Evergreen Acquisitions from Howe Library http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137 For selectors, technical services staff and administration staff to communicate and share information about Evergreen Acquisitions. Wed, 06 Jul 2011 00:00:00 GMT Copyright 2026 Howe Library en-us Tue, 09 Jun 2026 19:09:06 CDT Adding Copies in Selection Lists & Purchase Orders http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=15401
With the recent upgrade there is a way to set the default shelving location, circ modifier & call number prefix for acquisitions line items.  They have been set to Stacks, Book & ACQ so you only have to set the quantity & add the note for the fund code for each line item.  Unfortunately, the upgrade did not fix the fund code bug.

When the purchase order is activated & the items are uploaded to the catalog, the default settings populate the item records.

Hope this makes everyone happy!
 

]]> Pam Fri, 22 Jul 2016 13:10:44 GMT Those Pesky ISBNs! http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14069
If you are copying & pasting the ISBN, please try to copy only the 13 digits & try not to get an extra space at either end of the field.  If you do grab an extra space, be sure to remove it before you save the template.  

If you are keying in the ISBN, try not to add a space at the end of this field.  

The EDI function works really well & is a very efficient way to order.  However, the downside is that it is absolutely exacting and unforgiving of even the slightest variation. 

]]> Pam Fri, 30 May 2014 13:39:32 GMT Selection Lists in Load MARC Order Records http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=13977 ]]> Pam Tue, 22 Apr 2014 15:32:36 GMT FY14 Funds http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=13144 When you are adding orders, you will now see the FY14 funds along with the FY13 funds.  Unfortunately, for a few weeks, there will be a long list of funds as the FY13 funds must stay active until all invoices dated prior to July 1 can be paid and we close the fiscal year.

If you are preparing records to order after July 1, please be sure to select the fund code with the prefix 4.

Also, it is very important that you review your wishlists carefully and change any records where you have already added copies and fund codes.  If you have items in your wishlists for which you have applied an FY13 fund code, please change it to the corresponding FY14 code.  I know this is tedious, especially if you have a long wishlist, but this is the only way to catch orders from being activated with the incorrect fund code.  Once the order is activated, there is no way to apply the charge to another fund.

If you have any questions, please let me know. 

]]> Pam Mon, 17 Jun 2013 17:21:51 GMT New Alert http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=11243 Acq Note, it will say Acquisitions, please note. You can then enter any informaiton that is important for Mary to know before she activates the order.

Information for the cataloger, or notes about how to treat the item after it has been received should be entered as a note not an alert.  The alert Acq Note is only for information that is relevant to how the item should be ordered. 

]]> Pam Fri, 15 Jun 2012 11:10:58 GMT Reminder about Forbidden Characters http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9946    (plus sign)
    ? (question mark)
    : (colon)
    ' (apostrophe)

It's very helpful to Mary Ryan if she does not have to edit  titles before creating purchase orders.


]]> Pam Fri, 28 Oct 2011 11:10:54 GMT Successful EDI Launch http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9439
It's a very cool, efficient process and we are very pleased with ourselves!!
Each Ingram account has a separate EDI account set-up in Evergreen.
When Mary activates a Ingram purchase order, it is sent via ftp to the Ingram server.  There is a built in delay before the order is transmitted to Ingram.  Ingram then transmits a confimation report with the status of each line item: confirmed, backordered or cancelled.

For backordered items, we are adding a note in the line item stating that it's backordered and the date.  If a title you have ordered hasn't arrived, check the notes field to see if it's on backorder.

A couple of titles have been cancelled via EDI but are in fact available at Ingram and have been ordered via iPage.  Those titles will also have a note in the line item stating that they were cancelled via EDI but ordered on iPage and the date.  I'm investigating this issue with Ingram EDI support.  

While this was a bear to implement and the testing was rocky, it is a big advancement for us and is one of the benefits of open source.  Innovative's electronic ordering module was way out of our price range.  

]]> Pam Thu, 04 Aug 2011 10:19:03 GMT Small Orders Please! http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9301
We will be ordering more frequently for a while so you may mark items order-ready every few days.   We'll let you know when we feel comfortable handling larger orders. 

Thank you for your patience.

]]> Pam Wed, 06 Jul 2011 15:46:27 GMT