Study Group Session 70: Acquisitions - Rialto

Agenda

  1. Starting Point: Finding offers in the Market
    a.  Known item search in the Marketplace
    b.  Purchase Requests (from staff/patrons/course reserves/Leganto)
    c.  Collection Development tools (Feeds and Alerts)

  2. Creating the POL: Purchasing Workflows
    a.  Supplying acquisition information (including cart templates)
    b.  Selector-Approver workflows
    c.  Saving offers for later evaluation (via Lists)

  3. Order Fulfillment: Activation/Receiving Workflows
    a.  Electronic activations
    b.  Physical receiving

  4. Order Completion: Invoicing / Payments

Documentation

Recording

Transcript