[OPEN-ILS-GENERAL] acquisitions development
Rogan Hamby
rogan.hamby at yclibrary.net
Thu Jun 4 09:48:39 EDT 2015
Just to be clear there are already a number of acquisitions views that are
listed sources. The developers tried to make things simpler. :) But, that
doesn't mean there aren't needs for more.
So, bear with me, I'm a reference librarian so I like to rephrase and
restate everything....
You're proposing three things:
1) A fund summary. It sounds like this is currently done as a report but
you'd prefer to have it as a data source. Correct? There are certainly
some advantages to that, including making it easier to build derative
reports and connect to other tables. What do you include in the report?
It would be good to get community feedback about what is needed in that.
2) " 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) " My gut instinct is to say this may be a
commonly needed report but maybe is a better candidate for the common
reports need discussed in the reporting interest group than a new data
source. Thoughts?
3) "monthly report that tells me how much money was encumbered that month
per vendor." -- as #2 this seems like a good candidate for those (still
hypothetical) core reports that were discussed.
On Thu, Jun 4, 2015 at 7:38 AM, Martha Crawley <
mcrawley at cumberland.lib.nc.us> wrote:
> 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
>
> -----Original Message-----
> From: Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
> open-ils-general-request at list.georgialibraries.org
> Sent: Wednesday, June 03, 2015 9:15 PM
> To: open-ils-general at list.georgialibraries.org
> Subject: Open-ils-general Digest, Vol 108, Issue 9
>
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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
> Message-ID:
> <
> CALy2O2g90uE7iTbPF7-Z7D4mW7Nw3iskNOanM56StpGkOXESNQ at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> 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
> Message-ID:
> <
> CAFpcaPwRkpPyMmpdEwWNNXvoeJsgZq2Yu3fs6AXLZCaVFgnAyQ at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> 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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> ************************************************
>
--
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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