acquisitions and serials in 2005 and beyond georgia fujikawa manager, training programs
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Acquisitions and Serials in 2005 and beyond
Georgia FujikawaManager, Training Programs
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Acquisitions in Release 2005
• New Features:– A "Claim All" option has been added to the Orders Claim
mode (optionally enabled via Login Manager).
– The purchase order queue will be scanned for duplicates before orders are sent.
– A new Print toolbar button is available in Send/Print modes for Purchase Orders and Claims. The Print button will now print the table in both Millennium Acquisitions and Serials.
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Acquisitions in Release 2005
New Features cont.:
– It will be possible to override the default foreign currency exchange rate and provide a rate that will be applied just to the invoice being started.
– It will be possible to view and query invoices after posting. [IUG ballot item]
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Acquisitions in 2005
Claim All Option
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Claim All
Enabled in Login Manager
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All claimable orders now in claim print queue
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Acquisitions in 2005
Scanning the Purchase Order Queue for Duplicates
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Eliminating Duplicates in PO Queue
The queue before adding a new order
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An order is queued again
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The second order is eliminated
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Acquisitions in 2005
Printing the PO Queue & Browse
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Printing the PO Queue and screens…
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Acquisitions in 2005
Foreign Currency Exchange Rate “on the fly”
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• By default, the currency used will be the currency selected in the Invoice Settings tab.
• If applicable, click the Use Currency drop-down menu and select a different currency to use for this invoice.
• To define a different currency rate than the one that displays next to the currency code, highlight the rate and enter a new rate. The system stores both the currency and rate you select in the invoice record.
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Acquisitions in 2005
The Invoice Record
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Invoice Records
Process invoice normally
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Finish and post invoice normally
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The invoice is saved during posting
Searchable in a new mode
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Full invoice details are retained
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Serials enhancements for 2005
• Allow an internal note field in addition to the regular note field for each checkin box.
• The ability to find/edit the item record associated with a particular checkin box (such as from the checkin box with a menu "Edit linked item record,") and vice versa.
• Allow users to create/edit the wording of checkin box status.
[All of these were IUG ballot items]
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Staff note field in addition to the public note field for each checkin box
Note the public note content vs. the staff note, which results in the OPAC display . . .
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Note that you can choose which of the two notes will display in staff mode
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Find/edit the item record associated with a particular checkin box
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Create/edit the wording of checkin box statuses
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What does Release 2005 mean for my library?
• Non-Millennium, full character based systems will see no change, but will not be able to store or use the new invoice records
• Full Millennium systems with truncated main menus will see no change and will get the new records immediately
• Libraries using both Millennium and the character based functions will see a change to the main menu screens that will remove the“Ordering and Receiving Subsystem” line
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Main menu on Release 2005 LE or Silver(variations are possible based on products owned)
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Possible Main Menu on Release 2005
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New submenu for functions still in Character based
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Functions on new submenu
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Important points for libraries to know
1. The change is not optional, and is not initiated by the library. It will happen as a result of the upgrade to the new release and be effective immediately after the upgrade
2. The structure of the stored invoice data has changed the record in a way that is similar to the checkin/holdings record changes of several years ago. The changes are not backward compatible.
3. The new invoice record will be a large help to libraries using multiple currencies, since the conversion rate and original invoice amount will be stored and retrievable
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New Products
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Acquisitions in 2005
Electronic Invoicing (EDIFACT)
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Electronic Invoicing via EDIFACT
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Normal posting and invoice record creation
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Acquisitions in 2005
Inventory Express
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Inventory Express
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Bibliographic and order record created
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Inventory Express
Duplicate checking is built in
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Use existing bib for new order
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Use existing bib for new order
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Acquisitions in 2005
Web Works Selection Lists
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WebWorks – Selection Lists
• Allows branch libraries to make purchase decisions using a web browser
– Includes book reviews and other content via WebBridge
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Central library creates review files of titles for branch libraries to select: these are the “selection lists”
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Selector chooses the appropriate “Selection List” – And then selects each title for further review
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“Add Row” allows the selector to add a new location, fund and number of copies
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WebWorks – Selection Lists
• Features:– Full customization of HTML page look and feel
• Uses library-defined cascading stylesheets
– Full customization of fields that display– Sorting by column headers– Integration with WebBridge for book reviews,
annotations, etc.– Adding locations and funds from the browse display– Search by location code from browse– Reverse sort of rows so the new row is always on top– Library control of review files that display in full list
• Available: Release 2005
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Acquisitions in 2006 (Preliminary)
• New Features:– Order Acknowledgements (EDIFACT Orders only)– Custom Purchase Order and Claim forms
IUG Ballot Items:– Tickler for order records– Alert for duplicate invoices (based on invoice
number)– Automatic suppression of bib record with
cancellations– Export Fund Activity Report to spreadsheet
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Serials in 2005
• New Features:– Staff Note. [IUG ballot item]– Access item record from checkin box. [IUG ballot item]– Custom Status Labels [IUG ballot item]
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Serials in 2006 (Preliminary)
• New Features:– Custom Claim forms
IUG Ballot Items:– Allow “jump” when claiming by review file– Add a custom box color for UNAVAILABLE and OUT
OF PRINT– Allow a routee to be suspended from a routing list
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Questions ?