acq:scenarios:ordering_monographs
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revision | |||
acq:scenarios:ordering_monographs [2007/09/16 22:52] – attribution dbs | acq:scenarios:ordering_monographs [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ======Problem Scenario: Ordering monographs (single library)====== | ||
+ | (contributed by Dan Scott) | ||
+ | **Main actors:** | ||
+ | * Actor: Dan, human kinetics collection librarian | ||
+ | * Actor: Hazel, acquisitions supervisor | ||
+ | * Actor: Chantal, technician | ||
+ | |||
+ | =====Day 1===== | ||
+ | |||
+ | Dan checks his calendar, realizes that the end of the fiscal year is | ||
+ | fast approaching, | ||
+ | various subject collections for which he is responsible. He discovers | ||
+ | he has not yet spent the entire budget for the human kinetics | ||
+ | monograph (English) collection. | ||
+ | |||
+ | Dan thumbs through the brochures for the best-known publisher in the | ||
+ | field and finds a few books that seem worthy of purchase. He checks | ||
+ | the catalogue to find out if his library already has a copy of these | ||
+ | items (items are visible in the system once they' | ||
+ | |||
+ | Having found a book that isn't already part of the library collection, | ||
+ | he circles the book he wants in the brochure and attaches a sticky | ||
+ | note to the front that says "Hazel - please order for Human Kinetics | ||
+ | (English). - Dan" and initials the sticky note. Dan then places the | ||
+ | brochure in Hazel' | ||
+ | |||
+ | ===== Day 2 ===== | ||
+ | |||
+ | Hazel picks up her mail and sees Dan's monograph request. She checks | ||
+ | to find out if is a rush order, but the word " | ||
+ | anywhere on the request so she places it on her "to be ordered" | ||
+ | for processing later. | ||
+ | |||
+ | Later that day, Hazel picks up Dan's monograph request and looks up | ||
+ | the fund ID for the Human Kinetics monographs (English) collection. | ||
+ | Because it is late in the fiscal year, Hazel checks the fund to ensure | ||
+ | that the budget can accomodate the purchase. Seeing that there are | ||
+ | sufficient funds remaining, she then adds the fund ID, the date, and | ||
+ | her initials on the sticky note. | ||
+ | |||
+ | Later in the day, Hazel takes Dan's monograph request (along with the | ||
+ | other requests she has processed) and places it in the technician' | ||
+ | in-box for ordering. | ||
+ | |||
+ | ===== Day 3 ===== | ||
+ | |||
+ | Chantal is the designated ordering technician for the day. She pulls the requests to be ordered from the ordering in-box, sorts the requests by " | ||
+ | |||
+ | To order Dan's item, Chantal browses to the library' | ||
+ | |||
+ | Chantal then logs into the next book vendor Web site (the library uses three different vendors for in-print monograph orders), searches by ISBN, and finds the requested book. She places the order with the vendor through the vendor' | ||
+ | |||
+ | To record the order in the library system, Chantal connects to several different Z39.50 servers through the library system Z39.50 client and searches for a bibliographic record matching the requested book. At this point, she doesn' | ||
+ | |||
+ | Chantal finds a bibliographic record that meets her requirements and loads the record into the library system. Now that the record is in the library system, she can create an order record in the library system. | ||
+ | |||
+ | To create the order record, Chantal performs the following step: | ||
+ | - retrieves the bibliographic record that she just added to the library system in the " | ||
+ | - chooses the vendor from a list stored in the library system | ||
+ | - chooses the order type as " | ||
+ | - accepts the default fiscal year (" | ||
+ | - identifies the number of copies ordered as 1 | ||
+ | - enters the fund ID for the Human Kinetics monographs (English) collection | ||
+ | - accepts the default destination location (" | ||
+ | - accepts the default item type (" | ||
+ | - sets the price to the amount indicated in the vendor system | ||
+ | - accepts the new purchase order ID that has been generated to identify the order in the library system | ||
+ | |||
+ | Once the item has been ordered, Chantal recycles the brochure (or whatever piece of paper she received that contained the order instructions). |