Irene,

Equinox is as excited to be designing the features and writing the code as
you are to see it happening, I assure you!

The way we do development intentionally takes feedback like this into
account.  The initial phase will be creation of the sets of functional
specifications in consultation with our funding partners, and to the degree
we can, by the broader community.  While I can't promise specifics before
we've created the functional specs, I can say that the two things you list
here are relatively minor additions given the full scope of the project,
and could likely be incorporated into the specs as we move forward.  I
would not expect either to blow up the budget of the provider portion of
our work.

Thanks for the feedback!

--
Mike Rylander
  | President
  | Equinox Open Library Initiative
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  mi...@equinoxinitiative.org
  | web:  http://equinoxinitiative.org

On Thu, May 10, 2018 at 4:40 PM Patrick, Irene <irene.patr...@ncdcr.gov>
wrote:

> Kathy,

> Today is my first day back after the conference where I've had time to
look at list mail, so I just saw your message today.  I'm very excited to
see this work on the Acquisitions module!  I'm especially happy to see the
proposal to handle provider records and searching more like the patron
records, which is what I've been wishing for ever since we migrated to
Evergreen last year.

> I have a couple of comments on the proposal.  One is that in the provider
record, I don't see a field for FEIN.  Our budget office has required us to
provide the FEIN for all our vendors, for the past 20 years or so.  They
will not pay anyone without an FEIN or SSN, and have required us to get
that information from our providers. I wonder if you all could consider
adding a dedicated field for FEIN on the provider records, along with the
name, provider code and SAN.

> Our other big problem with the provider records is that we made extensive
use of vendor notes in our former ILS.  These were actually all migrated to
Evergreen.  But they're useless to us because, although there is a notes
field in the Evergreen provider record, it does not display in the client.
I don't see a notes field for providers anywhere in the proposal.  No doubt
adding a notes field would throw off the quote provided, but it's a big
concern for our library.  We've got plenty of places for notes on patron
records in Evergreen; I'd like to see something similar for provider
records.  Maybe this could be kept in mind for future development?

> Those two points aside, this proposal would be a great advance for
acquisitions in Evergreen.  I am looking forward to seeing the improvements!

> Irene Patrick
> Library & Information Management Systems Librarian
> NC Dept. of Natural and Cultural Resources
> 919.807.7413  |  irene dot patrick at ncdcr dot gov
> 109 E. Jones St.  | 4640 Mail Service Center
> Raleigh, North Carolina 27699-4600
> Facebook  Twitter  Instagram  YouTube  Website

> Email correspondence to and from this address is subject to the North
Carolina Public Records Law and may be disclosed to third parties.



> -----Original Message-----
> From: Kathy Lussier [mailto:kluss...@masslnc.org]
> Sent: Thursday, May 3, 2018 3:18 PM
> To: 'Evergreen Discussion Group' <
open-ils-general@list.georgialibraries.org>;
evergreen-...@list.evergreen-ils.org
> Subject: [External] [Evergreen-acq] Overview and mockups for acquisitions
development project

> CAUTION: External email. Do not click links or open attachments unless
verified. Send all suspicious email as an attachment to Report Spam.<mailto:
report.s...@nc.gov>


> Hi all,

> I'm sending along a link to the overview of the acquisitions development
project that was discussed at the acquisitions interest group this morning.

https://yeti.esilibrary.com/dev/public/techspecs/angular-acq-phase0-rept.pdf

> Equinox created this report, which breaks down a project to move
acquisitions to AngularJS (or Angular) in ten different sprints. The report
also includes some draft mock-ups for acquisitions interfaces.
> Many thanks to Georgia PINES for funding this report!

> Along with this report, MassLNC has received a quote to create tech specs
for this project. We'll be reviewing the quote over the next few weeks and
will possibly reaching out to the community for help in funding this
project.

> Feel free to let me know if you have any questions!

> Kathy

> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier

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