[OPEN-ILS-GENERAL] acquisitions development

[Martha Crawley]

I agree with Leslie when she says "Acq has a lot of tables and finding the one that meets your reporting needs is fairly daunting".  An acquisitions view would be great. Reports I need most often are a fund summary (which we have and wasn't too hard to construct), a report that identifies outstanding encumbrances which includes the encumbered amount, the PO number, and the line number so we can track down what hasn't come in (sometimes it turns out that materials did come in but staff forgot to invoice them) and a monthly report that tells me how much money was encumbered that month per vendor. 
Also the acquisitions search boxes in the client are good and I use them a lot, but they could stand some improvement. Most often I just need to search by vendor PO and the ability to set that as a default would be a time saver.

Martha B. Crawley
Technical Services Mgr. 
Cumberland County Public Library
300 Maiden Lane
Fayetteville, NC 28301
(910) 483-1580 x1308

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Today's Topics:

   1. Donate to Support Evergreen Outreach Effort (Ron Gagnon)
   2. Re: Acquistions development list from EG	conference (Rogan Hamby)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 Jun 2015 16:49:17 -0400
From: Ron Gagnon <gagnon at noblenet.org>
To: Evergreen Discussion Group
	<open-ils-general at list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Donate to Support Evergreen Outreach
	Effort
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	<CALy2O2g90uE7iTbPF7-Z7D4mW7Nw3iskNOanM56StpGkOXESNQ at mail.gmail.com>
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To raise the profile of Evergreen for libraries considering moving to a new library system, a new outreach effort has begun.

Evergreen has largely been missing from the major library conferences such as ALA where libraries do much of their system shopping -- not in the conference program, not in the exhibit hall and not in programs -- in contrast to the exhibit hall booths of the commercial systems.  Companies like Equinox are exhibitors, but they are not exclusively Evergreen, also supporting Koha, and are there to market their services of course.

That will change this summer, as the Evergreen Outreach Committee will have a booth in the exhibit hall for the first time, at the June ALA Annual Conference in San Francisco.  The Evergreen Oversight Committee has approved an 18-month plan to make sure librarians know about Evergreen, but there is a cost for booth rental, etc., and that's one place where we need your help -- in addition to spreading the word yourself!

Please visit the "Support the Evergreen Outreach Campaign" page at http://evergreen-ils.org/outreach-support/ and consider making a donation to support the costs of the conference booth. Approximately $20,000 is needed for the effort through December, 2016.

More users of Evergreen could bring more funding for development, and more developers, to grow and improve Evergreen.  Many small libraries are joining Evergreen groups, but there are few large library system converting to Evergreen, and the larger systems tend to have more development resources.

At the booth we will be showing the Evergreen system and distributing fact sheets, and yes, we are in the program!

The three MassLNC library networks -- the Central/Western Massachusetts Automated Resource Sharing (C/W MARS), the Merrimack Valley Library Consortium (MVLC) and the North Of Boston Library Exchange (NOBLE) -- are funding the booth rental costs for this summer's ALA conference, which are lower for first-time exhibitors, to start the effort.  We need your help to continue the effort and gain more Evergreen users.

And visit us in San Francisco at booth number 3345!

Ron
--
Ronald A. Gagnon
Executive Director
North Of Boston Library Exchange (NOBLE) Danvers, Massachusetts  01923
978-777-8844
www.noblenet.org
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Message: 2
Date: Wed, 3 Jun 2015 21:23:43 -0400
From: Rogan Hamby <rogan.hamby at yclibrary.net>
To: Evergreen Discussion Group
	<open-ils-general at list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Acquistions development list from EG
	conference
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	<CAFpcaPwRkpPyMmpdEwWNNXvoeJsgZq2Yu3fs6AXLZCaVFgnAyQ at mail.gmail.com>
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If I'm interpreting you correctly what you'd like are views that bring together things you commonly need so that reports are easier to construct.
That makes perfect sense to me.  Specifying what sources would be useful to combine into new sources would be the next step so that we can start a wishlist item for them.

