Differences

This shows you the differences between two versions of the page.

--- acq:scenarios:ordering_monographs_consortial_model [2007/09/16 22:52] – created dbs
+++ acq:scenarios:ordering_monographs_consortial_model [2022/02/10 13:34] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
+======Problem scenario: Ordering monographs (consortial model)======
+(contributed by Don McMorris)
+As many libraries were small, most would order through a central system account and the consortium headquarters would receive.
+=====Actor: Member library staff=====
+Create a purchase order.  Add Purchase Order Line Items by locating a
+bibliographic record (if there isn't one, an e-mail is sent to staff to
+request a new record).  Release the purchase order, and submit it to
+vendor via EDI.  When records are released, new item/holding records are
+created.
+=====Actor: Consortium HQ's Acquisitions staff=====
+Supplier would box and ship items to consortium HQ.  Staff would sort
+items onto book trucks by PO number, and verify contents on packing
+slips.  Other staff would then take this book truck, receive the item on
+the purchase order, stamp and label the item, box the items up, and send
+them (via courier) to the library that ordered them.
+=====Actor: Member library staff=====
+Staff gets the items in the delivery.  They pull up the Purchase Order,
+and link from the line item to the item record.  They will apply a
+barcode to the book, and attach the barcode to the item record.  The
+item would then be checked in (in terms of circulation) to trap any hold
+requests and to automatically move the status from "in-process" to "in"
+(or "held", "transferred", or other applicable status).  The item would
+then be shelved.
+=====Actor: EDI agent=====
+Throughout the process, the EDI will handle some functions
+automatically.  The order is generally placed through EDI (although it's
+in the library's name, the SAN is for the system so it's received at the
+HQ).  When the vendor issues an invoice via EDI, the item will be changed
+from "On-Order" to "In-Process" (this //may// be configurable, but I'm not
+sure).