]]> Pam Fri, 22 Jul 2016 13:10:44 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14729
Thanks everyone, for remembering to add a fund note to your line items. With your help the workaround is working but it does slow down the purchase order process for Mary.  Consequently, Mary will be breaking down orders into smaller chunks.

 

]]> Pam Fri, 19 Jun 2015 10:50:35 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14723
So, as a workaround, until they release a fix for this bug, please add a note in each line item with the fund code you want to apply for that linen item.  The image shows a note I added to a line item in my selection list.  

When Mary creates the purchase order, she will apply the fund you have specified in the note. 

• Please add a fund note for every line item you are making order ready.
• Please just enter the fund code.
• Please add it as a note not an alert.

]]> Pam Tue, 16 Jun 2015 17:10:06 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14481 Everyone,

In an effort to keep everything as simple as possible when we set up the categories in Evergreen's registration form for new patrons, we ...well, oversimplified.

To remedy this, we have just added two new categories in the Status heading which will give us more accurate statistics about our patron base. Specifically, we have added a heading for spouses/partners/children of Dartmouth students and one for spouses/partners/children of Town Employees.

Please note under STATUS the addition of:
Town Employee family member
Dartmouth Student family member

(Please also try to remember that both husband and wife/partner of Property Owners are also Property Owners. Spouses/partners/children of Dresden employees are not entitled to "free" cards.)

Thanks,
Kris
 

]]> Kris Tue, 06 Jan 2015 14:17:28 GMT 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 http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=14002 This will make a big difference to those selectors who were concerned about loading records too far in advance.  You can now bring in records as early as you want.
The only change is that you will not check the option to import non-matching records.

I'll put an updated page of the instructions in your mail boxes.  

Let me know if you have any questions. 
 

]]> Pam Fri, 02 May 2014 12:05:27 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=13983 I uploaded my first batch of lists today. I found it really useful when I uploaded several replacement titles all at once--probably because I don't put a lot of notes on that kind of record it was a big timesaver for me.

A couple of FYI things: there are indeed many more selection lists to upload to and when you start typing your initials, you get only your lists.

Mike noticed that you can put notes in your Bibz lists--which could be useful for you.

Don't forget to change the ISBN and be careful because it doesn't necessarily hold onto the change (the same way the line item doesn't necessarily hold price info).

I want to encourage you all to try it. I think as we get more familiar and speedier it could be a boon.
 

]]> Joanne Wed, 23 Apr 2014 16:29:08 GMT http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=13977 ]]> Pam Tue, 22 Apr 2014 15:32:36 GMT