On Wed, Jun 3, 2015 at 4:29 PM, St. John, Leslie < lstjohn at georgialibraries.org> wrote:

> Rogan,
>
> For me, it is not so much that Evergreen isn't allowing reports its 
> more that they are so hard to construct from the existing sources.  
> Acq has a lot of tables and finding the one that meets your reporting 
> needs is fairly daunting.  So my wish would be for a couple of sources 
> along the lines of the "Classic Circulation View" or the "Classic Item 
> List".  I've spent a considerable amount of time crafting a report 
> that brings together line item information with fund detail 
> information so that fund debits can be identified as to line item, po 
> and invoice.  There are a couple more reports that I'd like to have 
> that combine some of the same pieces of line items and fund data.  Does that help answer your question?
> I hope others will contribute.   I really hated missing your session on
> report sources, maybe next time if you do it again?
>
>
> Leslie St. John
> PINES Consultant
> Georgia Public Library Service
> A Unit of the University System of Georgia
> 1800 Century Place, Suite 150
> Atlanta, GA 30345-4304
> lstjohn at georgialibraries.org
> www.gapines.org
>
> ------------------------------
> *From: *"Rogan Hamby" <rogan.hamby at yclibrary.net>
> *To: *"Evergreen Discussion Group" <
> open-ils-general at list.georgialibraries.org>
> *Sent: *Monday, June 1, 2015 2:45:25 PM
>
> *Subject: *Re: [OPEN-ILS-GENERAL] Acquistions development list from
> EG        conference
>
> The need for more acquisitions sources was brought up in the reporting 
> interest group as well.  I'd be curious to know what reports people 
> need to run that Evergreen isn't allowing now.  It might be more data 
> sources or it might be that changes to existing data sources would accomodate them.
> Either way that can sometimes be easier to do than the bigger 
> development stuff.  We're just starting up with Acquisitions here so 
> I'm interested in what we can do to smooth things out before we get 
> deeper into using it ourselves.
>
> On Mon, Jun 1, 2015 at 2:43 PM, Hardy, Elaine 
> <ehardy at georgialibraries.org
> > wrote:
>
>> Not that was brought up in the meeting. It is certainly something we 
>> can discuss here
>>
>>
>>
>> *Elaine*
>>
>>
>>
>> J. Elaine Hardy
>> PINES & Collaborative Projects Manager Georgia Public Library Service
>> 1800 Century Place, Ste 150
>> Atlanta, Ga. 30345-4304
>>
>>
>>
>> 404.235.7128
>> 404.235.7201, fax
>> ehardy at georgialibraries.org
>> www.georgialibraries.org
>> www.georgialibraries.org/pines
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Rogan
>> Hamby
>> *Sent:* Monday, June 01, 2015 1:11 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] Acquistions development list from EG
>> conference
>>
>>
>>
>> I noticed one line item requesting acquisitions sources for reports.  Was
>> there a consensus of what sources were needed?
>>
>>
>>
>> On Mon, Jun 1, 2015 at 11:13 AM, Hardy, Elaine <
>> ehardy at georgialibraries.org> wrote:
>>
>> At the 2015 Evergreen Conference, acquisitions interface users and the
>> Acquisitions Working Group created a list of development priorities for the
>> interface. The attached list is divided into the ranked requests and
>> requests that are desired; but lower priority to attendees.
>>
>> The list is just a list at this point. We also have not created Launchpad
>> bugs for these. There may be some already; but, I wanted to get this out
>> quickly to start discussion so have not yet matched any to the list. If you
>> know of any already reported, please let me know and I will reference them.
>>
>> As we discuss the list and gather more information to further explain the
>> individual items, I will begin creating requirements documents that we can
>> then post to the community to solicit funds to assist in development and
>> that should be appropriate to use to guide the development.
>>
>> Please let me know if there are other issues that should be added. Also,
>> I could create a poll from the list so that those that did not have the
>> opportunity to attend the conference can vote on the request ranking, if
>> desired.
>>
>> So, let’s start the discussion ---- the list is attached as a pdf and as
>> MSWord. I can create it as a Google doc if needed as well.
>>
>>
>>
>> *Elaine*
>>
>>
>>
>> J. Elaine Hardy
>> PINES & Collaborative Projects Manager
>> Georgia Public Library Service
>> 1800 Century Place, Ste 150
>> Atlanta, Ga. 30345-4304
>>
>>
>>
>> 404.235.7128
>> 404.235.7201, fax
>> ehardy at georgialibraries.org
>> www.georgialibraries.org
>> www.georgialibraries.org/pines
>>
>>
>>
>>
>>
>>
>>
>> --
>>
>>
>>
>> Rogan Hamby, MLS, CCNP, MIA
>>
>> Managers Headquarters Library and Reference Services,
>>
>> York County Library System
>>
>>
>>
>> “You can never get a cup of tea large enough or a book long enough to
>> suit me.”
>> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
>>
>
>
>
> --
>
> Rogan Hamby, MLS, CCNP, MIA
> Managers Headquarters Library and Reference Services,
> York County Library System
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
>
>


-- 

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System

“You can never get a cup of tea large enough or a book long enough to suit
me.”
― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
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