►
From YouTube: Acquisitions Special Interest Group - 3/16/21
Description
Chat logs:
00:24:57 jcoughlin: Can you show how the final marc overlays the order record?
00:25:28 jcoughlin: thanks
00:28:00 yuyan: can the people don't speak mute themselves please?
00:33:49 yuyan: can you please also show me your ACQ import template at the end so that I can see what it looks like?
00:39:29 yuyan: wonderful! thank you very much for the demo. Yan
00:45:37 yuyan: So you receive order record and bibliographical record separately; you first import order record with brief bibliographical description and then overlaid with full Marc record for bibliographical record, right ?
00:46:01 jcoughlin: how do get the items to overlay the order items?
00:46:19 Cecil Hillyard: whats the difference between isbn loose and isbn strict?
00:49:53 yuyan: to overlay, you will use match rules and also Marc Modification template to get rid of the 245 filed says ON ORDER, right?
00:50:23 Cecil Hillyard: what does the matching rule look like on the isbns?
00:51:56 jcoughlin: yes
00:53:56 yuyan: excellent paraphrase of my question, Margaret. and thank you, Ronda for the answer. You are awesome!
00:56:05 Cecil Hillyard: yes!
00:58:45 Barbara Johnson: I'd be interested in seeing EDI receiving - maybe in a future meeting?
00:58:48 jcoughlin: Thanks every one for the demo!!
01:01:37 jcoughlin: Cn you demo receiving with various vendors in the next meeting so we have more time?
01:01:53 yuyan: that will be great to see how you receive and add invoice at future meeting
01:03:54 Barbara Johnson: great demo - thanks
01:04:06 Jennifer Marlatt: Thank you!
01:04:13 Arlene Means: Thank you!
B
Okay,
so
welcome
everyone
to
our
march
acquisition
special
interest
group
meeting.
What
our
plan
for
today
is
that
we
will
demonstrate
edi
ordering
from
two
different
libraries
and
two
different
vendors,
so
you
can
kind
of
get
a
feel
for
what
it
looks
like
in
the
different
forms
that
it
can
take
based
on.
B
C
C
C
C
So
here
we
have
two
items
so
two:
a
quantity
of
two
going
to
the
downtown
branch.
Our
phone
code
is
the
teen
book
2021.
The
collection
code
is
fiction.
It's
a
team
book
under
the
shelf
location,
our
koha.
I
type
is
book
and
of
course,
the
negative
one
ordered
status
and
the
order
is
text,
services
or
just
me,
and
so
I'm
gonna
go
down
and
make
sure
everything
looks
good.
Another
quantity
of
two
quantity
of
one.
So
then,
I
scroll
up
to
the
very
top.
C
C
I'm
sorry,
I
thought
someone
was
saying
something
all
right.
I'm
gonna
download
my
cart.
I'm
gonna
choose
my
correct
ordering
profile.
I
have
a
couple
other
ones,
but
this
is
the
one
that
will
bring
the
grids
over
and
I'm
gonna
make
sure
it
says
downloaded,
because
I
want
to
make
sure
I
downloaded
it.
I
don't
repeat
my
work
and
order
things
twice:
hit,
save
and
save.
E
C
C
C
C
C
Our
collection
code,
of
course,
is
975c
are
not
for
loan
ordered,
which
is
9.757.
We
have
our
fund
code
right
here,
which
is
975u
and
we
have
our
prices
come
in
automatically.
We
don't
use
the
cohad
discount
percentage,
because
I
want
exactly
how
much
we're
going
to
pay
and
how
much
the
msrp
is
right
after
that,
so
our
budgets
look
exactly
what
they
are,
because
we've
had
issues
in
the
past
of
thinking.
We
had
more
money
than
we
had,
because
we
were
only
looking
at
the
msrp
and
then
messing
things
up.
C
And
there's
this
right
now:
all
of
this
is
pre-filled
for
your
staff
and
we're
gonna
click
create
edit
fact
order.
