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acq:newvendor [2019/12/10 16:38] tlittleacq:newvendor [2023/02/08 14:46] (current) – [MARC Records] tlittle
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 ====== Considering a New Vendor ====== ====== Considering a New Vendor ======
  
-When considering a new vendor, there are a few questions that are useful to ask. You can also forward this page, in the hopes that it may clarify any questions that they might have.+When considering a new vendor, there are a few questions that are useful to ask.
  
 +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 ===== ===== MARC Records =====
-There are only a few vendors that are allowed to do cataloging for PINES libraries. The list of approved vendors is **[[cat:outsourcing_policies_and_procedures#current_pines_approved_vendors|here]]**.+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 ===== ===== 9xx field =====
-PINES uses the **962** field to import price, quantity and holdings information into Evergreen.+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.
  
-{{tablelayout?rowsHeaderSource=Auto&colwidth="108px,171px,171px"}} +Subfields that contain no data should either: 
-^ Subfield  ^ Description           ^ Note                         ^ +  * Not be passed into the MARC record at all //OR// 
-        | Alert message                                      | +  * __Must__ contain character of any type.
-| b         | Owning library        |                              | +
-| c         | Shelving location                                  | +
-| f         | Fund code                                          | +
-| g         | Circulation modifier  |                              | +
-| n         | Line item note        |                              | +
-| p         | Price                 | Discount price, if possible +
-| q         | Quantity              |                              |+
  
 +<note important>Subfields cannot remain empty or the order upload into Acquisitions will fail.</note>
acq/newvendor.1575995911.txt.gz · Last modified: 2019/12/10 16:38 by tlittle