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. Fri, 01 Jul 2011 00:00:00 GMT Copyright 2013 Howe Library en-us Thu, 23 May 2013 09:26:53 CDT 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)
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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 DAY ONE! http://engagedpatrons.org/Blogs.cfm?SiteID=2391&BlogID=137&BlogPostID=9290
There are a few things we would like selectors to help with:
  1.  ISBN accuracy is really critical; it would be helpful if you double & triple check the ISBNs after you enter them.
 
  2.  Prices in the estimated price field are required for items to be ordered.  We did not order a few item that were marked order-ready because there was no estimated price in the price field.  After entering the price, click on reload to save the price field. 
   Also, regarding prices, the best practice when an item is a flat dollar amount, 25 for example, is to add .00.  We found on a couple of line items that the system inserted .99 where the estimated price had been entered as 25.  So, again, the best practice is to add the decimal and 00. 

  3.  The patron barcode in the alert is very, very helpful, thank you for doing that.  Mary can copy the patron barcode, click on the catalog link on the line item, click on place hold & paste the patron barcode.  This works very smoothly.

  4.  Added copies should go on the Ingram wildcat orders selection list.  As mentioned earlier, rush orders and replacements should also go on the wildcat list. 
 

]]> Pam Fri, 01 Jul 2011 14:03:08 GMT