Re: [ALCTS-acqnet] automated order and invoicing processes

From: Donald Butterworth <acqnet_at_lists.ala.org>
Date: Fri, 5 Mar 2021 12:33:47 -0500
To: acqnet_at_lists.ala.org
 Hi Mark,

Let me introduce you to JTacq <http://www.jtdata.com/jtacq.html>, a *free*
collection development/purchasing application for libraries "which is
designed to work with library automation systems.  It is *not* designed to
replace the acquisitions system provided with your ILS.  While there may be
some overlap, the purpose of this program is to remove much of the tedium
of the decision and ordering process. It is assumed that the order
information will end up in one's current acquisition system."
JTacq is mature software. We have been using it for over a decade to
streamline our collection development and technical services workflow. Here
are some of its features:

   - Patron request
   - Pull bib data from FirstSearch
   - Pull MARC records from OCLC via Z39.50
   - Pull MARC records from any Z39.50 compliant database
   - Generate MARC records from spreadsheet data
   - Generate spreadsheets from MARC records
   - Generate "selection" records for you selectors
   - *Search your local catalog to see if you already own the title!!!*
   - Broadcast searching of multiple vendors to see if they sell a title
   and compare costs when there are multiple offers. This includes vendors
   like Amazon, ABEBooks, EBSCO, YBP, Harrassowitz ... pretty much any vendor
   you can think of.
   - Put orders into shopping carts on vendor sites
   - Batch apply order data and copy/item data onto MARC records in
   designated Fields and Subfields.
   - Batch edit MARC records. That is delete unwanted fields in a file of
   MARC records, add single and/or multiple fields, with the press of a button.
   - Export edited MARC records to files
   - Store titles in "bins" to be ordered in a new budget year.

I'm sure there are features that I've missed. Honestly, I don't know why
most libraries don't use JTacq for some piece of their operation. I suspect
it's because it is so feature rich that when starting out it can be a
little intimidating. Still, It's ability to check your local catalog based
on ISBN, OCLC#, and Title search, and let you know what you already own is
something that every acquisitions department needs in order to eliminate
unwanted duplicate title purchases.

Mark, as you can see from the list of features above. If you can get
spreadsheets or MARC records from you vendors, they can be used in JTacq to
prep the records for storing, purchasing and cataloging. If vendors have
online catalogs, JTacq can likely be used to automatically search for
titles, and price data. If your vendors can only provide you with ISBNs you
can use those to pull records from OCLC. The intent of JTacq is to
eliminate as much manual data entry as possible and automate as many of the
processes as possible. If there is a specific feature that JTacq doesn't
have, the developer is always open to incorporating a new feature.

I encourage you to check out JTacq and see if it can be used to smooth out
some rough spots in your workflow.

Full disclosure - The developer, Jim Taylor, is a personal friend. Also,
full disclosure, if you talk with any of his customers, they will tell you
that he is the fastest and easiest software developer to work with that
they have ever known.

Peace & Blessings,

Don
-- 
Don Butterworth
Director of Strategic Collections Services /
Faculty Associate
B.L. Fisher Library
Asbury Theological Seminary
don.butterworth_at_asburyseminary.edu
(859) 858-2227

On Fri, Mar 5, 2021 at 6:14 AM Mark Hemhauser <mhemhauser_at_berkeley.edu>
wrote:

> At UC Berkeley we purchase books from around the world and have set up
> programs with a variety of vendors to send us brief, or when possible, full
> bibliographic records, that include embedded order and invoice data. In the
> past, we used "list purchases" for many foreign vendors--one invoice, many
> titles, easy to pay, but no cost data per title.
>
> I'm interested in learning how broadly other major research libraries have
> been able to get these kinds of MARC files from international vendors.
> Here's a list of what we're currently able to load. We don't have a process
> for automatic retrieval of these files, but we don't have to create
> individual orders or key invoices by hand either. We are using Millennium
> now, moving to Alma in the summer.
>
> *Shelf Ready:*
> Gobi
> García Cambeiro
> Casalini
>
> *Non shelf ready:*
> Herta Berenguer
> Iturriaga (approvals)
> Libros Andinos
> Libros Centroamericanos
> RettaLibros
> Librería Iberoamericana
> Kozmenko
> Howard Karno Books
> Worldwide
> Wolinski
> MIPP
> ATC
> Serbica
> Harrassowitz
> Amalivre
>
> *Spreadsheets provided by vendors that we convert to MARC:*
> Atlantis Livros
> Martín de Jesús Sánchez Espinosa - Libros Mexicanos
>
> *Spreadsheets we make for MARC internally:*
> Casalini (for the Exclusions that Cat doesn't want to come shelf ready,
> e.g.; MVMs, numbered series)
> Barlovento
> Berenguer
> Itturiaga (firm orders)
> Erasmus
> Linardi y Risso
>
> Mark
>
> Mark Hemhauser
> Head of Acquisitions, The Library
> 250 Moffitt Library, MC 6000
> University of California, Berkeley
> Berkeley, CA 94720-6000
>
> 510-664-4310
>
>


-- 
Don Butterworth
Director of Strategic Collections Services /
Faculty Associate
B.L. Fisher Library
Asbury Theological Seminary
don.butterworth_at_asburyseminary.edu
(859) 858-2227
Received on Fri Mar 05 2021 - 14:12:37 EST