[OPEN-ILS-GENERAL] Acquisition Questions

[Kathy Lussier]

Hi Kelly,

I'll defer to the front-line people using acquisitions to answer your 
first question.

> How does the searching work for POs and funds?  It looks like it has 
> to be an exact match, but there are other places where a more general 
> search seems to work.

I think it would be helpful to know where you are searching and which 
searches are giving you trouble. For PO searching, I'm assuming you're 
going through the acquisitions general search that's available from the 
main acquisitions menu. Depending on the field you select (PO ID, 
Provider), you may need to enter an exact match. For other fields, like 
PO name or owner, you can select contains from the dropdown to conduct a 
search that doesn't need to match exactly.

When you are searching for funds or providers, I expect you will be in 
the Acquisitions administrative interfaces (Admin -> Server 
Administration -> Acquisitions -> Funds). In those cases, searching 
works a little differently. You need to select the "Filter" link from 
those interfaces. If, for example, you wanted to find all funds with the 
word "DVD" in them, you would select Name in the first dropdown, "is 
like" in the second dropdown, and then enter:

%DVD%

The percentage symbols serve as wildcards. I just looked around and 
didn't see this documented anywhere. I'll take some time to add it to 
the documentation today.

If this doesn't answer your searching question, let me know.

> How do you fix a mistake?  For example, while playing in our test 
> system, I entered a PO with a typo in the name.  I cannot for the life 
> of me figure out how to fix that.

For the PO name, you can click on the name to enter a new name. If you 
mistakenly add the wrong Provider to the PO, you cannot change the 
provider and need to create a new PO. The ability to change the provider 
of a PO, at least until the order has been activated, is a wishlist item 
that has been on MassLNC's development list for a while, but there have 
been other acquisitions development ideas that have been prioritized a 
little higher.

I hope this helps!

Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

On 5/2/2014 9:57 AM, Kelly Drake wrote:
>
> The FLO Consortium is seriously looking at Evergreen as a possible 
> next system; we are currently using Voyager and  have a few questions 
> about the acquisitions module.
>
>
> While we understand that a number of Evergreen libraries do not use 
> acquisitions, and that it was recently enhanced, would anyone who is 
> currently using Acquisitions mind answering some of the following 
> questions?
>
>  1. In general, how does the acq system function and does it fit your
>     workflow?  Or did you have to do lots of reworking to accommodate
>     your workflow?
>  2. How does the searching work for POs and funds?  It looks like it
>     has to be an exact match, but there are other places where a more
>     general search seems to work.
>  3. How do you fix a mistake?  For example, while playing in our test
>     system, I entered a PO with a typo in the name.  I cannot for the
>     life of me figure out how to fix that.
>
> Any other input on Acquisitions functioning would be greatly appreciated!
>
>
> Kelly Drake
> Systems Librarian
> Fenway Libraries Online
> Boston, MA 02115
> kelly at flo.org | 617-442-2384
>
>
>

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