Differences

This shows you the differences between two versions of the page.

--- acq:newvendor [2019/12/06 16:33] – tlittle
+++ acq:newvendor [2023/02/08 14:46] (current) – [MARC Records] tlittle
@@ Line 1: / Line 1: @@
 ====== Considering a New Vendor ======
-- Do they offer MARC records
+When considering a new vendor, there are a few questions that are useful to ask.
-- Do they offer 9xx fields
-- Do they offer EDI
+The shortlist of questions might be:
+  - Do they offer brief MARC records?
+  - Can those records contain, at a minimum, discount price and quantity in the 9xx field?
+  - Can those records contain holdings information like branch or fund codes?
+  - How would you receive those MARC records? Is it a download link from a cart that you build on their site, or do you have to request them from someone at the company?
+  - Do they do EDI ordering?
+  - Have they done EDI ordering with any other customers using the Evergreen ILS?
+  - For EDI, do they do orders, order acknowledgements, and invoices, or only ordering?
+The answers to these aren't necessarily deal-breakers, but it is good to know what's possible and what's not.
+===== MARC Records =====
+There are only a few vendors that are allowed to do outsourced cataloging for PINES libraries. The list of approved vendors is **[[cat:outsourcing_policies_and_procedures#current_pines_approved_vendors|here]]**.
+If the vendor in question is not on the list, they will not be doing cataloging for the library. If you want a vendor who is not already on this list to do copy or original cataloging for your materials, they will need to be evaluated by the PINES Cataloging Specialist. See **[[cat:vendor_evauluation_procedures|Vendor Evaluating Procedure for Copy and Original Cataloging for PINES]]** for more details on that process.
+The library only needs brief MARC records purely to load into the Acquisitions system.
+Additionally, unless the library is specifically requesting to have processing (with no cataloging) done, a processing profile should not be necessary.
+===== 9xx field =====
+PINES uses the **962** field to import price, quantity and holdings information into Evergreen. These instructions are only pertinent for vendors who are able to offer "customized" MARC records that include price, quantity, etc.
+{{tablelayout?rowsHeaderSource=Auto&colwidth="108px,171px,210px"}}
+^ Subfield  ^ Description           ^ Note                                                            ^
+| a         | Alert message         |                                                                 |
+| b         | Owning library        |                                                                 |
+| c         | Shelving location     | Should always be ON ORDER.                                      |
+| f         | Fund code             |                                                                 |
+| g         | Circulation modifier  |                                                                 |
+| n         | Line item note        |                                                                 |
+| p         | Price                 | Discount price, if possible. Do not include a currency symbol.  |
+| q         | Quantity              |                                                                 |
+If the vendor will be setting up your 9xx field, they should adhere to using the 962 field and the listed subfields. If using the 9xx field, **price** and **quantity** are the minimum. Beyond that, only **owning library** and **fund code** are commonly used, although the others are acceptable to use.
+Subfields that contain no data should either:
+  * Not be passed into the MARC record at all //OR//
+  * __Must__ contain a character of any type.
+<note important>Subfields cannot remain empty or the order upload into Acquisitions will fail.</note>