ACQNET: RE - Order submission flow

Date: Mon, 30 Oct 2000 12:44:42 -0500
From: Laverne Jenkins <Laverne.Jenkins_at_tri-c.cc.oh.us>
Subject: RE: ACQNET: Order submission flow

Hi Karl,

I have tried to implement any min/max limits on selectors, but then we
probably don't deal with a collections budget as large as you do.  Anyhow, I
encourage our selectors to send whatever selections they've made.  I'd
rather get the records loaded into the system, even if the orders aren't
created right away.  That way, if the selectors are checking the system as
they select, they can see if they, or another library in the system, have
already selected an item (by the location code(s) in the bib, or the order,
if one has been created-status 1). We try to catch duplicate requests, but
it also helps if they try to avoid submitting duplicate requests.

If we end the fiscal year with a lot of un-placed orders in the system, I
create a review file and ask the selectors to review it before the orders
are placed in the new fiscal year.

So far, I've heard no complaints.

Laverne C. Jenkins
******************************************************************
Technical Services Librarian
Technical Processing Division		Voice: (216) 987-5338
Cuyahoga Community College		Fax: 216-987-5050
11000 Pleasant Valley Road         Email: laverne.jenkins_at_tri-c.cc.oh.us
Parma, OH 44130-5114				

> Date: Thu, 26 Oct 2000 11:11:27 -0400
> From: Karl E. Debus <debus_at_library.wisc.edu>
> Subject: Order Submission Limits for selectors
> 
> Hello,
> 
> The University of Wisconsin Madison has recently instituted recommended 
> weekly minimum and maximum order limits for our selectors to send to 
> Technical Services.
> 
> We've done this in order to ensure a constant, regular flow of orders to 
> the acquisitions staff as well as to allow the materials budget to be
> spent 
> evenly throughout the year.  We are trying to ensure that our budget is
> not 
> spent during an end of the year "crunch period."
> 
> The limits were calculated by fund based on the numbers of orders sent to 
> technical services last year.  While our final numbers are not scientific,
> 
> we did factor in the current strength of the dollar against other 
> currencies as well as inflationary increases for our serials.
> 
> The order staff are required to keep a count of orders by fund submitted
> to 
> them during the course of the week and those pending at the end of the 
> week.  We also generate a weekly order report from our integrated library 
> system that totals the number of orders placed by the staff by fund.
> 
> If a selector does not meet the minimum threshold, I remind them to send 
> more orders to Technical Services.  If they flood us with orders, I remind
> 
> them to regulate their order selection.
> 
> I am wondering if any other libraries have explored minimum/maximum limits
> 
> for order placement.  Please tell me how you handle this and what
> successes 
> or failures you've had.
> 
> Thank you,
> Karl
> 
> Karl E. Debus
> Acquisitions Coordinator
> General Library System
> University of Wisconsin - Madison Libraries
> Phone: (608) 262-2619
> FAX: (608) 262-4861