acq:interfaces
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acq:interfaces [2008/01/08 10:47] – erickson | acq:interfaces [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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+ | ====== Acquisitions and Serials Interfaces ====== | ||
+ | ===== Acquisitions ===== | ||
+ | ==== Bibliographic Discovery and Retrieval ==== | ||
+ | === Data Sources === | ||
+ | * Z39.50 | ||
+ | * Evergreen Catalog | ||
+ | * Atom Feeds | ||
+ | * Vendor Web Services | ||
+ | * MARC File Uploads | ||
+ | * Manual MARC Entry | ||
+ | * Evergreen Buckets | ||
+ | === Interfaces and Workflows === | ||
+ | * Common Workflow | ||
+ | * All interfaces will provide an option for naming the picklist at search time. If no name is chosen, a temporary picklist is assumed. | ||
+ | * All search/ | ||
+ | * Search criteria are stored in the resultant picklist for later resumption | ||
+ | * Z39.50 + Evergreen catalog discovery interface | ||
+ | * Provide options to select which sources to include in the search | ||
+ | * Provide search classes. | ||
+ | * MARC File Upload | ||
+ | * Provide a web form for selecting the file to upload | ||
+ | * Parse the file inline or send to a local binary MARC -> MARCXML conversion web service | ||
+ | * ... | ||
+ | ==== Picklist Builder ==== | ||
+ | * Presents a temporary list of results | ||
+ | * Options | ||
+ | * Add selected items to a new or existing picklist | ||
+ | * Convert the entire set to a named picklist | ||
+ | * Save the results as a saved search | ||
+ | ===== Acquisitions Administration ===== | ||
+ | ==== Picklists ==== | ||
+ | * General picklist management interfaces | ||
+ | * Useful info to display | ||
+ | * Real-time fund information | ||
+ | * Information on how many of each item are already owned (at different org levels?) | ||
+ | * Options | ||
+ | * Searching/ | ||
+ | * Removing items from a PL | ||
+ | * Batch delete PL | ||
+ | * Generate purchase order from PL | ||
+ | * When a PO is generated, bib, volume, and copy information is created for all purchased items | ||
+ | * bib, volume, and copy status information at PO time is based on local policy | ||
+ | * Generate PO per selected item or all PL items. | ||
+ | * PL Folders? | ||
+ | * Per-item purchase links? | ||
+ | * Does a PO require a PL? | ||
+ | === Purchase Orders === | ||
+ | * Ability to split a PO into multiple POs | ||
+ | === Funds === | ||
+ | === Budgets === | ||
+ | === Budget Allocation === | ||
+ | * Allows the user to segregate budgets by amount or percent | ||
+ | === Currencies === | ||
+ | === Exchange Rates === | ||
+ | === Providers === | ||
+ | === Bibliographic Sources === | ||
+ | === General ACQ Policies === | ||
+ | * Staff and Patron access | ||
+ | * what types of items have what sets of statuses at what stages of acquisitions (e.g. " | ||
+ | ===== Serials ===== |