Search All Development Ideas

Specific Descriptors on Tab

Tags:
8

In acquisitions, the descriptors on the tabs do not always reflect what screen the user is on. For example, in the below screenshot, the user is in a PO, but the tab says "Acquisitions Search."

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Category

Status: 
Under review

Add selection lists to an existing PO

5

From the selection list screen, you have the option to create a PO from the selection list (or from selected items in the selection list), but you do not have the option to add the selection list to an existing PO.

Category

Status: 
In the attic

Ability to quickly order more copies of a previously-ordered title

7

If ordering a title that has been previously ordered, provide an option to order more copies that carries over some of the parameters (price, fund, etc.) of the prevously ordered line item.

Category

Status: 
Under review

Check for duplicate orders

13

When ordering items found through the Evergreen catalog, the system should alert you if you have already ordered a particular title. The system does let you know if you previously ordered a title, but I'm keeping the development idea here in case we want to see changes in how this works. When you find a title in the catalog and select  View/Place orders, you will see a list of line items that you have already ordered (if any.) In the below example, this particular title had been ordered twice through two separate PO's. Read more »

Category

Status: 
In the attic

Streamlining the invoicing process

6

Invoices and PO's rarely match up perfectly, but the Evergreen workflow works best if all items on an invoice match all items in a particular PO. The workflow for handling an invoice with items from multiple PO's is to:

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Category

Status: 
Completed development

Confirmation reports/status updates from EDI

Tags:
6

 The ability to receive confirmation reports/status updates from vendors via EDI. 

Note: it was mentioned during the meeting that this is probably an area that needs to be tested more. There is a link from the PO where you can click to see messages, but determining which messages are accessible here has not yet been tested thoroughly.

Category

Status: 
In the attic

Ability to add to PO directly from new brief record form

Tags:
2

The "new brief record" form gives you the ability to add to a new or existing selection list (and with a nice dropdown menu that is absent from other areas of acquisitions), but there is no option to add one to a new or existing PO. Read more »

Category

Status: 
Under review

Support for Enriched EDI

Tags:
7

Enriched EDI will allow libraries to send more data to vendors when submitting an electronic order. According to Ingram, Enriched EDI "allows users to send additional distribution information in the EDI order record that provides Ingram with all the information necessary to create complete holdings records to match the items shipped. The holdings records are loaded with MARC bibliographic records and overlay the on-order items. When the materials arrive from Ingram, they are shelf-ready, and the catalog already contains the necessary records to circulate the items." Read more »

Category

Status: 
Completed development

Default number of copies

Tags:
7

When adding a title to a PO, the system defaults to ordering zero copies, requiring the user to click "Copies" and enter the quantity along with other copy information before placing the order. We wouuld like libraries to be able to define the default number of copies.

Category

Status: 
Completed development

Auto-save copy details

Tags:
9

 When entering copy details for a lineitem, it is easy to forget to hit the "Save Changes" button before hitting the "Return" button and to lose all of the data that was just entered. We would like the system to auto-save these copy details as they are entered. Read more »

Category

Status: 
Under review

Improved Acquisitions Dropdown Menus

Tags:
13

 This enhancement covers two ideas raised at the acquisitions meeting: Read more »

Category

Status: 
Under review

Improved view of funds

Tags:
14

A view of funds that shows all of the important information on one screen. Ideally, this would be a list of funds displaying the money available, the money encumbered, etc.

Category

Status: 
Under review

Support for Macros

6

 Support for Macros

Category

Status: 
In the attic

The ability to add titles to a selection list/PO from multiple places in the catalog

4

Currently, you can only add titles from the catalog to a selection list or PO by going to the bib record, selecting Actions for this record < View/Place Orders and then choosing your action on a separate screen (see below). 

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Category

Status: 
Under review

No place to login to an OCLC account when doing federated search from acquisitions

Tags:
1

 Acquisitions allows you to search other catalogs via Z39.50. OCLC is one of the target catalogs that comes by default, but there is no way to authenticate into OCLC.

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Category

Status: 
In the attic

Ability to load electronic orders for multiple branches

Tags:
2

 Loading MARC order records for multiple branches at one time is problematic. It can be done, but requires that the library systems omit its copy locations from the order records or possibly reconfigure the copy locations in a way that may not work best for the library system. This development idea is to make the system more flexible so that library systems do not need to jump through hoops to load order records for multiple branches.

Note: A bug has also been submitted to the Evergreen community, but it is questionable if and when this will be picked up. Read more »

Category

Add the ability to select an ISBN from a bib record (rather than manipulating the bib record to move the desired ISBN to the top.)

Tags:
9

When ordering electronically, if a record has multiple ISBN's (hardcover, paperback, etc), we need to be able to pick which ISBN is ordered.

Category

Status: 
Completed development
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