We're
gonna
choose
the
correct
ordering
account
and
we're
going
to
hit,
send
edi
order,
and,
yes,
I
am
sure,
and
that
away
that
goes
over
to
baker
and
taylor
and
if
you
click
over
here
in
the
left
hand
side
of
your
screen.
That
says
edifact
messages
you
can
also
see
here.
If
you
have
media
set
up,
of
course,
that
it
did
send
or
didn't
send
and
it
takes
a
while,
sometimes
and
apparently
we're
gonna
there.
C
It
goes
as
you
can
see
it's
pending
and
there
you
go,
and
that
is
how
you
would
order
something
from
baker
and
taylor.
Oh
and
of
course
you
go
back
and
you
get
out
of
your
cart,
so
he
don't.
You
know
reorder
on
accident,
because
someone
started
talking
to
you,
which
has
happened.
I'm
gonna
move
it
to
my
completed
folder,
so
I
know
I've
done
it
and
it's
no
longer
in
my
to
do
list.
I
only
have
one
card
left
now
and
any
questions
for
me.
That
kind
of
went
a
little
bit
fast.
C
You
don't
have
receiving
set
up.
Is
that
right?
Not
we
did
set
it
up,
but
it
hasn't
started.
Yet
they
are
still.
It
looks
like
from
the
status
report.
We
got
last
week,
another
three
weeks
of
back
ordered
items
that
have
to
go
through
before
I
get
to
experience
the
edi
invoicing
portion
of
baker
and
taylor,
which
I'm
excited
to
see.
C
It
was
pre-dating
me
working
in
tech
services,
which
would
have
been
at
least
six
years
ago
at
least,
and
we
had
a
very
basic
form
of
it,
and
I
remember
in
a
more
recent
coho
upgrade
when
a
more
standardized
version
of
edi
came
out.
It
broke
our
original
one
and
we
had
to
completely
recreate
it
from
scratch,
but
I
had
noticed
that
our
setup
is
a
little
bit
different
than
other
libraries
with
the
geographical
location.
E
No,
we
use
baker
and
tater
as
well.
We
started
in
2017.,
okay,
I
do
have
the
receiving
part
of
it
with
the
invoicing
and
the
only
thing
that
I
just
actually
changed
from
looking
at
the
way
you
do.
Is
we
folded
our
processing
fees
with
the
materials
budgets,
so
I
have
added
the
processing
fee
to
the
accounts.
C
Interesting
because
we
were
told
we
couldn't
get
that
as
part
of
edi
invoicing,
we
could
so
right
now
I
am
when
I
get
my
paper
invoice
I
manually
put
in
as
you
can
see
right
here,
yeah
that
I
can't
the
little
my
face
is
blocking
my
that's
that
over.
Where
is
it
so
I
have
to
manually
put
in
my
taxes
here
myself
and
my
processing
fees.
E
C
E
And
then
you
can
get
on
once
you
start
getting
your
invoices
as
well.
This
is
something
that
which
has
recently
changed
as
well
as
include
the
processing
fee
with
the
materials
on
the
same
invoice.
That
way,
you
know
how
we
get
two
different
invoices,
one
for
materials
and
one
for
processing.
Well,
now,
I'm
only
getting
one
because
the
invoice
by
po.
B
And
so
holly
was
going
to
demonstrate
how
we
have
set
up
with
ingram,
I'm
just
working
through
something
trying
to
decide.
If
we
should,
let
show
people
the
mark
fields
to
order
and
the
mark
item
fields
to
order
just
to
show
how
that
kind
of
stuff
gets
passed.
So
I'm
getting
a
thumbs
up
from
margaret
holly.
Do
you
know
where
that
is
or
shall
I
show
them
where
that
is.
B
B
B
B
You
can
use
the
following
fields:
price,
quantity,
budget,
code,
discount
sort,
one
and
sort
two,
and
this
you
tell
you're
basically
telling
koha
where
to
look
for
these
pieces
of
information
from
the
record
that's
coming
in,
so
this
would
be
like
for
the
the
brief
record
that
comes
in
for
us.
