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acq:startingacq [2020/05/18 13:38] – [Soft Skills] tlittleacq:startingacq [2020/06/15 15:37] – [Monetary Investments] tlittle
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 Best practice would be for your local acquisitions coordinator to compare fund balances with bookkeeping once a month. If that's not possible / preferable, then at least having an open line of communication about any changes in fund balances is necessary. Best practice would be for your local acquisitions coordinator to compare fund balances with bookkeeping once a month. If that's not possible / preferable, then at least having an open line of communication about any changes in fund balances is necessary.
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 +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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 To download MARC order files from vendors to be uploaded into Evergreen, some vendors require that your account have a particular setting enabled. You may want to review the list of vendors who offer **[[acq:marcedi_availability|MARC downloads]]** to check if your vendors' offer this service and if there is an additional fee. Uploading MARC order files into Evergreen is not required, but it is highly recommended. To download MARC order files from vendors to be uploaded into Evergreen, some vendors require that your account have a particular setting enabled. You may want to review the list of vendors who offer **[[acq:marcedi_availability|MARC downloads]]** to check if your vendors' offer this service and if there is an additional fee. Uploading MARC order files into Evergreen is not required, but it is highly recommended.
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 +<note>This is not the same thing as receiving vendor cataloging. It is a different process.</note>
acq/startingacq.txt · Last modified: 2021/07/12 12:58 by tlittle