[Koha] Purchase suggestions and acquisitions workflows

Tue Sep 28 03:43:31 NZDT 2021

Thanks again Raymond. Do you mean that library staff only see the pending tab in the Acq module for suggestions?
Regards
Patricia

-----Original Message-----
From: Raymund Delahunty <r.delahunty at arts.ac.uk>
Sent: Monday 27 September 2021 15:31
To: Patricia Dowling <Patricia.Dowling at oireachtas.ie>
Cc: koha at lists.katipo.co.nz
Subject: RE: Purchase suggestions and acquisitions workflows

No, once we have the ORDERED and the AVAILABLE tabs hidden in the intranet, the statuses will not be available to trigger notices. So we will only be using REJECTED and ACCEPTED. The other notices will be prevented as the status will not be selectable. (I recall this was how we had it in 18.11 and I just need to have that set up again.

Ray.

-----Original Message-----
From: Patricia Dowling <Patricia.Dowling at oireachtas.ie>
Sent: 27 September 2021 15:14
To: Raymund Delahunty <r.delahunty at arts.ac.uk>
Cc: koha at lists.katipo.co.nz
Subject: RE: Purchase suggestions and acquisitions workflows

That's very helpful - thanks Ray. Do you use/issue all purchase suggestion notices too from initial suggestion to receiving the item?
Regards
Patricia

-----Original Message-----
From: Raymund Delahunty <r.delahunty at arts.ac.uk>
Sent: Monday 27 September 2021 15:07
To: Patricia Dowling <Patricia.Dowling at oireachtas.ie>; koha at lists.katipo.co.nz
Subject: RE: Purchase suggestions and acquisitions workflows

We are making a lot of use of Purchase Suggestions. In 18.11 many features had to be "managed" by jQuery in IntranetUserJS and we are delighted many are now Koha system parameters (We moved to 20.11 recently). For example, we have significantly redesigned the OPAC form.

We had both the Ordered and received tabs hidden, and I forgot to hide them again, and I was reminded to do this by a colleague ASAP. There does seem to be unnecessary overlap... at least using our workflows.

Just a few minutes back I noticed the link Suggestions pending approval (showing the logged in library and All libraries) vanishes where there are no "Pendings". I'd prefer it to say Library A: 0 / All libraries 103. But I fixed that by adding this to Intranetmainuserblock just now:

<li><a href="/cgi-bin/koha/suggestion/suggestion.pl">Backdoor to Purchase Suggestions</a></li>

Unusually I was asked to hide the Delete button on OPAC and this has been done, but we do say the user can contact their librarian to have a suggestion deleted.

Ray Delahunty
University of the Arts London

-----Original Message-----
From: Koha <koha-bounces at lists.katipo.co.nz> On Behalf Of Patricia Dowling
Sent: 22 September 2021 16:59
To: koha at lists.katipo.co.nz
Subject: [Koha] Purchase suggestions and acquisitions workflows

Good afternoon to all Koha users.

We in the Irish parliamentary library (or Oireachtas) are looking at purchase suggestions in Koha and our acquisitions workflows. We are using version 20.11

As we understand it this is the way purchase suggestions and associated notices work in Koha

1)  Suggestion received  -- notice text sent will be NEW_SUGGESTION
2)  Suggestion accepted or rejected   - if you change the status to Accepted the notice text sent will be ACCEPTED. If you change the status to Rejected the notice text sent will be REJECTED.
3) Suggestion ordered - if a material is Ordered the ORDERED notice text is sent.
4) Order received - The AVAILABLE notice is sent on the point of receive and this can only be altered by holding off receiving the item until it is ready.
5) Suggestion available - We think this overlaps with the AVAILABLE notice text?

We are considering deleting the Suggestion ORDERED notice so that notices are not sent out when a suggestion has been ordered as it suggest to the user that the item is ready when in reality it may not yet have been catalogued.

Are other libraries are actively using purchase suggestions features in Koha and if so can you share some information on the workflows you have adopted?
Do you have any tips on what works  best based on your experience?

Thanks in advance

Patricia Dowling
Leabharlannaí Sinsearach| Senior Librarian Seirbhísí Córas agus Ábhair| Systems & Content Services Leabharlann an Oireachtais | Oireachtas Library Seirbhís Thithe an Oireachtais | Houses of the Oireachtas Service

+353 (0)1 6183222   library.oireachtas.ie (internal)  www.oireachtas.ie/library
patricia.dowling at oireachtas.ie
Lárdheasc Fiosrúcháin | Central Enquiry Desk
+353 (0)1 6184701
library.and.research at oireachtas.ie
Cuireann Seirbhís Thithe an Oireachtais fáilte roimh chomhfhreagras i nGaeilge

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