It's
the
970,
because
that's
a
holdover
from
our
previous
ils
version,
but
you
can.
You
can
pick
any
any
fields
in
your
mark
record
and
to
tell
you
know
that
you
want
something
there.
So
we
have.
I
think
this
is
our
notes.
B
Field
goes
into
sort
two
that
kind
of
thing
now
this
mark,
I
so
those
are
bib
level
kinds
of
things
oops.
These
right
here
are
for
item
level
information.
So
if
you
have
grid
set
up
which
we
saw
with
michelle,
she
had
grid
set
up
and
you'll
see
with
holly
too,
that
their
grid
set
up
so
that
you
can
specify
you
know.
This
item
goes
to
the
main
branch.
This
item
goes
to
east
branch.
B
C
B
B
You
can
see
this
is
where
you
set
up.
You
know
from
the
you
know
the
permanent
location
will
go.
You
tell
ingram,
the
permanent
location
goes
into
the
970a
and
the
notes
goes
into
the
970n
and
the
you
know
not
for
loan
status
goes
into
the
970w.
You
set
all
this
stuff
up
on
the
ingram
side
so
that
it
gets
past
any
all
of
this.
970
stuff
is
what
gets
put
into
the
brief
record
that
gets
sent
to
you
and
I'm
sure
that
baker
and
taylor
will
have
that
same
kind
of
information.
B
So
you
can
pick
where's
the
there.
It
is
add,
oh
so
you
put
stuff
in
here.
Basically,
you
put
your
tag,
your
subfield
and
then
there's
this
whole
select
selection
of
different
things
that
you
can
assign
to
it.
And
then,
if
you
want
to
put
a
note
or
something
like
that,
and
then
you
can
create
that's
how
you
create
this
in
in
ingram.
B
So
that's
that's
how
you
set
this
up
so
that
you
then
you
come
back
to
coha
and
say:
okay,
that
970
g
we
set
up
for
price.
So
if
I
look
at
970g,
I
can
see
that
it's
putting
the
price
from
ingram
into
the
970g
field.
So
that's
how
that
magically
seemingly
gets
set
up.
That's
how
ingram
and
koha
are
talking
to
each
other,
so
that
may
have
totally
confused
people
or
clarified.
But
I
I
was
always
curious
how
they,
how
stuff
got
from
one
vendor
to
the
other.
B
B
G
B
G
E
B
B
B
G
G
G
G
D
D
G
D
Okay,
we're
good
all
right
so,
like
we
talked
about
earlier
with
grids,
some
of
these
books
are
probably
already
gridded
on
an
individual
level,
but
I'm
gonna
put
an
over
grid.
One
bigger
grid,
that's
just
a
sort
of
general,
so
these
are
all
going
to
be
adult
nonfiction
new
for
us
and
we're
going
to
apply
our
template
and
we
want
to
keep
our
quantities
and
that's
all
we
need
to
do
here
and
then
we're
just
going
to
go
ahead
and
download
our
records.
B
And
that's
our
import
template
yeah,
so
michelle
they
don't
their
library
doesn't
use
an
import
template.
We
do
have
a
template
where
we
add
on
order
after
the
title,
just
to
make
it
easier
for
our
customers
to
know
that
that's
actually
on
order.
It's
not
something!
That's
in
the
library
and
a
couple
other
little
tweaks
to
it.
B
So
one
thing
that
we
also
do
different
than
roseville
or
michelle
is:
we
have
separate
accounts
for
new
stuff
and
for
duplicates,
and-
and
so
we,
if
the
record
is
in
this
order,
that
we've
got
we're
pretty
confident
that
it's
a
new
record
and
we
we're
not
going
to
overlay
an
existing
record
with
the
dupe
account.
We
set
it
up
a
little
bit
differently.
D
A
A
D
D
So
maybe
we
don't
want
to
order
again,
okay,
so
we're
not
gonna
actually
send
this
order
right
now,
which
was
what
was
our
plan?
