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Evergreen Acquisitions

For selectors, technical services staff and administration staff to communicate and share information about Evergreen Acquisitions.
Category: Evergreen
JULY 20, 2011
Provider List
I've created a provider list that may be helpful for selectors and Janice to consult when ordering and paying invoices.  The file is in Apps\Evergreen\Acquisitions. (I renamed the file Evergreen help docs to just Evergreen & moved the OPAC help docs into a OPAC help docs folder).

When you open the file, notice there are two worksheet names at the bottom of the spreadsheet.   One worksheet is sorted by provider code the other is sorted by provider name.  This file will be updated as we add provider records.  I will try to remember to post here when I do update it so that those who chose to print the file will know that their copy is out ot date.


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Categories: Evergreen,  providers

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JUNE 21, 2011
Deleting Selection Lists

As Joanne mentioned a few days ago, it's way too easy to delete a selection list.
I did some research and the documentation states that you cannot delete a selection list if it has line items.  Clearly, this is wrong; you most definitely can delete a selection list with line items.

I checked with Equinox, their reply:  "Regarding the deletion of lists, I believe you have provided an excellent suggestion that should be included as an enhancement request to the Evergreen Development team. I will find out whether there is a setting for this already, but I did not recall seeing such a failsafe."

So, in lieu of this failsafe, I've written a report that will allow us to "backup" our selection lists.  The output of the report is a little rough and will take some maniuplating in Excel to get it into a form that you can use to repopulate a selection list.  However, it should, if run regularly, provide you with some sense of security that the information can be retrieved should the worst happen. 

The report, when it's ready will be shared in the Shared Folders/Templates/techservices4/Acquisitions folder.  You should plan to run it whenever you've added items to your selection list. We can do a reports refresher training session to cover this if you would like.

Add a comment  (0 comments) posted by Pam

Categories: Evergreen,  selection lists

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JUNE 9, 2011
Additional Training Session
If you just loved sitting through Evergreen acquisitions training and have been
hoping for another one, you are in luck!  I've scheduled another training session for Mary Hardy & Barbara Prince on Wednesday, June 15th at 9am.  Anyone who wants to attend is welcome, we'll be in the Mayer Room.


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Categories: Evergreen,  acquisitions,  training

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JUNE 9, 2011
Selection Lists for non-Ingram orders
For orders for items from vendors other than Ingram, please create additional selection lists by vendor.  For example, if Denise wants to order DVDs from Library Video Company, she should create a selection list DR libraryvideoco.  This will help us keep the vendor separated when creating purchase orders.

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Categories: Evergreen,  acquisitions,  selection lists

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JUNE 6, 2011
Suggestion for Selection list management
During the afternoon training session we discussed how to manage selection lists as the number of line items increase. 

One option we discussed is that you can remove from your wishlist the line items that have the status of Received.

Another option is to create another selection list, an ordered list;  for example PSordered,  you could then move the line items that you have ordered from your wishlist list to the ordered list. 

For those selectors who keep a large wishlist, this would keep it manageable but still allow you to track on order and received items. 

Add a comment  (0 comments) posted by Pam

Categories: Evergreen,  acquisitions,  selection lists

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