope that helps!
>>>
>>> Thanks,
>>> Sally
>>>
>>> On 2/7/2011 12:19 PM, Tim Spindler wrote:
>>>> I have found the same thing. I assumed it was designed that way to
>>>> avoid changing a PO once its created.
>>>>
>>>> ____________________________
>>>>
>>>> Tim Spindler
>>>>
>>>> Manager of Library Applications
>>>>
>>>> tspindler at cwmars.org <mailto:tspindler at cwmars.org>
>>>>
>>>> 508-755-3323 x20
>>>>
>>>> C/W MARS, Inc.
>>>> http://www.cwmars.org
>>>>
>>>> On Mon, Feb 7, 2011 at 11:44 AM, Turner, Jennifer M
>>>> <jennifer.turner at mnsu.edu <mailto:jennifer.turner at mnsu.edu> > wrote:
>>>>
>>>>
>>>> Hi Mary and all,
>>>>
>>>>
>>>>
>>>> Your findings mirror my findings -- I can create POs from
>>>> selection lists and ad brief records to existing POs, but
>>>> cannot find a way to add bibs that exist in the Evergreen
>>>> catalog or the MARC Federated Search tool to existing POs. I
>>>> would be interested to see if I am missing something, too.
>>>>
>>>>
>>>>
>>>> Thanks,
>>>>
>>>> Jenny
>>>>
>>>> ==============================
>>>>
>>>> Jennifer Turner
>>>>
>>>> PALS, A Program of the Minnesota State Colleges and Universities
>>>>
>>>> Minnesota State University, Mankato
>>>>
>>>> ML 3022
>>>>
>>>> Mankato, MN 56001
>>>>
>>>> 507-389-2000
>>>>
>>>>
>>>>
>>>> * Through Our Work, Knowledge Grows *
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> From: open-ils-general-bounces at list.georgialibraries.org
>>>> <mailto:open-ils-general-bounces at list.georgialibraries.org>
>>>> [mailto:open-ils-general-bounces at list.georgialibraries.org] On
>>>> Behalf Of Mary Llewellyn
>>>> Sent: Thursday, February 03, 2011 4:04 PM
>>>> To: open-ils-general at list.georgialibraries.org
>>>> <mailto:open-ils-general at list.georgialibraries.org>
>>>> Subject: [OPEN-ILS-GENERAL] Purchase Orders in 2.0
>>>>
>>>>
>>>>
>>>> Hi all,
>>>>
>>>> I'm testing acquisitions in 2.0 and purchase orders have me
>>>> stumped. I want to be able to establish a PO and add items to
>>>> it later on. The only way I can find to do that is by manually
>>>> creating a brief record. What I'm looking to do is to be able
>>>> to search the local catalog and send bib records to the
>>>> established PO, but when I choose the action "View/Place
>>>> Orders", I find I can add to an existing selection list or I
>>>> can create a new PO. I don't get a choice to add to the PO I'd
>>>> previously created. What am I missing? Or is the intent to
>>>> always work from a selection list before creating a PO?
>>>>
>>>> Thank you,
>>>>
>>>> Mary
>>>>
>>>>
>>>> Mary Llewellyn
>>>>
>>>> Mary Llewellyn
>>>> Database Manager
>>>> Bibliomation, Inc.
>>>> Middlebury, CT
>>>>
>>>> mllewell at biblio.org <mailto:mllewell at biblio.org>
>>>>
>>>>
>>>>
>>>>
>>>> --
>>>> __________________________
>>>> Tim Spindler
>>>> tjspindler at gmail.com <mailto:tjspindler at gmail.com>
>>>
>>>
>>>
>>> --
>>> Sally Fortin
>>> Educational Services Manager
>>> Equinox Software Inc. / Your Library's Guide to Open Source
>>> Tel: 770-709-5572
>>> Email:
>>> sfortin at esilibrary.com <mailto:sfortin at esilibrary.com>
>>> Fax: 1-866-497-6390
>>
>> Mary Llewellyn
>>
>> Mary Llewellyn
>> Database Manager
>> Bibliomation, Inc.
>> Middlebury, CT
>>
>> mllewell at biblio.org
>>
>
>
> --
> Sally Fortin
> Educational Services Manager
> Equinox Software Inc. / Your Library's Guide to Open Source
> Tel: 770-709-5572
> Email:sfortin at esilibrary.com
> Fax: 1-866-497-6390
--
Sally Fortin
Educational Services Manager
Equinox Software Inc. / Your Library's Guide to Open Source
Tel: 770-709-5572
Email: sfortin at esilibrary.com
Fax: 1-866-497-6390
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