Table of Contents

Acquisitions and Serials Interfaces

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/upload results go into the chosen picklist
- 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. These should be a union of the search fields provided across sources.
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/Sorting my PLs
- 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. "books" are holdable at PO time, etc.)

Serials