acq:interfaces
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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 ===== | ||