Re: Associating an Order Record with a Checkin Card in MilSer

[Linda Pitts <lmpitts@xxxxxxxxxx>]

Laura,

Sorry for the delay in responding.  I'm on several lists, and this somehow
got buried in my inbox.

I like your enhancement ideas.  The second one would be really useful if
Innovative goes back to the way the manual says this system works (order
record number is blank in the card menu unless you do the linking
process).  Maybe there could be a pop-up message during claiming that would
say whether the card was linked or not.  Of course, if they mean to stick
with the current system, where all the cards are already linked (often
incorrectly) if there's any order attached to the bib, then unfortunately
the enhancement becomes moot.

My boss is currently down in III headquarters for some meetings, and I've
asked him to get the story on order/checkin card links from Ted Fons,
who's the MilSer product manager.  I'll report what he says about this
back to the list.  If it turns out that this is a bug rather than a
"feature", I'll definitely report it to the III help desk as a problem.

--Linda

*******************************************************************************
                            Linda M. Pitts
                  Head, Serials Receipts, UW Libraries

Serials Receipts Section                e-mail: lmpitts@xxxxxxxxxx
Serials - Suzzallo                      v-mail: (206)685-3979
Box 352900				phone:  (206)543-1863
Seattle, WA 98195-2900


On Fri, 24 May 2002, Laura Tull wrote:

> We've noticed this as well.  I've already written an enhancement so that a
> summary screen of order records pops up (like in character-based) during
> the claiming process so you don't have to go through them one by one to
> select the appropriate order record.
>
> However, I've been pondering how to write an enhancement to address another
> aspect of this.  It is great that you can link the checkin card and order
> record (if you end of claiming more than one item on that record) because
> once you've linked them you don't need to select the order record
> again.   The problem, as our serials staff pointed out to me, is how do you
> know that you have already linked the records.  It would be nice if the
> software can identify the records that have been linked or at least leave
> the order record no. blank in the Claim dialog box so you know you haven't
> linked the record.
>
>
> At 11:58 AM 5/22/02 -0700, you wrote:
> >Greetings.
> >
> >We are still using the text-based system, but I have been exploring
> >associating order records with checkin cards in Millennium Serials, and
> >I've discovered a strange thing.  I'm wondering if anyone else has seen
> >this.
> >
> >According to the manual (page #105252), in MilSer a checkin card will not
> >have an order record associated with it until you go through a linking
> >process.  But in our system at least, which is running Release 2001 Update
> >A, both existing and newly-created cards (and it doesn't matter if they
> >were created in character-based or MilSer) are *already* associated with
> >an order record if there are any order records attached to the bib.  If
> >there's more than one order record, the one that's linked is always the
> >order record that appears first in the summary list.  And it doesn't
> >matter how many checkin cards there are: they are *all* linked to that
> >first order.
> >
> >Has anyone else noticed this?  I couldn't find anything about it in the
> >IUG List Archive or anywhere on CSDirect in the Release Notes, Known
> >Issues, or FAQs.  But before I report this to the III Help Desk, I wanted
> >to see if it's already been reported as a problem and if there's any word
> >on a fix or if it's actually an "enhancement" that I somehow missed.
> >
> >(I'm sure hoping this isn't an "enhancement", because if so, it seems like
> >a pretty lame one.  I guess it would work pretty well for libraries that
> >generally have just one order record and one checkin card attached to a
> >bib, but it doesn't work well at all for libraries like this one where
> >multiple checkin cards and orders are the norm.  It is possible to change
> >the associated order record, although the actual process is different from
> >how it's described in the manual on page #105256, but it seems to me that
> >it's better for a checkin card not to be associated with an order record
> >at all than to be associated with the wrong one.)
> >
> >I could have sworn that at one time, checkin cards in MilSer were not
> >automatically associated with an order record, but it may be that I'm just
> >remembering records that didn't have any attached orders.  As I said, we
> >are still running the character-based system, so it would be easy for me
> >to miss something like this.
> >
> >Thanks, Linda
> >
> >*******************************************************************************
> >                             Linda M. Pitts
> >                   Head, Serials Receipts, UW Libraries
> >
> >Serials Receipts Section                e-mail: lmpitts@xxxxxxxxxx
> >Serials - Suzzallo                      v-mail: (206)685-3979
> >Box 352900                              phone:  (206)543-1863
> >Seattle, WA 98195-2900
> >
> >
> >
> >
> >
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>
>
> ***********************************
> Laura Tull
> Systems Librarian
> Ohio State University Libraries
> 1858 Neil Avenue Mall
> Columbus OH 43210-1286
> Phone:  614-247-6459
> Fax:  614-292-7859
> Email:  tull.9@xxxxxxxxxx
> ***********************************
>
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