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Flexible scopes in the catalog

0

 PAC-04 Read more »

Status: 
Completed development

Record matching and overlay in acquisitions

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0

 ACQ-02 Read more »

Category

Status: 
Completed development

Staff client improvements

0

 Various improvements to the staff client, including: Read more »

Category

Status: 
Completed development

Improvements to adding copy details for line items

Tags:
8

This enhancement covers several related ideas that arose in the acqusitions meeting. Currently, the process of adding copy details (copy locations, circ modifiers, prices, funds) can be cumbersome. Prices can be added directly from a selection list or PO (see below).

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Category

Status: 
Completed development

Local acquisitions search defaults

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3

The acquisitions search is accessible through several menu entries: general search, purchase orders and open invoices. The purchase order and open invoices options set certain defaults that may not be the preferred choice for a particular user (e.g. purchase order defaults to POs with an on-order status). This would allow a user or library to set their own defaults.

Category

Status: 
In the attic

Copy retains link to PO when it is transferred to another record

13

When a copy is transferred from one bib record to another, it loses its link to the PO information.

Note: This is not a problem when merging two records together. We would need to test other scenarios to see if there are other cases where a copy could lose the link to the PO.

 

Category

Status: 
Under review

Improved error reporting when uploading order records

Tags:
9

If an order record upload fails, the resulting error message is often a vague "ACQ_IMPORT_ERROR." This enhancement would result in improved error reporting.

Category

Status: 
Under review

Support for standard discount

5

The ability to identify a standard discount for a particular vendor and to apply that discount when applying an estimated price to a fund account.

Status: 
Expired

Method for handling standing order

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8

 There is no special functionality in Evergreen to support standing orders.

Category

Status: 
Under review

Defaults and templates for copy details

8

The ability to set defaults and/or use templates for copy details (fund, copy location, circ modifier, etc.). The system includes something called distribution formulas, which were mainly created to support multi-branch systems ordering multiple copies, but the formulas only allow you to set a copy's owning library and copy location.

Category

Status: 
Completed development

Add line items to a PO by name

Tags:
7

When adding line items to an existing PO, you must identify the PO by its id number, which is a system-generated number that has no meaning in the real world. The PO name is also initially system generated, but can be changed to something more meaningful to the user, such as a real-life PO number. This enhancement would allow staff to identify an existing PO by entering its name.

Category

Status: 
In the attic

Specific Descriptors on Tab

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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Status: 
Expired

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

12

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

5

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:

  Read more »

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

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 »

Status: 
Expired

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
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