acq:startingacq
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
acq:startingacq [2020/05/18 13:36] – [Soft Skills] tlittle | acq:startingacq [2021/07/12 12:58] (current) – [Training] tlittle | ||
---|---|---|---|
Line 2: | Line 2: | ||
If you believe that Acquisitions may be useful for your library system, here are some things you may want to consider. | If you believe that Acquisitions may be useful for your library system, here are some things you may want to consider. | ||
- | |||
- | |||
- | |||
Line 11: | Line 8: | ||
< | < | ||
- | Training is generally one day of in-person | + | Training is generally one or two in-person |
- | After the one day in-person | + | After the initial |
===== Soft Skills ===== | ===== Soft Skills ===== | ||
- | It's not a *requirement* to start Acquisitions, | + | It's not a *requirement* to start Acquisitions, |
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. | ||
+ | |||
+ | 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 ===== | ||
Line 26: | Line 25: | ||
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: | 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: | ||
+ | |||
+ | < | ||
+ | |||
+ | ===== Time to Get Started ===== | ||
+ | Getting started with Acquisitions has several portions. Generally: | ||
+ | * Initial discussion with PINES Acquisitions Specialist | ||
+ | * Training | ||
+ | * Discussion and decision-making on what 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 a day or two. But depending on your library' |
acq/startingacq.1589809017.txt.gz · Last modified: 2020/05/18 13:36 by tlittle