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

Open

Recording

Open

Transcript

Open