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acq:startingacq [2020/12/04 13:53] tlittleacq:startingacq [2021/07/12 12:58] (current) – [Training] tlittle
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 <note>Like the cataloging CAT1 training, Acquisitions training is required before staff are given Acquisitions permissions.</note> <note>Like the cataloging CAT1 training, Acquisitions training is required before staff are given Acquisitions permissions.</note>
  
-Training is generally one day of in-person training and is conducted by the PINES Acquisitions Specialist. Any staff member needing **[[:acq:permissions#acqadmin|ACQADMIN]]** or **[[:acq:permissions#acqfin|ACQFIN]]** permissions is required to complete this training before being granted permissions. It is highly encouraged that other staff who will be using the Acquisitions module also receive training.+Training is generally one or two in-person or screensharing online sessions, and is conducted by the PINES Acquisitions Specialist. The training covers the day-to-day work of Acquisitions, as well as touching on the pieces needed to setup Acquisitions for use. Any staff member needing **[[:acq:permissions#acqadmin|ACQADMIN]]** or **[[:acq:permissions#acqfin|ACQFIN]]** permissions is required to complete this training before being granted permissions. It is highly encouraged that other staff who will be using the Acquisitions module also receive training.
  
-After the one day in-person training, additional online screensharing sessions will be set up to continue training. The intent is that after getting an overview of how Acquisitions functions, that much of the training will go hand-in-hand as users start to work with the module so they retain the information more easily and have a better idea of what questions to ask.+After the initial training, at least one additional screenshare session will be scheduled. The intent is that after getting an overview of how Acquisitions functions, that much of the training will go hand-in-hand as users start to work with the module so they retain the information more easily and have a better idea of what questions to ask.
  
 ===== Soft Skills ===== ===== Soft Skills =====
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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.
  
-<note>This is not the same thing as receiving vendor cataloging. It is a different process.</note>+<note>This is not the same thing as using vendor cataloging. It is a different process.</note>
  
 ===== Time to Get Started ===== ===== Time to Get Started =====
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   * Initial discussion with PINES Acquisitions Specialist   * Initial discussion with PINES Acquisitions Specialist
   * Training   * Training
-  * Discussion on how you want your setup to look like+  * Discussion and decision-making on what you want your setup to look like
   * Library staff creating the setup pieces in Evergreen   * Library staff creating the setup pieces in Evergreen
   * Turning on EDI and MARC downloads with vendors   * 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, like account numbers and budget numbers. That may take time to gather.+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, like vendor account numbers and budget numbers. That may take time to gather.
  
-The actual setup in Acquisitions generally takes no more than an afternoon. But depending on your library's setup, it may take longer to gather information and coordinate with vendors.+The actual setup in Acquisitions generally takes no more than a day or two. But depending on your library's setup, it may take longer to gather information and coordinate with vendors.
acq/startingacq.1607090037.txt.gz · Last modified: 2020/12/04 13:53 by tlittle