acq:startingacq
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acq:startingacq [2018/10/22 19:27] – [Training] tlittle | acq:startingacq [2020/12/04 13:55] – [Monetary Investments] tlittle | ||
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+ | ===== Training ===== | ||
+ | < | ||
- | ===== Competencies ===== | + | Training is generally one day of in-person training and is conducted by the PINES Acquisitions Specialist. Any staff member needing **[[: |
- | Before moving to the live PINES server, libraries testing Acquisitions | + | After the one day in-person training, additional online screensharing sessions |
- | * Fund set-up and management including verification that fund tracking is working; | + | ===== Soft Skills ===== |
- | * Order management including but not limited | + | It's not a *requirement* to start Acquisitions, but it is a good idea that if you're interested in using Acquisitions that the person who does your ordering |
- | * Workflow testing and integration with cataloging; | + | |
- | * Reports testing. | + | |
- | ===== Training ===== | + | Best practice would be for your local acquisitions coordinator |
- | + | ||
- | Like the cataloging CAT1 training, Acquisitions training is required before staff are given Acquisitions permissions. Training is generally 1 to 2 days long and is conducted by the PINES Acquisitions Specialist. Any staff member needing **[[: | + | |
+ | Example: You started the year with $20k in local materials funds, which was then entered into Acquisitions. Two months later, the roof is leaking and you need to shift $10k of those funds into repairing the roof. This needs to be communicated to your local acquisitions coordinator so they can adjust their funds in Acquisitions. | ||
===== Monetary Investments ===== | ===== Monetary Investments ===== | ||
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Most of the libraries in Georgia already have SAN numbers. To confirm if your library system and/or branches have SANs, please see **[[https:// | Most of the libraries in Georgia already have SAN numbers. To confirm if your library system and/or branches have SANs, please see **[[https:// | ||
- | To download MARC order files from vendors to be uploaded into Evergreen, some vendors require that your account have a particular setting enabled. | + | To download MARC order files from vendors to be uploaded into Evergreen, some vendors require that your account have a particular setting enabled. |
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+ | < | ||
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+ | ===== Time to Get Started ===== | ||
+ | Getting started with Acquisitions has several portions. Generally: | ||
+ | * Initial discussion with PINES Acquisitions Specialist | ||
+ | * Training | ||
+ | * Discussion on how you want your setup to look like | ||
+ | * Library staff creating the setup pieces in Evergreen | ||
+ | * Turning on EDI and MARC downloads with vendors | ||
+ | |||
+ | This time frame can vary widely depending on the skills and time capabilities of library staff. It could be done in two weeks, or it could take two months. It also depends on your vendors and your current setup with them. Many times vendor accounts were set up many years ago, and underlying oddities aren't uncovered until the EDI setup process starts. Library staff also need to have access to information, | ||
+ | |||
+ | The actual setup in Acquisitions generally takes no more than an afternoon. But depending on your library' |
acq/startingacq.txt · Last modified: 2021/07/12 12:58 by tlittle