Well,
you
can
just
unclick
that
one,
no
okay,
it'll
it'll
duplicate
everything.
It's
like
it's
a
bad
glitch.
Don't
do
that.
Okay,
yeah
we're
gonna,
have
to
delete
all
these
and
just
we'll
do
it
again,
but
we
can
still
show
you
how
we
get
to
the
end
here.
D
D
G
D
A
D
You
saying
so
in
my
experience,
what
happens
when
once
I've
got
the
records
in
there?
If
I
try
to
change
anything
like
delete
one
and
send
it
it's
not
gonna
work.
It's
I
don't
know
what
the
the
glitch
is,
but
anytime
I've
caught
something
in
there
that
pings
on
a
record.
We
don't
actually
want
it.
I
just
I
just
delete
those
records.
I
down.
I
go
back
to
ipage.
I
delete
it.
I
just
do
it
fresh.
B
B
B
There
it
is
okay,
because
you
you
set
these
up
once
and
then
you
never
have
to
go
back
again.
So
it's
like
every
time
you
come
in
so
here
is
our
acquisition
import
template
and
then,
if
we
look
at
the
action,
so
what
we
have
is
update
existing
or
add
new
field.
So
we
add
a
254
subfield
b
with
the
value
on
order,
if
250
sorry,
dyslexic,
245
b,
does
not
exist.
B
B
B
B
A
B
B
B
So
this
part
right
here
when,
when
you're,
when
you're
adding
you
get
to
get
the
file
that
has
all
of
the
mark
records
in
it,
and
then
you
do
the
same
process
to
add
them
to
the
to
the
catalog
and
you're
not
ordering
and
that
you're
just
pulling
them
in,
and
so
you
will
use
this
right
here
for
how
how
to
match.
So.
You
can
see.
We've
got
lots
of
different
options
in
here
we
discovered
through
the
school
of
hard,
knocks
what
was
it
the
midwest
tape?
B
Okay,
so
we
use
that
to
match
bds
and
music
cds,
okay,
but
we
we
had
to
sort
of
experiment
and
figure
out
which
one
was
the
best
match
for
it
and
then
to
get
get
our
matches,
because
when,
when
we
imp
stage
for
import
like
we
saw
when
holly
did
it,
you
know
it
will
flag
certain
things
as
a
match
or
not,
and
then
you
can
go
and
look
at
those
that
are
matches
and
see
what
what
you
can
do
does.
Is
that
helpful?
Does
that
answer
the
question.
A
B
Yep,
yes,
so
we
get
the
the
brief
one
at
the
time
that
we
order.
We
get
the
brief
record
and
then,
when
the
order
has
been
fulfilled
and
they
send
us
the
invoice,
then
we
also
will
get
a
five
they'll
send
us
a
file
with
the
full
records
at
that
time.
So
that
could
be.
You
know
a
week
or
two
weeks
later
or
for
unfortunate.
You
know
a
month
or
something
like
that
or
whatever
it
is.
D
B
Right,
so
just
to
make
sure
that
we're
answering
the
question,
so
we
look
for
the
reason
we
use
strict.
Is
it's
actually
going
to
look
at
like
the
first
isbn
number
and
compare
those
loose
you
know?
Sometimes
you
can
have
this
string
of
isbns
that
you
know
paperback
hardback,
whatever
you
know
so
it
will
compare
to
all
of
those
to
see.
If
we've
got
something
because
we
could
have,
we
could
have
the
hardback
and
now
we're
ordering
the
paperback,
but
we
still
wanna.
We
still
want
that.
B
B
You
know
the
mark
fields
to
order
and
the
mark
item
fields
to
order.
Those
are
set
up
ahead
of
time
and
we'll
put
information
in
the
952,
and
then
you
also
work
with
your
vendor
to
make
sure
that
the
stuff
that's
in
that
952
gets
sent
in
the
the
full
record
as
well,
because
what
we're
doing
is
setting
up
for
the
brief
record,
but
we
want
it
set
up
for
sent
in
the
the
full
record.
B
B
B
A
A
B
Yeah
so
when,
when
the
new
full
record
comes
in,
it
doesn't
have
that
dash
dash
on
order
in
it
in
the
title
field.
So
when
we
overlay
the
full
record
onto
the
brief
record
that
goes
away,
we
don't
really
need
to
use
the
the
modification
template
template
because
we'll
get
whatever
ingram
sends
to
us
and
that
doesn't
that
doesn't
have
the
on
order.
B
A
B
That
we
had
to
talk
with
the
quahog
by
water
developers
to
have
them
explain
to
us
what
the
matching
rules
were,
there's
not
really
any
place.
I
can
go
and
show
you
what
they're
matching
on
it's
kind
of.
Well,
I
mean
it
it's
probably
deep
in
the
bottles
of
the
the
the
api
or
whatever
for
for
edi,
but
what
we
did
was
we
just
kind
of
put
in
a
ticket
and
said:
okay,
when
what
does
what
does
this
matching
rule
do?
What
does
this
matching
rule?
Do?
B
What
does
this
matching
rule
do?
What
what
are
they
specifically
doing
and
that's
how
we
learned
about
you
know
we
just
had
one
isbn
match
matching
rule
before
and
that's
how
we
figured
out
that
you
know
we
were
getting
some
strange
matches
and
not
matches
you
know
in
times
when
we
weren't
expecting
them,
and
so
we
ended
up
working
with
bywater
to
create
a
new.
You
know
and
kyle
had
to
do
all
this
for
us
he
had
to
create
those
matching
rules
for
us.
So.
H
H
H
B
B
B
A
B
B
And
just
see
you
know
so
what
happens?
Is
the
invoices
get
sent
the
electronic
invoices
get
sent
to
an
ftp
server
and
then
quahog,
you
know,
goes
and
checks
every
once
in
a
while
and
will
suck
in
any
invoices
from
there
and
the
receiving
is
done
automagically
behind
the
curtain?
If
you
will
you
wake
up
one
morning
and
come
into
work
and
things
have
been
received,
so
that's,
it's
usually
well.
B
The
the
invoices
get
sent
at
the
same
time
that
they
ship
the
boxes
out,
so
the
receive
actually
takes
place,
maybe
five
days
before
we
actually
get
whatever
it
is
that
we've
we've
ordered
so
our
receive
date
will
be
a
little
bit
ahead
of
when
the
stuff
is
actually
in
the
building,
and
we
could
look
just
for
giggles.
We
could
look
at
go
to
acquisitions.
B
B
B
B
Definitely
do
that,
but
this
is
what
a
coha
invoice
looks
like
and
you
can
compare
it
to
your
print
or
whatever
you
get.
One
thing
that
michelle
kind
of
talked
about
too
was
the
processing
cost.
We
don't
in
texas.
We
don't
have
to
pay
tax,
so
we
don't
track
tax
at
all,
but
we
have
the
processing
cost.
I
think
this
field
usually
says
shipping
cost
or
something
we
had
them
magically
css
it
or
something,
and
we
put
our
processing
costs
in
that
field.
B
So
the
invoice
will
reflect.
You
know:
here's
the
total
of
the
items
and
here's
the
total
plus
adjustments
plus-
and
here
it's
still
called
shipping
cost,
but
it's
really
the
processing
cost.
So
that's
two
dollars
more.
That's
that's
how
we
do
that
so
yeah.
I
think
we're
sort
of
running
out
of
time,
but
what
we
can
do
next
month
is.
We
can
look
at
receiving
and.
B
Right,
that's
right:
we've
borrowed
from
hollywood
and
we've
got
a
cliffhanger
here.
What
will
happen
next
and
there
we
go.
So
if
anybody
has
a
question
that
they
would
like
to
throw
out
to
the
group,
we
can
always
talk
about
it.
Offline,
don't
forget
about
the
the
list.
Serve
group,
throw
questions
out
there.